Скачать или смотреть Book Club Session 7 for Lifetime Financial Advice: A Personalized Optimal Multilevel Approach

Link to free book: https://rpc.cfainstitute.org/-/media/docum...

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, we discuss Chapter 11.

Here are links to the previous sessions:

Session 1:    • Book Club Session 1 for Lifetime Financial...   (Foreword, Part 1 Intro, Chapter 1, part of Chapter 2)
Session 2:    • Book Club Session 2 for Lifetime Financial...   (part of Chapter 2 and part of Chapter 3)
Session 3:    • Book Club Session 3 for Lifetime Financial...   (part of Chapter 3 and all of Chapter 4)
Session 4:    • Book Club Session 4 for Lifetime Financial...   (Chapter 5 and Chapter 6)
Session 5:    • Book Club Session 5 for Lifetime Financial...   (Intro to Part 2, Chapter 7, and Chapter 8)
Session 6:    • Book Club Session 6 for Lifetime Financial...   (Intro to Part 3, Chapter 9, and Chapter 10)