Level III 2017 2018 program changes by IFT

Level III: 2017 - 2018 Program Changes The 2018 Level III curriculum has 34 readings There are new readings, Alt is rewritten, readings are dropped For any questions or comments please email us at support@ift.world Notes & Key Red Green Yellow To view IFT Level III prep packages click here 2018 Packages are on Sale Now at www.ift.world Study Session SS 2017 # Reading Name Code of Ethics and Professional Standards Guidance for Standards I–VII Removed New/Added Updated Reading Name 2018 # Code of Ethics and Professional Standards Guidance for Standards I–VII Comments SS Applications of the Codes and Standards Asset Manager Code of Professional Conduct Applications of the Codes and Standards Asset Manager Code of Professional Conduct SS The Behavioral Finance Perspective The Behavioral Biases of Individuals Behavioral Finance and Investment Processes The Behavioral Finance Perspective The Behavioral Biases of Individuals Behavioral Finance and Investment Processes SS 10 Managing Individual Investor Portfolios Taxes and Private Wealth Management in a Global Context Estate Planning in a Global Context 10 Managing Individual Investor Portfolios Taxes and Private Wealth Management in a Global Context Estate Planning in a Global Context SS 11 12 Concentrated Single Asset Positions Risk Management for Individuals 11 12 Concentrated Single Asset Positions Risk Management for Individuals SS 13 14 Managing Institutional Investor Portfolios Linking Pension Liabilities to Assets 13 Managing Institutional Investor Portfolios SS 15 16 Capital Market Expectations Equity Market Valuation 14 15 Capital Market Expectations Equity Market Valuation 17 Asset Allocation 16 17 Introduction to Asset Allocation Principles of Asset Allocation 18 19 Currency Management: An Introduction Market Indexes and Benchmarks 18 19 20 Asset Allocation with Real-World Constraints Currency Management: An Introduction Market Indexes and Benchmarks SS 10 20 21 Fixed-Income Portfolio Management—Part I Relative-Value Methodologies for Global Credit Bond Portfolio Management 21 22 Introduction to Fixed-Income Portfolio Management Liability-Driven and Index-Based Strategies New EOC questions New EOC questions SS 11 22 Fixed-Income Portfolio Management—Part II 23 24 Yield Curve Strategies Credit Strategies New EOC questions New EOC questions SS 12 23 Equity Portfolio Management 25 Equity Portfolio Management SS 13 24 Alternative Investments Portfolio Management 26 Alternative Investments Portfolio Management SS 14 25 Risk Management 27 Risk Management SS 15 26 27 28 Risk Management Applications of Forward and Futures Strategies Risk Management Applications of Option Strategies Risk Management Applications of Swap Strategies 28 29 30 Risk Management Applications of Forward and Futures Strategies Risk Management Applications of Option Strategies Risk Management Applications of Swap Strategies 29 30 Execution of Portfolio Decisions Monitoring and Rebalancing 31 32 Execution of Portfolio Decisions Monitoring and Rebalancing SS SS SS 16 www.ift.world New EOC questions New EOC questions Completely rewritten New EOC questions Level III: 2017 - 2018 Program Changes Reading Name Reading Name Study Session 2017 # 2018 # SS 17 31 Evaluating Portfolio Performance 33 Evaluating Portfolio Performance SS 18 32 Overview of the Global Investment Performance Standards 34 Overview of the Global Investment Performance Standards 2018 Packages are on Sale Now at www.ift.world www.ift.world Comments