Download Udemy - Complete Wealth and Asset Management Course Excel Projects Torrent

Torrent Contents Size: 2.7 GB

Udemy - Complete Wealth and Asset Management Course Excel Projects

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TXT

102.4 B

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1 - Introduction

1. Introduction.mp4

MP4

57.6 MB

10 - Regulation & Compliance (Global View)

11 - Fees, Charges & Revenue Models

12 - Global Client Segments & Cross-Border Planning

2 - Introduction to Wealth & Asset Management

3 - Wealth Management Services

10. Hands-On – Risk Profiling & Asset Allocation.mp4

MP4

93.6 MB

10. Risk_Profiling_Asset_Allocation_Template_v1.0.xlsx

XLSX

22 KB

11. Tax Planning & Estate Planning.mp4

MP4

43.7 MB

12. Hands-On – Tax & Estate Planning.mp4

MP4

52.9 MB

12. Tax_Estate_Planning_Template_v1.0.xlsx

XLSX

17.8 KB

13. Retirement and Insurance Planning.mp4

MP4

43.3 MB

14. Hands-On – Retirement & Insurance Planning.mp4

MP4

66.4 MB

14. Retirement_Insurance_Planning_Template_v1.0.xlsx

XLSX

23 KB

15. Private Banking vs. Wealth Management vs. Financial Planning.mp4

MP4

39.2 MB

16. Family Offices & UHNW Solutions.mp4

MP4

39.6 MB

4 - The Wealth Management Life Cycle

17. The Wealth Management Life Cycle.mp4

MP4

38.5 MB

18. Wealth Accumulation Phase.mp4

MP4

47.4 MB

19. Wealth Preservation Phase.mp4

MP4

37.2 MB

20. Wealth Transfer & Succession Phase.mp4

MP4

37.2 MB

21. Real-World Client Life Cycle Examples.mp4

MP4

31.2 MB

5 - Front, Middle & Back Office in Wealth Management Operations

22. Front, Middle & Back Office in Wealth Management Operations.mp4

MP4

36.4 MB

23. Front Office Functions.mp4

MP4

42.2 MB

24. Middle Office Functions.mp4

MP4

41 MB

25. Back Office Functions.mp4

MP4

49.2 MB

26. Workflow & Coordination.mp4

MP4

50.7 MB

27. Technological Operational Resilience & Cyber Risk.mp4

MP4

49.1 MB

6 - Asset Classes & Investment Products

28. Asset Classes & Investment Products.mp4

MP4

41.5 MB

29. Core Asset Classes (Equity, Debt, Real Estate, Cash).mp4

MP4

79.7 MB

30. Alternative Investments.mp4

MP4

41.2 MB

31. Investment Products (Mutual Funds, ETFs, Structured Products).mp4

MP4

45.9 MB

32. Global Product Structures.mp4

MP4

72.2 MB

33. Portfolio Diversification Concepts.mp4

MP4

35.8 MB

7 - Key Concepts in Portfolio Management

34. Key Concepts in Portfolio Management.mp4

MP4

41 MB

35. Asset Allocation & Rebalancing.mp4

MP4

42 MB

36. Risk Tolerance & Investment Profiles.mp4

MP4

42 MB

37. Performance Metrics.mp4

MP4

44.1 MB

38. Behavioral Finance & Investor Psychology.mp4

MP4

33.2 MB

8 - Industry Players, Platforms & Trends

39. Global Wealth Management Industry Structure.mp4

MP4

52.4 MB

40. WealthTech, Robo-Advisors, AI in WM.mp4

MP4

78.6 MB

41. Digital Assets, Crypto & Blockchain.mp4

MP4

93.6 MB

42. Sustainable & Impact (ESG) Investing.mp4

MP4

87.6 MB

9 - Case Studies & Scenarios

43. Sample Client Portfolio Construction & Analysis.mp4	MP4	55.4 MB
44. Life Stage- Needs Based Advisory Case Study.mp4	MP4	40.2 MB
45. Ethics and Conflicts of Interest in Advisory.mp4	MP4	41.7 MB
46. Regional Global Case Snapshots.mp4	MP4	52.9 MB

8. Wealth Management Services.mp4

MP4

14.7 MB

9. Investment Advisory.mp4

MP4

58.6 MB

3. What is Wealth Management.mp4

MP4

53.5 MB

4. What is Asset Management and How It Differs.mp4

MP4

37.2 MB

5. Why Wealth Management Matters in Today’s World.mp4

MP4

40.2 MB

6. Who Are the Clients HNWIs, Ultra-HNWIs & Retail Clients.mp4

MP4

52.6 MB

7. Macroeconomic & Microeconomic Foundations.mp4

MP4

37.3 MB

55. International Clients & Tax Residency Considerations.mp4

MP4

48.3 MB

56. Currency and Regulatory Considerations for Cross-Border Investing.mp4

MP4

50.1 MB

57. Offshore Wealth Structures.mp4

MP4

49.4 MB

52. Fee-Based vs. Commission-Based Models.mp4

MP4

41.7 MB

53. Wrap Accounts, AUM-Based Fees, and Performance Fees.mp4

MP4

48 MB

54. Conflicts of Interest & Transparency.mp4

MP4

61.6 MB

47. Major Regulatory Bodies & Frameworks.mp4

MP4

43.3 MB

48. Suitability vs. Fiduciary Responsibility.mp4

MP4

56.8 MB

49. Anti-Money Laundering (AML) in Wealth Management.mp4

MP4

56.3 MB

50. Global Data Privacy & Tax Reporting Standards.mp4

MP4

45.2 MB

51. Technology, Cybersecurity, and Compliance.mp4

MP4

60.5 MB

2. Instructor Introduction.mp4

MP4

10.6 MB

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Udemy - Complete Wealth and Asset Management Course Excel Projects

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