课程内容
Course Content
  • 私人财富管理
  • 私人财富相关涉税实务
  • 税法
  • 薪税管理研究

私人财富管理 Private Wealth Management

● 私人财富管理概论 Overview of Private Wealth Management

● 财富管理产品 Wealth Management Products

● 资产配置 Asset Allocation

● 保险规划 Insurance Planning

● 不动产投资规划 Real Estate Investment Planning

● 退休规划 Retirement Planning

● 家族财富传承规划 Family Wealth Inheritance Planning

● 法律风险防范 Legal Risk Prevention

● 企业经营规划 Enterprise Business Planning

● 家族传承规划 Family Inheritance Planning