Tự học CFA level III: Phân bổ thời lượng học cho các môn học

Topic

No. 

Module

Số buổi học chia đều

Số buổi học sau phân bổ

Asset Allocation

1

Capital Market Expectations, Part 1: Framework and Macro Considerations

1

0.9

2

Capital Market Expectations, Part 2: Forecasting Asset Class Returns

1

0.85

3

Overview of Asset Allocation

1

0.9

4

Principles of Asset Allocation

1

1.5

5

Asset Allocation with Real-World Constraints

1

0.95

Portfolio Construction

1

Overview of Equity Portfolio Management

1

0.6

2

Overview of Fixed-Income Portfolio Management

1

0.85

3

Asset Allocation to Alternative Investments

1

1.35

4

An Overview of Private Wealth Management

1

1.5

5

Portfolio Management for Institutional Investors

1

1.7

6

Trading Costs and Electronic Markets

1

0.55

7

Case Study in Portfolio Management: Institutional (SWF) 

1

0.95

Performance Measurement

1

Portfolio Performance Evaluation

1

1.15

2

Investment Manager Selection

1

0.7

3

Overview of the Global Investment Performance Standards

1

0.7

Derivatives and Risk Management

1

Options Strategies

1

1.15

2

Swaps, Forwards, and Futures Strategies

1

0.7

3

Currency Management: An Introduction

1

1.1

Ethical and Professional Standards

1

Code of Ethics and Standards of Professional Conduct

1

0.25

2

Guidance for Standards I–VII

1

2.9

3

Application of the Code and Standards: Level III

1

0.8

4

Asset Manager Code of Professional Conduct

1

0.4

Portfolio Management Pathway

1

Index-Based Equity Strategies

1

0.5

2

Active Equity Investing: Strategies

1

1.1

3

Active Equity Investing: Portfolio Construction

1

1.3

4

Liability-Driven and Index-Based Strategies

1

1

5

Yield Curve Strategies

1

0.8

6

Fixed-Income Active Management: Credit Strategies

1

1.25

7

Trade Strategy and Execution

1

0.9

8

Case Study in Portfolio Management: Institutional

1

0.7

Tổng

30

30

30

Topic

No.

Module

Mức độ khó gợi ý

Asset Allocation

1

Capital Market Expectations, Part 1: Framework and Macro Considerations

4

2

Capital Market Expectations, Part 2: Forecasting Asset Class Returns

3

3

Overview of Asset Allocation

2

4

Principles of Asset Allocation

3

5

Asset Allocation with Real-World Constraints

1

Portfolio Construction

1

Overview of Equity Portfolio Management

1

2

Overview of Fixed-Income Portfolio Management

2

3

Asset Allocation to Alternative Investments

1

4

An Overview of Private Wealth Management

4

5

Portfolio Management for Institutional Investors

3

6

Trading Costs and Electronic Markets

3

7

Case Study in Portfolio Management: Institutional (SWF) 

Performance Measurement

1

Portfolio Performance Evaluation

2

2

Investment Manager Selection

2

3

Overview of the Global Investment Performance Standards

4

Derivatives and Risk Management

1

Options Strategies

3

2

Swaps, Forwards, and Futures Strategies

4

3

Currency Management: An Introduction

4

Ethical and Professional Standards

1

Code of Ethics and Standards of Professional Conduct

2

2

Guidance for Standards I–VII

3

3

Application of the Code and Standards: Level III

1

4

Asset Manager Code of Professional Conduct

2

Portfolio Management Pathway

1

Index-Based Equity Strategies

1

2

Active Equity Investing: Strategies

2

3

Active Equity Investing: Portfolio Construction

2

4

Liability-Driven and Index-Based Strategies

3

5

Yield Curve Strategies

4

6

Fixed-Income Active Management: Credit Strategies

2

7

Trade Strategy and Execution

3

8

Case Study in Portfolio Management: Institutional

Tổng

30

30