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CFA Program
Level III
TA6 An Overview of Private Wealth Management

←TA6 An Overview of Private Wealth Management

NotesTA61 of 228 pp

Overview of Private Wealth Management Notes

←Class · Nov 2, 2025 TA6→

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In this section

TA6 An Overview of Private Wealth Management

1 of 22

01Overview of Private Wealth Management NotesNotes · 8 pp
02TA6Past exam · 43 pp
03Liquidity Planning for Private InvestmentsVideo · 2 min
04Fund of Funds Return CalculationVideo · 3 min
05Comparing AccumulationsVideo · 2 min
06Gift and Estate TaxesVideo · 3 min
07Sample Mortality TableVideo · 2 min
08Calculating Post-Liquidation ReturnsVideo · 2 min
09Sample Investment Policy StatementVideo · 4 min
10Estimating Value of Human CapitalVideo · 2 min
11Future Tax Efficiency of Mutual FundsVideo · 2 min
12Monte Carlo SimulationVideo · 2 min
13Approximating Monthly After-Tax ReturnsVideo · 2 min
14Tax Loss HarvestingVideo · 2 min
15Disability Insurance CalculationVideo · 3 min
16Life Insurance-Human Life Value MethodVideo · 4 min
17Case Study - Cost ComparisonVideo · 3 min
18Life Insurance-Needs AnalysisVideo · 4 min
19Net Payment and Surrender Cost IndexVideo · 3 min
20Life Insurance Human Life and Needs AnalysisVideo · 8 min
21Human Capital and Asset AllocationVideo · 5 min
22Nov 6, 2025Class · 2 h 2 min

Whole Level III outline→

PreviousClass · Nov 2, 2025TA5 · Class recording · 2 h 1 min NextTA6TA6 · Past exam · 43 pp

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