cfa level iii 4 months study plan

8/18/2019 Cfa Level III 4 Months Study Plan

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ReadingNumber


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4/21

Applications of Economics Analysis to Portfolio Management

Capital Market Expectations

Equity Market Valuation

Item Set Test - Capital Market Expectations

Item Set Test - Equity Market Valuation

Essay Based Test - Economics Analysis to Portfolio Manaement

Asset Allocation and Related Decisions in Portfolio Management

sset llocation

Currency Mana!e"ent# n $ntro%uction

Market $n%exes an% &enc'"arks

Item Set Test - Asset Allocation

Essay Based Test - Asset Allocation

Fixed-Income Portfolio Management

(ixe% $nco"e )ort*olio Mana!e"ent + )art $

,elati-e+Value Met'o%olo!ies *or .lo/al Cre%it &on%

(ixe% $nco"e )ort*olio Mana!e"ent + )art $$

Item Set Test - !ixed Income

Essay Based Test - !ixed Income

Equity Portfolio Management

Equity )ort*olio Mana!e"ent

Item Set Test - Equity Portfolio Manaement

Essay Based Test - Equity Portfolio Manaement

Alternative Investments for Portfolio Management

lternati-e $n-est"ents )ort*olio Mana!e"ent

Item Set Test - Alternati"e In"estmens

Beavioral Finance

'e &e'a-ioral (inance )erspecti-e

'e &e'a-ioral &iases o* $n%i-i%uals

&e'a-ioral (inance an% $n-est"ent )rocesses

Private !ealt Management

Mana!in! $n%i-i%ual $n-estor )ort*olios

axes an% )ri-ate ealt' Mana!e"ent in a .lo/al Context

Estate )lannin! in a .lo/al Context

Concentrate% in!le sset )ositions

i*eti"e (inancial %-ice# u"an Capital sset llocation an% $nsurance

Item Set Test - Pri"ate #ealt$ Manaement Essay Based Test - Pri"ate #ealt$ Manaement

Essay Based Test - Be$a"ioral !inance % Pri"ate #ealt$ Manaement


5/21

Portfolio Management for Institutional Investors

Mana!in! $nstitutional $n-estor )ort*olio

inkin! )ension ia/ilities to ssets

Item Set Test - Institutional In"estors

Essay Based Test - Institutional In"estors

Ris" Management

,isk Mana!e"ent

Item Set Test - &isk Manaement

Essay Based Test - &isk Manaement

Ris" Management Applications of Derivatives

,isk Mana!e"ent pplications o* (orar% an% (utures trate!ies

,isk Mana!e"ent pplications o* ption trate!ies

,isk Mana!e"ent pplications o* ap trate!ies

Item Set Test - Application of 'eri"ati"es

Essay Based Test - Application of 'eri"ati"es

#rading$ Monitoring$ and Re%alancing

Execution o* )ort*olio ecisions

Monitorin! an% ,e/alancin!

Item Set Test - Tradin( Monitorin and &e)alancin

Performance Evaluation

E-aluatin! )ort*olio )er*or"ance

Item Set Test - Performance E"aluation

Essay Based Test - Execution and Performance E"aluation

Etical and Professional &tandards

Co%e o* Et'ics an% tan%ar% o* )ro*essional Con%uct

.ui%ance *or tan%ar%s $+V$$

'e Consultant

)earl $n-est"ent Mana!e"ent : &: an% C:

sset Mana!er Co%e o* )ro*essional Con%uct

Item Set Test - Et$ical and Professional Standards

'lo%al Investment Performance &tandards

-er-ie o* t'e .lo/al $n-est"ent )er*or"ance tan%ar%s

Item Set Test - *lo)al In"estment Performance Standards

First Revision

+ Item Set Tests of + $ours duration com)inin , to su).ects

+ Essay Based Tests of + $ours duration com)inin , to su).ects

&econd Revision


6/21

Full (engt Moc" #ests

Mock est 1 Mornin! ; *ternoon:



Important )otes*

$te" set tests an% essay /ase% tests ill /e o* 90 "inutes %uration eac'<

,e-ision is -ital in le-el 3< 'e content is easy to un%erstan% /ut nee%s lots o* re-ision

=ou can su/scri/e to our test series *ro" t'e links !i-en /elo#

ectional ests + 'ttp#>>kon-exityc*a+le-el+iii>super+30+test+series+c*a+le-

Mock ests + 'ttp#>>kon-exityc*a+le-el+iii>"ock+tests+o*+c*a+le-el+iii

Co"/o )ack + 'ttp#>>kon-exityc*a+le-el+iii>co"/o+c*a+le-el+iii

orkin! pro*essionals nee% to %e-ote "ore ti"e in last 3+4 eeks


7/21

18

7

20

9

8

14

5

13

22

22

4

4

7

11

9

12

12

7

Numberof LOS


8/21

14

5

13

7

6

8

16

10

20

2

2

2

2

3

21


9/21

o sink in< )

l+iii


10/21

What should you expect in the exam?

'e ei!'t is 5+15?< =ou are "ore likely to @n% t'is topic in t'e "ornin! exa"<

a*ternoon exa" an% one essay /ase% test question in t'e "ornin! exa"< Concentrateon all t'e *or"ulas< =ou ill /e %e@nitely nee% t'ose *or"ulas in t'e exa"<

=ou are "ore likely to !et a question in t'e "ornin! essay /ase% exa" an% "ay /easke% to co""ent on t'e asset allocation currency "ana!e"ent or "arket in%ices<

'e ei!'t ill /e aroun% 5?<

'e ei!'t is 10+20?< =ou are "ore likely to !et questions in /ot' "ornin! an%a*ternoon exa"< $t is one o* t'e 'i!' scorin! areas in t'e essay /ase% exa" as you ill!et *ull "arks *or t'e calculation part i* %one correctly< ry to un%erstan% i""uniAationt'orou!'ly an% concentrate on *or"ulas<

tu%y all t'e topics t'orou!'ly< $t is a 'i!' scorin! area<

=ou ill !et questions *ro" t'is topic in t'e essay /ase% exa" an% t'e questions can /e

co"/ine% it' t'e pri-ate ealt' "ana!e"ent topic< Bust rea% it once an% %o notaste "uc' ti"e on t'is topic as questions ill /e pretty strai!'t *orar% *ro" t'istopic<

essay /ase% question in t'e "ornin! exa" 'ere you ill /e aske% to calculate t'erate o* return require%< 'e total ei!'t o* t'is topic ill /e aroun% 15?< =ou "ay !etone ite" set /ase% question as ell< )ractice enou!' pro/le"s an% s'o all t'e stepsin t'e calculation alon! it' *or"ula to !ain "ore "arks in t'e "ornin! exa"< o notorry a/out t'e calculations in 10t' rea%in!< .enerally t'ey %ont ask questions *ro"t'is rea%in!


11/21

'e ei!'t o* t'is topic ill /e aroun% 5?< ,atios are i"portant< =ou s'oul% /e co"*orta

'e ei!'t ill /e eit'er 0? or 5?< Most likely it ill /e 5? an% you ill !et an ite" set

=ou ill !et one or to questions in t'e "ornin! essay /ase% exa" *ro" t'is topic int'e "orni!n exa"< 'e ei!'t o* t'is topic ill /e aroun% 10?< tu%y it t'orou!'ly*ro" t'e curriculu" /ook an% rite key or%s to !et !oo% "arks<

o* all t'e ratios<

'e ei!'t o* t'is area ill /e /eteen 5 to 10?< =ou can @n% question in "ornin!or>an% a*ternoon exa"< 'e *or"ulas are -ery i"portant to score !oo% in t'is area< =ou"ust 'a-e a !oo% conceptual un%erstan%in! o* rea%in! 28 as ell to score ell in t'isarea<

it' re-ision< Duestions can /e aske% eit'er in "ornin! or a*ternoon session< =ou "ust/e co"*orta/le it' all t'e strate!ies o* re/alancin! as you are "ore likely to !et aquestion *ro" t'at area<

'e ei!'t o* t'is topic is 10+15?< =ou ill @n% t'is topic in a*ternoon exa" only in ite"set /ase% *or"at< 5t' rea%in! is extre"ely i"portant *or t'e exa"< )ractice is t'e keyto "aster t'is topic


12/21

lease %e%icate enou!' ti"e *or re-ision


13/21

6 2 8

2 1 3

3

3

3

5 2 7

6 2 8

2 1 3

3

3

4 2 6

2 1 3

5 2 7

3

3

6 2 8

3

3

5 2 7

3

3 1 4

2


14/21

6 3 9

1


15/21

9

9

9

#otal ours ++,.


16/21

rogress

1 + Mon%ay to 1 + 'urs%ay

1 + (ri%ay an% 1 + atur%ay

1 + atur%ay

1 + atur%ay

1+ un%ay

1+ un%ay to 2 + ues%ay

2 + e%nes%ay to 2 + atur%ay

2 + atur%ay

2 + un%ay

2 + un%ay

3 + Mon%ay to 3 + e%nes%ay

3+ 'urs%ay an% 3+ (ri%ay

3 + (ri%ay an% 3+ atur%ay

3 + un%ay

3 + un%ay


4 + (ri%ay

4 + atur%ay

4 + atur%ay an% 4 + un%ay

4 + un%ay

5 + Mon%ay an% 5 + ues%ay

5 + e%nes%ay an% 5+ 'urs%ay



5 + un%ay to 6 + ues%ay

6 + e%nes%ay an% 6 + 'urs%ay



6 + un%ay6 + un%ay

7 + Mon%ay

Wee! Number"#ay $Wor!ing rofessionals%$& hours on 'or!ing days and (& on'ee!ends%


17/21

7 + ues%ay to 7 + atur%ay

7 + atur%ay

7 + atur%ay

7 + un%ay

7 + un%ay to 8 + e%nes%ay


8 + (ri%ay

8 + atur%ay

8 + atur%ay to 9 + ues%ay

9 + ues%ay to 9 + 'urs%ay

9 + (ri%ay

9 + atur%ay


9 + un%ay

10 + Mon%ay

10 + ues%ay to 10 + atur%ay

10 + atur%ay

10 + un%ay

10 + un%ay

10 + un%ay to 11 + (ri%ay

11 + atur%ay

11 + atur%ay

11 + atur%ay

11 + un%ay

11 + un%ay to 12 + (ri%ay

12 + atur%ay

12 + atur%ay to 17 + atur%ay





18/21

14 + un%ay

15 + un%ay

16 + atur%ay


19/21

rogress

1 +Mon%ay an% 1+ ues%ay

1+ e%nes%ay

1+ e%nes%ay an% 1+ 'urs%ay

1+ 'urs%ay

1 + (ri%ay

1+ atur%ay an% 1+ un%ay


2 + e%nes%ay

2 + 'urs%ay

2 + 'urs%ay

2+ (ri%ay an% 2 + atur%ay

2 + atur%ay

2 + un%ay an% 2 + Mon%ay

2 + ues%ay

2 + ues%ay

2+ e%nes%ay an% 2 + 'urs%ay

2+ (ri%ay

2+ (ri%ay

2+ atur%ay an% 2+ un%ay

3+ Mon%ay

3+ ues%ay

3+ e%nes%ay

3+ 'urs%ay

3+ (ri%ay an% 3+ atur%ay

3 + un%ay an% 4 + Mon%ay

4 + ues%ay


4 + (ri%ay

4 + atur%ay4 + atur%ay

4 + un%ay

Wee! Number" #ay $for those 'hoare not 'or!ing%$) hours daily%


20/21

5 + Mon%ay

5 + Mon%ay

5 + ues%ay

5 + e%nes%ay

5 + 'urs%ay an% 5 + (ri%ay

5 + atur%ay

5 + un%ay


6 + ues%ay to 6 + 'urs%ay

6 + (ri%ay

6 + atur%ay

6 + un%ay


7 + ues%ay an% 7 + e%nes%ay

7 + e%nes%ay

7 + 'urs%ay to 7 + atur%ay

7 + atur%ay

7 + un%ay

8 + Mon%ay


8 + 'urs%ay

8 + 'urs%ay

8 + (ri%ay

8 + aturay

8 + un%ay to 9 + ues%ay

9 + e%nes%ay






21/21

14 + un%ay

15 + atur%ay

16 + e%nes%ay

cfa level iii 4 months study plan

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