CFA Level III

8個單元 · 44個課題

免費的CFA Level III學習筆記，專為CFA學生準備。下列每個章節都涵蓋一個重點主題，附有例題與練習提示，可在 thinka 應用程式中延伸練習。

Asset Allocation

Capital Market Expectations, Part 1: Framework and Macro Considerations

Capital Market Expectations, Part 2: Forecasting Asset Class Returns

Overview of Asset Allocation

Principles of Asset Allocation

Asset Allocation with Real-World Constraints

Portfolio Construction

Overview of Equity Portfolio Management

Overview of Fixed-Income Portfolio Management

Asset Allocation to Alternative Investments

An Overview of Private Wealth Management

Portfolio Management for Institutional Investors

Trading Costs and Electronic Markets

Case Study in Portfolio Management: Institutional (SWF)

Performance Measurement

Portfolio Performance Evaluation

Investment Manager Selection

Overview of the Global Investment Performance Standards

Derivatives and Risk Management

Options Strategies

Swaps, Forwards, and Futures Strategies

Currency Management: An Introduction

Ethical and Professional Standards

Code of Ethics and Standards of Professional Conduct

Guidance for Standards I–VII

Application of the Code and Standards: Level III

Asset Manager Code of Professional Conduct

Pathway: Portfolio Management

Index-Based Equity Strategies

Active Equity Investing: Strategies

Active Equity Investing: Portfolio Construction

Liability-Driven and Index-Based Strategies

Yield Curve Strategies

Fixed-Income Active Management: Credit Strategies

Trade Strategy and Execution

Case Study in Portfolio Management: Institutional

Pathway: Private Wealth

The Private Wealth Management Industry

Working With the Wealthy

Wealth Planning

Investment Planning

Preserving the Wealth

Advising the Wealthy

Transferring the Wealth

Pathway: Private Markets

Private Investments and Structures

General Partner and Investor Perspectives and the Investment Process

Private Special Situations

Private Real Estate Investments

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