“GOALS-BASED INVESTING

20. - L3 MOCK SAMPLE EXAM CFA LEVEL III GUIDELINE ANSWERS 2008
L3 MOCK SAMPLE EXAM CFA LEVEL III GUIDELINE ANSWERS 2008
20. “Goals-Based Investing: Integrating Traditional and Behavioral Finance,” Daniel Nevins, Journal of Wealth Management (Institutional Investors, 2004) Purpose: Test individual portfolio management concepts. LOS: 2008-III-4-15-j, k, l, n