Level III 2016 2017 program changes
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Level III: 2016 - 2017 Program Changes
The 2017 Level III curriculum has 32 readings.
One new reading is added for Level III curriculum
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Notes & Key
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Study Session
SS 1
2016 #
1
2
Reading Name
Code of Ethics and Professional Standards
Guidance for Standards I–VII
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Reading Name
2017 #
1
Code of Ethics and Professional Standards
2
Guidance for Standards I–VII
Comments
SS 2
3
4
Applications of the Codes and Standards
Asset Manager Code of Professional Conduct
3
4
Applications of the Codes and Standards
Asset Manager Code of Professional Conduct
SS 3
5
6
7
The Behavioral Finance Perspective
The Behavioral Biases of Individuals
Behavioral Finance and Investment Processes
5
6
7
The Behavioral Finance Perspective
The Behavioral Biases of Individuals
Behavioral Finance and Investment Processes
SS 4
8
9
10
Managing Individual Investor Portfolios
Taxes and Private Wealth Management in a Global Context
Estate Planning in a Global Context
8
9
10
Managing Individual Investor Portfolios
Taxes and Private Wealth Management in a Global Context
Estate Planning in a Global Context
SS 5
11
12
Concentrated Single Asset Positions
Lifetime Financial Advice: Human Capital, Asset Allocation, and Insurance
11
12
Concentrated Single Asset Positions
Risk Management for Individuals
SS 6
13
14
Managing Institutional Investor Portfolios
Linking Pension Liabilities to Assets
13
14
Managing Institutional Investor Portfolios
Linking Pension Liabilities to Assets
SS 7
15
16
Capital Market Expectations
Equity Market Valuation
15
16
Capital Market Expectations
Equity Market Valuation
SS 8
17
Asset Allocation
17
Asset Allocation
SS 9
18
19
Currency Management: An Introduction
Market Indexes and Benchmarks
18
19
Currency Management: An Introduction
Market Indexes and Benchmarks
SS 10
20
21
Fixed-Income Portfolio Management—Part I
Relative-Value Methodologies for Global Credit Bond Portfolio Management
20
21
Fixed-Income Portfolio Management—Part I
Relative-Value Methodologies for Global Credit Bond Portfolio Management
SS 11
22
Fixed-Income Portfolio Management—Part II
22
Fixed-Income Portfolio Management—Part II
SS 12
23
Equity Portfolio Management
23
Equity Portfolio Management
SS 13
24
Alternative Investments Portfolio Management
24
Alternative Investments Portfolio Management
SS 14
25
Risk Management
25
Risk Management
SS 15
26
27
28
Risk Management Applications of Forward and Futures Strategies
Risk Management Applications of Option Strategies
Risk Management Applications of Swap Strategies
26
27
28
Risk Management Applications of Forward and Futures Strategies
Risk Management Applications of Option Strategies
Risk Management Applications of Swap Strategies
SS 16
29
30
Execution of Portfolio Decisions
Monitoring and Rebalancing
29
30
Execution of Portfolio Decisions
Monitoring and Rebalancing
SS 17
31
Evaluating Portfolio Performance
31
Evaluating Portfolio Performance
SS 18
32
Overview of the Global Investment Performance Standards
32
Overview of the Global Investment Performance Standards
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