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所在平台: Udemy |
课程主页: https://www.udemy.com/course/cwm-chartered-wealth-manager-certification-skills-course/
课程评论：没有评论
课程名称：CWM特许财富管理师认证技能课程 课程概述： 此课程是财富管理认证项目的入门课程，预计阅读和学习时间为20至25小时。主要内容包括财务规划与财富管理的基础知识，涵盖财富管理策略、资金管理、风险、信用、资产管理与保护、经济学、金融机构、金融与SEC法律、伦理、法规和专业性等主题。 课程重点分析投资的基本概念、市场、风险、退休、联邦税收、资产管理及遗产，同时探讨制定投资政策和策略的理论与技术。此外，还将介绍财富管理流程及全球财务规划，这些内容将在后续课程中进一步扩展。 完成本课程后，若持有硕士学位或律师执照，学员可申请认证。该课程也可计入各类专业机构的继续教育学分。我们的认证项目获得ESQ认证和ISO 21001认证，专业认证由全球金融与管理学院（GAFM）颁发。 教授介绍： 乔治·门兹是财富管理在线教学的资深教授，曾在美国律师协会认可的法学院教授超过十年，并在拜恩斯教授的监督下工作。当前，门兹担任美国总统学者项目的专员，该项目由美国教育部和白宫运营。门兹是一位持证律师，拥有法学博士（JD）、MBA学位及国际法律研究的研究生证书。作为前投资银行家和税务律师，他在1990年代末顺利通过了NASD/FINRA的系列7、63和65考试。门兹已出版超过60部书籍和有声书，近期被评为全球财富管理影响力人物第二名。 门兹教授积极参与财富管理、财务规划与金融创新的教学，致力于提升学生的专业技能和实务能力。 **备注：门兹与GAFM为符合条件的学生和毕业生提供认证。请注意，我们不提供免费的证书，亦不授予学生文凭。如需获取专业 designation 或认证，请访问GAFM网站。**
Wealth Management Certification Program - Course Description (This course is about 20-25 hours of reading and advanced learning)This course is an introduction to Introduction to Financial Planning & Wealth. Topics in this class include wealth management strategy, money management, risk, credit, asset management and protection, economics, financial institutions, financial and SEC law, ethics, regulations, and professionalism. The course examines the basics of investments, markets, risk, retirement, federal taxation, asset management and estates while it analyzes theories and techniques of developing investment policies and strategies. The course also outlines the processes in wealth management and global financial planning that will be expanded upon in other courses in the curriculum.After Completing this Course, You may apply for Certification if you have a Masters Degree or Law License. However this is a skill course that may count for continuing education for various professional bodies.Our certification programs are ESQ Accredited and ISO 21001 Certified and our professional certifications are conferred by the GAFM Global Academy of Finance and Management. About the ProfessorCounselor Mentz has been teaching Wealth Management online for ABA recognized law schools for over a decade under the supervision of Prof. Byrnes. Presently, Mentz is a Commissioner for the US Presidential Scholars Program which is operated by the US Dept of Education and the White House. Mentz is a licensed attorney and holds a Doctor of Jurisprudence/JD, an MBA, and a CILS Graduate Certificate of International Legal Studies. Commissioner Mentz is a former investment banker and tax lawyer who also passed the Series 7, 63 and 65 licensing exams from NASD/FINRA in the late 1990s. Mentz has authored over 60 books and audio books and was recently ranked #2 in the world as a Wealth Management Influencer online.Publishing: George Mentz has authored over 60 books and audio books on wealth management, financial planning, metaphysics, and success and serves as an tax/financial economist and "Finance Insider" team for NewsMax along with other luminaries such as: Mohamed El-Erian, Stephen Moore, & the Hon. Larry Kudlow.Mentz is an active law professor in the areas of: Wealth Management, Finanical Planning and Finanical Innovations at a top ranked law school USA.** Terms - Mentz and the GAFM offer certification to eligible students and graduates. (Mentz and GAFM and the Board of Standards) can not provide any free certificate and we do not confer diplomas to students. If students seek a designation or board certification, please go to the website of GAFM.
