Ethical and Professional Standards

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Flashcard maker: shaphalie bavani

Decks in this class (3)

Ethics in Practice - Reading 3
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34  cards
Asset Manager Code of Professional Conduct - Reading 6
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8  cards
Estate Planning in global context
a discuss the purpose of estate planning and explain the basic concepts of domestic estate planning, including estates, wills, and probate; b explain the two principal forms of wealth transfer taxes and discuss the impact of important non-tax issues, such as legal system, forced heirship, and marital property regime; c determine a family’s core capital and excess capital, based on mortality probabilities and Monte Carlo analysis; d evaluate the relative after-tax value of lifetime gifts and t
32  cards

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Ethical and Professional Standards

  • Class purpose General learning

The creator of this class did not yet add a description for what is included in this class.

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