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Plan ahead: estate planning to secure your wishes Estate Planning is your overview of the estate planning concepts that are necessary to consider when advising your clients about the different facets of wealth transfer planning. This fundamental reference…

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Everything you need to know for successful wealth management for families Although the family office concept is not new, it is a phenomenon that is changing the wealth management landscape. With celebrities and business moguls, investment gurus and family…

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Final Review Guide for Level III CFA Exam Wiley's 1 1 th Hour Final Review Guide for 2016 is an essential resource for CFA candidates preparing to take the Level III examination. It compacts all readings tested on the 2016 CFA exam into one portable…

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Final Review Guide for Level I CFA Exam Wiley 11 th Hour Guide for 2015 Level 1 CFA Exam compacts all sixty readings tested on the 2015 CFA exam into one portable volume. Organized in order from Reading #1 to #60, this best-selling guide has helped thousands of…

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