DA4437 CFA level3 2019 curriculum updates
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LEVEL
III
CFA
2019 CURRICULUM UPDATES
®
The CFA Institute updates the program curriculum
every year to ensure study materials and exams reflect
the most up-to-date knowledge and skills required to
be successful as an investment professional.
See updates to the 2019 Level III CFA program curriculum.
2018
2019
ETHICAL AND PROFESSIONAL STANDARDS
Study Session 1
Code of Ethics and Standards of Professional Conduct
Reading 1: Code of Ethics and Standards of Professional
Conduct
Reading 2: Guidance for Standards I–VII
Study Session 2
Ethical and Professional Standards in Practice
Reading 3: Application of the Code and Standards
Reading 4: Asset Manager Code of Professional Conduct
Study Session 1
Ethical and Professional Standards (1)
CHANGES
Reading 1: Code of Ethics and Standards of Professional Conduct
CHANGES
Reading 2: Guidance for Standards I–VII
Study Session 2
Ethical and Professional Standards (2)
CHANGES
Reading 3: Application of the Code and Standards
Reading 4: Asset Manager Code of Professional Conduct
2018
2019
BEHAVIORAL FINANCE
Study Session 3
Behavioral Finance
Reading 5: The Behavioral Finance Perspective
Study Session 3
The Asset Management Industry and Professionalism
NEW
Reading 5: Overview of the Asset Management Industry and
Portfolio Management
NEW
Reading 6: Professionalism in Investment Management
Reading 6: The Behavioral Biases of Individuals
Reading 7: Behavioral Finance and Investment Processes
Study Session 4
Private Wealth Management (1)
Study Session 4
Behavioral Finance
Reading 8: Managing Individual Investor Portfolios
Reading 7: The Behavioral Finance Perspective
Reading 9: Taxes and Private Wealth Management in a
Global Context
Reading 9: Behavioral Finance and Investment Processes
Reading 10: Estate Planning in a Global Context
Study Session 5
Private Wealth Management (2)
Reading 8: The Behavioral Biases of Individuals
Study Session 5
Private Wealth Management (1)
CHANGES
Reading 10: Managing Individual Investor Portfolios
Reading 11: Concentrated Single Asset Positions
CHANGES
Reading 11: Taxes and Private Wealth Management in a Global Context
Reading 12: Risk Management for Individuals
CHANGES
Reading 12: Estate Planning in a Global Context
Study Session 6
Portfolio Management for Institutional Investors
Reading 13: Managing Institutional Investor Portfolios
Study Session 6
Private Wealth Management (2)
CHANGES
Reading 13: Concentrated Single-Asset Positions
Reading 14: Risk Management for Individuals
2018
2019
CAPITAL MARKET EXPECTATIONS
Study Session 7
Applications of Economic Analysis to Portfolio
Management
Reading 14: Capital Market Expectations
Reading 15: Equity Market Valuation
Study Session 7
Portfolio Management for Institutional Investors
Reading 15: Managing Institutional Investor Portfolios
2018
2019
ASSET ALLOCATION
Study Session 8
Asset Allocation and Related Decisions in
Portfolio Management (1)
Reading 16: Introduction to Asset Allocation
Reading 17: Principles of Asset Allocation
Study Session 9
Asset Allocation and Related Decisions in
Portfolio Management (2)
Study Session 8
Applications of Economic Analysis to Portfolio Management
CHANGES
Reading 16: Capital Market Expectations
CHANGES
Reading 17: Equity Market Valuation
Study Session 9
Asset Allocation and Related Decisions in
Portfolio Management (1)
CHANGES
Reading 18: Asset Allocation with Real-World Constraints
Reading 19: Currency Management: An Introduction
Reading 20: Market Indexes and Benchmarks
Reading 18: Introduction to Asset Allocation
Reading 19: Principles of Asset Allocation
Study Session 10
Asset Allocation and Related Decisions in Portfolio
Management (2)
CHANGES
Reading 20: Asset Allocation with Real-World Constraints
Reading 21: Currency Management: An Introduction
2018
2019
FIXED INCOME AND EQUITY PORTFOLIO MANAGEMENT
Study Session 10
Fixed-Income Portfolio Management (1)
Study Session 11
Fixed-Income Portfolio Management (1)
Reading 21: Introduction to Fixed-Income
Portfolio Management
CHANGES
Reading 22: Introduction to Fixed-Income
Portfolio Management: Introduction
Reading 22: Liability-Driven and Index-Based Strategies
CHANGES
Reading 23: Liability-Driven and Index-Based Strategies
Study Session 11
Fixed-Income Portfolio Management (2)
Study Session 12
Fixed-Income Portfolio Management (2)
Reading 23: Yield Curve Strategies
CHANGES
Reading 24: Yield Curve Strategies
Reading 24: Credit Strategies
CHANGES
Reading 25: Fixed-Income Active Mangement: Credit Strategies
Study Session 12
Equity Portfolio Management
Reading 25: Equity Portfolio Management
Study Session 13
Equity Portfolio Management (1)
NEW
Reading 26: Introduction to Equity Portfolio Management
NEW
Reading 27: Passive Equity Investing
Study Session 14
Equity Portfolio Management (2)
NEW
Reading 28: Active Equity Investing: Strategies
NEW
Reading 29: Active Equity Investing: Portfolio Construction
2018
2019
ALTERNATIVE INVESTMENTS, RISK MANAGEMENT,
AND THE APPLICATION OF DERIVATIVES
Study Session 13
Alternative Investments for Portfolio Management
Reading 26: Alternative Investments Portfolio Management
Study Session 14
Risk Management
Study Session 15
Alternative Investments for Portfolio Management
CHANGES
Study Session 16
Risk Management
Reading 27: Risk Management
Study Session 15
Risk Management Applications of Derivatives
Reading 28: Risk Management Applications of Forward and
Futures Strategies
Reading 30: Alternative Investments Portfolio Management
Reading 31: Risk Management
Study Session 17
Risk Management Applications of Derivatives
CHANGES
Reading 32: Risk Management Applications of Forward and
Futures Strategies
Reading 29: Risk Management Applications of Option Strategies
Reading 33: Risk Management Applications of Option Strategies
Reading 30: Risk Management Applications of Swap Strategies
Reading 34: Risk Management Applications of Swap Strategies
2018
2019
PORTFOLIO: EXECUTION, EVALUATION AND ATTRIBUTION,
AND GLOBAL INVESTMENT PERFOMANCE STANDARDS
Study Session 16
Trading, Monitoring, and Rebalancing
Reading 31: Execution of Portfolio Decisions
Reading 32: Monitoring and Rebalancing
Study Session 17
Performance Evaluation
Reading 33: Evaluating Portfolio Performance
Study Session 18
Global Investment Performance Standards
Reading 34: Overview of the Global Investment
Performance Standards
Study Session 18
Trading
Reading 35: Execution of Portfolio Decisions
Study Session 19
Performance Evaluation
Reading 36: Evaluating Portfolio Performance
Reading 37: Overview of the Global Investment
Performance Standards
NO CHANGES
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