Please add to this thread stuff you think is unlikely to miss and any readings that are testable as combinations. My take: SS 4: I expect at least two questions in the AM section. 1. Obvious is individual IPS combined with some asset allocation. Be sure to differentiate when you are asked for a return objective or a return requirement. 2. Taxes: this may combine the readings on estate planning, low basis stock and taxes in wealth management. There is a lot of tax stuff in these readings and very easy for CFAI to come up with some combined curve ball question.
I think we may be asked to critique wholesomeness of an IPS as well
Don’t forget an instutional IPS and a guaranteed 10% on ethics.
5% GIPS