Level III 2017 2018 program changes by IFT
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Level III: 2017 - 2018
Program Changes
The 2018 Level III curriculum has 34 readings.
There are 7 new readings, Alt is rewritten, 5 readings are dropped
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Notes & Key
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2018 Packages are on Sale Now at www.ift.world
Study Session
SS 1
2017 #
1
2
Reading Name
Code of Ethics and Professional Standards
Guidance for Standards I–VII
Removed
New/Added
Updated
Reading Name
2018 #
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
Risk Management for Individuals
11
12
Concentrated Single Asset Positions
Risk Management for Individuals
SS 6
13
14
Managing Institutional Investor Portfolios
Linking Pension Liabilities to Assets
13
Managing Institutional Investor Portfolios
SS 7
15
16
Capital Market Expectations
Equity Market Valuation
14
15
Capital Market Expectations
Equity Market Valuation
17
Asset Allocation
16
17
Introduction to Asset Allocation
Principles of Asset Allocation
18
19
Currency Management: An Introduction
Market Indexes and Benchmarks
18
19
20
Asset Allocation with Real-World Constraints
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
21
22
Introduction to Fixed-Income Portfolio Management
Liability-Driven and Index-Based Strategies
New EOC questions
New EOC questions
SS 11
22
Fixed-Income Portfolio Management—Part II
23
24
Yield Curve Strategies
Credit Strategies
New EOC questions
New EOC questions
SS 12
23
Equity Portfolio Management
25
Equity Portfolio Management
SS 13
24
Alternative Investments Portfolio Management
26
Alternative Investments Portfolio Management
SS 14
25
Risk Management
27
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
28
29
30
Risk Management Applications of Forward and Futures Strategies
Risk Management Applications of Option Strategies
Risk Management Applications of Swap Strategies
29
30
Execution of Portfolio Decisions
Monitoring and Rebalancing
31
32
Execution of Portfolio Decisions
Monitoring and Rebalancing
SS 8
SS 9
SS 16
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New EOC questions
New EOC questions
Completely rewritten.
New EOC questions
Level III: 2017 - 2018
Program Changes
Reading Name
Reading Name
Study Session
2017 #
2018 #
SS 17
31
Evaluating Portfolio Performance
33
Evaluating Portfolio Performance
SS 18
32
Overview of the Global Investment Performance Standards
34
Overview of the Global Investment Performance Standards
2018 Packages are on Sale Now at www.ift.world
www.ift.world
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