By the end of this course, learners will be able to analyze investor profiles, evaluate risk and return objectives, apply tax-efficient portfolio strategies, and design comprehensive private wealth management solutions. Learners will also be able to assess behavioral factors, construct investment policy statements, interpret simulation-based outcomes, and evaluate estate planning and global wealth transfer considerations.
This course provides a structured and practical introduction to personal finance and private wealth management, integrating behavioral finance, investment policy design, taxation, asset allocation, risk management, and estate planning. Through a progressive, module-based approach, learners gain the skills needed to align financial strategies with individual goals, constraints, and psychological profiles. Real-world scenarios, case-based examples, and simulation techniques help bridge theory and application, ensuring learners understand how decisions impact long-term wealth outcomes.
What makes this course unique is its holistic focus on the individual investor. Rather than treating investments in isolation, the course connects investor behavior, life stages, tax structures, ownership regimes, and global considerations into a unified decision-making framework. This integrated perspective equips learners with job-relevant skills applicable to financial planning, private banking, wealth advisory, and investment analysis roles.
This module introduces the foundational concepts of investor profiling, behavioral finance, and personality frameworks to help learners understand how individual circumstances and psychology influence wealth management decisions.
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7 vidéos4 devoirs
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7 vidéos•Total 55 minutes
Situational Profiling•10 minutes
Active Vs Passive Wealth•6 minutes
Stages of Life•8 minutes
Psycological Profiling•7 minutes
Psycological Profiling Continues•7 minutes
Investor Personality Types•8 minutes
Individualistic Personality Type•10 minutes
4 devoirs•Total 60 minutes
Foundations of Investor Profiling•10 minutes
Life Stages and Behavioral Psychology•10 minutes
Investor Personality Frameworks•10 minutes
Understanding the Investor Mindset •30 minutes
Investment Policy and Objective Setting
Module 2•2 heures à terminer
Détails du module
This module focuses on constructing effective investment policy statements by integrating objectives, constraints, risk-return trade-offs, and analytical approaches for long-term wealth planning.
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8 vidéos4 devoirs
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8 vidéos•Total 72 minutes
Benefits of IPS•6 minutes
Time Horizon•11 minutes
Common Liquidity Issues•9 minutes
Risk Tolerance and Return Objectives•12 minutes
IRR Type Question•10 minutes
Solution•9 minutes
Monte Carlo Vs Deterministic Approach•8 minutes
Monte Carlo Vs Deterministic Approach Continues•7 minutes
4 devoirs•Total 60 minutes
Building the Investment Policy Statement•10 minutes
Liquidity, Risk, and Return Analysis•10 minutes
Deterministic vs Simulation Approaches•10 minutes
Investment Policy and Objective Setting•30 minutes
Individual Investors and Tax Fundamentals
Module 3•2 heures à terminer
Détails du module
This module examines individual investor case analysis and core tax concepts, emphasizing how taxation affects investment decisions, risk capacity, and after-tax wealth accumulation.
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8 vidéos4 devoirs
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8 vidéos•Total 70 minutes
EQ - Case Study Individual Investor•7 minutes
More on Individual Investor•5 minutes
Type of Taxes•6 minutes
Progressive Tax Example•9 minutes
Accrual Taxation•10 minutes
Capital Gains Taxes•10 minutes
Wealth Taxes•11 minutes
Accrual Equivalent Returns•11 minutes
4 devoirs•Total 60 minutes
Individual Investor Case Analysis•10 minutes
Tax Structures and Applications•10 minutes
Advanced Tax Considerations•10 minutes
Individual Investors and Tax Fundamentals•30 minutes
Tax Efficiency and Ownership Structures
Module 4•2 heures à terminer
Détails du module
This module explores tax-efficient portfolio construction, trading behavior, and ownership structures, highlighting their legal and fiscal implications in wealth management.
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7 vidéos4 devoirs
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7 vidéos•Total 59 minutes
Summary of Relationships•9 minutes
Account Tax Profiles•7 minutes
Trading Behavior•10 minutes
HIFO LIFO and Optimization•6 minutes
Estate Planning and Probable•9 minutes
Ownership Rights•7 minutes
Community Property Regime•10 minutes
4 devoirs•Total 60 minutes
Tax Relationships and Account Structures•10 minutes
Trading Behavior and Tax Optimization•10 minutes
Ownership and Property Regimes•10 minutes
Tax Efficiency and Ownership Structures•30 minutes
Estate Planning and Global Wealth Transfer
Module 5•2 heures à terminer
Détails du module
This module covers estate planning principles, valuation techniques, insurance strategies, and international taxation to support efficient intergenerational wealth transfer.
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10 vidéos4 devoirs
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10 vidéos•Total 79 minutes
Core Capital•10 minutes
Core Capital with Example•7 minutes
Monte Carlo Simulations•9 minutes
Relative After Tax Values•6 minutes
Example-Recipient Pays Gift Taxes•8 minutes
Estate Planning Strategies•7 minutes
Valuation Discount•9 minutes
Life Insurance•7 minutes
Tax Jurisdictions•8 minutes
Relief from Double Taxation•7 minutes
4 devoirs•Total 60 minutes
Capital Preservation and Simulation Tools•10 minutes
Estate Valuation and Transfer Strategies•10 minutes
Insurance and International Taxation•10 minutes
Estate Planning and Global Wealth Transfer •30 minutes
Risk Management, Allocation, and Exam Readiness
Module 6•3 heures à terminer
Détails du module
This module integrates risk management, asset allocation, and applied problem-solving to prepare learners for real-world private wealth management decisions and assessments.
Inclus
9 vidéos4 devoirs
Afficher les informations sur le contenu du module
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