2007年Level III考试大纲下载

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Level III Study Session Outline

Printer-friendly version − all eighteen study sessions combined (PDF). Individual Study Sessions are available below.

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Study Session	Readings
Study Session 1. Code of Ethics and Professional Standards (PDF)	1-2
Study Session 2. Ethical and Professional Standards in Practice (PDF)	3-7
Study Session 3. Quantitative Methods for Portfolio Management and Wealth Planning (PDF)	8-10
Study Session 4. Behavioral Finance (PDF)	11-18
Study Session 5. Private Wealth Management (PDF)	19-24
Study Session 6. Portfolio Management for Institutional Investors (PDF)	25
Study Session 7. Economic Concepts for Asset Valuation in Portfolio Management (PDF)	26-30
Study Session 8. Asset Allocation (PDF)	31-32
Study Session 9. Management of Passive and Active Fixed Income Portfolios (PDF)	33-36
Study Session 10. Portfolio Management of Global Bonds and Fixed Income Derivatives (PDF)	37-41
Study Session 11. Equity Portfolio Management (PDF)	42-44
Study Session 12. Alternative Investments for Portfolio Management (PDF)	45-47
Study Session 13. Risk Management (PDF)	48
Study Session 14. Derivatives Risk Management Strategy (PDF)	49-53
Study Session 15. Monitoring, Rebalancing, and Execution of Portfolio Decisions (PDF)	54-55
Study Session 16. Performance Evaluation and Attribution (PDF)	56-60
Study Session 17. Portfolio Management in a Global Context (PDF)	61-65
Study Session 18. Global Investment Performance Standards (PDF)	66