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2007年CFA Level III考试大纲

发布时间:10-14

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Level III Study Session Outline

Printer-friendly version − all eighteen study sessions combined (PDF). Individual Study Sessions are available below.

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Study Session Readings
Study Session 1. Code of Ethics and Professional Standards (PDF) 1-2
Study Session 2. Ethical and Professional Standards in Practice (PDF) 3-7
Study Session 3. Quantitative Methods for Portfolio Management and Wealth Planning (PDF) 8-10
Study Session 4. Behavioral Finance (PDF) 11-18
Study Session 5. Private Wealth Management (PDF) 19-24
Study Session 6. Portfolio Management for Institutional Investors (PDF) 25
Study Session 7. Economic Concepts for Asset Valuation in Portfolio Management (PDF)
26-30
Study Session 8. Asset Allocation (PDF) 31-32
Study Session 9. Management of Passive and Active Fixed Income Portfolios (PDF) 33-36
Study Session 10. Portfolio Management of Global Bonds and Fixed Income Derivatives (PDF) 37-41
Study Session 11. Equity Portfolio Management (PDF) 42-44
Study Session 12. Alternative Investments for Portfolio Management (PDF) 45-47
Study Session 13. Risk Management (PDF) 48
Study Session 14. Derivatives Risk Management Strategy (PDF) 49-53
Study Session 15. Monitoring, Rebalancing, and Execution of Portfolio Decisions (PDF) 54-55
Study Session 16. Performance Evaluation and Attribution (PDF) 56-60
Study Session 17. Portfolio Management in a Global Context (PDF) 61-65
Study Session 18. Global Investment Performance Standards (PDF) 66




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