2018 finquiz CFA level 3 study plan
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FinQuiz
STUDY
PLAN
FOR
JUNE-‐2018
EXAM
CFA
LEVEL-‐III
Starting
Date
Exam
Date
Exam
Length
08/27/17
06/23/18 Total
Topic
Areas
6
Hours
(Two
parts
of
3
Hours) Total
Study
Sessions
Essay
Questions
(Morning) Total
Time
Available
10
Item
Sets
(Evening) (Till
Exam)
Total
Questions
14
18
Approximately
42
Weeks
(300
Days)
Topic
Area
Weights
for
the
CFA
Exam
Topic
Area
I
II
III
IV
V
VI
VII
Month
%
Weight
10-‐15
5-‐15
5-‐15
10-‐20
5-‐15
5-‐15
40-‐55
Ethical
&
Professional
Standards
Economics
Equity
Investments
Fixed
Income
Derivatives
Alternative
Investments
Portfolio
Management
&
Wealth
Planning
Week
Dates
1
-‐
2
08/27/17
-‐
09/10/17
(Actual
exam
weights
may
vary
slightly
and
some
topics
are
combined
for
testing
purposes)
Study
Activity
Reading
Topics
Session
FinQuiz
Notes
/
Curriculum
Reading
End-‐of-‐chapter
Questions
3
FinQuiz
Practice
Questions
Review
(FinQuiz
Smart
Summary)
&
Practice
Essay
Type
Questions
1
3
-‐
4
5
-‐
6
09/11/17
-‐
09/24/17
09/25/17
-‐
10/08/17
FinQuiz
Notes
/
Curriculum
Reading
End-‐of-‐chapter
Questions
The
Behavioral
Finance
Perspective
The
Behavioral
Biases
of
Individuals
7
Behavioral
Finance
&
Investment
Processes
5-‐7
Behavioral
Finance
8
Managing
Individual
Investor
Portfolios
FinQuiz
Practice
Questions
9
Taxes
and
Private
Wealth
Management
in
a
Global
Context
FinQuiz
Notes
/
Curriculum
Reading
End-‐of-‐chapter
Questions
10
11
Estate
Planning
in
a
Global
Context
Conentrated
Single
Asset
Positions
12
Risk
Management
for
Individuals
4
5
FinQuiz
Practice
Questions
Review
(FinQuiz
Smart
Summary)
&
Practice
Essay
Type
Questions
2
3
5
6
4-‐5
8-‐12
Private
Wealth
Management
6
13
Managing
Institutional
Investor
Portfolios
6
13
Portfolio
Management
for
Institutional
Investors
FinQuiz
Notes
/
Curriculum
Reading
7
10/09/17
-‐
10/15/17
End-‐of-‐chapter
Questions
FinQuiz
Practice
Questions
8
10/16/17
-‐
10/22/17
9
10/23/17
-‐
10/29/17
Review
(FinQuiz
Smart
Summary)
&
Practice
Essay
Type
Questions
Complete
Review
of
Book
2
Attempt
FinQuiz
Mock
Exam
1
&
2
for
respective
sections
FinQuiz
Notes
/
Curriculum
Reading
3
10
-‐
11
10/30/17
-‐
11/12/17
7
End-‐of-‐chapter
Questions
14
Capital
Market
Expectations
15
Equity
market
Valuation
16
Introduction
to
Asset
Allocation
17
Principles
of
Asset
Allocation
18
Asset
Allocation
with
Real-‐world
Constraints
19
Currency
Management:
An
Introduction
20
Market
Indexes
&
Benchmarks
FinQuiz
Practice
Questions
FinQuiz
Notes
/
Curriculum
Reading
12
11/13/17
-‐
11/19/17
8
End-‐of-‐chapter
Questions
FinQuiz
Practice
Questions
FinQuiz
Notes
/
Curriculum
Reading
13
-‐
14
11/20/17
-‐
12/03/17
9
End-‐of-‐chapter
Questions
FinQuiz
Practice
Questions
4
15
12/04/17
-‐
12/10/17
16
12/11/17
-‐
12/17/17
Review
(FinQuiz
Smart
Summary)
&
Practice
Essay
Type
Questions
7-‐9
14-‐20
Capital
Market
Expectations
and
Asset
Allocation
Complete
Review
of
Book
3
Attempt
FinQuiz
Mock
Exam
1
&
2
for
respective
sections
FinQuiz
Notes
/
Curriculum
Reading
17
18
12/18/17
-‐
12/24/17
12/25/17
-‐
12/31/17
End-‐of-‐chapter
Questions
FinQuiz
Practice
Questions
FinQuiz
Notes
/
Curriculum
Reading
End-‐of-‐chapter
Questions
10
19
01/01/18
-‐
01/07/18
FinQuiz
Notes
/
Curriculum
Reading
End-‐of-‐chapter
Questions
Introduction
to
Fixed-‐income
Portfolio
Management
22
Liability-‐driven
and
Index-‐based
Strategies
23
Yield
Curve
Strategies
24
Curve
Strategies
25
Equity
Portfolio
Management
11
FinQuiz
Practice
Questions
5
21
12
5
Month
Week
19
Dates
01/01/18
-‐
01/07/18
Activity
Study
Session
12
Reading
10-‐12
21-‐25
25
Equity
Portfolio
Management
Topics
FinQuiz
Practice
Questions
20
01/08/18
-‐
01/14/18
21
01/15/18
-‐
01/21/18
Review
(FinQuiz
Smart
Summary)
&
Practice
Essay
Type
Questions
Fixed
Income
and
Equity
Complete
Review
of
Book
4
Attempt
FinQuiz
Mock
Exam
1
&
2
for
respective
sections
6
22
01/22/18
-‐
01/28/18
FinQuiz
Notes
/
Curriculum
Reading
End-‐of-‐chapter
Questions
FinQuiz
Practice
Questions
FinQuiz
Notes
/
Curriculum
Reading
23
-‐
25
01/29/18
-‐
02/11/18
End-‐of-‐chapter
Questions
13
26
Alternative
Investments
for
Portfolio
Management
14
27
Risk
Management
28
Risk
Management
Applications
of
Forward
and
Futures
Strategies
29
Risk
Management
Applications
of
Option
Strategies
30
Risk
Management
Applications
of
Swap
Strategies
15
FinQuiz
Practice
Questions
26
02/12/18
-‐
02/18/18
27
02/19/18
-‐
02/25/18
Review
(
FinQuiz
Smart
Summary)
&
Practice
Essay
Type
Questions
13-‐15
26-‐30
Alternative
Investments
and
Risk
Management
&
Application
of
Derivatives
7
Complete
Review
of
Book
5
Attempt
FinQuiz
Mock
Exam
1
&
2
for
respective
sections
FinQuiz
Notes
/
Curriculum
Reading
28
-‐
29
02/26/18
-‐
03/11/18
31
Execution
of
Portfolios
Decisions
32
Monitoring
&
Rebalancing
17
33
Evaluating
Portfolio
Performance
16-‐17
31-‐33
16
End-‐of-‐chapter
Questions
FinQuiz
Practice
Questions
FinQuiz
Notes
/
Curriculum
Reading
30
03/12/18
-‐
03/18/18
8
End-‐of-‐chapter
Questions
FinQuiz
Practice
Questions
31
03/19/18
-‐
03/25/18
32
03/26/18
-‐
04/01/18
Review
(FinQuiz
Smart
Summary)
&
Practice
Essay
Type
Questions
Trading,
Monitoring,
Rebalancing
and
Performance
Evaluation
Complete
Review
of
Book
6
except
Reading
34
(GIPS)
Attempt
FinQuiz
Mock
Exam
1
&
2
for
respective
sections
33
04/02/18
-‐04/08/18
FinQuiz
Smart
Summary/Curriculum
Reading
FinQuiz
Practice
Questions
34
9
04/09/18
-‐
04/15/18
FinQuiz
Smart
Summary/
Curriculum
Reading
End-‐of-‐chapter
Questions
FinQuiz
Practice
Questions
1
2
18
1
Code
of
Ethics
and
Standards
of
Professional
Conduct
2
"Guidance"
for
Standards
I-‐VII
3
Applications
of
the
Code
and
Standards
4
Asset
Manager
Code
of
Professional
Conduct
34
Global
Investment
Performance
Standards
(GIPS)
Month
Week
35
Dates
04/16/18
-‐
04/22/18
Activity
Study
Session
Reading
Topics
Review
(FinQuiz
Smart
Summary)
&
Practice
Essay
Type
Questions
1,2
&
18
1-‐4
&
34
Ethical
&
Professional
Standards
and
GIPS
Complete
Review
of
Book
1
Attempt
FinQuiz
Mock
Exam
1
&
2
for
respective
sections
36
04/23/18
-‐
04/29/18
Complete
Review
of
Book
1
&
2
Attempt
FinQuiz
Mock
Exam
3
for
respective
Sections
37
04/30/18
-‐
05/06/18
Complete
Review
of
Book
2
&
3
Attempt
FinQuiz
Mock
Exam
3
for
respective
Sections
10
38
11
05/07/18
-‐
05/13/18
39
-‐
42
05/14/18
-‐
06/10/18
43
-‐
44
06/11/18
-‐
06/22/18
Complete
Review
of
Book
4
&
5
Attempt
FinQuiz
Mock
Exam
3
for
respective
Sections
Attempt
CFA
Institute's
Actual
Exams
of
2017,
2016
&
2015
Attempt
FinQuiz
Mock
Exam
4
Attempt
FinQuiz
Mock
Exam
5
Final
Review
Attempt
FinQuiz
Mock
Exam
6
Actual
Exam
on
June
23,
2018
