JUNE 2015

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CFA

®

E X A M P R EP

JUNE 2015

2015 WindsorWeek™ Level III Schedule This schedule is provided as a rough outline and is subject to change. Please be kind to your neighbor. Refrain from using cellular phones, pagers, and any other devices/behavior that may be detrimental to the group’s focus. We appreciate your consideration.

Time

Topic

9:00 am–12:00 pm 12:00–1:30 pm 1:30–3:00 pm 3:00–3:15 pm 3:15–5:45 pm 5:45–7:15 pm 7:15–8:30 pm

Saturday, May 2, 2015 Registration in Alumni Hall; Diagnostic Pre-Test Lunch in Vanier Hall Behavioral Finance Break Behavioral Finance; and Private Wealth Management Dinner in Vanier Hall Private Wealth Management

7:00–8:45 am 9:00–10:30 am 10:30–10:45 am 10:45 am–12:30 pm 12:30–1:45 pm 1:45–3:15 pm 3:15–3:30 pm 3:30–5:45 pm 5:45–7:15 pm 7:15–8:30 pm

Sunday, May 3, 2015 Breakfast in Vanier Hall Private Wealth Management Break Portfolio Management for Institutional Investors Lunch in Vanier Hall Portfolio Management for Institutional Investors; and Capital Market Expectations in Portfolio Management Break Capital Market Expectations in Portfolio Management Dinner in Vanier Hall Economic Concepts for Asset Valuation in Portfolio Management; and Asset Allocation

Monday, May 4, 2015 Breakfast in Vanier Hall Asset Allocation Break Asset Allocation; and Management of Passive 10:30 am–12:15 pm and Active Fixed Income Portfolios 12:15–1:30 pm Lunch in Vanier Hall 1:30–3:30 pm Management of Passive and Active Fixed Income Portfolios 3:30–3:45 pm Break 3:45–5:45 pm Portfolio Management of Global Bonds & Fixed Income Derivatives 5:45–7:00 pm Dinner in Vanier Hall Major Concept Review: Portfolio Management 7:15–8:30 pm and Fixed Income Securities 7:00–8:20 am 8:30–10:15 am 10:15–10:30 am

Study Session

Instructor

3

Dr. John Broussard, CFA, FRM, PRM

3, 4

Dr. John Broussard, CFA, FRM, PRM

4

Dr. John Broussard, CFA, FRM, PRM

4

Dr. John Broussard, CFA, FRM, PRM

5

Dr. John Broussard, CFA, FRM, PRM

5, 6

Dr. John Broussard, CFA, FRM, PRM

6

Dr. John Broussard, CFA, FRM, PRM

7, 8

Dr. John Broussard, CFA, FRM, PRM

8

Dr. John Broussard, CFA, FRM, PRM

8, 9

Dr. John Broussard, CFA, FRM, PRM

9

Dr. John Broussard, CFA, FRM, PRM

10

Dr. John Broussard, CFA, FRM, PRM Dr. John Broussard, CFA, FRM, PRM

(continued on next page)

www.schweser.com/cfa | 888.325.5072 (U.S.) | +1 608.779.8327 (Int’l.)

CFA

®

E X A M P R EP

JUNE 2015

Tuesday, May 5, 2015 7:00–8:20 am Breakfast in Vanier Hall 8:30–10:15 am Portfolio Management of Global Bonds & Fixed Income Derivatives 10:15–10:30 am Break 10:30 am–12:30 pm Equity Portfolio Management 12:30–1:45 pm Lunch in Vanier Hall 1:45–3:30 pm Equity Portfolio Management 3:30–3:45 pm Break 3:45–5:45 pm Equity Portfolio Management 5:45–7:00 pm Dinner in Vanier Hall 6:00–10:00 pm Optional sign-up tutoring sessions—See staff for time options Major Concept Review #2: Derivatives 7:15–8:30 pm and Equity Portfolio Management 7:00–8:20 am 8:30–10:00 am 10:00–10:15 am 10:15 am–12:00 pm 12:00–1:15 pm 1:15–3:15 pm 3:15–3:30 pm 3:30–5:45 pm 5:45–7:00 pm 6:00–10:00 pm 7:15–8:30 pm

Wednesday, May 6, 2015 Breakfast in Vanier Hall Alternative Investments in Portfolio Management Break Risk Management Lunch in Vanier Hall Ethics Break Risk Management Applications of Derivatives Dinner in Vanier Hall Optional sign-up tutoring sessions—See staff for time options Tutorial and Test-Taking Strategies

12:15–1:30 pm 1:30–3:00 pm 3:00–3:15 pm 3:15–5:45 pm 3:30–7:30 pm 6:00 pm 8:30–11:00 pm

Thursday, May 7, 2015 Breakfast in Vanier Hall Performance Evaluation and Attribution Break Performance Evaluation and Attribution; and Global Investment Performance Standards Lunch in Vanier Hall Global Investment Performance Standards; Final Review Break Practice Exam (1/3 Length) Optional sign-up tutoring sessions—See staff for time options Dinner on your own—No evening classes End of the Week Party

7:00–8:45 am 7:30 am–12:00 pm 9:00–10:15 am 10:15–10:30 am 10:30 am–12:00 pm 12:00 (Noon)

Friday, May 8, 2015 Breakfast in Vanier Hall Optional sign-up tutoring sessions—See staff for time options Review Solutions to Practice Exam Break Review Practice Exam; Q & A Seminar is finished. GOOD LUCK on the exam June 6!

7:00–8:20 am 8:30–10:15 am 10:15–10:30 am 10:30 am–12:15 pm

10

Dr. Greg Filbeck, CFA, FRM, CAIA

11

Dr. Greg Filbeck, CFA, FRM, CAIA

11, 12

Dr. Greg Filbeck, CFA, FRM, CAIA

12

Dr. Greg Filbeck, CFA, FRM, CAIA

Dr. Greg Filbeck, CFA, FRM, CAIA

13

Dr. Greg Filbeck, CFA, FRM, CAIA

14

Dr. Greg Filbeck, CFA, FRM, CAIA

1, 2

Dave Wiley, CFA

15

Dr. Greg Filbeck, CFA, FRM, CAIA

All

Dr. Greg Filbeck, CFA, FRM, CAIA

16, 17

Dr. Greg Filbeck, CFA, FRM, CAIA

17, 18

Dr. Greg Filbeck, CFA, FRM, CAIA

18

Dr. Greg Filbeck, CFA, FRM, CAIA

David Hetherington, CFA David Hetherington, CFA

*Schedule and instructors subject to change without notice. MRKT-17950

www.schweser.com/cfa | 888.325.5072 (U.S.) | +1 608.779.8327 (Int’l.)