CFA Level III Crash Course

Day One

08.30 - 08.45  Welcome and Introduction

08.45 - 12.00  Ethical and Professional Standards

• Study Session 1 + 2
  • Code of Ethics
  • Standards of Professional Conduct

• Small test

Investment Tools

• Study Session 3
  • Quantitative Methods for Portfolio Management

• Small test

12.00 - 13.00  Lunch

13.00 - 17.00  Investment Tools

• Study Session 4
  • Economics for Portfolio Management

Asset Valuation (I)

• Study Session 5
  • Market Indexes and Global Equity Investments
• Study Session 6
  • Debt Investments

• Small test

Day Two

08.30 - 08.45  Recap

08.45 - 12.00  Asset Valuation (II)

• Study Session 7
  • Debt Investments
• Study Session 8
  • Alternative Investments

• Small test

Portfolio Management (I)

• Study Session 9
  • Investment Policy for Individual Investors

12.00 - 13.00  Lunch

13.00 - 17.00  Portfolio Management (II)

• Study Session 10
  • Investment Policy for Institutional Investors
• Study Session 11
  • Asset Allocation
• Study Session 12
  • Using Equity Derivatives

• Small test

Day Three

08.30 - 08.45  Recap

08.45 - 12.00  Portfolio Management (III)

• Study Session 13
  • Using Debt Derivatives
• Study Session 14
  • Portfolio Strategies and Issues
• Study Session 15
  • Risk Considerations

• Small test

12.00 - 13.00  Lunch

13.00 - 16.00  Portfolio Management (IV)

• Study Session 16
  • Performance Evaluation and Attribution
• Study Session 17
  • Performance Presentation Standards
• Study Session 18
  • The Global Investment Process

Mock Examination

Evaluation and Termination of the Course

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