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[2월 시험] 2027 CFA Level 3 Portfolio Mgmt. - 7/25개강
교육기간 2026.04.22 ~ 2027.02.28
교육시간 179시간   토(14~17), 일(10~13)
교육장소 종로 - 1강의장  
강사 김종곤외 4명

    재도전 응시생
  1,775,000원 EVENT 600,000원     
  1,775,000원 EVENT 600,000원     
    Level2 수강생(이패스 수강생 포함)
  1,775,000원 EVENT 1,160,000원     
  1,775,000원 EVENT 1,160,000원     
    일반수강생
  1,775,000원 EVENT 1,310,000원     
  1,775,000원 EVENT 1,310,000원     
    이패스 재수강생
  1,775,000원 EVENT 500,000원     
  1,775,000원 EVENT 500,000원     
    KOSFI 재수강생
  1,775,000원 EVENT 400,000원     
  1,775,000원 EVENT 400,000원     

202 7 CFA Level (2 시험 ) : Portfolio Management Pathway

토요일 [14:00 ~ 17:00]

일요일 [10:00 ~ 13:00]

Asset Allocation, Ethics

 

위 과목은 온라인강의로 학습하셔야 합니다.

 

온라인강의는 전과목 제공됩니다.

7

25

Portfolio Constructions – Equity Portfolio

26

 

8

1

Portfolio Constructions

– Fixed Income Portfolio

2

Portfolio Constructions

– Asset Allocation Alternative Investments

8

Portfolio Constructions

– Private Wealth Management #1

9

Portfolio Constructions

– Private Wealth Management #2

15

Portfolio Constructions

– Institutional Investors #1

16

Portfolio Constructions

– Institutional Investors #2

22

Portfolio Constructions – Case Study Institutional

23

Asset Allocation

- Capital Market Expectation #1

29

Portfolio Constructions - Trading Costs & Electronic Markets

30

Asset Allocation - Capital Market Expectation #2

9

5

Asset Allocation - Capital Market Expectation #3

6

Asset Allocation - Capital Market Expectation #4

12

Performance Measurement

– Performance Evaluation

13

Performance Measurement – Investment Manager Selection

19

Derivatives & Risk Management #1

20

Performance Measurement

- Global Investment Performance Standards
(
문제풀이 1h는 온라인강의로 제공)

[10-14]

10

3

Derivatives & Risk Management #2

4

Derivatives & Risk Management #3

10

Derivatives & Risk Management #4

11

Derivatives & Risk Management #5

17

Derivatives & Risk Management #6

18

Portfolio Management Pathway

- Liability-Driven & Index based Strategies #1

24

Portfolio Management Pathway
- Liability-Driven & Index based Strategies #1

25

Portfolio Management Pathway
- Yield Curve Strategies

31

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

 

 

11

 

 

1

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

7

Portfolio Management Pathway
- Index Based Equity Strategies

8

Portfolio Management Pathway
- Active Equity Investing : Strategies

14

Portfolio Management Pathway
- Active Equity Investing : Portfolio Constructions #1

15

Portfolio Management Pathway
- Active Equity Investing : Portfolio Constructions #2

21

Portfolio Management Pathway
 
– Trade Strategy & Execution

22

Portfolio Management Pathway
– Case Study : Institutional

12

19

서술형 답안 작성 특강

 

 

#. 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).