Setting Up a Goals-Based Wealth Management Practice (Take 15 Series)

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CFA Institute Take 15 Series

Source: CFA Institute

20:04, video webcast, recorded on 17 July 2017
Posted on 1 November 2017

Managing Principal
Brunel Associates

This information is accurate as of the day of the recording.


Goals-based wealth management is a client-facing, robust framework for managing client needs. The framework is set up in a language that can be easily understood by clients. In this Take 15, Jean Brunel, CFA, gives advice and insights for setting up a goals-based wealth management practice.

The Take 15 Series is a series of short interviews with leading practitioners on timely topics focused on the investment profession.
Credits · About the CE Program
0.5 CE (including 0 SER) Manage CE Credits

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