AnalystPrep
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Wealth Planning (2025 Level III CFA® – Private Markets – Learning Module 3)
Prep Packages for the CFA® Program offered by AnalystPrep (study notes, video lessons, question bank, mock exams, and much more):
Level I: analystprep.com/shop/cfa-level-1-learn-practice-package/
Level II: analystprep.com/shop/learn-practice-package-for-level-ii-of-the-cfa-exam-by-analystprep/
Level III: analystprep.com/shop/cfa-level-3-complete-course-by-analystprep/
Levels I, II & III (Lifetime access): analystprep.com/shop/cfa-unlimited-package-for-level-1-2-3/
Prep Packages for the FRM® Program:
FRM Part I & Part II (Lifetime access): analystprep.com/shop/unlimited-package-for-frm-part-i-part-ii/
Private Wealth Pathway
Learning Module 3 - Wealth Planning
- LOS : Formulate goals-based financial plans and recommend appropriate strategies to achieve an individual’s goals-based financial plans.
- LOS : Recommend and justify methods to manage a family’s financial exposures holistically across their lifetime and retirement.
- LOS : Evaluate how the principles of taxation and taxes influence goals-based planning and holistic financial plans for individual investors.
- LOS : Recommend appropriate liquidity strategies for goal-based planning and holistic financial plans.
zhlédnutí: 387

Video

Working with the Wealthy (2025 Level III CFA® - Private Markets - Learning Module 2)
zhlédnutí 385Před 11 hodinami
Prep Packages for the CFA® Program offered by AnalystPrep (study notes, video lessons, question bank, mock exams, and much more): Level I: analystprep.com/shop/cfa-level-1-learn-practice-package/ Level II: analystprep.com/shop/learn-practice-package-for-level-ii-of-the-cfa-exam-by-analystprep/ Level III: analystprep.com/shop/cfa-level-3-complete-course-by-analystprep/ Levels I, II & III (Lifeti...
The Private Wealth Management Industry (2025 Level III CFA® - Private Markets - Learning Module 1)
zhlédnutí 456Před 23 hodinami
Prep Packages for the CFA® Program offered by AnalystPrep (study notes, video lessons, question bank, mock exams, and much more): Level I: analystprep.com/shop/cfa-level-1-learn-practice-package/ Level II: analystprep.com/shop/learn-practice-package-for-level-ii-of-the-cfa-exam-by-analystprep/ Level III: analystprep.com/shop/cfa-level-3-complete-course-by-analystprep/ Levels I, II & III (Lifeti...
Infrastructure (2025 Level III CFA® - Private Markets - Learning Module 7)
zhlédnutí 480Před dnem
Prep Packages for the CFA® Program offered by AnalystPrep (study notes, video lessons, question bank, mock exams, and much more): Level I: analystprep.com/shop/cfa-level-1-learn-practice-package/ Level II: analystprep.com/shop/learn-practice-package-for-level-ii-of-the-cfa-exam-by-analystprep/ Level III: analystprep.com/shop/cfa-level-3-complete-course-by-analystprep/ Levels I, II & III (Lifeti...
Alternative Investment Features, Methods, and Structures (2024 CFA® Level I Exam - AI - LM 1)
zhlédnutí 506Před dnem
Prep Packages for the CFA® Program offered by AnalystPrep (study notes, video lessons, question bank, mock exams, and much more): Levels I, II & III (Lifetime access): analystprep.com/shop/cfa-unlimited-package-for-level-1-2-3/ Level I: analystprep.com/shop/cfa-level-1-learn-practice-package/ Level II: analystprep.com/shop/learn-practice-package-for-level-ii-of-the-cfa-exam-by-analystprep/ Leve...
Private Real Estate Investments (2025 Level III CFA® - Private Markets - Learning Module 6)
zhlédnutí 445Před 14 dny
Prep Packages for the CFA® Program offered by AnalystPrep (study notes, video lessons, question bank, mock exams, and much more): Level I: analystprep.com/shop/cfa-level-1-learn-practice-package/ Level II: analystprep.com/shop/learn-practice-package-for-level-ii-of-the-cfa-exam-by-analystprep/ Level III: analystprep.com/shop/cfa-level-3-complete-course-by-analystprep/ Levels I, II & III (Lifeti...
Private Special Situations (2025 Level III CFA® - Private Markets - Learning Module 5)
zhlédnutí 364Před 14 dny
Prep Packages for the CFA® Program offered by AnalystPrep (study notes, video lessons, question bank, mock exams, and much more): Level I: analystprep.com/shop/cfa-level-1-learn-practice-package/ Level II: analystprep.com/shop/learn-practice-package-for-level-ii-of-the-cfa-exam-by-analystprep/ Level III: analystprep.com/shop/cfa-level-3-complete-course-by-analystprep/ Levels I, II & III (Lifeti...
Private Debt (2025 Level III CFA® - Private Markets - Learning Module 4)
zhlédnutí 511Před 14 dny
Prep Packages for the CFA® Program offered by AnalystPrep (study notes, video lessons, question bank, mock exams, and much more): Level I: analystprep.com/shop/cfa-level-1-learn-practice-package/ Level II: analystprep.com/shop/learn-practice-package-for-level-ii-of-the-cfa-exam-by-analystprep/ Level III: analystprep.com/shop/cfa-level-3-complete-course-by-analystprep/ Levels I, II & III (Lifeti...
Private Equity (2025 Level III CFA® - Private Markets - Learning Module 3)
zhlédnutí 993Před měsícem
Prep Packages for the CFA® Program offered by AnalystPrep (study notes, video lessons, question bank, mock exams, and much more): Level I: analystprep.com/shop/cfa-level-1-learn-practice-package/ Level II: analystprep.com/shop/learn-practice-package-for-level-ii-of-the-cfa-exam-by-analystprep/ Level III: analystprep.com/shop/cfa-level-3-complete-course-by-analystprep/ Levels I, II & III (Lifeti...
General Partner and Investor Perspectives and the Investment Process (LIII - Private Markets - LM2)
zhlédnutí 871Před měsícem
Prep Packages for the CFA® Program offered by AnalystPrep (study notes, video lessons, question bank, mock exams, and much more): Level I: analystprep.com/shop/cfa-level-1-learn-practice-package/ Level II: analystprep.com/shop/learn-practice-package-for-level-ii-of-the-cfa-exam-by-analystprep/ Level III: analystprep.com/shop/cfa-level-3-complete-course-by-analystprep/ Levels I, II & III (Lifeti...
Private Investments and Structures (2025 Level III CFA® - Private Markets - Learning Module 1)
zhlédnutí 978Před měsícem
Prep Packages for the CFA® Program offered by AnalystPrep (study notes, video lessons, question bank, mock exams, and much more): Level I: analystprep.com/shop/cfa-level-1-learn-practice-package/ Level II: analystprep.com/shop/learn-practice-package-for-level-ii-of-the-cfa-exam-by-analystprep/ Level III: analystprep.com/shop/cfa-level-3-complete-course-by-analystprep/ Levels I, II & III (Lifeti...
The Time Value of Money in Finance - Part II (2024 CFA® Level I Exam - QM - Module 2)
zhlédnutí 3,8KPřed 2 měsíci
Prep Packages for the CFA® Program offered by AnalystPrep (study notes, video lessons, question bank, mock exams, and much more): Level I: analystprep.com/shop/cfa-level-1-learn-practice-package/ Level II: analystprep.com/shop/learn-practice-package-for-level-ii-of-the-cfa-exam-by-analystprep/ Level III: analystprep.com/shop/cfa-level-3-complete-course-by-analystprep/ Levels I, II & III (Lifeti...
International Trade (2024 CFA® Level I Exam - Economics - Learning Module 6)
zhlédnutí 1,3KPřed 2 měsíci
Prep Packages for the CFA® Program offered by AnalystPrep (study notes, video lessons, question bank, mock exams, and much more): Levels I, II & III (Lifetime access): analystprep.com/shop/cfa-unlimited-package-for-level-1-2-3/ Level I: analystprep.com/shop/cfa-level-1-learn-practice-package/ Level II: analystprep.com/shop/learn-practice-package-for-level-ii-of-the-cfa-exam-by-analystprep/ Leve...
Future Value and Exposure (FRM Part 2 - Book 2 - Credit Risk Measurement and Management - Ch 19)
zhlédnutí 1,3KPřed 2 měsíci
For FRM (Part I & Part II) video lessons, study notes, question banks, mock exams, and formula sheets covering all chapters of the FRM syllabus, click on the following link: analystprep.com/shop/unlimited-package-for-frm-part-i-part-ii/ *AnalystPrep is a GARP-Approved Exam Preparation Provider for FRM Exams* For all other courses, including CFA, actuarial, and graduate admission products, click...
Central Clearing (FRM Part 2 - Book 2 - Credit Risk Measurement and Management - Ch 18)
zhlédnutí 729Před 2 měsíci
For FRM (Part I & Part II) video lessons, study notes, question banks, mock exams, and formula sheets covering all chapters of the FRM syllabus, click on the following link: analystprep.com/shop/unlimited-package-for-frm-part-i-part-ii/ *AnalystPrep is a GARP-Approved Exam Preparation Provider for FRM Exams* For all other courses, including CFA, actuarial, and graduate admission products, click...
Pricing and Valuation of Forward Contracts and for an Underlying with Varying Maturities (Module 5)
zhlédnutí 2,5KPřed 2 měsíci
Pricing and Valuation of Forward Contracts and for an Underlying with Varying Maturities (Module 5)
Option Replication Using Put-Call Parity (2024 Level I CFA® Exam - Derivatives - Module 9)
zhlédnutí 2,1KPřed 3 měsíci
Option Replication Using Put-Call Parity (2024 Level I CFA® Exam - Derivatives - Module 9)
Company Analysis: Past and Present (2024 CFA® Level I Exam - Equity - Learning Module 5)
zhlédnutí 2,7KPřed 3 měsíci
Company Analysis: Past and Present (2024 CFA® Level I Exam - Equity - Learning Module 5)
Credit Derivatives (FRM Part 2 - Book 2 - Credit Risk Measurement and Management - Ch 13)
zhlédnutí 778Před 3 měsíci
Credit Derivatives (FRM Part 2 - Book 2 - Credit Risk Measurement and Management - Ch 13)
Credit Risk (FRM Part 2 - Book 2 - Credit Risk Measurement and Management - Ch 12)
zhlédnutí 939Před 3 měsíci
Credit Risk (FRM Part 2 - Book 2 - Credit Risk Measurement and Management - Ch 12)
Credit Value at Risk (FRM Part 2 - Book 2 - Credit Risk Measurement and Management - Ch 10)
zhlédnutí 937Před 3 měsíci
Credit Value at Risk (FRM Part 2 - Book 2 - Credit Risk Measurement and Management - Ch 10)
Simple Linear Regression - Part II (2024 CFA® Level I Exam - Quantitative Methods - LM 10)
zhlédnutí 2,5KPřed 3 měsíci
Simple Linear Regression - Part II (2024 CFA® Level I Exam - Quantitative Methods - LM 10)
Estimating Default Probabilities (FRM Part 2 - Book 2 - Credit Risk - Ch 9)
zhlédnutí 1,5KPřed 3 měsíci
Estimating Default Probabilities (FRM Part 2 - Book 2 - Credit Risk - Ch 9)
Industry and Competitive Analysis (2024 CFA® Level I Exam - Equity - Learning Module 6)
zhlédnutí 2,4KPřed 3 měsíci
Industry and Competitive Analysis (2024 CFA® Level I Exam - Equity - Learning Module 6)
The Firm and Market Structures (2024 CFA® Level I Exam - Economics - Learning Module 1)
zhlédnutí 6KPřed 4 měsíci
The Firm and Market Structures (2024 CFA® Level I Exam - Economics - Learning Module 1)
Country Risk: Determinants, Measures, and Implications (FRM Part 2 - Book 2 - Credit Risk - Ch 8)
zhlédnutí 634Před 4 měsíci
Country Risk: Determinants, Measures, and Implications (FRM Part 2 - Book 2 - Credit Risk - Ch 8)
Credit Scoring and Rating (FRM Part 2 - Book 2 - Credit Risk Measurement and Management - Ch 6)
zhlédnutí 871Před 4 měsíci
Credit Scoring and Rating (FRM Part 2 - Book 2 - Credit Risk Measurement and Management - Ch 6)
Employee Compensation: Post-Employment and Shared-Based (2024 Level II CFA® Exam - FRA - Module 2)
zhlédnutí 3,3KPřed 4 měsíci
Employee Compensation: Post-Employment and Shared-Based (2024 Level II CFA® Exam - FRA - Module 2)
Rates and Returns (2024 CFA® Level I Exam - Quantitative Methods - Module 1)
zhlédnutí 19KPřed 4 měsíci
Rates and Returns (2024 CFA® Level I Exam - Quantitative Methods - Module 1)
Derivatives (FRM Part 2 - Book 2 - Credit Risk Measurement and Management - Ch 14)
zhlédnutí 1,7KPřed 4 měsíci
Derivatives (FRM Part 2 - Book 2 - Credit Risk Measurement and Management - Ch 14)

Komentáře

  • @willdrunkenstein5367
    @willdrunkenstein5367 Před 5 hodinami

    So the stated interest rate is 10%, doesn't it make sense to simply make it 10% annually? In the example you made 2.5% the quarterly interest rate, and thus 10.38% is the actual annual return. The initial 10% does not describe anything physical, and I really don't like this definition

  • @yacinetrad4131
    @yacinetrad4131 Před 12 hodinami

    Hello, Thank you so much for the videos they are very helpful. I would however add two comments: firstly the question at 54:04 is not clear at all. " The probability of a train arriving late in NY, LV, WDC are ..." these should be understood as joint probabilities not conditional probabilities. I think the question needs to be reformulated for clarity. Next I have an issue with 58:50 where one formula is written and another is used. the denominators should all have factorials. This is obviously a typo but could be misleading.

  • @amytuttle1621
    @amytuttle1621 Před 12 hodinami

    Money is not meant to control people, rather it is meant to be put to work producing more money for you. You cannot build wealth without putting money in its rightful place

    • @mfmcintyre
      @mfmcintyre Před 12 hodinami

      People dont understand that the prices of things are never going back down. This inflation is deeper than we think. Those buying groceries are well aware that the real inflation is much over 10%. The increments dont match our income, yet certain investors still earn over $365,000 in stocks and assets. Wish I could accomplish that.

    • @JasperMaartenHoutman
      @JasperMaartenHoutman Před 12 hodinami

      Very possible! especially at this moment. Profits can be made in many different ways, but such intricate transactions should only be handled by seasoned market professionals.

    • @alasdekarton
      @alasdekarton Před 12 hodinami

      Some persons think inves'tin is all about buying stocks; I think going into the stock market without a good experience is a big risk, that's why I'm lucky to have seen someone like mr Brian C Nelson.

    • @quantarrow
      @quantarrow Před 12 hodinami

      Finding yourself a good broker is as same as finding a good wife, which you go less stress, you get just enough with so much little effort at things

    • @IshrakHossain-rt8is
      @IshrakHossain-rt8is Před 12 hodinami

      Brian demonstrates an excellent understanding of market trends, making well informed decisions that leads to consistent profit

  • @dp5529
    @dp5529 Před 18 hodinami

    Fantastic

    • @dp5529
      @dp5529 Před 18 hodinami

      Cocacolastic

  • @DextHds
    @DextHds Před 22 hodinami

    Sir can u suggest how mathematically standardized is the cfa....can u please provide just one hardest problems from cfa exam or make one of that level for us to grasp the criticality of the exam

  • @ditshegomosienyane7252

    How do you reconcile and align the family constitution with a family IPS?

  • @christmas10023
    @christmas10023 Před dnem

    THANK You 👋

  • @swatchliu7749
    @swatchliu7749 Před dnem

    wow~ fantastic!!

  • @sunidhisingh8121
    @sunidhisingh8121 Před dnem

    😍

  • @star5guy
    @star5guy Před dnem

    Great Job reading the slides. What a value add !

  • @mikemalone1989
    @mikemalone1989 Před 2 dny

    I lost you at 12:13 - how do you get the ratio 3x/11x?

  • @sumutrapillai633
    @sumutrapillai633 Před 2 dny

    Very nice,clean and crsip.thank you

  • @user-yb6uy1dt7s
    @user-yb6uy1dt7s Před 3 dny

    Is the interpretation for 4:04 part a), there is a 40.96% probability that we will observe a value 0.8 or lower?

  • @trb.mangas
    @trb.mangas Před 3 dny

    Thank you very much !

  • @billybeller
    @billybeller Před 4 dny

    Thank you 🙏🏻

  • @user-xi4ut3qh9h
    @user-xi4ut3qh9h Před 4 dny

    CFA becoming a woke certification with this reading...

    • @ArnavChaudhary-yq6vq
      @ArnavChaudhary-yq6vq Před 3 dny

      Will be registering wiith portfolio management tomorrow

    • @user-xi4ut3qh9h
      @user-xi4ut3qh9h Před 3 dny

      @@ArnavChaudhary-yq6vq Stick to that one. I already completed the program and is quite sad to see all the wokeness of DEI & ESG in the program. It's losing value.

  • @user-yb6uy1dt7s
    @user-yb6uy1dt7s Před 4 dny

    College Student studying for Exam P: Thank you so much Professor for this playlist of videos; I've been using them to study. Quick question: Is FCP used for repetitions allowed and order does not matter or repetitions allowed and order does matter or are they the same (there's no difference)? Thank you so much.

  • @ethanae3968
    @ethanae3968 Před 4 dny

    This is great thank you! Sorry if this is a silly question but I didn’t understand how the square root of 8 times the square root of 4 became 2 so casually haha

  • @christmas10023
    @christmas10023 Před 4 dny

    THANKS HAPPY 4TH 0F JULY. 😊👋

  • @kennettadams5770
    @kennettadams5770 Před 4 dny

    I am clearly missing something here. If Duration gap = BPV (liabilities) - BPV (assets), then how is there a negative duration gap when BPV (liabilities) is greater than BPV (assets)? Shouldn't this be a positive duration gap? Thank you.

  • @oakarmin9656
    @oakarmin9656 Před 4 dny

    Thank you very much for your lectures, professor. Helped me tremendously in passing the FRM exams. 😊

  • @bhavyajain1491
    @bhavyajain1491 Před 4 dny

    in CFA institute material 1+periodic YTM is multiplied

  • @rbonnal2168
    @rbonnal2168 Před 5 dny

    Many thanks for incorporating little jokes, always funnier to study like that...please have a steak :)

  • @aaryanverma6081
    @aaryanverma6081 Před 5 dny

    helpful, can you do the calculations as well for better understanding for someone who is very new to the topic that would be a good way to explain the calculation behind the results.

  • @raphaelyounes4308
    @raphaelyounes4308 Před 6 dny

    Thanks again professor! you always make my studying funnier and more effective.

  • @sonicytb
    @sonicytb Před 6 dny

    cant thank you enought!!!! you made this topic super easy to understand in a structured way!!!

  • @raphaelyounes4308
    @raphaelyounes4308 Před 7 dny

    After this course i can never look at hershey's products without thinking of professor James or Milton Hersheys again. Thanks for the lesson!

  • @shaneabela3773
    @shaneabela3773 Před 7 dny

    Love this guy

  • @moumitaghosh211
    @moumitaghosh211 Před 8 dny

    thank you so much it is so helpful for exams

  • @hydra3468
    @hydra3468 Před 8 dny

    These videos were very well done. Props to Stephen for putting them together, he did a fantastic job!

  • @yunusemreyegen6128
    @yunusemreyegen6128 Před 8 dny

    GREAT

  • @books-4-free
    @books-4-free Před 8 dny

    thanks

  • @hworldsystem300
    @hworldsystem300 Před 8 dny

    Way of explain you do is mind blowing.

  • @nargizmalikova666
    @nargizmalikova666 Před 9 dny

    Thanks a lott, Jim very helpfulll❤

  • @minecraftender02
    @minecraftender02 Před 9 dny

    god bless the work you do for us

  • @AS-wd5hb
    @AS-wd5hb Před 10 dny

    Hello sir, I was asked in an interview for which period Var is applicable? Banks calculate VAR on a daily basis using past 1 year data. does this mean VAR number calculated for that particular day is applicable only on that day?

  • @user-ox1ig4vy3w
    @user-ox1ig4vy3w Před 10 dny

    Thank you so much for the series of this verbal GMAT

  • @gwills9337
    @gwills9337 Před 11 dny

    💪

  • @Sar-u6d
    @Sar-u6d Před 11 dny

    It's certain that this year will bring more challenging challenges. Looking back, I realized that I spent the entire previous year making expensive financial blunders because I was so consumed with worrying about my portfolio. I was forced to decide between raising my investments and purchasing a home. I discovered that the property I had bought needed more work than I had anticipated after deciding to sell my investments. It's becoming more difficult to determine how much longer I can take this.

    • @kartikdalal42
      @kartikdalal42 Před 11 dny

      Take things easy, we've all made mistakes

    • @HarrisKmorreti
      @HarrisKmorreti Před 11 dny

      Invest in companies that provide current cash flows to diversify your portfolio. I hired a planner at the end of 2022 to enhance my portfolio, and in the last ten months, I've made profits in over fifty thousand different marketplaces. Should 2023 teach us anything, it's that luck doesn't last forever. Even in times of abundance, we should put in more effort to prepare for the worst-case scenario.

    • @JiroYamato
      @JiroYamato Před 11 dny

      Can you recommend your advisor? I could really use some assistance

    • @HarrisKmorreti
      @HarrisKmorreti Před 11 dny

      Layan Talia Chokr. You'll undoubtedly find out more if you look her up online.

    • @JiroYamato
      @JiroYamato Před 11 dny

      I appreciate the lead. I did some research on her and emailed her. I'm hoping she responds to me eventually.

  • @raphaelyounes4308
    @raphaelyounes4308 Před 12 dny

    Once again, thanks for your great work professor.

  • @raphaelyounes4308
    @raphaelyounes4308 Před 12 dny

    Thanks for the video!

  • @AnthonyEmmons-xt8vk
    @AnthonyEmmons-xt8vk Před 12 dny

    Instead of increasing from 100 to 1000, I increased from 100 to 200.

  • @gees3156
    @gees3156 Před 12 dny

    Where can we get your calculator .

  • @amfarid3
    @amfarid3 Před 13 dny

    Where can I find the presentations to download them? Would appreciate your response, Professor. And thanks for the effort and the great explanation.

  • @shradhabhawar2312
    @shradhabhawar2312 Před 14 dny

    Very well explained!🙌 Can i use these for 2024 attempt?

  • @lisajackson9222
    @lisajackson9222 Před 15 dny

    Came over here from FM. Thanks for the different perspective!

  • @rohithrajesh7968
    @rohithrajesh7968 Před 15 dny

    Thank you so much for your efforts sir.

  • @vishwagohil4368
    @vishwagohil4368 Před 15 dny

    Thank you sir🙏

  • @nizarmohamedsaeedahmed324

    hello, for CFA Level 3 in 2024 it looks like the "Analyze and recommend an insurance program" LOS is no more within the curriculum, isn't it?