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Online Training Course on Chartered Financial Analyst - Level III (2018 exam) (CFA<sup>®</sup> Level III)
CFA® Level III
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 FinStudyClub
A specialist training institute for CFA and FRM more>>

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Course Offerings
  208 lecture topics
  44+ hours of video lectures
  Interactive discussion forum
  WhatsApp group for Brainstorming
Special Add-ons (Free with Course)
Question Bank for Chartered Financial Analyst - Level III (2018 exam) (CFA<sup>®</sup> Level III)
Question Bank
Access to Wiley's 1000+ practise questions with answers and explanations, for CFA Level 3
Mock Exams for Chartered Financial Analyst - Level III (2018 exam) (CFA<sup>®</sup> Level III)
Mock Exams
Access to Wiley's 2 full length mock exams.
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Aligned to CFA Institute logo curriculum for Chartered Financial Analyst (CFA) Level 3 2018 Certification Course.


This Online Training Course on Chartered Financial Analyst® or CFA® Certification covers the syllabus prescribed by The CFA Institute for 2018 exams and is delivered by FinStudyClub, a specialist training institute for CFA and FRM, founded by CFA charterholders and alumni from IITs/IIMs.

The CFA credential has become the most respected and recognized investment designation in the world. Enrolling in the CFA Program is the first step toward earning this qualification. The CFA Program curriculum covers concepts and skills you will use at all stages of your financial career be it in Corporate Banking, Investment Banks, Credit Rating Agencies or any other Financial Institution.

Course participants will also receive an activation key to access Wiley's CFA level 3 learning resources that include 1000+ practise questions with answers and explanations, 2 full length mock exams, performance metrics and quiz planner to create customized topic wise exams.
Curriculum
I
Study Session 1: Ethical and Professional Standards (Readings 1-2)
1 Overview of Ethics L III Preview 05:38
2 Six Codes of Ethics Preview 23:34
3 Std1_Professionalism 28:20
4 Std2_Capital markets 10:16
5 Std3_Duties to Clients 25:31
6 Std4_Duties to Employers 22:43
7 Std5_Investment Analysis, Recommendations and Actions 23:11
8 Std6_Conflict of Interest 14:31
9 Std7_Responsibilities as a CFA Institute Member or CFA candidate 13:17
II
Study Session 2: Ethical and Professional Standards (Readings 3-4)
10 The Consultant 14:50
11 Pearl Investment Management 14:44
12 Summary of Entire Reading 39:42
III
Study Session 3: Portfolio Management & Wealth Planning (Readings 5-7)
13 Overview of Behavioral Finance 04:10
14 Traditional Finance vs Behavioral Finance 34:04
15 Decision Theory vs Bounded Rationality 10:00
16 The Prospect Theory 21:13
17 Market Behavior & Portfolio Construction 17:38
18 Introduction of Cognitive Errors and Emotional Biases 08:58
19 Believe Perseverance Biases (Cognitive Errors) 26:59
20 Information Processing Biases (Cognitive Errors) 21:39
21 Emotional Biases 25:15
22 Investment Policy and Asset Allocation in light of Behavioral biases 18:41
23 The Uses and Limitations of Classifying Investors Into Types 27:10
24 How Behavioral Biases Affect Advisor-Client Relations 10:00
25 Behavioral Finance and Portfolio Construction 10:58
26 Behavioral Finance and Analyst Forecasts 18:04
IV
Study Session 4: Portfolio Management & Wealth Planning (Readings 8-10)
27 Overview of the individual investor portfolio management 06:15
28 Investor Characteristics: Situational and Psychological Profiling 11:37
29 Individual IPS: Return Objective Calculation 28:26
30 Individual IPS: Risk Objective 07:23
31 The Five Constraints (LLTTU) 20:51
32 Asset Allocation Concepts: The Process of Elimination 03:56
33 Monte Carlo Simulation and Personal Retirement Planning 07:06
34 Overview of Global Income Tax Structures 16:51
35 Simple Tax Environment: After-Tax Accumulations and Returns for Taxable Accounts 21:52
36 Types of Investment Accounts and Taxes and Investment Risk 21:50
37 Implications for Wealth Management 19:01
38 Domestic Estate Planning: Some Basic Concepts 25:40
39 Core Capital and Excess Capital 14:21
40 Transferring Excess Capital 36:38
41 Estate Planning Tools 11:30
42 Cross-Border Estate Planning 09:19
V
Study Session 5: Portfolio Management & Wealth Planning (Readings 11-12)
43 Overview and Investment Risks 11:40
44 General Principles of Managing Concentrated Single-Asset Positions 22:24
45 Managing the Risk of Concentrated Publically Traded Single-Stock Positions 33:50
46 Managing the Risk of Private Business Equity 12:22
47 Managing the Risk of Investment in Real Estate 10:50
48 Overview 04:49
49 Human Capital and Financial Capital 17:36
50 Seven Financial Stages of Life 13:06
51 A Framework for Individual Risk Management 12:13
52 Life Insurance 36:57
53 Other Types of Insurance 29:07
54 Annuities 44:31
VI
Study Session 6: Portfolio Management & Wealth Planning (Readings 13)
55 Overview 05:39
56 IPS for Pension Plans 22:02
57 IPS for Foundations 22:41
58 IPS for Endowments 16:01
59 IPS for Life Insurance and Non-Life Insurance Companies 32:54
60 IPS for Banks 18:24
VII
Study Session 7: Economics (Readings 14-15)
61 Organizing the Task: Framework and Challenges - 1 13:57
62 Organizing the Task: Framework and Challenges - 2 13:06
63 Tools for Formulating CME - 1 08:30
64 Tools for Formulating CME - 1 contd. 08:14
65 Tools for Formulating CME - 1 contd. 09:35
66 Tools for Formulating CME - 2 23:02
67 Economic Analysis: Introduction and Business Cycle 00:11
68 Economic Analysis: Economic Growth Trends, Exogenous Shocks, and International Interactions 09:02
69 Economic Analysis: Economic Forecasting 04:01
70 Economic Analysis: Asset Class Returns and Foreign Exchange Forecasting -1 10:06
71 Economic Analysis: Asset Class Returns and Foreign Exchange Forecasting -2 06:28
72 Estimating a Justified P/E Ratio and Top-Down and Bottom-Up Forecasting - 1 07:58
73 Estimating a Justified P/E Ratio and Top-Down and Bottom-Up Forecasting - 2 07:30
74 Estimating a Justified P/E Ratio and Top-Down and Bottom-Up Forecasting - 3 09:08
75 Relative Value - 1 09:02
76 Relative Value - 2 00:11
VIII
Study Session 8: Portfolio Management & Wealth Planning (Readings 16-17)
77 Investment Governance 12:21
78 The Economic Balance Sheet and Asset Allocation 09:44
79 Approaches to Asset Allocation (Focus on Strategic Asset Allocation) 40:39
80 Implementation Choices 10:07
81 Strategic Considerations for Rebalancing 09:29
82 The Traditional Mean-Variance Optimization (MVO) Approach 12:09
83 Risk Budgeting 07:59
84 Factor-Based Asset Allocation 07:01
85 Liability-Relative Asset Allocation 13:07
86 Goal-Based Asset Allocation, Heuristics, Other Approaches 11:25
87 Portfolio Rebalancing 05:23
IX
Study Session 9 : Portfolio Management & Wealth Planning (Readings 18-20)
88 Constraints in Asset Allocation 00:11
89 Asset Allocation for the Taxable Investor 00:11
90 Altering or Deviating from the Policy Portfolio 00:11
91 Behavioral Biases in Asset Allocation 00:11
92 Review of Foreign Exchange Concepts 20:00
93 Currency Risk and Portfolio Risk and Return 11:25
94 Currency Management: Strategic Decisons 15:05
95 Currency Management: Tactical Decision - 1 06:44
96 Currency Management: Tactical Decision - 2 12:55
97 Tools of Currency Management 00:11
98 Currency Management for Emerging Market Currencies 05:00
99 Benchmark: Uses and Types - 1 07:15
100 Benchmark: Uses and Types - 2 08:33
101 Market Indexes: Uses and Types 03:33
102 Index Weighting Schemes: Advantages and Disadvantages 12:19
X
Study Session 10 : Fixed Income (Readings 21-22)
103 Roles of Fixed Income Securities in Portfolios 09:11
104 Fixed Income Mandates - 1 06:15
105 Fixed Income Mandates - 2 05:35
106 Bond Market Liquidity 08:13
107 Components of Fixed Income Return 08:46
108 Leverage 1 07:06
109 Leverage 2 07:46
110 Leverage 3 02:51
111 Fixed Income Portfolio Taxation 06:43
112 Liability Driven Investing 05:06
113 Managing Single and Multiple Liabilities - 1 08:38
114 Managing Single and Multiple Liabilities - 2 10:38
115 Managing Single and Multiple Liabilities - 3 06:12
116 Managing Single and Multiple Liabilities - 4 07:32
117 Managing Single and Multiple Liabilities - 5 08:57
118 Risks in Managing a Liability Structure 05:56
119 Liability Bond Indices 05:15
120 Alternative Passive Bond Investing 03:41
121 Liability Benchmarks 02:18
122 Laddered Bond Portfolios 05:33
XI
Study Session 11 : Fixed Income (Readings 23-24)
123 Foundational Concepts 07:55
124 Yield Curve Strategies - 1 08:57
125 Yield Curve Strategies - 2 09:31
126 Yield Curve Strategies - 3 05:59
127 Formulating a Portfolio Positioning Strategy for a Given Market View 11:22
128 A Framework for Evaluating Yield Curve Trades 04:23
129 Investment-Grade and High-Yield Corporate Bond Portfolios 14:14
130 Credit Spreads 10:48
131 Credit Strategy Approaches - 1 18:31
132 Credit Strategy Approaches - 2 11:39
133 Credit Strategy Approaches – 3 10:11
134 Liquidity Risk and Tail Risk in Credit Portfolios 11:52
135 International Credit Portfolios 07:27
136 Structured Financial Instruments 06:03
XII
Study Session 12 : Equity Investments (Readings 25)
137 Positioning Equity In LIII 04:00
138 Role of Equity in PM 11:21
139 Passive Investing 25:07
140 Active Investing 18:44
141 How to identify Active Investment Style? 23:27
142 Strategies of Active Investing 17:50
143 Socially Responsible Investing 04:25
144 Semi Active Investing 07:43
145 Managing a portfolio of Portfolio Manager 14:51
146 Components of Active Return (True and Misfit) 07:40
147 Engaging an Equity Portfolio Manager 03:57
XIII
Study Session 13 : Alternative Investments (Readings 26)
148 Definitions, Features and Role in Portfolio 10:19
149 Real Estate 09:14
150 Private Equity and Venture Capital 12:45
151 Commodity Investments 08:18
152 Hedge Funds 21:50
153 Managed Futures 06:50
154 Distressed Securities 06:46
XIV
Study Session 14: Portfolio Management & Wealth Planning (Readings 27)
155 Risk Management Process 12:04
156 Identifying Risk 17:42
157 Measuring Risk 21:30
158 VaR Extension & Stress Testing 06:32
159 Measuring Credit Risk 09:31
160 Managing Risk 10:43
XV
Study Session 15: Derivatives (Readings 28-30)
161 Managing Equity Risk - 1 13:11
162 Managing Equity Risk - 2 13:54
163 Asset Allocation with Futures - 1 18:10
164 Asset Allocation with Futures - 2 15:12
165 Managing Foreign Currency Risk - 1 14:46
166 Managing Foreign Currency Risk - 2 06:35
167 Options Strategies for Equity Portfolios -1 12:00
168 Options Strategies for Equity Portfolios -2 18:57
169 Options Strategies for Equity Portfolios -3 12:36
170 Options Strategies for Equity Portfolios -4 08:08
171 Interest Rate Option Strategies -1 15:05
172 Interest Rate Option Strategies -2 15:52
173 Option Portfolio Risk Management Strategies - 1 18:30
174 Option Portfolio Risk Management Strategies - 2 07:16
175 Strategies and Applications for Managing Interest Rate Risk - 1 09:53
176 Strategies and Applications for Managing Interest Rate Risk - 2 07:13
177 Strategies and Applications for Exchange Rate Risk 12:55
178 Strategies and Applications for Managing Equity Market Risk 14:28
179 Strategies and Applications Using Swaptions - 1 06:39
180 Strategies and Applications Using Swaptions - 2 04:22
XVI
Study Session 16: Portfolio Management & Wealth Planning (Readings 31-32)
181 The Context of Trading: Market Microstructure - 1 11:18
182 The Context of Trading: Market Microstructure - 2 08:14
183 The Context of Trading: Market Microstructure - 3 07:49
184 The Context of Trading: Market Microstructure - 4 05:43
185 Cost of Trading - 1 07:02
186 Cost of Trading - 2 08:45
187 Types of Traders and Their Preferred Order Types - 1 08:58
188 Types of Traders and Their Preferred Order Types - 2 00:11
189 Best Execution and Ethics in Trading 05:14
190 Monitoring for IPS Change 1 08:06
191 Monitoring for IPS Change 2 15:32
192 Rebalancing Disciplines 1 12:21
193 Rebalancing Disciplines 2 10:39
194 The Perold-Sharpe Analysis of Rebalancing Strategies 1 08:29
195 The Perold-Sharpe Analysis of Rebalancing Strategies 2 15:42
XVII
Study Session 17: Portfolio Management & Wealth Planning (Readings 33)
196 Performance Measurement 15:19
197 Benchmark - 1 09:24
198 Benchmark - 2 08:49
199 Performance Attribution - 1 12:42
200 Performance Attribution - 2 14:39
201 Performance Appraisal 12:42
202 The Practice of Performance Evaluation 06:37
XVIII
Study Session 18: Portfolio Management & Wealth Planning (Readings 34)
203 GIPS_Introduction 16:09
204 Different Aspects of GIPS 26:50
205 9 sections of GIPS & GIPS Verification 12:14
206 Fundamentals of Compliance 14:30
207 Return Calculation Methodologies 20:48
208 Input Data 17:50

Eligibility criteria for CFA Level 3


Passing grade on CFA Level II exam, you must have a bachelor's (or equivalent) degree or have four years of qualified, professional work experience (does not have to be investment related) or a combination of work and college experience that totals at least four years.
Part-time positions do not qualify, and the four-year total must be accrued prior to exam enrolment

You must also meet the professional conduct admission criteria (during the application process, you will be asked to sign statements of Professional Conduct and Candidate Responsibility) and have a valid international travel passport (required for enrolment and exam registration)
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