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FinQuiz CFA level 3, june, 2017 study plan

FinQuiz
STUDY
 PLAN
 FOR
 JUNE-­‐2017
 EXAM
CFA
 LEVEL-­‐III
Starting
 Date

09/19/16
06/03/17
6
 Hours
 (Two
 parts
 of
 3
 Hours)
Essay

 Questions
 (Morning)
10
 Item
 Sets
 (Evening)

Exam
 Date
Exam
 Length
Total
 Questions

Total
 Topic
 Areas
Total
 Study
 Sessions
Total
 Time
 Available
(Till
 Exam)

14
18
Approximately
 37
 Weeks
 (256
 Days)
 

Topic
 Area
 Weights
 for
 the


 CFA
 Exam
Topic
 Area
I
II
III
IV
V
VI
VII
Month

%
 Weight
10-­‐15
5-­‐15
5-­‐15
10-­‐20
5-­‐15
5-­‐15
40-­‐55

Ethical
 &
 Professional
 Standards
Economics
Equity
 Investments
Fixed
 Income
Derivatives
Alternative
 Investments
Portfolio
 Management
 &
 Wealth
 Planning
 
Week

Dates

(Actual
 exam
 weights
 may
 vary
 slightly
 and
 some
 topics
 are
 combined
 for
 testing
 purposes)
Study
 
Activity
Reading
Topics
Session
FinQuiz
 Notes
 /
 Curriculum
 Reading

1

09/19/16
 -­‐
 09/25/16

End-­‐of-­‐chapter
 Questions

18

Currency
 Management:
 An
 Introduction

19

Market
 Indexes
 &
 Benchmarks

20

Fixed-­‐Income
 Portfolio
 Management—Part
 I

21

Relative
 Value
 Methodologies
 for
 Global
 Credit
 Bond
 Portfolio
 
Management

11

22

Fixed
 Income
 Portfolio
 Management
 -­‐
 Part
 II

12

23

Equity
 Portfolio
 Management

9-­‐12

18-­‐23

13

24

Alternative
 Investments
 for
 Portfolio
 Management

14

25

Risk
 Management

26

Risk
 Management
 Applications
 of
 Forward
 and
 Futures
 Strategies

27

Risk
 Management
 Applications
 of
 Option
 Strategies

28

Risk
 Management
 Applications
 of
 Swap
 Strategies

9

FinQuiz
 Practice
 Questions
FinQuiz
 Notes
 /
 Curriculum
 Reading
2

09/26/16
 -­‐
 10/02/16

1
3

10/03/16
 -­‐
 10/09/16

End-­‐of-­‐chapter
 Questions
FinQuiz
 Practice
 Questions
FinQuiz
 Notes
 /
 Curriculum
 Reading
End-­‐of-­‐chapter
 Questions

10

FinQuiz
 Practice
 Questions

2

4

10/10/16
 -­‐
 10/16/16

5

10/17/16
 -­‐
 10/23/16

6

10/24/16
 -­‐
 10/30/16

FinQuiz
 Notes
 /
 Curriculum
 Reading
End-­‐of-­‐chapter
 Questions
FinQuiz
 Practice
 Questions
Review
 (FinQuiz
 Smart
 Summary)
 &
 
Practice
 Essay
 Type
 Questions
FinQuiz
 Notes
 /
 Curriculum
 Reading
End-­‐of-­‐chapter
 Questions
FinQuiz
 Practice
 Questions
FinQuiz
 Notes
 /
 Curriculum
 Reading

7,8
 &
 9

10/31/16
 -­‐
 11/20/16

End-­‐of-­‐chapter
 Questions

15

FinQuiz
 Practice
 Questions

10

10/21/16
 -­‐
 11/27/16

3

Review
 (
 FinQuiz
 Smart
 Summary)
 &
 
Practice
 Essay
 Type
 Questions

13-­‐15

FinQuiz
 Notes
 /
 Curriculum
 Reading
11
 &
 12

11/28/16
 -­‐
 12/11/16

End-­‐of-­‐chapter
 Questions

24-­‐28

Fixed
 Income
 and
 Equity

Alternative
 Investments
 and
 Risk
 Management
 &
 Application
 of
 
Derivatives

29

Execution
 of
 Portfolios
 Decisions

30

Monitoring
 &
 Rebalancing

17

31

Evaluating
 Portfolio
 Performance

16-­‐17

29-­‐31

16

FinQuiz
 Practice
 Questions
FinQuiz
 Notes
 /
 Curriculum
 Reading
13

12/12/16
 -­‐
 12/18/16

End-­‐of-­‐chapter
 Questions
FinQuiz
 Practice
 Questions

14
4

12/19/16
 -­‐
 12/25/16

Review
 (FinQuiz
 Smart
 Summary)
 &
 
Practice
 Essay
 Type
 Questions
 

Trading,
 Monitoring,
 Rebalancing
 and
 Performance
 Evaluation


Month

Week

Dates

1
15

09/19/16
 -­‐
 09/25/16
12/26/16
 -­‐
 01/01/17

16
 &
 17

01/02/17
 -­‐
 01/15/17

Activity

Study
 
Session

Reading

Topics

4
9
Attempt
 FinQuiz
 Mock
 Exams
 1
 &
 2
 for
 Study
 Sessions
 9-­‐17

FinQuiz
 Notes
 /
 Curriculum
 Reading
1

End-­‐of-­‐chapter
 Questions

3

FinQuiz
 Practice
 Questions
Review
 (FinQuiz
 Smart
 Summary)
 &
 
Practice
 Essay
 Type
 Questions

3

FinQuiz
 Notes
 /
 Curriculum
 Reading
18

01/16/17
 -­‐
 01/22/17

5
19

01/23/17
 -­‐
 01/29/17

01/30/17
 -­‐
 02/05/17

02/06/17
 -­‐
 02/19/17

The
 Behavioral
 Biases
 of
 Individuals

7

Behavioral
 Finance
 &
 Investment
 Processes

5-­‐7

Behavioral
 Finance

Managing
 Individual
 Investor
 Portfolios

FinQuiz
 Practice
 Questions

9

Taxes
 and
 Private
 Wealth
 Management
 in
 a
 Global
 Context

FinQuiz
 Notes
 /
 Curriculum
 Reading

10

Estate
 Planning
 in
 a
 Global
 Context

11

Conentrated
 Single
 Asset
 Positions
 

12

Risk
 Management
 for
 Individuals
 

End-­‐of-­‐chapter
 Questions

Review
 (FinQuiz
 Smart
 Summary)
 &
 
Practice
 Essay
 Type
 Questions

4

5

4-­‐5

FinQuiz
 Notes
 /
 Curriculum
 Reading
21
 &
 22

The
 Behavioral
 Finance
 Perspective

6

8

End-­‐of-­‐chapter
 Questions

FinQuiz
 Practice
 Questions
20

5

End-­‐of-­‐chapter
 Questions

6

FinQuiz
 Practice
 Questions
Review
 (FinQuiz
 Smart
 Summary)
 &
 
Practice
 Essay
 Type
 Questions

6

8-­‐12

Private
 Wealth
 Management

13

Managing
 Institutional
 Investor
 Portfolios
 

14

Linking
 Pension
 Liabilities
 to
 Assets

13-­‐14

Portfolio
 Management
 for
 Institutional
 Investors

6
23

Complete
 Review
 of
 Book
 2

02/20/17
 -­‐
 02/26/17

FinQuiz
 Notes
 /
 Curriculum
 Reading
24

02/27/17
 -­‐
 03/05/17

End-­‐of-­‐chapter
 Questions

7

15

Capital
 Market
 Expectations

7

16

Equity
 market
 Valuation

8

17

Asset
 Allocation

7-­‐8

15-­‐17

FinQuiz
 Practice
 Questions
FinQuiz
 Notes
 /
 Curriculum
 Reading
25

03/06/17
 -­‐
 03/12/17

End-­‐of-­‐chapter
 Questions
FinQuiz
 Practice
 Questions

26

03/13/17
 -­‐
 03/19/17

Review
 (FinQuiz
 Smart
 Summary)
 &
 
Practice
 Essay
 Type
 Questions

7
27

03/20/17
 -­‐03/26/17

FinQuiz
 Smart
 Summary/Curriculum
 
Reading
 

FinQuiz
 Practice
 Questions

28

03/127/17
 -­‐
 04/02/17

FinQuiz
 Smart
 Summary/
 Curriculum
 
Reading
 
End-­‐of-­‐chapter
 Questions
FinQuiz
 Practice
 Questions

1

2

18

Capital
 Market
 Expectations
 and
 Asset
 Allocation

1

Code
 of
 Ethics
 and
 Standards
 of
 Professional
 Conduct

2

"Guidance"
 for
 Standards
 I-­‐VII

3

Applications
 of
 the
 Code
 and
 Standards

4

Asset
 Manager
 Code
 of
 Professional
 Conduct

32

Global
 Investment
 Performance
 Standards
 (GIPS)


Month

Week

Dates

Activity

Study
 
Session

Reading

Topics

29
1

04/03/17
 -­‐
 04/09/17
09/19/16
 -­‐
 09/25/16

Review
 (FinQuiz
 Smart
 Summary)
 &
 
Practice
 Essay
 Type
 Questions

1,2
 &
 18
9

1-­‐4
 &
 32

Ethical
 &
 Professional
 Standards
 and
 GIPS

30

04/10/17
 -­‐
 04/16/17

31

04/17/17
 -­‐
 04/23/17

Complete
 Review
 &
 Practice
 of
 Study
 Sessions:
 14,
 15,
 16,
 17,
 18

32

04/24/17
 -­‐
 04/30/17

Complete
 Review
 &
 Practice
 of
 Study
 Sessions:
 1,
 2,
 3,
 4,
 5,
 6,
 8

33

05/01/17
 -­‐
 05/07/17

Complete
 Review
 &
 Practice
 of
 Study
 Sessions:
 7,
 9,
 10,
 11,
 12,
 13

05/08/17
 -­‐
 05/28/17

Attempt
 CFA
 Institute's
 Actual
 Exams
 of
 2016,
 2015
 &
 2014
Attempt
 FinQuiz
 Mock
 Exam
 3
Attempt
 FinQuiz
 Mock
 Exam
 4
Attempt
 FinQuiz
 Mock
 Exam
 5
Attempt
 FinQuiz
 Mock
 Exam
 6

8
1

9
34-­‐36

37

 (Last
 4-­‐Days)

05/29/17
 -­‐
 06/02/17

Attempt
 FinQuiz
 Mock
 Exams
 1
 &
 2
 for
 Study
 Sessions
 1-­‐9

Final
 Review

10

Actual
 Exam
 on
 June
 3,
 2017



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