2025 CFA Level Ⅲ (2 월 시험) : Portfolio Management Pathway

월

일

토요일 [14:00 ~ 17:00]

일

일요일 [10:00 ~ 13:00]

Asset Allocation, Capital Market Expectation

위 과목은 온라인강의로 학습하셔야 합니다.

온라인강의는 전과목 제공됩니다.

7

20

Portfolio Constructions – Institutional investors #1 [10~13]

21

Portfolio Constructions – Institutional investors #2

27

Portfolio Constructions – Case Study Institutional [10~13]

28

Private Wealth Management #1 [10~13]

Private Wealth Management #2 [14~17]

8

3

-

4

Portfolio Constructions – Equity Portfolio

10

Portfolio Constructions – Fixed Income Portfolio [10~13]

11

Portfolio Constructions

– Asset Allocation Alternative Investments

17

Portfolio Constructions

- Trading Costs & Electronic Markets

18

Performance Measurement

– Performance Evaluation

24

Performance Measurement

– Investment Manager Selection

25

Performance Measurement

- Global Investment Performance Standards #1

31

Performance Measurement

- Global Investment Performance Standards #2

9

1

Portfolio Management Pathway

- Liability-Driven & Index based Strategies #1

7

Portfolio Management Pathway

- Liability-Driven & Index based Strategies #2

8

Portfolio Management Pathway - Yield Curve Strategies

21

Portfolio Management Pathway – Fixed Income Active Management : Credit Strategies #1

22

Portfolio Management Pathway – Fixed Income Active Management : Credit Strategies #2

28

Portfolio Management Pathway

- Index Based Equity Strategies

29

Portfolio Management Pathway

- Active Equity Investing : Strategies

10

5

Portfolio Management Pathway

- Active Equity Investing : Portfolio Constructions #1

6

Portfolio Management Pathway

- Active Equity Investing : Portfolio Constructions #2

12

Portfolio Management Pathway

– Case Study : Institutional

13

Derivatives & Risk Management #1

19

Derivatives & Risk Management #2

20

Portfolio Management Pathway

– Trade Strategy & Execution

26

Derivatives & Risk Management #3

27

Derivatives & Risk Management #4

11

2

Derivatives & Risk Management #5

3

Derivatives & Risk Management #6

9

Ethics #1

10

Ethics #2

16

Ethics #3

17

Ethics #4

24

에세이 답안 작성 특강  [14~17]

#. 과목별 문제 및 과목별 학습 정리자료는 10월 중하순부터 발송됩니다.

#. Q-Bank 는 9월 초에 제공됩니다.

#. Final Review( 문제풀이)는 1월부터 온라인강의로 진행되며, 추가 신 청하시면 됩니다(패키지과정 신청자  제외).