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所在平台: Udemy |
课程主页: https://www.udemy.com/course/cisi-lvl-4-cert-in-international-advanced-wealth-management/
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课程名称：国际高级财富管理证书 P2 课程概述：本课程是一套非官方的练习题，旨在帮助您为国际高级财富管理证书 P2 考试做准备。请注意，本课程与CISI无关，也未获得其认可。提供的题目是独特的，旨在测试您的知识和考试准备情况，实际考试中可能会有不同的问题。为了获得最佳的备考体验，请将这些练习测试作为官方学习指南、实践经验和其他学习资源的有价值补充。该培训将帮助您为CISI第四级国际高级财富管理证书的财富管理实践单元准备两小时的80道选择题考试（该培训基于学习手册，涵盖2022年8月21日至2025年8月20日的考试内容）。注册课程后，您将获得一份全面的PDF文档，包含学习手册各章节末尾问题的答案。 国际高级财富管理证书需要通过两个单元的考试，其中“财富管理实践”是其中之一。多项选择题将涵盖财富管理工作簿中的以下章节： - 证券分析 - 企业治理 - 财务报表分析 - 企业行动 - 税务、信托及基金会 - 税务 - 居住与住所 - 信托与基金会 - 税务合规 - 税务规划 - 投资产品 - 集体投资基金和公司的特征 - 集体投资分析 - 交易所交易基金与商品 - 封闭式基金和投资公司 - 以人寿保险为基础的投资 - 养老安排 - 投资风险与回报的原则 - 投资理论模型 - 钱的时间价值 - 投资风险与回报 - 投资组合构建 - 市场信息与研究 - 投资组合构建 - 投资建议 - 为客户提供建议 - 客户信息收集 - 风险评估 - 投资选择与推荐 - 投资配置 - 投资选择 - 投资规划与建议 - 投资组合评估、维护与审查 - 基准的选择与使用 - 投资组合评估 - 投资组合审查与维护 *CISI不认可、推广、审查或保证Stephen Dubois所提供的产品或服务的准确性或质量。
Disclaimer:This course is an unofficial set of practice questions designed to help you prepare for the Certificate in International Advanced Wealth Management P2 exam. It is not affiliated with or endorsed by CISI.The questions provided here are unique and are intended to test your knowledge and readiness for the exam format. They are not the actual questions you will encounter in the official test. For the best preparation experience, please use these practice tests as a valuable supplement to official study guides, hands-on experience, and other learning resources.This training will help you to best prepare the 2-hour, 80 multiple-choice question exams of the Wealth Management Practice unit* from the CISI Level 4 Certificate in International Advanced Wealth Management. (This training is based on the learning manual which cover examinations from 21 August 2022 to 20 August 2025)Bonus: Upon enrolling in this course, you will gain access to a comprehensive PDF document containing the answers to all end-of-chapter questions of the learning manual.The Certificate in International Advanced Wealth Management is achieved by passing the 2 units. Wealth Management Practice is one of these 2 units.The Multi Choice Questions will cover the following chapters from the Wealth Management workbook:Element 1 Securities Analysis1.1 Corporate Governance1.2 Financial Statement Analysis1.3 Corporate ActionsElement 2 Taxation, Trusts and Foundations2.1 Taxation2.2 Residence and Domicile2.3 Trusts and Foundations2.4 Tax Compliance2.5 Tax planningElement 3 Investment Products3.1 Characteristics of Collective Investment Funds and Companies3.2 Analysis of Collective Investments3.3 Exchange-Traded Funds and Exchange-Traded Commodities3.4 Closed Ended Funds and Investment Companies3.5 Life Assurance Based Investments3.6 Pension ArrangementsElement 4 Principles of Investment Risk and Return4.1 Models of Investment Theory4.2 Time Value of Money4.3 Investment Risk and ReturnElement 5 Portfolio Construction5.1 Market Information and Research5.2 Portfolio ConstructionElement 6 Investment Advice6.1 Advising Clients6.2 Client Fact Finding6.3 Risk ProfilingElement 7 Investment Selection and Recommendation7.1 Investment Allocation7.2 Investment Selection7.3 Investment Planning and RecommendationsElement 8 Portfolio Evaluation, Maintenance and Review8.1 Selection and use of Benchmarks8.2 Portfolio Evaluation8.3 Portfolio Review & Maintenance*CISI does not endorse, promote, review or warrant the accuracy or quality of the products or services offered by Stephen Dubois
