Personal Finance | Private Wealth Management

Learn Personal Finance, wealthe management and investing. Learn Financial Analysis. Master Finance Fundamentals.

Created by: EDUCBA Bridging the Gap
Learn real world skills online

What Will I Learn?

• Learn Situational Profiling, Active Vs Passive Wealth, Stages of Life, Psychological Profiling
• Investor Personality Types, Individualistic Personality Type, Benefits of IPS, Time Horizon, Common Liquidity Issues
• Risk Tolerance and Return Objectives, Monte Carlo Vs Deterministic Approach, EQ - Case Study Individual Investor, Type of Taxes, Progressive Tax Example
• Capital Gains, Taxes, Wealth Taxes, Accrual Equivalent Returns, Summary of Relationships

Requirements

• No prerequisites are necessary.

Target audience

• Course is suitable for all the levels