Self-study exam based on a thorough understanding of technical and research-based articles on the specific topics of: Types of investment risk; portfolio development and analysis; asset allocation and portfolio diversification; and investment strategies.
- Discover a long-term strategy for making charitable contributions using appreciated stock
- List the benefits of making charitable donations with highly appreciated shares instead of cash
- Examine how shifting assets within a portfolio to accommodate gains or losses of appreciated stock may improve portfolio diversification
- Analyze a strategy that can be integrated with tax loss selling to further increase after-tax returns and reduce portfolio risk