Prep Packages for the CFA® Program offered by AnalystPrep (study notes, video lessons, question bank, mock exams, and much more):
Level I: [ Ссылка ]

Level II: [ Ссылка ]

Level III: [ Ссылка ]

Levels I, II & III (Lifetime access): [ Ссылка ]

Prep Packages for the FRM® Program:

FRM Part I & Part II (Lifetime access): [ Ссылка ]

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.

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