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FinQuiz STUDY PLAN FOR JUNE-‐2018 EXAM CFA LEVEL-‐III Starting Date Exam Date Exam Length 08/27/17 06/23/18 Total Topic Areas Hours (Two parts of 3 Hours) Total Study Sessions Essay Questions (Morning) Total Time Available 10 Item Sets (Evening) (Till Exam) Total Questions 14 18 Approximately 42 Weeks (300 Days) Topic Area Weights for the CFA Exam Topic Area I II III IV V VI VII Month % Weight 10-‐15 5-‐15 5-‐15 10-‐20 5-‐15 5-‐15 40-‐55 Ethical & Professional Standards Economics Equity Investments Fixed Income Derivatives Alternative Investments Portfolio Management & Wealth Planning Week Dates -‐ 2 08/27/17 -‐ 09/10/17 (Actual exam weights may vary slightly and some topics are combined for testing purposes) Study Activity Reading Topics Session FinQuiz Notes / Curriculum Reading End-‐of-‐chapter Questions FinQuiz Practice Questions Review (FinQuiz Smart Summary) & Practice Essay Type Questions -‐ 4 -‐ 6 09/11/17 -‐ 09/24/17 09/25/17 -‐ 10/08/17 FinQuiz Notes / Curriculum Reading End-‐of-‐chapter Questions The Behavioral Finance Perspective The Behavioral Biases of Individuals Behavioral Finance & Investment Processes 5-‐7 Behavioral Finance Managing Individual Investor Portfolios FinQuiz Practice Questions Taxes and Private Wealth Management in a Global Context FinQuiz Notes / Curriculum Reading End-‐of-‐chapter Questions 10 11 Estate Planning in a Global Context Conentrated Single Asset Positions 12 Risk Management for Individuals FinQuiz Practice Questions Review (FinQuiz Smart Summary) & Practice Essay Type Questions 4-‐5 8-‐12 Private Wealth Management 13 Managing Institutional Investor Portfolios 13 Portfolio Management for Institutional Investors FinQuiz Notes / Curriculum Reading 10/09/17 -‐ 10/15/17 End-‐of-‐chapter Questions FinQuiz Practice Questions 10/16/17 -‐ 10/22/17 10/23/17 -‐ 10/29/17 Review (FinQuiz Smart Summary) & Practice Essay Type Questions Complete Review of Book 2 Attempt FinQuiz Mock Exam 1 & 2 for respective sections FinQuiz Notes / Curriculum Reading 10 -‐ 11 10/30/17 -‐ 11/12/17 End-‐of-‐chapter Questions 14 Capital Market Expectations 15 Equity market Valuation 16 Introduction to Asset Allocation 17 Principles of Asset Allocation 18 Asset Allocation with Real-‐world Constraints 19 Currency Management: An Introduction 20 Market Indexes & Benchmarks FinQuiz Practice Questions FinQuiz Notes / Curriculum Reading 12 11/13/17 -‐ 11/19/17 End-‐of-‐chapter Questions FinQuiz Practice Questions FinQuiz Notes / Curriculum Reading 13 -‐ 14 11/20/17 -‐ 12/03/17 End-‐of-‐chapter Questions FinQuiz Practice Questions 15 12/04/17 -‐ 12/10/17 16 12/11/17 -‐ 12/17/17 Review (FinQuiz Smart Summary) & Practice Essay Type Questions 7-‐9 14-‐20 Capital Market Expectations and Asset Allocation Complete Review of Book 3 Attempt FinQuiz Mock Exam 1 & 2 for respective sections FinQuiz Notes / Curriculum Reading 17 18 12/18/17 -‐ 12/24/17 12/25/17 -‐ 12/31/17 End-‐of-‐chapter Questions FinQuiz Practice Questions FinQuiz Notes / Curriculum Reading End-‐of-‐chapter Questions 10 19 01/01/18 -‐ 01/07/18 FinQuiz Notes / Curriculum Reading End-‐of-‐chapter Questions Introduction to Fixed-‐income Portfolio Management 22 Liability-‐driven and Index-‐based Strategies 23 Yield Curve Strategies 24 Curve Strategies 25 Equity Portfolio Management 11 FinQuiz Practice Questions 21 12 Month Week 19 Dates 01/01/18 -‐ 01/07/18 Activity Study Session 12 Reading 10-‐12 21-‐25 25 Equity Portfolio Management Topics FinQuiz Practice Questions 20 01/08/18 -‐ 01/14/18 21 01/15/18 -‐ 01/21/18 Review (FinQuiz Smart Summary) & Practice Essay Type Questions Fixed Income and Equity Complete Review of Book 4 Attempt FinQuiz Mock Exam 1 & 2 for respective sections 22 01/22/18 -‐ 01/28/18 FinQuiz Notes / Curriculum Reading End-‐of-‐chapter Questions FinQuiz Practice Questions FinQuiz Notes / Curriculum Reading 23 -‐ 25 01/29/18 -‐ 02/11/18 End-‐of-‐chapter Questions 13 26 Alternative Investments for Portfolio Management 14 27 Risk Management 28 Risk Management Applications of Forward and Futures Strategies 29 Risk Management Applications of Option Strategies 30 Risk Management Applications of Swap Strategies 15 FinQuiz Practice Questions 26 02/12/18 -‐ 02/18/18 27 02/19/18 -‐ 02/25/18 Review ( FinQuiz Smart Summary) & Practice Essay Type Questions 13-‐15 26-‐30 Alternative Investments and Risk Management & Application of Derivatives Complete Review of Book 5 Attempt FinQuiz Mock Exam 1 & 2 for respective sections FinQuiz Notes / Curriculum Reading 28 -‐ 29 02/26/18 -‐ 03/11/18 31 Execution of Portfolios Decisions 32 Monitoring & Rebalancing 17 33 Evaluating Portfolio Performance 16-‐17 31-‐33 16 End-‐of-‐chapter Questions FinQuiz Practice Questions FinQuiz Notes / Curriculum Reading 30 03/12/18 -‐ 03/18/18 End-‐of-‐chapter Questions FinQuiz Practice Questions 31 03/19/18 -‐ 03/25/18 32 03/26/18 -‐ 04/01/18 Review (FinQuiz Smart Summary) & Practice Essay Type Questions Trading, Monitoring, Rebalancing and Performance Evaluation Complete Review of Book 6 except Reading 34 (GIPS) Attempt FinQuiz Mock Exam 1 & 2 for respective sections 33 04/02/18 -‐04/08/18 FinQuiz Smart Summary/Curriculum Reading FinQuiz Practice Questions 34 04/09/18 -‐ 04/15/18 FinQuiz Smart Summary/ Curriculum Reading End-‐of-‐chapter Questions FinQuiz Practice Questions 18 Code of Ethics and Standards of Professional Conduct "Guidance" for Standards I-‐VII Applications of the Code and Standards Asset Manager Code of Professional Conduct 34 Global Investment Performance Standards (GIPS) Month Week 35 Dates 04/16/18 -‐ 04/22/18 Activity Study Session Reading Topics Review (FinQuiz Smart Summary) & Practice Essay Type Questions 1,2 & 18 1-‐4 & 34 Ethical & Professional Standards and GIPS Complete Review of Book 1 Attempt FinQuiz Mock Exam 1 & 2 for respective sections 36 04/23/18 -‐ 04/29/18 Complete Review of Book 1 & 2 Attempt FinQuiz Mock Exam 3 for respective Sections 37 04/30/18 -‐ 05/06/18 Complete Review of Book 2 & 3 Attempt FinQuiz Mock Exam 3 for respective Sections 10 38 11 05/07/18 -‐ 05/13/18 39 -‐ 42 05/14/18 -‐ 06/10/18 43 -‐ 44 06/11/18 -‐ 06/22/18 Complete Review of Book 4 & 5 Attempt FinQuiz Mock Exam 3 for respective Sections Attempt CFA Institute's Actual Exams of 2017, 2016 & 2015 Attempt FinQuiz Mock Exam 4 Attempt FinQuiz Mock Exam 5 Final Review Attempt FinQuiz Mock Exam 6 Actual Exam on June 23, 2018 ... Performance 16-‐17 31 - 33 16 End-‐of-‐chapter Questions FinQuiz Practice Questions FinQuiz Notes / Curriculum Reading 30 03/ 12/18 -‐ 03/ 18/18 End-‐of-‐chapter Questions FinQuiz Practice... Attempt FinQuiz Mock Exam 3 for respective Sections 37 04 /30 /18 -‐ 05/06/18 Complete Review of Book 2 & 3 Attempt FinQuiz Mock Exam 3 for respective Sections 10 38 11 05/07/18... Reading 34 (GIPS) Attempt FinQuiz Mock Exam 1 & 2 for respective sections 33 04/02/18 -‐04/08/18 FinQuiz Smart Summary/Curriculum Reading FinQuiz Practice Questions 34 04/09/18
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