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  1. CFA Program
  2. Level III
  3. TA6 An Overview of Private Wealth Management

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←TA6 An Overview of Private Wealth Management

Video moduleTA618 of 224 min

Life Insurance-Needs Analysis

←Case Study - Cost ComparisonNet Payment and Surrender Cost Index→

With the lesson

Key points, the transcript, the notes (8 pp) and the past exam questions (43 pp) open with the lesson.

In this section

TA6 An Overview of Private Wealth Management

18 of 22

  1. 01Overview of Private Wealth Management NotesNotes · 8 pp
  2. 02TA6Past exam · 43 pp
  3. 03Liquidity Planning for Private InvestmentsVideo · 2 min
  4. 04Fund of Funds Return CalculationVideo · 3 min
  5. 05Comparing AccumulationsVideo · 2 min
  6. 06Gift and Estate TaxesVideo · 3 min
  7. 07Sample Mortality TableVideo · 2 min
  8. 08Calculating Post-Liquidation ReturnsVideo · 2 min
  9. 09Sample Investment Policy StatementVideo · 4 min
  10. 10Estimating Value of Human CapitalVideo · 2 min
  11. 11Future Tax Efficiency of Mutual FundsVideo · 2 min
  12. 12Monte Carlo SimulationVideo · 2 min
  13. 13Approximating Monthly After-Tax ReturnsVideo · 2 min
  14. 14Tax Loss HarvestingVideo · 2 min
  15. 15Disability Insurance CalculationVideo · 3 min
  16. 16Life Insurance-Human Life Value MethodVideo · 4 min
  17. 17Case Study - Cost ComparisonVideo · 3 min
  18. 18Life Insurance-Needs AnalysisVideo · 4 min
  19. 19Net Payment and Surrender Cost IndexVideo · 3 min
  20. 20Life Insurance Human Life and Needs AnalysisVideo · 8 min
  21. 21Human Capital and Asset AllocationVideo · 5 min
  22. 22Nov 6, 2025Class · 2 h 2 min
Whole Level III outline→
PreviousCase Study - Cost ComparisonTA6 · Video module · 3 minNextNet Payment and Surrender Cost IndexTA6 · Video module · 3 min
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