上海交通大学国际财富管理研修班课程收获

上海交通大学国际财富管理研修班课程收获

课程收获
洞悉全球财富管理行业的前世今生，把握未来发展趋势

Understanding the history of global wealth management industry, grasping future development trend

熟悉国外金融市场的环境和规则，了解在海外资产配置过程中可能遇到的“陷阱”及避险方法

Being familiar with the environment and rules of foreign financial market, understanding possible “traps” in overseas asset allocation process and how to avoid risks

学习海外家族企业财富管理与传承的经验

Learning experiences of wealth management and succession from overseas family enterprises

研讨瑞士私人银行在财富管理领域的前沿理论和成功案例

Discussing cutting-edge theories of wealth management field from Swiss private banks and successful cases

深度剖析国内各类市场上的产品，学习如何选择最适合的产品组合，全面提升投资能力

Analyzing various products in domestic market, learning how to choose the most suitable portfolio and improving investment ability comprehensively

发布者：ouyang

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