JUNE 2015

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CFA

®

E X A M P R EP

JUNE 2015

Level III Toronto Weekly Class Schedule** This schedule is provided as a rough outline and is subject to change. Please be kind to your neighbor. Refrain from using mobile devices and any other behavior that may be detrimental to the group’s focus during class. We appreciate your consideration. Classes are held on most Saturdays from 9:00 am to 12:00 pm (local time) at University of Toronto, 321 Bloor St. West, Toronto, ON. Please note that Class 8 is on Thursday, March 12, Class 14 is on Wednesday, April 22, and Class 15 is on Wednesday, April 29. These three classes are held from 6:00 pm to 9:00 pm (local time).

Class #

Date

CFA Institute Topic

Study Session

Instructor

1

January 24

Behavioral Finance/Private Wealth Management

3, 4

Darren Lee, CFA, FRM, CPA, CA

2

January 31

Private Wealth Management

4

Darren Lee, CFA, FRM, CPA, CA

3

February 7

Private Wealth Management/ Portfolio Management for Institutional Investors

5, 6

Darren Lee, CFA, FRM, CPA, CA

4

February 14

Portfolio Management for Institutional Investors

6

Darren Lee, CFA, FRM, CPA, CA

5

February 21

Capital Market Expectations and Asset Allocation

7, 8

Adam Hardi, CFA, CFP

6

February 28

Asset Allocation and Related Decisions in Asset Allocation

8,9

Adam Hardi, CFA, CFP

7

March 7

Fixed Income Portfolio Management

10

Adam Hardi, CFA, CFP

8

March 12*

Fixed Income Portfolio Management

11

Adam Hardi, CFA, CFP

9

March 21

Equity Portfolio Management

12

Adam Hardi, CFA, CFP

10

March 28

Alternative Investments for Portfolio Management

13

Adam Hardi, CFA, CFP

11

April 4

Risk Management/ Risk Management Applications of Derivatives

14, 15

Darren Lee, CFA, FRM, CPA, CA

12

April 11

Risk Management Applications of Derivatives

15

Adam Hardi, CFA, CFP

13

April 18

Execution of Portfolio Decisions; Monitoring and Rebalancing

16

Darren Lee, CFA, FRM, CPA, CA

14

April 22*

Performance Evaluation & Attribution/ Global Investment Performance Standards

17, 18

Darren Lee, CFA, FRM, CPA, CA

15

April 29*

Exam Review & Strategies, including Ethics

All

Darren Lee, CFA, FRM, CPA, CA

*Please note that Class 8 is on Thursday, March 12, Class 14 is on Wednesday, April 22, and Class 15 is on Wednesday, April 29. ** Schedule and instructors subject to change without notice. MRKT-16579

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