Wealth Planning (2025 Level III CFA® – Private Markets – Learning Module 3)
Wealth planning is one of the most critical components of CFA Level III. In this session, we break down private markets, affluent client strategies, and how to create effective goals-based financial plans. Learn how to balance short-term, intermediate, and long-term objectives, manage discretionary vs non-discretionary wealth, and align liquidity strategies with client goals.
This lecture also covers taxation, risk management, and portfolio structuring for high-net-worth and affluent investors. Perfect for CFA candidates preparing for the 2025 exam cycle.
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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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