Preserving the Wealth – Part II – Inflation (2025 Level III CFA® – Private Markets – LM 5)
Understanding inflation and its impact on wealth preservation is a crucial skill for CFA Level III candidates. In this session, we cover Part II of the Private Markets – Preserving the Wealth learning module, focusing on inflation, purchasing power, hedging strategies, and exchange rate risk.
What you’ll learn in this video:
How inflation erodes future wealth and purchasing power
The difference between cost-push and demand-pull inflation
Unanchored inflation expectations and their impact on financial planning
Calculating and interpreting the inflation factor beta
Hedging against inflation using bonds, commodities, and real estate
Currency mismatches and strategies to mitigate exchange rate risk
These insights will help you apply CFA exam concepts directly to case studies and essay questions, strengthening your exam preparation.
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Private Wealth Pathway
Learning Module 5 – Preserving the Wealth - Part I – Human Capital
LOS : Recommend planning and investment strategies to mitigate the corrosive influence of inflation on preserving purchasing power.
LOS : Describe how exchange rates influence asset allocation and planning as well as approaches to mitigate the exchange rate risk.
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