【全5册】家庭财务规划+家族财富规划+风险管理与保险规划+理财规划基础+投资规划第六版理财规划师CHFP执业能力等级认证培训教材
售后电话:18515171153
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【全5册】家庭财务规划(第六版)+家族财富规划(第六版)+风险管理与保险规划(第六版)+理财规划基础 第六版+投资规划(第六版) | ||
![]() | 定价 | 263.00 |
出版社 | 中国金融出版社 | |
出版时间 | 2021年04月 | |
开本 | ||
作者 | 理财规划师(CHFP)专业委员会组编 | |
页数 | ||
ISBN编码 | 9787522010625 |
家庭财务规划(第六版) | ||
![]() | 定价 | 32.00 |
出版社 | 中国金融出版社 | |
出版时间 | 2020年06月 | |
开本 | ||
作者 | 理财规划师(CHFP)专业委员会组编 | |
页数 | ||
ISBN编码 | 9787522005034 |
家族财富规划(第六版) | ||
![]() | 定价 | 65.00 |
出版社 | 中国金融出版社 | |
出版时间 | 2021年04月 | |
开本 | ||
作者 | 理财规划师(CHFP)专业委员会组编 | |
页数 | ||
ISBN编码 | 9787522010625 |
内容介绍
《家族财富规划(第六版)》是理财规划师(CHFP)执业能力等级认证培训教材的第五册,本书分七部分分别介绍了家族财富规划概论、家族财富规划需求分析、遗嘱、公证及其运用、家族信托及其运用、涉外税务与案例、家族办公室与案例、家族信托案例点评,系统梳理了理财规划师进行家族财富规划所需的必#备知识、步骤及相关注意事项,具有很强的可操作性,并结合具体案例分析其中的优缺点,以避免在以后出现类似的情况,具有很强的指导性。
风险管理与保险规划(第六版) | ||
![]() | 定价 | 46.00 |
出版社 | 中国金融出版社 | |
出版时间 | 2021年04月 | |
开本 | 16 | |
作者 | ||
页数 | ||
ISBN编码 | 9787522005379 |
内容介绍
本书是理财规划师(CHFP)执业能力认证全国统一考试教材的第四册,分七部分分别投资规划概述、投资需求分析、基础资产、资产配置、资产管理工具、证券投资基金评价与选择、投资方案与调整,统梳理了风险管理中应注意的问题,以及投资规划的具体操作,对于理财规划师进行规划投资具有很强的指导性,也为后续的学和实践奠定了基础。
理财规划基础 第六版 | ||
![]() | 定价 | 52.00 |
出版社 | 中国金融出版社 | |
出版时间 | 2020年06月 | |
开本 | 16 | |
作者 | 理财规划师(CHFP)专业委员 | |
页数 | ||
ISBN编码 | 9787522004891 |
内容介绍
本书是理财规划师(CHFP)执业能力认证全国统一考试教材的第四册,分七部分分别投资规划概述、投资需求分析、基础资产、资产配置、资产管理工具、证券投资基金评价与选择、投资方案与调整,统梳理了风险管理中应注意的问题,以及投资规划的具体操作,对于理财规划师进行规划投资具有很强的指导性,也为后续的学和实践奠定了基础。
投资规划(第六版) | ||
![]() | 定价 | 68.00 |
出版社 | 中国金融出版社 | |
出版时间 | 2020年06月 | |
开本 | 16 | |
作者 | 理财规划师(CHFP)专业委员会组编 | |
页数 | 330 | |
ISBN编码 | 9787522005713 |
内容介绍
本书是理财规划师(CHFP)执业能力认证全国统一考试教材的第四册,分七部分,分别为投资规划概述、投资需求分析、基础资产、资产配置、资产管理工具、证券投资基金评价与选择、投资方案与调整,书中系统梳理了风险管理中应注意的问题,以及投资规划的具体操作,对于理财规划师进行规划投资具有很强的指导性,也为后续的学和实践奠定了基础。
作者简介
目录
第#一章 投资规划概述 1
第二章 投资需求分析 13
第#一节 风险承受能力测评 14
第二节 客户信息分析 20
第三节 投资需求分析 25
第四节 投资目标确认 26
第三章 基础资产 32
第#一节 股票 34
第二节 固定收益证券 110
第三节 期货与衍生品 137
第四节 外汇 163
第五节 黄金 187
第四章 资产配置 200
第#一节 资产配置概述 201
第二节 经济周期与资产配置 218
第三节 资产配置的具体策略 228
第五章 资产管理工具 236
第#一节 公募基金 237
第二节 私募基金 256
第三节 REITs 269
第六章 证券投资基金评价与选择 279
第#一节 评价方法简述 280
第二节 定量分析 282
第三节 定性分析 305
第四节 基金评价体系 309
第七章 投资方案与调整 319
第#一节 投资方案设计 320
第二节 方案定期评估 330
Shipping Overview:
• Shipping: Standard Domestic Shipping within the United States charges USD 4.99. Standard International Shipping from United Kingdom, Germany and Japan to the United States charges 14.99.
• Order Processing: Please allow 1-2 business days for order processing and preparation before shipment.
• Domestic Shipping: Orders within the U.S. are shipped via USPS or FedEx, depending on the origin of the product. The average transit time is 3-7 business days.
• International Shipping: Currently, we only ship within the USA.
• Tracking Information: Every order is trackable. You will receive a tracking number once your order has been shipped. Products may be shipped from various global fulfillment centers.
Shipping Delays:
Please note that shipping times may vary due to factors beyond our control, such as weather conditions, natural disasters, or peak holiday periods. While we strive to ensure timely delivery, the exact arrival time cannot be guaranteed and is managed by the shipping carrier.
Shipping Options:
-
Standard Delivery: Most orders are shipped within 3-7 business days. Larger items may utilize LTL shipping for safe handling.
-
Handling Time: We handle shipments on business days (Monday - Friday), with a preparation time of 1-2 days.
-
Additional Charges: Some items require additional shipping charges due to their size, weight, or special handling. These charges are specified on the product pages and are not eligible for shipping discounts.
-
Exclusions: Gift cards, packaging, taxes, and prior purchases do not count toward the minimum purchase requirement for free shipping. This offer is valid only for shipments to U.S. addresses, including Puerto Rico.
Delivery Details:
-
Estimates: Standard shipping within the US typically takes 3-7 business days. These are estimates and not guarantees.
-
Shipping Restrictions: We ship to all 50 states, Washington, DC, U.S. territories, and APO/FPO/DPO addresses. Shipping options vary based on the delivery address.
-
Remote Areas: Shipments to remote areas may incur additional charges or require pickup from a nearby shipping partner’s location.
Shipping Confirmation:
You will receive a shipping confirmation email with a tracking number as soon as your order is dispatched. If you do not receive this email immediately, please be assured that your items will arrive within the estimated delivery window provided at checkout.
Order Modifications:
If you need to cancel or modify your order, please contact our customer support immediately.
Issues with Delivery:
If your order shows as delivered but you have not received it, please contact the shipping carrier directly to resolve the issue. For persistent problems, contact our customer service at cs@everymarket.com.
Customer Support:
Our team is available 24/7 to assist you with any questions or concerns regarding your order. We are committed to ensuring a smooth shopping experience.
Return & Refund Policy Overview
Please review our return and refund policies below to ensure a smooth transaction process.
Return Policy
-
Duration: You have 30 days from receiving your item to initiate a return.
-
Condition: Items must be unworn, unwashed, with original tags and packaging intact.
-
Shipping Costs: Customers are responsible for return shipping costs.
-
Packaging: Ensure returned items are well-packaged to avoid damage during transit.
-
Tracking: Use a trackable and insured shipping method as we are not liable for items lost or damaged on return.
-
Initiating a Return: Contact us at cs@everymarket.com to start your return. We will provide a return shipping label and instructions upon approval. Returns without prior approval will not be accepted.
How to Return
-
Method: Returns must be sent back by mail to the address provided in the return instructions.
Return Label
-
Defective Products: Return labels are provided for defective items.
-
Non-Defective Returns: Customers are responsible for obtaining their return shipping label.
Product Conditions for Return
-
Eligible Products: Returns are only accepted for items in new condition.
Nonreturnable Items
Certain items are not eligible for return:
-
Electronic devices after 30 days (e.g., computers, laptops, Kindles)
-
Gift cards, prepaid game cards
-
Perishable goods, live insects, some jewelry, some health and personal care items
-
Customized or personalized products
-
Items with special shipping restrictions
Refund Policy
-
Window: Eligible products may be returned within 30 days of delivery for a refund.
-
Refund Method: Refunds are processed to the original payment method or as store credit for items purchased with gift cards.
-
Processing Time: Refunds are processed within 3-5 business days after we receive the return; please allow additional time for shipping and bank processing.
Claims
Inspect your order upon arrival and report any defects, damages, or incorrect items immediately to allow us to address the issue. For claims, contact our support team with details of the issue.
Exchange Policy
For the quickest service, return your original item and place a new order for the desired product once your return is accepted.
Return Address
EveryMarket Customer Service 2101 E Terra Ln, O'Fallon, MO 63366
Customer Support
Available 24/7 for any questions or assistance needed:
-
Phone: +1 636-312-5925
-
Email: cs@everymarket.com
售后电话:18515171153
|
【全5册】家庭财务规划(第六版)+家族财富规划(第六版)+风险管理与保险规划(第六版)+理财规划基础 第六版+投资规划(第六版) | ||
![]() | 定价 | 263.00 |
出版社 | 中国金融出版社 | |
出版时间 | 2021年04月 | |
开本 | ||
作者 | 理财规划师(CHFP)专业委员会组编 | |
页数 | ||
ISBN编码 | 9787522010625 |
家庭财务规划(第六版) | ||
![]() | 定价 | 32.00 |
出版社 | 中国金融出版社 | |
出版时间 | 2020年06月 | |
开本 | ||
作者 | 理财规划师(CHFP)专业委员会组编 | |
页数 | ||
ISBN编码 | 9787522005034 |
家族财富规划(第六版) | ||
![]() | 定价 | 65.00 |
出版社 | 中国金融出版社 | |
出版时间 | 2021年04月 | |
开本 | ||
作者 | 理财规划师(CHFP)专业委员会组编 | |
页数 | ||
ISBN编码 | 9787522010625 |
内容介绍
《家族财富规划(第六版)》是理财规划师(CHFP)执业能力等级认证培训教材的第五册,本书分七部分分别介绍了家族财富规划概论、家族财富规划需求分析、遗嘱、公证及其运用、家族信托及其运用、涉外税务与案例、家族办公室与案例、家族信托案例点评,系统梳理了理财规划师进行家族财富规划所需的必#备知识、步骤及相关注意事项,具有很强的可操作性,并结合具体案例分析其中的优缺点,以避免在以后出现类似的情况,具有很强的指导性。
风险管理与保险规划(第六版) | ||
![]() | 定价 | 46.00 |
出版社 | 中国金融出版社 | |
出版时间 | 2021年04月 | |
开本 | 16 | |
作者 | ||
页数 | ||
ISBN编码 | 9787522005379 |
内容介绍
本书是理财规划师(CHFP)执业能力认证全国统一考试教材的第四册,分七部分分别投资规划概述、投资需求分析、基础资产、资产配置、资产管理工具、证券投资基金评价与选择、投资方案与调整,统梳理了风险管理中应注意的问题,以及投资规划的具体操作,对于理财规划师进行规划投资具有很强的指导性,也为后续的学和实践奠定了基础。
理财规划基础 第六版 | ||
![]() | 定价 | 52.00 |
出版社 | 中国金融出版社 | |
出版时间 | 2020年06月 | |
开本 | 16 | |
作者 | 理财规划师(CHFP)专业委员 | |
页数 | ||
ISBN编码 | 9787522004891 |
内容介绍
本书是理财规划师(CHFP)执业能力认证全国统一考试教材的第四册,分七部分分别投资规划概述、投资需求分析、基础资产、资产配置、资产管理工具、证券投资基金评价与选择、投资方案与调整,统梳理了风险管理中应注意的问题,以及投资规划的具体操作,对于理财规划师进行规划投资具有很强的指导性,也为后续的学和实践奠定了基础。
投资规划(第六版) | ||
![]() | 定价 | 68.00 |
出版社 | 中国金融出版社 | |
出版时间 | 2020年06月 | |
开本 | 16 | |
作者 | 理财规划师(CHFP)专业委员会组编 | |
页数 | 330 | |
ISBN编码 | 9787522005713 |
内容介绍
本书是理财规划师(CHFP)执业能力认证全国统一考试教材的第四册,分七部分,分别为投资规划概述、投资需求分析、基础资产、资产配置、资产管理工具、证券投资基金评价与选择、投资方案与调整,书中系统梳理了风险管理中应注意的问题,以及投资规划的具体操作,对于理财规划师进行规划投资具有很强的指导性,也为后续的学和实践奠定了基础。
作者简介
目录
第#一章 投资规划概述 1
第二章 投资需求分析 13
第#一节 风险承受能力测评 14
第二节 客户信息分析 20
第三节 投资需求分析 25
第四节 投资目标确认 26
第三章 基础资产 32
第#一节 股票 34
第二节 固定收益证券 110
第三节 期货与衍生品 137
第四节 外汇 163
第五节 黄金 187
第四章 资产配置 200
第#一节 资产配置概述 201
第二节 经济周期与资产配置 218
第三节 资产配置的具体策略 228
第五章 资产管理工具 236
第#一节 公募基金 237
第二节 私募基金 256
第三节 REITs 269
第六章 证券投资基金评价与选择 279
第#一节 评价方法简述 280
第二节 定量分析 282
第三节 定性分析 305
第四节 基金评价体系 309
第七章 投资方案与调整 319
第#一节 投资方案设计 320
第二节 方案定期评估 330
Shipping Overview:
• Shipping: Standard Domestic Shipping within the United States charges USD 4.99. Standard International Shipping from United Kingdom, Germany and Japan to the United States charges 14.99.
• Order Processing: Please allow 1-2 business days for order processing and preparation before shipment.
• Domestic Shipping: Orders within the U.S. are shipped via USPS or FedEx, depending on the origin of the product. The average transit time is 3-7 business days.
• International Shipping: Currently, we only ship within the USA.
• Tracking Information: Every order is trackable. You will receive a tracking number once your order has been shipped. Products may be shipped from various global fulfillment centers.
Shipping Delays:
Please note that shipping times may vary due to factors beyond our control, such as weather conditions, natural disasters, or peak holiday periods. While we strive to ensure timely delivery, the exact arrival time cannot be guaranteed and is managed by the shipping carrier.
Shipping Options:
-
Standard Delivery: Most orders are shipped within 3-7 business days. Larger items may utilize LTL shipping for safe handling.
-
Handling Time: We handle shipments on business days (Monday - Friday), with a preparation time of 1-2 days.
-
Additional Charges: Some items require additional shipping charges due to their size, weight, or special handling. These charges are specified on the product pages and are not eligible for shipping discounts.
-
Exclusions: Gift cards, packaging, taxes, and prior purchases do not count toward the minimum purchase requirement for free shipping. This offer is valid only for shipments to U.S. addresses, including Puerto Rico.
Delivery Details:
-
Estimates: Standard shipping within the US typically takes 3-7 business days. These are estimates and not guarantees.
-
Shipping Restrictions: We ship to all 50 states, Washington, DC, U.S. territories, and APO/FPO/DPO addresses. Shipping options vary based on the delivery address.
-
Remote Areas: Shipments to remote areas may incur additional charges or require pickup from a nearby shipping partner’s location.
Shipping Confirmation:
You will receive a shipping confirmation email with a tracking number as soon as your order is dispatched. If you do not receive this email immediately, please be assured that your items will arrive within the estimated delivery window provided at checkout.
Order Modifications:
If you need to cancel or modify your order, please contact our customer support immediately.
Issues with Delivery:
If your order shows as delivered but you have not received it, please contact the shipping carrier directly to resolve the issue. For persistent problems, contact our customer service at cs@everymarket.com.
Customer Support:
Our team is available 24/7 to assist you with any questions or concerns regarding your order. We are committed to ensuring a smooth shopping experience.
Return & Refund Policy Overview
Please review our return and refund policies below to ensure a smooth transaction process.
Return Policy
-
Duration: You have 30 days from receiving your item to initiate a return.
-
Condition: Items must be unworn, unwashed, with original tags and packaging intact.
-
Shipping Costs: Customers are responsible for return shipping costs.
-
Packaging: Ensure returned items are well-packaged to avoid damage during transit.
-
Tracking: Use a trackable and insured shipping method as we are not liable for items lost or damaged on return.
-
Initiating a Return: Contact us at cs@everymarket.com to start your return. We will provide a return shipping label and instructions upon approval. Returns without prior approval will not be accepted.
How to Return
-
Method: Returns must be sent back by mail to the address provided in the return instructions.
Return Label
-
Defective Products: Return labels are provided for defective items.
-
Non-Defective Returns: Customers are responsible for obtaining their return shipping label.
Product Conditions for Return
-
Eligible Products: Returns are only accepted for items in new condition.
Nonreturnable Items
Certain items are not eligible for return:
-
Electronic devices after 30 days (e.g., computers, laptops, Kindles)
-
Gift cards, prepaid game cards
-
Perishable goods, live insects, some jewelry, some health and personal care items
-
Customized or personalized products
-
Items with special shipping restrictions
Refund Policy
-
Window: Eligible products may be returned within 30 days of delivery for a refund.
-
Refund Method: Refunds are processed to the original payment method or as store credit for items purchased with gift cards.
-
Processing Time: Refunds are processed within 3-5 business days after we receive the return; please allow additional time for shipping and bank processing.
Claims
Inspect your order upon arrival and report any defects, damages, or incorrect items immediately to allow us to address the issue. For claims, contact our support team with details of the issue.
Exchange Policy
For the quickest service, return your original item and place a new order for the desired product once your return is accepted.
Return Address
EveryMarket Customer Service 2101 E Terra Ln, O'Fallon, MO 63366
Customer Support
Available 24/7 for any questions or assistance needed:
-
Phone: +1 636-312-5925
-
Email: cs@everymarket.com
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