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CFA Level 3 - Coggle Diagram
CFA Level 3
Section 1
- Behavioral Biases for Individuals
- Categorization of Behavioral Biases
Reasoning influenced by feelings or emotions - Stems from impulse and intuition. Best adapted and decisions are made that recognize and adjust for these biases
Biases based on faulty cognitive reasoning - More easily corrected than emotional biases - better information, education, & advice
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- Behavioral Finance and Investment Process
- Capital Market Expectations - Part 1
- Capital Market Expectations - Part 2
Section 2
- Overview of Asset Allocation
- Principles of Asset Allocation
- Asset Allocation with real life constraints
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- SWAPS, FORWARDS, and FUTURES Strategies
- Currency Management - An Introduction
Section 3
- Overview of Fixed Income Portfolio
- Liability - Driven and Index Based Strategies
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- Fixed Income Active Management - Credit Strategies
- Overview of Equity Portfolio Management
- Passive Equity Investing - Strategies
- Active Equity Investing - Portfolio Construction
Section 4
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- Asset Allocation to Alternative Investments
- Overview of Private Wealth Management
- Topics in Private Wealth Management
- Risk Management for Individuals
Section 5
- Portfolio Management for Institutional Investors
- Trade Strategy and Execution
- Portfolio Performance Evaluation
- Investment Manager Selection
- Case Study in Portfolio Management - Institutional
- Case Study in Risk Management - Private Wealth
- Integrated Cases in Risk Management - Institutional
Section 6
- Code of Ethics and Standards of Professional Conduct
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- Application of the Code and Standards
- Asset Manager Code of Professional Conduct
- Overview of the Global Investment Performance Standards