FinQuiz CFA level 3, june, 2017 study plan
Bạn đang xem bản rút gọn của tài liệu. Xem và tải ngay bản đầy đủ của tài liệu tại đây (47.69 KB, 3 trang )
FinQuiz
STUDY
PLAN
FOR
JUNE-‐2017
EXAM
CFA
LEVEL-‐III
Starting
Date
09/19/16
06/03/17
6
Hours
(Two
parts
of
3
Hours)
Essay
Questions
(Morning)
10
Item
Sets
(Evening)
Exam
Date
Exam
Length
Total
Questions
Total
Topic
Areas
Total
Study
Sessions
Total
Time
Available
(Till
Exam)
14
18
Approximately
37
Weeks
(256
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
(Actual
exam
weights
may
vary
slightly
and
some
topics
are
combined
for
testing
purposes)
Study
Activity
Reading
Topics
Session
FinQuiz
Notes
/
Curriculum
Reading
1
09/19/16
-‐
09/25/16
End-‐of-‐chapter
Questions
18
Currency
Management:
An
Introduction
19
Market
Indexes
&
Benchmarks
20
Fixed-‐Income
Portfolio
Management—Part
I
21
Relative
Value
Methodologies
for
Global
Credit
Bond
Portfolio
Management
11
22
Fixed
Income
Portfolio
Management
-‐
Part
II
12
23
Equity
Portfolio
Management
9-‐12
18-‐23
13
24
Alternative
Investments
for
Portfolio
Management
14
25
Risk
Management
26
Risk
Management
Applications
of
Forward
and
Futures
Strategies
27
Risk
Management
Applications
of
Option
Strategies
28
Risk
Management
Applications
of
Swap
Strategies
9
FinQuiz
Practice
Questions
FinQuiz
Notes
/
Curriculum
Reading
2
09/26/16
-‐
10/02/16
1
3
10/03/16
-‐
10/09/16
End-‐of-‐chapter
Questions
FinQuiz
Practice
Questions
FinQuiz
Notes
/
Curriculum
Reading
End-‐of-‐chapter
Questions
10
FinQuiz
Practice
Questions
2
4
10/10/16
-‐
10/16/16
5
10/17/16
-‐
10/23/16
6
10/24/16
-‐
10/30/16
FinQuiz
Notes
/
Curriculum
Reading
End-‐of-‐chapter
Questions
FinQuiz
Practice
Questions
Review
(FinQuiz
Smart
Summary)
&
Practice
Essay
Type
Questions
FinQuiz
Notes
/
Curriculum
Reading
End-‐of-‐chapter
Questions
FinQuiz
Practice
Questions
FinQuiz
Notes
/
Curriculum
Reading
7,8
&
9
10/31/16
-‐
11/20/16
End-‐of-‐chapter
Questions
15
FinQuiz
Practice
Questions
10
10/21/16
-‐
11/27/16
3
Review
(
FinQuiz
Smart
Summary)
&
Practice
Essay
Type
Questions
13-‐15
FinQuiz
Notes
/
Curriculum
Reading
11
&
12
11/28/16
-‐
12/11/16
End-‐of-‐chapter
Questions
24-‐28
Fixed
Income
and
Equity
Alternative
Investments
and
Risk
Management
&
Application
of
Derivatives
29
Execution
of
Portfolios
Decisions
30
Monitoring
&
Rebalancing
17
31
Evaluating
Portfolio
Performance
16-‐17
29-‐31
16
FinQuiz
Practice
Questions
FinQuiz
Notes
/
Curriculum
Reading
13
12/12/16
-‐
12/18/16
End-‐of-‐chapter
Questions
FinQuiz
Practice
Questions
14
4
12/19/16
-‐
12/25/16
Review
(FinQuiz
Smart
Summary)
&
Practice
Essay
Type
Questions
Trading,
Monitoring,
Rebalancing
and
Performance
Evaluation
Month
Week
Dates
1
15
09/19/16
-‐
09/25/16
12/26/16
-‐
01/01/17
16
&
17
01/02/17
-‐
01/15/17
Activity
Study
Session
Reading
Topics
4
9
Attempt
FinQuiz
Mock
Exams
1
&
2
for
Study
Sessions
9-‐17
FinQuiz
Notes
/
Curriculum
Reading
1
End-‐of-‐chapter
Questions
3
FinQuiz
Practice
Questions
Review
(FinQuiz
Smart
Summary)
&
Practice
Essay
Type
Questions
3
FinQuiz
Notes
/
Curriculum
Reading
18
01/16/17
-‐
01/22/17
5
19
01/23/17
-‐
01/29/17
01/30/17
-‐
02/05/17
02/06/17
-‐
02/19/17
The
Behavioral
Biases
of
Individuals
7
Behavioral
Finance
&
Investment
Processes
5-‐7
Behavioral
Finance
Managing
Individual
Investor
Portfolios
FinQuiz
Practice
Questions
9
Taxes
and
Private
Wealth
Management
in
a
Global
Context
FinQuiz
Notes
/
Curriculum
Reading
10
Estate
Planning
in
a
Global
Context
11
Conentrated
Single
Asset
Positions
12
Risk
Management
for
Individuals
End-‐of-‐chapter
Questions
Review
(FinQuiz
Smart
Summary)
&
Practice
Essay
Type
Questions
4
5
4-‐5
FinQuiz
Notes
/
Curriculum
Reading
21
&
22
The
Behavioral
Finance
Perspective
6
8
End-‐of-‐chapter
Questions
FinQuiz
Practice
Questions
20
5
End-‐of-‐chapter
Questions
6
FinQuiz
Practice
Questions
Review
(FinQuiz
Smart
Summary)
&
Practice
Essay
Type
Questions
6
8-‐12
Private
Wealth
Management
13
Managing
Institutional
Investor
Portfolios
14
Linking
Pension
Liabilities
to
Assets
13-‐14
Portfolio
Management
for
Institutional
Investors
6
23
Complete
Review
of
Book
2
02/20/17
-‐
02/26/17
FinQuiz
Notes
/
Curriculum
Reading
24
02/27/17
-‐
03/05/17
End-‐of-‐chapter
Questions
7
15
Capital
Market
Expectations
7
16
Equity
market
Valuation
8
17
Asset
Allocation
7-‐8
15-‐17
FinQuiz
Practice
Questions
FinQuiz
Notes
/
Curriculum
Reading
25
03/06/17
-‐
03/12/17
End-‐of-‐chapter
Questions
FinQuiz
Practice
Questions
26
03/13/17
-‐
03/19/17
Review
(FinQuiz
Smart
Summary)
&
Practice
Essay
Type
Questions
7
27
03/20/17
-‐03/26/17
FinQuiz
Smart
Summary/Curriculum
Reading
FinQuiz
Practice
Questions
28
03/127/17
-‐
04/02/17
FinQuiz
Smart
Summary/
Curriculum
Reading
End-‐of-‐chapter
Questions
FinQuiz
Practice
Questions
1
2
18
Capital
Market
Expectations
and
Asset
Allocation
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
32
Global
Investment
Performance
Standards
(GIPS)
Month
Week
Dates
Activity
Study
Session
Reading
Topics
29
1
04/03/17
-‐
04/09/17
09/19/16
-‐
09/25/16
Review
(FinQuiz
Smart
Summary)
&
Practice
Essay
Type
Questions
1,2
&
18
9
1-‐4
&
32
Ethical
&
Professional
Standards
and
GIPS
30
04/10/17
-‐
04/16/17
31
04/17/17
-‐
04/23/17
Complete
Review
&
Practice
of
Study
Sessions:
14,
15,
16,
17,
18
32
04/24/17
-‐
04/30/17
Complete
Review
&
Practice
of
Study
Sessions:
1,
2,
3,
4,
5,
6,
8
33
05/01/17
-‐
05/07/17
Complete
Review
&
Practice
of
Study
Sessions:
7,
9,
10,
11,
12,
13
05/08/17
-‐
05/28/17
Attempt
CFA
Institute's
Actual
Exams
of
2016,
2015
&
2014
Attempt
FinQuiz
Mock
Exam
3
Attempt
FinQuiz
Mock
Exam
4
Attempt
FinQuiz
Mock
Exam
5
Attempt
FinQuiz
Mock
Exam
6
8
1
9
34-‐36
37
(Last
4-‐Days)
05/29/17
-‐
06/02/17
Attempt
FinQuiz
Mock
Exams
1
&
2
for
Study
Sessions
1-‐9
Final
Review
10
Actual
Exam
on
June
3,
2017
