Link to free book: rpc.cfainstitu...
A group of Morningstar thought leaders and industry gurus are reading and discussing the CFA Institute Research Foundation book: Lifetime Financial Advice: A Personalized Optimal Multilevel Approach.
In this session, Part 2 of the book (Chapters 7 and 8) covering the child "net worth optimization" is discussed.
Here are links to the previous sessions:
Session 1: • Book Club Session 1 fo... (Foreword, Part 1 Intro, Chapter 1, part of Chapter 2)
Session 2: • Book Club Session 2 fo... (part of Chapter 2 and part of Chapter 3)
Session 3: • Book Club Session 3 fo... (part of Chapter 3 and all of Chapter 4)
Session 4: • Book Club Session 4 fo... (Chapter 5 and Chapter 6)
15 сен 2024
