Investment Planning (2025 Level III CFA® – Private Markets – Learning Module 4)
Investment Planning is a core part of the CFA Level III curriculum, and this Learning Module (Private Wealth Pathway – Investment Planning, Private Markets) helps candidates master key exam concepts. In this video, AnalystPrep walks you through portfolio allocation, risk tolerance, tax efficiency, and performance evaluation strategies.
Learn how to:
Recommend and justify portfolio allocations in client contexts
Evaluate willingness vs. ability to take risk
Understand private markets alongside public markets
Apply tax management strategies for efficient investing
Measure portfolio performance with attribution and benchmarking
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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.
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