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{in name="user_id" value="21644"} {/ in}課程試聽 推薦
1.Private Wealth Pathway（三選一）
Module 1 The Private Wealth Management Industry
Module 2 Working With the Wealthy
Module 3 Wealth Planning
Module 4 Investment Planning
Module 5 Preserving the Wealth
Module 6 Advising the Wealthy
Module 7 Transferring the Wealth
2.Private Markets（三選一）
Module 1 Private Investments and Structures
Module 2 General Partner and Investor Perspectives and the Investment Process
Module 3 Private Equity
Module 4 Private Debt
Module 5 Private Special Situations
Module 6 Private Real Estate Investments
Module 7 Infrastructure
3.Portfolio Management（三選一）
Module8 Case Study in Portfolio Management Institutional
Module 7 Trade Strategy and Execution
Module 1 Index-Based Equity Strategies
Module 2 Active Equity Investing: Strategies
Module 3 Active Equity Investing: Portfolio Construction
Module 4 Liability-Driven and Index-Based Strategies
Module 5 Yield Curve Strategies
Module 6 Fixed-Income Active Management: Credit strategies
4.Ethical and Professional Standards
Module 4 Asset Manager Code of Professional Conduct
Module 2 Guidance for Standards I–VII
Module 1 Code of Ethics and Standards of Professional Conduct
5.Derivatives and Risk Management
Module 1 Options Strategies
Module 2 Swaps, Forwards, and Futures Strategies
Module 3 Currency Management: An Introduction
6.Performance Measurement
M1 Portfolio Performance Evaluation
M2 Investment Manager Selection
M3 Overview of the Global Investment Performance Standards
7.Portfolio Construction
M1 Overview of Equity Portfolio Management
M2 Overview of Fixed-Income Portfolio Management
M3 Asset Allocation to Alternative Investments
M4 An Overview of Private Wealth Management
M5 Portfolio Management for Institutional Investors
M6 Trading Costs and Electronic Markets
M7 Integrated Cases in Risk Management- Institutional
8.Asset Allocation
Module 5 Asset Allocation with Real-World Constraints
Module 4 Principles of Asset Allocation
Module 3 Overview of Asset Allocation
Module2 Capital Market Expectations, Part 2 Forecasting Asset Class Returns
Module1 Capital Market Expectations, Part 1 Framework and Macro Considerations
1.CFA三級2025年考綱變化
CFA三級2025年考綱變化
1.Asset Allocation
M1 Part 1: Framework and Macro Considerations
M2 Part 2: Forecasting Asset Class Returns
M3 Overview of AA
M4 Principles of AA
M5 Real-world constraints
2.Portfolio Construction
M1 Overview of Equity Portfolio Management
M2 Overview of Fixed-Income Portfolio Management
M3 Asset Allocation to Alternative Investments
M4 An Overview of Private Wealth Management
M5 Portfolio Management for Institutional Investors
M6 Trading Costs and Electronic Markets
3.Performance Measurement
M1 Portfolio Performance Evaluation
M2 Investment Manager Selection
M3 Overview of the Global Investment PerformanceStandards
4.Derivatives and Risk Management
Module 1 Options Strategies
Module 2 Swaps, Forwards, and Futures Strategies
Module 3 Currency Management: An Introduction
5.Ethical and Professional Standards
M1 Code of Ethics and Standards of Professiona
M2 Guidance for Standards I–VII
M3 Application of the Code and Standards Level III
M4 Asset Manager Code of Professional Conduct
6.Portfolio Management（三選一）
M7 Trade Strategy and Execution
M6 Fixed-Income Active Management: Credit Strategies
M5 Yield Curve Strategies
M4 Liability-Driven and Index-Based Strategies
M1 Index-Based Equity Strategies
M2 Active Equity Investing: Strategies
M3 Active Equity Investing: Portfolio Construction
7.Private Markets Pathway（三選一）
M1 Private Investments and Structures
M2 General Partner and Investor Perspectives and the Investment Process
M3 Private Equity
M4 Private Debt
M5 Private Special Situations
M6 Private Real Estate Investments
M7 Infrastructure
8.Private Wealth Pathway（三選一）
Module 1 The Private Wealth Management Industry
Module 2 Working With the Wealthy
Module 3 Wealth Planning
Module 4 Investment Planning
Module 5 Preserving the Wealth
Module 6 Advising the Wealthy
Module 7 Transferring the Wealth
