JUNE 2015

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CFA

®

E X A M P R EP

JUNE 2015

Level III 3-Day Exam Review Workshop Schedule This is a guideline schedule and is subject to change. Please note that lunch is not provided. In consideration of others, please return promptly from breaks and turn off cell phones. Thank you.

Time

Topic(s)

Study Session

Book

1, 2, 3

1

4

1

5

1

Friday 8:30–10:00 am

Introduction; Ethics; Behavioral Finance

10:00–10:15 am

BREAK

10:15 am–12:00 pm

Private Wealth Management (1)

12:00–1:00 pm

LUNCH

1:00–3:00 pm

Private Wealth Management (2)

3:00–3:15 pm

BREAK

3:15–5:00 pm

Institutional Portfolio Management

6

2

8:30–10:00 am

Homework review; Applied Economics

7

2

10:00–10:15 am

BREAK

10:15–11:30 am

Asset Allocation (1)

8

2

11:30 am–12:30 pm

Asset Allocation (2); Currency and Benchmarks

9

2

12:30–1:30 pm

LUNCH

1:30–3:00 pm

Fixed-Income Portfolio Management

10, 11

3

3:00–3:15 pm

BREAK

3:15–4:30 pm

Equity and Alternative Investments

12, 13

3, 4

4:30–5:00 pm

Risk Management

14

4

8:30–10:00 am

Homework review; Derivatives

15

4

10:00–10:15 am

BREAK

10:15 am–12:30 pm

Trading, Monitoring, and Rebalancing

16

5

12:30–1:30 pm

LUNCH

1:30–3:00 pm

Performance Evaluation and Execution

17

5

3:00–3:15 pm

BREAK

3:15–4:30 pm

GIPS® and wrap-up

18

5

Saturday

Sunday

*Schedule subject to change MRKT-17052

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