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CFA Exam Review ® efficientlearning.com/cfa Welcome to Virtual Classroom: CFA® Level III Live Online Classes for June 2019 Exam Classes Start January 16, 2019 Our Virtual Classroom Series features 15 instructor-led classes designed to prepare you for the exam Included as a core component of our Platinum or Gold CFA Exam Review Courses, Wiley Virtual Classes are live online interactive CFA® classes, delivered by top instructors, Peter Olinto, CPA, JD, and David Hetherington, CFA, who have helped hundreds of students to pass the CFA® exam Designed to help candidates apply readings and courseware to live instruction, students are provided real-time overviews, watch as the instructor discusses the most frequently missed or difficult questions on the exam, and can ask questions throughout the lesson • Each class will last approximately 2-3 hours, including the lecture, worked problems, and Q&A Peter Olinto David Hetherington • Classes include a 10-20 minute break • There are 15 classes in Level III • An archive with class recordings will be made available for students unavailable to attend the live event so that you never miss a class! 2019 Virtual Class Schedule:* Session Name and Details Date Time Instructor class Student Orientation January 16, 2019 12pm ET/5pm BT Darren Degraaf class Ethics Overview, The Asset Management january 20, 2019 9am ET/5pm BT Industry and Professionalism and Behavioral Finance Reading 1: Code of Ethics and Standards of Professional Conduct Reading 2: Guidance for Standards I–VII Reading 3: Application of the Code and Standards Reading 4: Asset Manager Code of Professional Conduct Reading 5: Overview of the Asset Management Industry and Portfolio Management Reading 6: Professionalism in Investment Management Reading 7: The Behavioral Finance Perspective Reading 8: The Behavioral Biases of Individuals Reading 9: Behavioral Finance and Investment Processes David Hetherginton class January 27, 2019 Individual IPS and Taxes Reading 10: Managing Individual Investor Portfolios Reading 11: Taxes and Private Wealth Management in a Global Context 9am ET/5pm BT David Hetherington class Estate Planning, Concentrated Positions and Risk Management Reading 12: Estate Planning in a Global Context Reading 13: Concentrated Single-Asset Positions Reading 14: Risk Management for Individuals February 03, 2019 9am ET/5pm BT David Hetherington class Institutional IPS and Capital Market Expectations Reading 15: Managing Institutional Investor Portfolios Reading 16: Capital Market Expectations February 10, 2019 9am ET/5pm BT David Hetherington *Timings, days and instructors are subject to change CFA Institute does not endorse, promote or warrant the accuracy or quality of Wiley’s CFA Exam Review CFA®and Chartered Financial Analyst® are registered trademarks owned by CFA Institute Session Name and Details class Capital Market Expectations, Equity Market Valuation and Asset Allocation Reading 17: Equity Market Valuation Reading 18: Introduction to Asset Allocation Reading 19: Principles of Asset Allocation class Time 9am ET/5pm BT David Hetherington Asset Allocation and Currency Reading 20: Asset Allocation with Real-World Constraints Reading 21: Currency Management: An Introduction 9am ET/5pm BT David Hetherington class Fixed-Income Reading 22: Introduction to Fixed-Income Reading 23: Liability-Driven and Index-Based Strategies 9am ET/5pm BT David Hetherington class Fixed-Income Reading 24: Yield Curve Strategies Reading 25: Fixed-Income Active Mangement: Credit Strategies 9am ET/5pm BT David Hetherington class 10 Equity Valuation - Residual Income and Private Company Valuation Reading 26: Introduction to Equity Portfolio Management Reading 27: Passive Equity Investing Reading 28: Active Equity Investing: Strategies 9am ET/5pm BT David Hetherington class 11 Equity and Alternative Investments Reading 29: Active Equity Investing: Portfolio Construction Reading 30: Alternative Investments Portfolio Management 9am ET/5pm BT David Hetherington class 12 Risk Management, Futures and Forwards March 31, 2019 Reading 31: Risk Management Reading 32: Risk Management Applications of Forward and Futures Strategies 9am ET/5pm BT David Hetherington class 13 Options and Swaps Reading 33: Risk Management Applications of Option Strategies Reading 34: Risk Management Applications of Swap Strategies 9am ET/5pm BT David Hetherington class 14 Trading and Performance Evaluation Reading 35: Execution of Portfolio Decisions Reading 36: Evaluating Portfolio Performance 9am ET/5pm BT David Hetherington class 15 GIPS, Catch-up and General Discussion Reading 37: Overview of the Global Investment Performance Standards 9am ET/5pm BT David Hetherington *Timings, days and instructors are subject to change CFA Institute does not endorse, promote or warrant the accuracy or quality of Wiley’s CFA Exam Review CFA®and Chartered Financial Analyst® are registered trademarks owned by CFA Institute ... to change CFA Institute does not endorse, promote or warrant the accuracy or quality of Wiley’s CFA Exam Review CFA and Chartered Financial Analyst® are registered trademarks owned by CFA Institute... Alternative Investments Portfolio Management 9am ET/5pm BT David Hetherington class 12 Risk Management, Futures and Forwards March 31, 2019 Reading 31: Risk Management Reading 32: Risk Management Applications... Hetherington class 13 Options and Swaps Reading 33: Risk Management Applications of Option Strategies Reading 34: Risk Management Applications of Swap Strategies 9am ET/5pm BT David Hetherington class
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