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2020 CFA 3 (1 ethical and professional standards (1) (1 code of ethics…
2020 CFA 3
1 ethical and professional standards (1)
1 code of ethics and standards of professional conduct
2 guidance for standards
3 application of the code and standards
2 ethical and professional standards (2)
4 professionalism in the investment industry
5 asset manager code of professional conduct
6 overview of the global investment performance standards
3 behavioral finance
7 the behavioral finance perspective
8 the behavioral biases of individuals
9 behavioral finance and investment processes
5 asset allocation and related decisions in portfolio management
12 overview of asset allocation
13 principles of asset allocation
14 asset allocation with real-world constraints
6 derivatives and currency management
15 options strategies
16 swaps forwards and futures strategies
17 currency management: an introduction
12 private wealth management (1)
28 overview of private wealth management
29 taxes and private wealth management in al global context
30 estate planning in a global context
15 trading peformance evaluation and manager selection
34 trade strategy and execution
35 portfolio performance evaluation
36 investment manager selection
4 capital market expectations
10 framework and macro considerations
11 forecasting asset class returns
7 fixed-income portfolio management (1)
18 overview of fixed-income portfolio management
19 liability-driven and index-based strategies
8 fixed-income portfolio management (2)
20 yield curve strategies
21 fixed-income active management: credit strategies
9 equity portfolio management (1)
22 overview fo equity portfolio management
23 passive equity investing
10 equity portfolio management (2)
24 active equity investing: strategies
25 active equity investing: portfolio construction
11 alternative investments for portfolio management
26 hedge fund strategies
27 asset allocaiton to alternative investments
13 private wealth management (2)
31 concentrated single-asset positions
32 risk management for individuals
16 cases in portfolio management and risk management
37 case study in portfolio management: institutional
38 case study in risk management: private wealth
14 portfolio management for institutional investors
33 portfolio management for institutional investors