|
所在平台: Udemy |
课程主页: https://www.udemy.com/course/private-wealth-management/
课程评论：没有评论
课程名称：个人财务与财富管理硕士班 课程概述：本课程将为您介绍财富管理的基本概念。我们将首先探索技能与财富之间的联系，接着将制定个人资产负债表并计算净资产。我们还将研究用于估算人力资本的公式。有效的财务规划需要估算终身支出。课程将覆盖时间价值的基本概念，特别是终身支出练习，该练习通常在本科和MBA的金融课程中教授。 我们将分析高收入和低收入家庭的预算，探讨有效财富积累所需的明智投资，并研究家庭如何投资。课程将审视股票、债券、私募股权、房地产、商品和对冲基金的历史回报，以及为何几何平均数适用于投资组合管理。此外，我们还将研究卖空过程，了解其如何在股价下跌时获利。 有效的财富保护需要强有力的风险管理。我们将识别个人和家庭面临的风险，并考察各种风险管理工具。同时，我们还将审视美国及全球监管机构的作用，以及年金作为养老金替代品的潜力。本课程将探讨常被忽视的LIBOR丑闻，最后我们还将涵盖遗产规划的相关内容。
This course introduces you to the fundamental concepts of Wealth Management. We will begin by exploring the links between skills and wealth. We will develop Personal Balance Sheets and calculate Net Worth. We will examine the formula that is used to estimate Human Capital. Effective Financial Planning requires estimating Lifetime Expenditures. We will cover Time Value of Money concepts in general and the Lifetime Expenditures exercise in particular. The Lifetime Expenditures exercise is typically taught in Finance Courses at the Undergraduate and MBA Levels. We will examine Budgets for both high and low income households. Effective Wealth Accumulation requires prudent investing. We will examine how households invest money. We will examine historical returns for Equities, Bonds, Private Equity, Real Estate, Commodities and Hedge Funds. We will discuss why Geometric averages are appropriate for Portfolio Management. We will also examine the Short Selling Process. Short Selling is used to benefit from a downturn in stock prices. Effective Wealth Preservation requires robust risk management. We will identify risks individuals and households face and examine various risk management tools. We will examine the role of regulators in the United States and around the world. We will also examine the potential of Annuities to serve as a substitute for Pensions. We will examine the LIBOR Scandal which is often overlooked by some. Finally, we will examine Estate Planning.
