The Fifth International Wealth Manager Training Class of GAIWM
 (The 2nd Class of Chengdu) has opened successfully

 

From 23rd August to 25th September 2018, the fifth international wealth manager training class (the 2nd class of Chengdu) which held by GAIWM has carried out an 8-day course in the Southwestern University of Finance and Economics.

 

(Group Picture)

 

This course aimed to provide elementary wealth management knowledge and the practical skill to the practitioners who focus on Chengdu district, most of the trainees could lay a solid foundation for their business and career development through completing this course. The course was comprised of three sessions (4-day face to face tutorial class, 3-day case study, and examination), and contained wealth management, investment, financial and taxation 4 modules in total.

 

Date

Module

Topic

Time

23rd August

Wealth Management

Sales Management

KYC

Operational Strategy in Wealth Management

8:00 – 17:30

24th August

Investment

Investment Planning

Risks and Investment Return

Valuation Foundation

Investment Strategy

8:30 – 17:30

31st August

Financial

TVM

Financial Planning and Management

8:30 – 17:30

1st September

Taxation

Taxation Planning and Management

Taxation Strategy

Personal Taxation

8:30 – 17:30

18th September

Case Study

Tax Verification

8:30 – 17:30

19th September

HNW Client Management

8:30 – 19:00

19th September

Examination

8:30 – 19:00

25th September

Family Office

8:30 – 17:00

 

(Class Schedule)

 

It was reported by the trainees that they gained a lot of experience and they could not praise the various arrangements enough in this training. Finally, the trainees shared their thoughts sincerely and made a perfect ending for the course.

 

Minutes of Wonderful Sharing:

 

1. Only by making your knowledge level higher than clients’ can you gain the trust from clients.

2. Asset Management is a scientific method that regarding how to maximize the return and minimize the risk in a structured way.

3. Finance is a three-dimensional allocation which should be crossing the time and location.

4. Asset allocation must follow the trend and cannot be countered.

5. Only national interest would be related between two countries, but irrelevant to ideology.

6. Allocation creates value, diversification eliminates some risks but not all risks.

7. Yale investment model would be a recommended positive investment model, because of the low correlation between the large categories of assets which can improve the level of safety.