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CFA L3 IPS写作课
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- 私人财富管理
- Reading 1
- 课时1：Framework 23:55
- 课时2：Private Clients versus Institutional Clients 20:35
- 课时3：Understanding Private Clients 49:02
- 课时4：Investment Planning 27:34
- 课时5：Investment Policy Statement 26:40
- 课时6：Portfolio Construction and Monitoring 14:58
- 课时7：Ethical and Compliance Considerations in Private Wealth Management 02:00
- 课时8：Private Client Segments 08:40
- Reading 2
- 课时9：Global taxation regimes 07:57
- 课时10：Simple Tax Environments 54:09
- 课时11：Blended Taxing Environments 32:55
- 课时12：Types of investment accounts 12:36
- 课时13：The tax effects of trading behavior 02:54
- 课时14：Tax loss harvesting and HIFO 08:21
- Reading 3
- 课时15：Estate Planning Concept 20:44
- 课时16：Core Capital 16:42
- 课时17：Relative after-tax values 13:06
- 课时18：Estate planning strategy & tools 22:33
- 课时19：Relief from double taxation 13:32
- Reading 4
- 课时20：Concepts 42:59
- 课时21：Managing concentrated stock position 33:22
- 课时22：Managing concentrated privately held business 16:51
- 课时23：Managing concentrated real estate positions 07:05
- Reading 5
- 课时24：Introduction 15:40
- 课时25：Human Capital and Financial Capital 13:51
- 课时26：The Individual Balance Sheet 02:43
- 课时27：The Risk Management Strategy for Individuals 04:40
- 课时28：The Financial Stages of Life for an Individual 05:42
- 课时29：Individual Risk Exposures 10:57
- 课时30：Life Insurance and Other Types of Insurance 24:08
- 课时31：Annuities 10:46
- 课时32：Implementation of Risk Management 04:17
- 课时33：Others 18:35
- 课时34：Framework 23:55
- 课时35：Private Clients versus Institutional Clients 20:35
- 课时36：Understanding Private Clients 49:02
- 课时37：Investment Planning 27:34
- 课时38：Investment Policy Statement 26:40
- 课时39：Portfolio Construction and Monitoring 14:58
- 课时40：Ethical and Compliance Considerations in Private Wealth Management 02:00
- 课时41：Private Client Segments 08:40
- 课时42：Global taxation regimes 07:57
- 课时43：Simple Tax Environments 54:09
- 课时44：Blended Taxing Environments 32:55
- 课时45：Types of investment accounts 12:36
- 课时46：The tax effects of trading behavior 02:54
- 课时47：Tax loss harvesting and HIFO 08:21
- 课时48：Estate Planning Concept 20:44
- 课时49：Core Capital 16:42
- 课时50：Relative after-tax values 13:06
- 课时51：Estate planning strategy & tools 22:33
- 课时52：Relief from double taxation 13:32
- 课时53：Concepts 42:59
- 课时54：Managing concentrated stock position 33:22
- 课时55：Managing concentrated privately held business 16:51
- 课时56：Managing concentrated real estate positions 07:05
- 课时57：Introduction 15:40
- 课时58：Human Capital and Financial Capital 13:51
- 课时59：The Individual Balance Sheet 02:43
- 课时60：The Risk Management Strategy for Individuals 04:40
- 课时61：The Financial Stages of Life for an Individual 05:42
- 课时62：Individual Risk Exposures 10:57
- 课时63：Life Insurance and Other Types of Insurance 24:08
- 课时64：Annuities 10:46
- 课时65：Implementation of Risk Management 04:17
- 课时66：Others 18:35
- 机构投资者的组合管理
- Reading 6
- 课时67：Institutional Investors Common Characteristics 51:10
- 课时68：Overview of Investment Policy 34:00
- 课时69：Pension Funds 83:10
- 课时70：Sovereign Wealth Funds 23:58
- 课时71：University Endowments and Private Foundations 41:35
- 课时72：Banks and Insurers 61:30
- 习题讲解
- 课时73：IPS习题精讲01 40:58
- 课时74：IPS习题精讲02 45:13
- 课时75：IPS习题精讲03 33:31
- 课时76：IPS习题精讲04 40:37
- 课时77：IPS习题精讲05 49:12
- 课时78：IPS习题精讲06 40:45
- 课时79：IPS习题精讲07 44:27
- 课时80：IPS习题精讲08 34:36
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