CFA Level III
8 个单元 · 50 个章节
免费 CFA Level III 学习笔记，适合 CFA 学生。每个章节都覆盖一个重点主题，并附例题与可延伸到 thinka app 的练习提示。
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 Standard I: Professionalism
Guidance for Standard II: Integrity of Capital Markets
Guidance for Standard III: Duties to Clients
Guidance for Standard IV: Duties to Employers
Guidance for Standard V: Investment Analysis, Recommendations, and Actions
Guidance for Standard VI: Conflicts of Interest
Guidance for Standard VII: Responsibilities as a CFA Institute Member or CFA Candidate
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 (Endowment)
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 Equity
Private Debt
Private Special Situations
Private Real Estate Investments
Infrastructure
看完笔记了？现在就用 AI 题目测一测自己。
马上练这一题