Tài Liệu Level III 2018 2019 program changes

Level III: 2018-2019 Program Changes The 2019 Level III curriculum has 37 readings There are new readings, readings are dropped, has changes For any questions or comments please email us at support@ift.world Notes & Key Red Green Yellow Removed New/Added Updated To view IFT Level III prep packages click here 2019 Packages are on Sale Now at www.ift.world Study Session SS SS Reading Name 2018 # Code of Ethics and Professional Standards Guidance for Standards I–VII Applications of the Codes and Standards Asset Manager Code of Professional Conduct Reading Name Code of Ethics and Professional Standards Guidance for Standards I–VII SS Applications of the Codes and Standards Asset Manager Code of Professional Conduct SS Overview of the Asset Management Industry and Portfolio Management Professionalism in Investment Management 2019 # SS SS The Behavioral Finance Perspective The Behavioral Biases of Individuals Behavioral Finance and Investment Processes SS 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 SS 10 11 12 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 SS 13 14 Concentrated Single Asset Positions Risk Management for Individuals SS 13 Managing Institutional Investor Portfolios SS 15 Managing Institutional Investor Portfolios SS 14 15 Capital Market Expectations Equity Market Valuation SS 16 17 Capital Market Expectations Equity Market Valuation 16 17 Introduction to Asset Allocation Principles of Asset Allocation SS 18 19 Introduction to Asset Allocation Principles of Asset Allocation SS 18 19 20 Asset Allocation with Real-World Constraints Currency Management: An Introduction Market Indexes and Benchmarks SS 10 20 21 Asset Allocation with Real-World Constraints Currency Management: An Introduction SS 10 21 22 Introduction to Fixed-Income Portfolio Management Liability-Driven and Index-Based Strategies SS 11 22 23 Fixed-Income Portfolio Management: Introduction Liability-Driven and Index-Based Strategies SS 11 23 24 Yield Curve Strategies Credit Strategies SS 12 24 25 Yield Curve Strategies Fixed-Income Active Management: Credit Strategies SS 12 25 Equity Portfolio Management SS 13 26 27 Introduction to Equity Portfolio Management Passive Equity Investing SS 14 28 29 Active Equity Investing: Strategies Active Equity Investing: Portfolio Construction SS 15 30 Alternative Investments Portfolio Management SS8 SS 13 26 Alternative Investments Portfolio Management www.ift.world Comments Level III: 2018-2019 Program Changes SS 14 27 Risk Management SS 16 31 Risk Management SS 15 28 29 30 Risk Management Applications of Forward and Futures Strategies Risk Management Applications of Option Strategies Risk Management Applications of Swap Strategies SS 17 32 33 34 Risk Management Applications of Forward and Futures Strategies Risk Management Applications of Option Strategies Risk Management Applications of Swap Strategies SS 16 31 32 Execution of Portfolio Decisions Monitoring and Rebalancing SS 18 35 Execution of Portfolio Decisions SS 17 33 Evaluating Portfolio Performance SS 18 34 Overview of the Global Investment Performance Standards SS17 & SS18 merged into a single SS SS 19 36 37 Evaluating Portfolio Performance Overview of the Global Investment Performance Standards 2019 Packages are on Sale Now at www.ift.world www.ift.world .. .Level III: 2018- 2019 Program Changes SS 14 27 Risk Management SS 16 31 Risk Management SS 15 28 29 30 Risk Management... 36 37 Evaluating Portfolio Performance Overview of the Global Investment Performance Standards 2019 Packages are on Sale Now at www.ift.world www.ift.world