Needs Analysis

CFA Level III Portfolio Management
#1

To get to the correct answer, do we:

  1. total cap needs - insurance held already

Or

  1. total cash needs + total cap needs - insurance held already
#2

2nd one

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#3

Also deduct your income

#4

Thanks Mr Eā€¦ not seen the deducting income bit before. Do you mean deduct one years worth of salary as it is?

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#5

PV income of surviving spouse.

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