Editing Chartered Financial Analyst (section)

===Portfolio management and wealth planning===
This section increases in importance with each of the three levels—it integrates and draws from the other topics, including ethics.
It includes:
(i) [[modern portfolio theory]] ([[efficient frontier]], [[capital asset pricing model]], etc.);
(ii) [[Investment management|investment practice]] (defining the [[investment policy]] for [[Investor#Types of investors|individual]] and [[institutional investor]]s, resultant [[asset allocation]], [[Order (exchange)|order execution]], and [[hedge (finance)|hedging]] using derivatives);
and (iii) [[Rate of return#Mutual fund and investment company returns|measurement of investment performance]].{{citation needed|date=November 2015}}