CFA Institute Take 15 Series: 10-15 minute interviews with leading practitioners on timely topics in market and credit risk as well as ethics. CFA Institute is a global membership organization that awards the Chartered Financial Analyst® (CFA®) designation. CFA Institute leads the investment industry by setting the highest standards of ethics and professional excellence and vigorously advocating fair and transparent capital markets.

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.

Direct download: brunel-audio.mp3
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