Hello guys, Welcome to Africa's Largest Video Search Engine, and you are watching Topics in Private Wealth Management – Part I (2024 Level III CFA® – Reading 21). and this video is uploaded by AnalystPrep at 2023-05-23T06:00:07-07:00. We are just promoting this video only for entertainment and educational purpose only. I hop you like our Video Search Engine. [F0MI8XXxt1E]
| Name | Topics in Private Wealth Management – Part I (2024 Level III CFA® – Reading 21) |
| Video Uploader | Video From AnalystPrep |
| Upload Date | This Video Uploaded At 23-05-2023 13:00:07 |
| Video Discription | Prep Packages for the CFA® Program offered by AnalystPrep (study notes, video lessons, question bank, mock exams, and much more): Level I: https://analystprep.com/shop/cfa-level-1-learn-practice-package/ Level II: https://analystprep.com/shop/learn-practice-package-for-level-ii-of-the-cfa-exam-by-analystprep/ Level III: https://analystprep.com/shop/cfa-level-3-complete-course-by-analystprep/ Levels I, II & III (Lifetime access): https://analystprep.com/shop/cfa-unlimited-package-for-level-1-2-3/ Prep Packages for the FRM® Program: FRM Part I & Part II (Lifetime access): https://analystprep.com/shop/unlimited-package-for-frm-part-i-part-ii/ Topic 7 – Private Wealth Management Reading 21 – Topics in Private Wealth Management – Part I - LOS : Compare taxation of income, wealth, and wealth transfers. - LOS : Describe global considerations of jurisdiction that are relevant to taxation. - LOS : Discuss and analyze the tax efficiency of investments. - LOS : Analyze the impact of taxes on capital accumulation and decumulation in taxable, tax-exempt, and tax-deferred accounts. - LOS : Explain portfolio tax management strategies and their application. [F0MI8XXxt1E] |
| Category | Education |
| Tags | cfa level iii | cfa video series | cfa l3 | cfa level 3 | cfa level 3 videos | chartered financial analyst | cfa level iii video lectures | cfa3 | cfa best videos | Private Wealth Management | retirement planning | IPS | High-Net-Worth | capital accumulation | tax efficiency | jurisdiction | taxation of income | wealth transfers | Gains Tax | Property Tax | Transfer Tax | Real Estate Tax | After-Tax Returns | Tax efficient assets | Decumulation Strategies | Tax avoidance | Tax Loss Harvesting |
