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25CFA三级
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25年CFA三级长线班
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2.基础班
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8.Private Wealth Pathway
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1.Business model & Strategy-revised .sz
10.Client Profiles and Acquisition .sz
11.UHNW Clients .sz
12.Family Governance .sz
13.Goal-based planning .sz
14.Comprehensive Wealth Planning .sz
15.Taxation .sz
16.Liquidity .sz
17.Asset Allocation .sz
18.Taxation .sz
19.Retirement .sz
2.Fee- Rev and Compension-revised .sz
20.Performance Evaluation and Attribution .sz
21.Risk Management .sz
22.Response to Risks to Human Capital .sz
23.Inflation .sz
24.Exchange Rate Risk .sz
25.Multijurisdiction Family .sz
26.Complex Family .sz
27.Entrepreneur .sz
28.Professionals and Executives .sz
29.Gifts(1) .sz
3.Roles of other advisors .sz
30.Gifts(2) .sz
31.Bequests and Inheritances(1) .sz
32.Bequests and Inheritances(2) .sz
33.Charities and Philanthropy .sz
4.Global Regulatory Principles .sz
5.Family Operating System .sz
6.SEW and FIBER .sz
7.Cultural Influence .sz
8.Behavioral Bias .sz
9.Acquirer's Dilemma .sz
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