序號 | 課程介紹 | Curriculum |
1 | 財富管理基礎:會計和財務 | Foundations of Wealth Management: Accounting and Finance |
2 | 風險管理 | Risk Management |
3 | 投資組合管理 | Portfolio Management |
4 | 管理談判 | Managerial Negotiations |
5 | 商業分析 | Business Analytics |
6 | 運營戰略 | Operations Strategy |
7 | 投資決策心理學與客戶關系管理 | Psychology of Investment Decisions and Client Relationship Management |
8 | 業務分析戰略 | Business Analytics Strategy |
9 | 財產規劃 | Estate Planning |
10 | 退休和保險 | Retirement and Insurance |
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