Fin Quiz - CFA Level 3, June, 2019 - Study Plan PDF

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FinQuiz STUDY PLAN FOR JUNE-2019 EXAM CFA LEVEL-III Starting Date

09/01/18 06/15/19 Total Topic Areas 6 Hours (Two parts of 3 Hours) Total Study Sessions

Exam Date Exam Length

Essay Questions (Morning) Total Time Available 10 Item Sets (Evening) (Till Exam)

Total Questions

14 19 Approximately 41 Weeks (286 Days)

Topic Area Weights for the CFA Exam Topic Area I II III IV V VI VII

% Weight 10-15 5-10 10-15 15-20 5-10 5-10 35-40

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

(Actual exam weights may vary slightly and some topics are combined for testing purposes) Month

Week

Dates

1-2

09/01/18 - 09/16/18

Activity

Study Session

Reading 7

The Behavioral Finance Perspective

4

8

The Behavioral Biases of Individuals

9

Behavioral Finance & Investment Processes

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

1

4

FinQuiz Notes / Curriculum Reading 3-4

5-6

09/17/18 - 09/30/18

10/01/18 - 10/14/18

7-9

Behavioral Finance

10

Managing Individual Investor Portfolios

FinQuiz Practice Questions

11

Taxes and Private Wealth Management in a Global Context

FinQuiz Notes / Curriculum Reading

12

Estate Planning in a Global Context

End-of-chapter Questions

13

Conentrated Single Asset Positions

14

Risk Management for Individuals

End-of-chapter Questions

5

6

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

2

Topics

5-6

10-14

Private Wealth Management

7

15

Managing Institutional Investor Portfolios

7

15

Portfolio Management for Institutional Investors

FinQuiz Notes / Curriculum Reading 7

10/15/18 - 10/28/18

End-of-chapter Questions FinQuiz Practice Questions

8

10/29/18 - 11/04/18

9

11/05/18 - 11/11/18

Review (FinQuiz Smart Summary) & Practice Essay Type Questions

Complete Review of Book 2 Attempt FinQuiz Mock Exam 1 & 2 for respective sections FinQuiz Notes / Curriculum Reading

3

10 - 11

11/12/18 - 11/25/18

8

End-of-chapter Questions

16

Capital Market Expectations

17

Equity market Valuation

FinQuiz Practice Questions FinQuiz Notes / Curriculum Reading 12

11/26/18 - 12/02/18

9

End-of-chapter Questions

18

Introduction to Asset Allocation

19

Principles of Asset Allocation

FinQuiz Practice Questions FinQuiz Notes / Curriculum Reading 13

12/03/18 - 12/09/18

14

12/10/18 - 12/16/18

15

12/17/18 - 12/23/18

End-of-chapter Questions

20

Asset Allocation with Real-world Constraints

10

21

Currency Management: An Introduction

8-10

16-21

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

4

Capital Market Expectations and Asset Allocation

Complete Review of Book 3 Attempt FinQuiz Mock Exam 1 & 2 for respective sections FinQuiz Notes / Curriculum Reading

16

17

12/24/18 - 12/30/18

12/31/18 - 01/06/19

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

11

Introduction to Fixed-income Portfolio Management

23

Liability-driven and Index-based Strategies

24

Yield Curve Strategies

25

Fixed-Income Active Managemen: Credit Strategies

26

Introduction to Equity Portfolio Management

12

FinQuiz Practice Questions FinQuiz Notes / Curriculum Reading

22

13

Month

Week 18

Dates 01/07/19 - 01/13/19

5 19

01/14/19 - 01/20/19

Study Session

Activity

13

End-of-chapter Questions

Reading 27

Topics Passive Equity Investing

FinQuiz Practice Questions

14

28

Active Equity Investing: Strategies

FinQuiz Notes / Curriculum Reading End-of-chapter Questions

14

29

Active Equity Investing: Portfolio Construction

11-15

22-29

FinQuiz Practice Questions

20

01/21/19 - 01/27/19

21

01/28/19 - 02/03/19

Review (FinQuiz Smart Summary) & Practice Essay Type Questions

Fixed Income and Equity

Complete Review of Book 4 Attempt FinQuiz Mock Exam 1 & 2 for respective sections

22

02/04/19 - 02/10/19

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

15

6

16

30

Alternative Investments for Portfolio Management

31

Risk Management

32

Risk Management Applications of Forward and Futures Strategies

33

Risk Management Applications of Option Strategies

34

Risk Management Applications of Swap Strategies

FinQuiz Notes / Curriculum Reading 23 -24

02/11/19 - 02/24/19

End-of-chapter Questions

17

FinQuiz Practice Questions

25

02/25/19 - 03/03/19

26

03/04/19 - 03/10/19

Review ( FinQuiz Smart Summary) & Practice Essay Type Questions

15-17

30-34

Alternative Investments and Risk Management & Application of Derivatives

Complete Review of Book 5 Attempt FinQuiz Mock Exam 1 & 2 for respective sections

7 FinQuiz Notes / Curriculum Reading 27

03/11/19 - 03/17/19

End-of-chapter Questions

18

35

Execution of Portfolios Decisions

36

Evaluating Portfolio Performance

19

37

Overview of the Global Investment Performance Standards

18-19

35-37

FinQuiz Practice Questions FinQuiz Notes / Curriculum Reading 28 - 29

03/18/19 - 03/31/19

End-of-chapter Questions FinQuiz Practice Questions Review (FinQuiz Smart Summary) & Practice Essay Type Questions

Trading & Portfolio Evaluation

Complete Review of Book 6 30

04/01/19 - 04/07/19

8

Attempt FinQuiz Mock Exam 1 & 2 for respective sections

31 - 32

04/08/19 -04/21/19

1

Code of Ethics and Standards of Professional Conduct

2

"Guidance" for Standards I-VII

3

Applications of the Code and Standards Ethics Cases

4

Asset Manager Code of Professional Conduct

5

Overview of Asset Management Industry & Portfolio Management

1

FinQuiz Smart Summary/Curriculum Reading

2 FinQuiz Practice Questions Curriculum Reading 33

04/22/19 - 04/28/19

3

End-of-chapter Questions

6

Professionalism in Investment Management

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

9

34

04/29/19 - 05/05/19

1 to 3

1 to 6

Ethical & Professional Standards and GIPS

Complete Review of Book 1 Attempt FinQuiz Mock Exam 1 & 2 for respective sections

Month

Week

Dates

35

05/06/19 - 05/12/19

Activity

Study Session

Reading

Topics

Complete Review of Book 1 & 2 Attempt FinQuiz Mock Exam 3 for respective Sections

9 36

05/13/19 - 05/19/19

Complete Review of Book 2 & 3 Attempt FinQuiz Mock Exam 3 for respective Sections

37

05/20/19 - 05/26/19

38-39

05/27/19 - 06/09/19

40

06/10/19 - 06/14/19

10

Complete Review of Book 4 & 5 Attempt FinQuiz Mock Exam 3 for respective Sections Attempt CFA Institute's Actual Exams of 2018, 2017 & 2016 Attempt FinQuiz Mock Exam 4 Attempt FinQuiz Mock Exam 5

Final Review Attempt FinQuiz Mock Exam 6

Actual Exam on June 15, 2019...