CFA Level 3 detailed notes cover all the modules. These are Chartered Financial Analyst Level 3 exam targeted notes. They include tables, diagrams, model answers and answering tactics. I have focused on the most important aspects to pass the CFA Level 3 exam.
I merged the content from both the study materials provided by the CFA Institute and the Kaplan Schweser materials. I have also reconciled and organised the content from both sources with tables, diagrams, model answers and answering tactics. Buying these notes means you saved yourself three months of work in pulling and organising the CFA Level 3 curriculum.
These CFA Level 3 notes cover the following topics:
- Reading 1 & 2 : Code of Ethics and Standard of Professional Conduct Guidance for Standards I-VII
- Reading 3 : Application of the Code and Standards
- Reading 4 : Asset Manager Code of Professional Conduct
- Reading 5 : Behavioural Finance Perspective
- Reading 6 : Behavioural Biases of Individuals
- Reading 7 : Behavioural Finance and Investment Process
- Reading 8 : Managing Individual Investor Portfolios
- Reading 9 : Taxes and Private Wealth Management in a Global Context
- Reading 10 : Estate Planning in a Global Context
- Reading 11 : Concentrated Single-Asset Positions
- Reading 12 : Risk Management for Individuals
- Reading 13 : Managing Institutional Investor Portfolios
- Reading 14 : Capital Market Expectations
- Reading 15 : Equity Market Valuation
- Reading 16 : Introduction to Asset Allocation
- Reading 17 : Principles of Asset Allocation
- Reading 18 : Asset Allocation with Real-World Constraints
- Reading 19 : Currency Management : An Introduction
- Reading 20 : Market Indexes and Benchmarks
- Reading 21 : Introduction to Fixed-Income Portfolio Management
- Reading 22 : Liability-Driven and Index-Based Strategies
- Reading 23 : Yield Curve Strategies
- Reading 24 : Credit Strategies
- Reading 25 : Equity Portfolio Management
- Reading 26 : Alternative Investment Portfolio Management
- Reading 27 : Risk Management
- Reading 28 : Risk Management Applications of Forward and Futures Strategies
- Reading 29 : Risk Management Applications of Option Strategies
- Reading 30 : Risk Management Applications of Swap Strategies
- Reading 31 : Execution of Portfolio Decisions
- Reading 32 : Monitoring and Rebalancing
- Reading 33 : Evaluating Portfolio Performance
- Reading 34 : Overview of the Global Investment Performance Standard
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