Wealth Planning (2025 Level III CFA® - Private Markets - Learning Module 3)
Vložit
- čas přidán 6. 07. 2024
- 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-leve...
Level II: analystprep.com/shop/learn-pr...
Level III: analystprep.com/shop/cfa-leve...
Levels I, II & III (Lifetime access): analystprep.com/shop/cfa-unli...
Prep Packages for the FRM® Program:
FRM Part I & Part II (Lifetime access): analystprep.com/shop/unlimite...
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.
THANK You 👋
Welcome! If you like our video lessons, it would be appreciated if you could take 2 minutes of your time to leave us a Google review using this link: g.page/r/CQIlM78xSg01EB0/review
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