본문으로 바로가기
[2월 시험] 2026 CFA L3 Portfolio Mgmt. 패키지 - 6/14 개강
교육기간 2025.06.14 ~ 2026.02.28
교육시간 179시간   토(14~17), 일(10~13)
교육장소 종로 - 1강의장  
강사 김종곤외 4명

    재도전 응시생
  2,075,000원 EVENT 1,100,000원     
  2,075,000원 EVENT 1,100,000원     
    KOSFI 재수강생
  2,075,000원 EVENT 900,000원     
  2,075,000원 EVENT 900,000원     
    Level2 수강생(이패스 수강생 포함)
  2,075,000원 EVENT 1,400,000원     
  2,075,000원 EVENT 1,400,000원     
    일반수강생
  2,075,000원 EVENT 1,550,000원     
  2,075,000원 EVENT 1,550,000원     
    이패스 재수강생
  2,075,000원 EVENT 1,000,000원     
  2,075,000원 EVENT 1,000,000원     

2026 CFA Level (2 시험 ) : Portfolio Management Pathway

토요일 [14:00 ~ 17:00]

일요일 [10:00 ~ 13:00]

Asset Allocation, Asset Allocation - Capital Market Expectations

 

위 과목은 온라인강의로 학습하셔야 합니다.

 

온라인강의는 전과목 제공됩니다.

7

19

Portfolio Constructions – Institutional investors #1

20

Portfolio Constructions – Institutional investors #2

26

Portfolio Constructions – Case Study Institutional

27

Portfolio Constructions – Private Wealth Management #1

8

2

Portfolio Constructions – Equity Portfolio

3

Portfolio Constructions – Private Wealth Management #2

[14 ~ 17]

9

Performance Measurement

– Performance Evaluation

10

Performance Measurement

– Investment Manager Selection

16

Performance Measurement

- Global Investment Performance Standards [14 ~ 18]

17

Portfolio Constructions

- Trading Costs & Electronic Markets

23

Portfolio Constructions – Fixed Income Portfolio

24

Portfolio Constructions

– Asset Allocation Alternative Investments

30

 

31

Portfolio Management Pathway

- Index Based Equity Strategies

9

6

Portfolio Management Pathway

- Active Equity Investing : Strategies

7

Portfolio Management Pathway

- Active Equity Investing : Portfolio Constructions #1

13

Portfolio Management Pathway

- Active Equity Investing : Portfolio Constructions #2

14

Portfolio Management Pathway

- Liability-Driven & Index based Strategies #1

20

Portfolio Management Pathway

- Liability-Driven & Index based Strategies #2

21

Portfolio Management Pathway - Yield Curve Strategies

27

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

28

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

10

11

Portfolio Management Pathway

– Case Study : Institutional

12

Portfolio Management Pathway – Trade Strategy & Execution

18

Derivatives & Risk Management #1

19

Derivatives & Risk Management #2

25

Derivatives & Risk Management #3

26

Ethics #1

11

1

Derivatives & Risk Management #4

2

Ethics #2

8

Derivatives & Risk Management #5

9

Ethics #3

15

Derivatives & Risk Management #6

16

Ethics #4

22

 

23

 

29

서술형 답안 작성 특강

30

 

#. 과목별 문제 및 과목별 학습 정리자료는 10월부터 발송됩니다.

#. Q-Bank 는 9월에 제공됩니다.

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

( 패키지과정 제외).