Working with the Wealthy (2025 Level III CFA® - Private Markets - Learning Module 2)

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Private Wealth Pathway
Learning Module 2 - Working with the Wealthy
- LOS : Describe how family and human dynamics relate to wealth and its management.
- LOS : Describe skills needed in profiling, acquiring, advising, communicating with, and educating private clients.
- LOS : Describe the unique characteristics of ultra-high-net-worth individuals and how these characteristics distinguish them from other private wealth management clients.
- LOS : Recommend appropriate approaches to the development, implementation, adherence, and amendment of a common, long-term framework for joint family decision-making.

[@christmas10023]

THANKS HAPPY 4TH 0F JULY. 😊👋

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[@ditshegomosienyane7252]

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

[@user-xi4ut3qh9h]

CFA becoming a woke certification with this reading...

[@ArnavChaudhary-yq6vq]

Will be registering wiith portfolio management tomorrow

[@user-xi4ut3qh9h]

@@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.