Ethical and Compliance Considerations
The CFA Institute Code of Ethics and Standards of Professional Conduct are great... Read More
Learning Module 1: The Private Wealth Management Industry
Learning Module 2: Working with the Wealthy
Los 2(a): Describe how family and human dynamics relate to wealth and its management
Learning Module 3: Wealth Planning
Learning Module 4: Investment Planning
Los 4(a): Recommend and justify portfolio allocations and investments for a private client
Learning Module 5: Preserving Wealth
Los 5(a): Analyze the types of risks relevant to human capital
Los 5(b): Describe and recommend strategies to manage risks to human capital
Learning Module 6: Advising the Wealthy
Learning Module 7: Transferring Wealth
Offered by AnalystPrep
Daniel Glyn
2021-03-24
I have finished my FRM1 thanks to AnalystPrep. And now using AnalystPrep for my FRM2 preparation. Professor Forjan is brilliant. He gives such good explanations and analogies. And more than anything makes learning fun. A big thank you to Analystprep and Professor Forjan. 5 stars all the way!
michael walshe
2021-03-18
Professor James' videos are excellent for understanding the underlying theories behind financial engineering / financial analysis. The AnalystPrep videos were better than any of the others that I searched through on YouTube for providing a clear explanation of some concepts, such as Portfolio theory, CAPM, and Arbitrage Pricing theory. Watching these cleared up many of the unclarities I had in my head. Highly recommended.
Nyka Smith
2021-02-18
Every concept is very well explained by Nilay Arun. kudos to you man!
Badr Moubile
2021-02-13
Very helpfull!
Agustin Olcese
2021-01-27
Excellent explantions, very clear!
Jaak Jay
2021-01-14
Awesome content, kudos to Prof.James Frojan
sindhushree reddy
2021-01-07
Crisp and short ppt of Frm chapters and great explanation with examples.