I
Statistical and Economic Fundamentals
Investment Advice
II
Portfolio Construction and Risk Management
Investment Advice
III
Traditional and Alternative Investments
Investment Advice
IV
Portfolio Theory and Behavioral Finance
Investment Advice
V
Application: Investment Consulting Process
Investment Advice
VI
Human Dynamics
Wealth Advice
VII
Wealth Management Strategies
Wealth Advice
VIII
Legacy Planning
Wealth Advice
IX
Application: Advising the HNW Client
Wealth Advice
I. Statistical and Economic Fundamentals
- Statistics and Methods
- Applied Finance and Economics
- Global Capital Markets History and Valuation
II. Portfolio Construction & Risk Management
- Attributes of Risk
- Risk Measurements
- Performance Measurement and Attribution
III. Traditional & Alternative Investments
- Traditional Global Investments (Equity and Fixed Income)
- Fixed-Income Vehicles
- Foreign Exchange Market
- Alternative Investments
- Options, Futures, and Other Derivatives
- Tools and Strategies Based on Technical Analysis
IV. Portfolio Theory and Behavioral Finance
- Portfolio Theories and Models
- Behavioral Finance
V. Application: Investment Consulting Process
- Client Discovery
- Investment Policy Statement (IPS)
- Portfolio Risk Management Strategies
- Manager Search, Selection, and Monitoring
- Perform Portfolio Review and Revisions Process
VI. Human Dynamics
- Ethics
- Applied Behavioral Finance
- Family Dynamics
VII. Wealth Management Strategies
- Tax Strategies and Planning
- Portfolio Management
- Risk Management and Asset Protection
VIII. Legacy Planning
- Charitable Giving
- Estate Planning and Wealth Transfer
IX. Application: Advising the HNW Client