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25CFA三级
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25年CFA三级JC
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2.基础班
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8.Private Wealth Pathway
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01.Business model & Strategy-revised .sz
02.Fee- Rev and Compension-revised .sz
03.Roles of other advisors .sz
04.Global Regulatory Principles .sz
05.Family Operating System .sz
06.SEW and FIBER .sz
07. Cultural Influence .sz
08.Benavioral Bias .sz
09.Acquirer's Dilemma .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
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
30.Gifts(2) .sz
31.Bequests and Inheritances (1) .sz
32.Bequests and Inheritances(2) .sz
33. Charities and Philanthropy .sz
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