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所在平台: Udemy |
课程主页: https://www.udemy.com/course/personal-finance-private-wealth-management/
课程评论：没有评论
**课程名称：** 个人理财与私人财富管理 **课程概述：** 本课程由EDUCBA提供，旨在帮助您检验和巩固个人理财知识，并跟踪您的学习进度。课程将全面介绍财富管理的基本概念，从情景画像、主动与被动财富管理以及人生不同阶段的理财需求入手。 **核心内容：** * **财富管理基础：** 情景画像、主动与被动财富管理、人生不同阶段的财务规划。 * **投资者心理与个性：** 心理画像、投资者个性类型（包括个人主义者）、有效财务规划中的终生支出估算。 * **时间价值与投资：** 金钱时间价值概念、终生支出练习。 * **投资策略与风险：** 家庭投资方式、投资政策声明（IPS）的好处、投资期限、常见流动性问题、风险承受能力与回报目标、蒙特卡洛法与确定性方法对比。 * **情商与投资：** 情商在个体投资者案例研究中的应用。 * **税务知识：** 税种（累进税、计提税、资本利得税、财富税）、税收对应收益、账户税收概要、交易行为。 * **会计与优化：** 后进先出（HIFO）、先进先出（LIFO）以及优化策略。 * **遗产规划：** 遗产规划基础、产权、共同财产制、核心资本及其示例。 * **税务筹划与资产配置：** 蒙特卡洛模拟、税后价值的相对比较、赠与税示例、遗产规划策略、估值折让。 * **保险与风险管理：** 人寿保险、税收管辖区、避免双重征税的救济措施、全球税收协定、死亡风险、保险需求、对冲风险、资产配置。 本课程将为您提供一个全面的框架，帮助您理解和管理个人财富，做出更明智的财务决策。
Welcome to the Personal Finance Private Wealth Management course by EDUCBA. This course would help you check your understanding of personal finance and monitor your progress as you complete the course. This course introduces you to the fundamental concepts of Wealth Management. We will begin by exploring Situational Profiling, Active Vs Passive Wealth and Stages of Life. We will develop Psychological Profiling, Investor Personality Types, Individualistic Personality Type. Effective Financial Planning requires estimating Lifetime Expenditures. We will cover Time Value of Money concepts in general and the Lifetime Expenditures exercise in particular. We will examine how households invest money. We will understand Benefits of IPS, Time Horizon, Common Liquidity Issues, Risk Tolerance and Return Objectives and Monte Carlo Vs Deterministic Approach.You will be learning the followings;Situational ProfilingActive Vs Passive WealthStages of LifePsychological ProfilingInvestor Personality TypesIndividualistic Personality TypeBenefits of IPSTime HorizonCommon Liquidity IssuesRisk Tolerance and Return ObjectivesMonte Carlo Vs Deterministic ApproachEQ - Case Study Individual InvestorType of TaxesProgressive Tax ExampleAccrual TaxationCapital Gains TaxesWealth TaxesAccrual Equivalent ReturnsSummary of RelationshipsAccount Tax ProfilesTrading BehaviorHIFO LIFO and OptimizationEstate Planning and ProbableOwnership RightsCommunity Property RegimeCore CapitalCore Capital with ExampleMonte Carlo SimulationsRelative After Tax ValuesExample-Recipient Pays Gift TaxesEstate Planning StrategiesValuation DiscountLife InsuranceTax JurisdictionsRelief from Doible TaxationGlobal TreatiesMortality RiskDemand for InsuranceHedging RisksAsset Allocations
