Technical and Soft Skills for Wealth M ...
Technical Skills Private wealth management resembles both an art and a science. That... Read More
Reading 29: Code of Ethics and Standards of Professional Conduct
Reading 30: Guidance for Standards I–VII
Reading 31: Application of the Code and Standards
Application of the Code and Standards
Reading 32: Asset Manager Code of Professional Conduct
Los 32 c, d: Asset Manager Code
Reading 33: Global Investment Performance Standards
Los 33 c: Explain the recommended valuation hierarchy of the GIPS standards
Los 33 e, f: Composites: Identifying Eligible Portfolios and Establishing Investment Strategies
Los 33 h: Explain requirements of the GIPS standards with respect to presentation and reporting
Los 33 j: Discuss the purpose, scope, and process of verification
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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.