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Language:
English
Total Size:
102 bytes
Info Hash:
181F72E9EB4A2CCE46C8C846A88F3335B7AA6C69
Added By:
Added:
June 14, 2026, 12:28 a.m.
Stats:
|
(Last updated: June 14, 2026, 12:30 a.m.)
| File | Size |
|---|---|
| Get Bonus Downloads Here.url | 180 bytes |
| 1. Introduction.mp4 | 57.6 MB |
| 2. Instructor Introduction.mp4 | 10.6 MB |
| 47. Major Regulatory Bodies & Frameworks.mp4 | 43.3 MB |
| 48. Suitability vs. Fiduciary Responsibility.mp4 | 56.8 MB |
| 49. Anti-Money Laundering (AML) in Wealth Management.mp4 | 56.3 MB |
| 50. Global Data Privacy & Tax Reporting Standards.mp4 | 45.2 MB |
| 51. Technology, Cybersecurity, and Compliance.mp4 | 60.5 MB |
| 52. Fee-Based vs. Commission-Based Models.mp4 | 41.7 MB |
| 53. Wrap Accounts, AUM-Based Fees, and Performance Fees.mp4 | 48.0 MB |
| 54. Conflicts of Interest & Transparency.mp4 | 61.6 MB |
| 55. International Clients & Tax Residency Considerations.mp4 | 48.3 MB |
| 56. Currency and Regulatory Considerations for Cross-Border Investing.mp4 | 50.1 MB |
| 57. Offshore Wealth Structures.mp4 | 49.4 MB |
| 3. What is Wealth Management.mp4 | 53.5 MB |
| 4. What is Asset Management and How It Differs.mp4 | 37.2 MB |
| 5. Why Wealth Management Matters in Today’s World.mp4 | 40.2 MB |
| 6. Who Are the Clients HNWIs, Ultra-HNWIs & Retail Clients.mp4 | 52.6 MB |
| 7. Macroeconomic & Microeconomic Foundations.mp4 | 37.3 MB |
| 10. Hands-On – Risk Profiling & Asset Allocation.mp4 | 93.6 MB |
| 10. Risk_Profiling_Asset_Allocation_Template_v1.0.xlsx | 22.0 KB |
| 11. Tax Planning & Estate Planning.mp4 | 43.7 MB |
| 12. Hands-On – Tax & Estate Planning.mp4 | 52.9 MB |
| 12. Tax_Estate_Planning_Template_v1.0.xlsx | 17.8 KB |
| 13. Retirement and Insurance Planning.mp4 | 43.3 MB |
| 14. Hands-On – Retirement & Insurance Planning.mp4 | 66.4 MB |
| 14. Retirement_Insurance_Planning_Template_v1.0.xlsx | 23.0 KB |
| 15. Private Banking vs. Wealth Management vs. Financial Planning.mp4 | 39.2 MB |
| 16. Family Offices & UHNW Solutions.mp4 | 39.6 MB |
| 8. Wealth Management Services.mp4 | 14.7 MB |
| 9. Investment Advisory.mp4 | 58.6 MB |
| 17. The Wealth Management Life Cycle.mp4 | 38.5 MB |
| 18. Wealth Accumulation Phase.mp4 | 47.4 MB |
| 19. Wealth Preservation Phase.mp4 | 37.2 MB |
| 20. Wealth Transfer & Succession Phase.mp4 | 37.2 MB |
| 21. Real-World Client Life Cycle Examples.mp4 | 31.2 MB |
| 22. Front, Middle & Back Office in Wealth Management Operations.mp4 | 36.4 MB |
| 23. Front Office Functions.mp4 | 42.2 MB |
| 24. Middle Office Functions.mp4 | 41.0 MB |
| 25. Back Office Functions.mp4 | 49.2 MB |
| 26. Workflow & Coordination.mp4 | 50.7 MB |
| 27. Technological Operational Resilience & Cyber Risk.mp4 | 49.1 MB |
| 28. Asset Classes & Investment Products.mp4 | 41.5 MB |
| 29. Core Asset Classes (Equity, Debt, Real Estate, Cash).mp4 | 79.7 MB |
| 30. Alternative Investments.mp4 | 41.2 MB |
| 31. Investment Products (Mutual Funds, ETFs, Structured Products).mp4 | 45.9 MB |
| 32. Global Product Structures.mp4 | 72.2 MB |
| 33. Portfolio Diversification Concepts.mp4 | 35.8 MB |
| 34. Key Concepts in Portfolio Management.mp4 | 41.0 MB |
| 35. Asset Allocation & Rebalancing.mp4 | 42.0 MB |
| 36. Risk Tolerance & Investment Profiles.mp4 | 42.0 MB |
| 37. Performance Metrics.mp4 | 44.1 MB |
| 38. Behavioral Finance & Investor Psychology.mp4 | 33.2 MB |
| 39. Global Wealth Management Industry Structure.mp4 | 52.4 MB |
| 40. WealthTech, Robo-Advisors, AI in WM.mp4 | 78.6 MB |
| 41. Digital Assets, Crypto & Blockchain.mp4 | 93.6 MB |
| 42. Sustainable & Impact (ESG) Investing.mp4 | 87.6 MB |
| 43. Sample Client Portfolio Construction & Analysis.mp4 | 55.4 MB |
| 44. Life Stage- Needs Based Advisory Case Study.mp4 | 40.2 MB |
| 45. Ethics and Conflicts of Interest in Advisory.mp4 | 41.7 MB |
| 46. Regional Global Case Snapshots.mp4 | 52.9 MB |
| Bonus Resources.txt | 70 bytes |
Name
DL
Uploader
Size
S/L
Added
-
713.3 MB
[0
/
3]
2025-02-21
| Uploaded by freecoursewb | Size 713.3 MB | Health [ 0 /3 ] | Added 2025-02-21 |
-
1.8 GB
[72
/
10]
2025-01-13
| Uploaded by FreeCourseWeb | Size 1.8 GB | Health [ 72 /10 ] | Added 2025-01-13 |
NOTE
SOURCE: Udemy - Complete Wealth and Asset Management Course Excel Projects
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