Wealth Management eBook

Eight-chapter learner-focused companion to the WIA-FIN-WEALTH-001 standard.

• Chapter 1: MiFID II Suitability Assessment
• Chapter 2: ISO 22222 Personal Financial Planning
• Chapter 3: Portfolio Construction MPT
• Chapter 4: PRIIPs KID Disclosure
• Chapter 5: Sustainable Finance per SFDR + EU Taxonomy
• Chapter 6: AML / KYC per FATF
• Chapter 7: Performance Reporting per GIPS 2020
• Chapter 8: Wealth-Tech Open Banking

弘益人間 — Benefit All Humanity.