Welcome to Virtual Classroom: CFA® Level IIILive Online Classes for June 2019 Exam Classes Start January 16, 2019 2019 Virtual Class Schedule:* Session Name and Details class 1 Student
Trang 1Welcome to Virtual Classroom: CFA® Level III
Live Online Classes for June 2019 Exam
Classes Start January 16, 2019
2019 Virtual Class Schedule:*
Session Name and Details
class 1 Student Orientation
class 2 Ethics Overview, The Asset Management
Date Time Instructor
January 16, 2019 12pm ET/5pm BT Darren Degraaf january 20, 2019 9am ET/5pm BT David Hetherginton
Industry and Professionalism and Behavioral Finance
Reading 1: Code of Ethics and Standards of Professional Conduct
Reading 2: Guidance for Standards I–VII
Reading 3: Application of the Code and Standards
Reading 4: Asset Manager Code of Professional Conduct
Reading 5: Overview of the Asset Management Industry and Portfolio Management
Reading 6: Professionalism in Investment Management
Reading 7: The Behavioral Finance Perspective
Reading 8: The Behavioral Biases of Individuals
Reading 9: Behavioral Finance and Investment Processes
class 3 Individual IPS and Taxes January 27, 2019 9am ET/5pm BT David Hetherington
Reading 10: Managing Individual Investor Portfolios
Reading 11: Taxes and Private Wealth Management in a Global Context
class 4 Estate Planning, Concentrated Positions February 03, 2019 9am ET/5pm BT David Hetherington
and Risk Management
Reading 12: Estate Planning in a Global Context
Reading 13: Concentrated Single-Asset Positions
Reading 14: Risk Management for Individuals
class 5 Institutional IPS February 10, 2019 9am ET/5pm BT David Hetherington
and Capital Market Expectations
Reading 15: Managing Institutional Investor Portfolios
Reading 16: Capital Market Expectations
* Timings, days and instructors are subject to change CFA Institute does not endorse, promote or warrant the accuracy or quality
of Wiley’s CFA Exam Review CFA®and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.
efficientlearning.com/cfa
CFA®
Exam Review
• Each class will last approximately 2-3 hours, including the lecture, worked problems, and Q&A
• Classes include a 10-20 minute break
Peter Olinto David Hetherington
Our Virtual Classroom Series features 15 instructor-led classes designed to prepare you for the exam Included as a core component of our Platinum or Gold CFA Exam Review Courses, Wiley Virtual Classes are live online interactive CFA® classes, delivered by top instructors, Peter Olinto, CPA, JD, and David Hetherington, CFA, who have helped hundreds of students to pass the CFA® exam Designed to help candidates apply readings and courseware to live instruction, students are provided real-time overviews, watch as the instructor discusses the most frequently missed
or diff icult questions on the exam, and can ask questions throughout the lesson
• There are 15 classes in Level III
• An archive with class recordings will be made available for students unavailable to attend the live event so that you never miss a class!
Trang 2class 6 Capital Market Expectations, Equity 9am ET/5pm BT David Hetherington
Market Valuation and Asset Allocation
Reading 17: Equity Market Valuation
Reading 18: Introduction to Asset Allocation
Reading 19: Principles of Asset Allocation
class 7 Asset Allocation and Currency February 24, 2019 9am ET/5pm BT David Hetherington
Reading 20: Asset Allocation with Real-World Constraints
Reading 21: Currency Management: An Introduction
class 8 Fixed-Income 1 March 03, 2019 9am ET/5pm BT David Hetherington
Reading 22: Introduction to Fixed-Income
Reading 23: Liability-Driven and Index-Based Strategies
class 9 Fixed-Income 2 March 10, 2019 9am ET/5pm BT David Hetherington
Reading 24: Yield Curve Strategies
Reading 25: Fixed-Income Active Mangement: Credit Strategies
class 10 Equity Valuation - Residual Income March 17, 2019 9am ET/5pm BT David Hetherington
and Private Company Valuation
Reading 26: Introduction to Equity Portfolio Management
Reading 27: Passive Equity Investing
Reading 28: Active Equity Investing: Strategies
class 11 Equity and Alternative Investments March 24, 2019 9am ET/5pm BT David Hetherington
Reading 29: Active Equity Investing: Portfolio Construction
Reading 30: Alternative Investments Portfolio Management
class 12 Risk Management, Futures and Forwards March 31, 2019 9am ET/5pm BT David Hetherington
Reading 31: Risk Management
Reading 32: Risk Management Applications of Forward and Futures Strategies
class 13 Options and Swaps April 07, 2019 9am ET/5pm BT David Hetherington
Reading 33: Risk Management Applications of Option Strategies
Reading 34: Risk Management Applications of Swap Strategies
class 14 Trading and Performance Evaluation April 14, 2019 9am ET/5pm BT David Hetherington
Reading 35: Execution of Portfolio Decisions
Reading 36: Evaluating Portfolio Performance
class 15 GIPS, Catch-up and General Discussion April 21, 2019 9am ET/5pm BT David Hetherington
Reading 37: Overview of the Global Investment Performance Standards
Session Name and Details Date
February 17, 2019
Time
* Timings, days and instructors are subject to change CFA Institute does not endorse, promote or warrant the accuracy or quality
of Wiley’s CFA Exam Review CFA®and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.