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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-s/
课程评论：没有评论
**【Udemy课程总结】国际高级财富管理证书（第一部分）：经济与市场** 本课程旨在帮助学员高效备考CISI（特许证券与投资学会）国际高级财富管理证书（Level 4）中的“经济与市场”单元（考试时长2小时，含80道选择题）。该课程内容基于2023年12月21日至2025年12月20日期间的考试学习手册。 **课程涵盖内容：** 1. **财富管理与金融服务业：** * 金融服务业在经济中的作用 * 主要金融机构与组织 * 财富管理概述 2. **宏观经济环境：** * 宏观经济趋势与指标 * 财政政策与货币政策 * 影响资产类别的因素 3. **现金、货币市场与外汇市场：** * 现金工具与市场 * 外汇工具与市场 4. **固定收益证券：** * 固定收益证券的特征 * 主权债券与政府债券的特征 * 公司债券的特征 * 欧洲债券的特征 * 固定收益证券的发行 * 固定收益市场与交易执行 * 固定收益证券的估值 5. **股票（权益）：** * 股票的特征 * 股权证券的发行 * 股票市场与交易执行 6. **房地产与另类投资：** * 房地产 * 另类投资 7. **衍生品：** * 衍生品概述 * 期货 * 期权 * 权证与差价合约 * 互换 8. **清算、结算与安全保管：** * 清算、结算与安全保管 **课程亮点：** * **全面备考：** 重点覆盖“经济与市场”单元的全部考点。 * **学习资料：** 购买课程即赠送学习手册所有章节课后习题的答案PDF文档。 * **证书认可：** “经济与市场”单元是获得国际高级财富管理证书的两个单元之一。 *(请注意：CISI对Stephen Dubois提供的产品或服务的准确性或质量不作任何认可、推广、审查或保证。)*
This training will help you to best prepare the 2-hour, 80 multiple-choice question exams of the Economics and Markets for Wealth Management 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 December 2023 to 20 December 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. Economics and Markets for Wealth Management is one of these 2 units.The Multi Choice Questions will cover the following chapters from the Economics and Markets for Wealth Management workbook:Element 1 Wealth Management and the Financial Services Sector1.1 The Financial Services Sector in the Economy1.2 Main Institutions and Organisations1.3 Wealth ManagementElement 2 Macro-Economic Environment2.1 Macro-economic trends and indicators2.2 Fiscal and Monetary Policy2.3 Influences on Asset ClassesElement 3 Cash, Money Markets and the Foreign Exchange Market3.1 Cash Instruments and Markets3.2 Foreign Exchange Instruments and MarketsElement 4 Fixed-Income Securities4.1 Characteristics of Fixed-Income Securities4.2 Characteristics of Sovereign and Government Bonds4.3 Characteristics of Corporate Debt4.4 Characteristics of Eurobonds4.5 Issuing Fixed-Income Securities4.6 Fixed-Income markets and trade execution4.7 Valuation of Fixed-Income SecuritiesElement 5 Equities5.1 Characteristics of Equities5.2 Issuing Equity Securities5.3 Equity Markets and Trade ExecutionElement 6 Real Estate and Alternative Investments6.1 Real Estate6.2 AlternativesElement 7 Derivatives7.1 General7.2 Futures7.3 Options7.4 Warrants and Contracts for Difference7.5 SwapsElement 8 Settlement and Safe Custody8.1 Clearing, Settlement and Safe Custody*CISI does not endorse, promote, review or warrant the accuracy or quality of the products or services offered by Stephen Dubois
