Private wealth manager exam textbook

The reference book "Theory and Practice of Private Wealth Management" is a special Chinese textbook for private wealth managers' PWM project examination, which was compiled by Goldman Sachs Boya (Beijing) Information Consulting Co., Ltd., and its knowledge content was supported by the PWM textbook steering committee. It consists of five thematic modules (insurance, marriage and family, family trust, tax planning and asset allocation), with 520,000 words and 486 pages.

The Theory and Practice of Private Wealth Management is a professional reference book with complete system, clear structure and strong practicability among domestic wealth management books. Published by Enterprise Management Press from June 5, 20438 to February 2020.

Theory and Practice of Private Wealth Management

Author: Liu Ninghui, He Yongping, Cheng Song Haitao's Ci

Book number: ISBN 978-7-5164-2273-1

Publishing: Enterprise Management Press

China Map Library CIP Data Core (2020) No.203409