張同學(xué)
2022-04-03 11:17R21原版書例題4，對(duì)于兩個(gè)technique skill ，有點(diǎn)不理解，有外部稅務(wù)和法律的專業(yè)知識(shí)為什么是financial planning knowledge ，對(duì)傳統(tǒng)另類資產(chǎn)了解為什么是capital market proficiency
所屬：CFA Level III > Private Wealth Management 視頻位置 相關(guān)試題
來源： 視頻位置 相關(guān)試題
1個(gè)回答
Chris Lan助教
2022-04-04 13:01
該回答已被題主采納
同學(xué)你好
這塊就是定義。原版書218頁
Capital markets proficiency. Private wealth management requires an understanding of capital market dynamics as part of helping clients achieve their financial goals. In most cases, wealth managers must have a broad understanding of capital markets and asset classes, as opposed to a specialist viewpoint.
資本市場(chǎng)的精通能力就是指，私人財(cái)富管理需要了解資本市場(chǎng)動(dòng)態(tài)，作為幫助客戶實(shí)現(xiàn)其財(cái)務(wù)目標(biāo)的一部分。要了解大類資產(chǎn)的情況，因此傳統(tǒng)和另類投資就算是大類的資產(chǎn)。所以符合Capital markets proficiency的定義。
Financial planning knowledge. Wealth managers are typically not experts in specialized financial planning fields such as estate law, taxation, and insurance. However, these fields are highly relevant to the practice of wealth management. As a result, wealth managers who have a working knowledge of these related fields can add meaningful value for a client and can more effectively interact with the other professionals who serve that client.
而財(cái)務(wù)計(jì)劃的知識(shí)這邊說并不要求私人財(cái)富經(jīng)歷是法律，稅務(wù)，保險(xiǎn)等方面的專家，但他們應(yīng)該知道誰是專家，可以把這些專家對(duì)接給客戶。
因此關(guān)于Financial planning knowledge說的就是跟法律，稅，保險(xiǎn)相關(guān)的內(nèi)容。
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