Wealth Planning (2025 Level III CFA® - Private Markets - Learning Module 3)

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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.

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