2027 CFA Level Ⅲ (2 월 시험 ) : Portfolio Management Pathway

월

일

토요일 [14:00 ~ 17:00]

일

일요일 [10:00 ~ 13:00]

Asset Allocation, Ethics, Portfolio Construction

위 과목은 온라인강의로 학습하셔야 합니다.

온라인강의는 전과목 제공됩니다.

8

22

Asset Allocation

- Capital Market Expectation #1 [10~13]

23

Asset Allocation - Capital Market Expectation #2

Portfolio Constructions – Case Study Institutional [14~17]

29

Portfolio Constructions - Trading Costs & Electronic Markets

30

Asset Allocation - Capital Market Expectation #3

9

5

Asset Allocation - Capital Market Expectation #4

6

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

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 신청하시면 됩니다

( 패키지과정 제외).