Investment Planning (2025 Level III CFA® – Private Markets – Learning Module 4)
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Private Wealth Pathway
Learning Module 4 – Investment Planning
LOS : Recommend and justify portfolio allocations and investments for a private client.
LOS : Discuss the tax efficiency of investment across various asset types and recommend various tax management strategies for asset allocation.
LOS : Discuss and recommend appropriate wealth management planning approaches for retirement from legal, taxation, and jurisdictional perspectives.
LOS : Evaluate the success of an investment program for a private client based on portfolio reporting and review.
