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Syllabus CFA Level 3

The document is a syllabus for the CFA Level 3 exam. It outlines the course topics which include ethics, behavioral finance, portfolio management for individuals and institutions, economics, asset allocation, fixed income investments, equity investments, alternative investments, risk management, and GIPS standards. The syllabus provides details on the specific topics to be covered in each course block, including guidance on ethics standards, behavioral biases, tax planning, risk management strategies, performance evaluation, and more.

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Phi Anh
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543 views

Syllabus CFA Level 3

The document is a syllabus for the CFA Level 3 exam. It outlines the course topics which include ethics, behavioral finance, portfolio management for individuals and institutions, economics, asset allocation, fixed income investments, equity investments, alternative investments, risk management, and GIPS standards. The syllabus provides details on the specific topics to be covered in each course block, including guidance on ethics standards, behavioral biases, tax planning, risk management strategies, performance evaluation, and more.

Uploaded by

Phi Anh
Copyright
© © All Rights Reserved
Available Formats
Download as PDF, TXT or read online on Scribd
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SYLLABUS CFA LEVEL 3

MÔN HỌC BUỔI NỘI DUNG


Code of Ethics and Standards of Professional Conduct
B1
Guidance for Standards I-VII (part 1)
Ethics B2 Guidance for Standards I-VII (part 2)
Application of the Code and Standards: Ethics cases
B3
Asset Manager Code of Professional Conduct
The Behavioral Finance Perspective
B1
The Behavioral Biases of Individuals (part 1)
PM - Behavioral
The Behavioral Biases of Individuals (part 2)
B2
Behavioral Finance and Investment Processes
B1 Managing Individual Investor Portfolios
Taxes and Private Wealth Management in a Global Context
B2
PM - Individual Estate Planning in a Global Context
B3 Concentrated Single Asset Positions
B4 Risk Management for Individuals
PM - B1 Managing Institutional Investor Portfolios (part 1)
Institutional B2 Managing Institutional Investor Portfolios (part 2)
B1 Capital Market Expectations (part 1)
Economics Capital Market Expectations (part 2)
B2
Equity Market Valuation
B1 Introduction to Asset Allocation
Principles of Asset Allocation
PM - Asset B2
Asset Allocation with Real-World Constraints
Allocation
Currency Management: An Introduction
B3
Market Indexes and Benchmarks
Introduction to Fixed-Income Portfolio Management
B1
Fixed Income Liability-Driven and Index-Based Strategies
Investments Yield Curve Strategies
B2
Credit Strategies
Equity B1 Equity Portfolio Management (Part 1)
Investments B2 Equity Portfolio Management (Part 2)
Alternative B1 Alternative Invesments Portfolio Management (part 1)
Investments B2 Alternative Invesments Portfolio Management (part 2)
B1 Risk Management
Risk Management Applications of Forward and Futures Strategies
PM - Risk B2
Risk Management Applications of Option Strategies (part 1)
Management
Risk Management Applications of Option Strategies (part 2)
B3
Risk Management Applications of Swap Strategies
Execution of Portfolio Decisions
B1
PM - Execution, Monitoring and Rebalancing (part 1)
Evaluation and Monitoring and Rebalancing (part 2)
B2
Attribution, and Evaluating Portfolio Performance (part 1)
GIPS Evaluating Portfolio Performance (part 2)
B3
Overview of GIPS

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