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Comprehensive notes written in English for the exam, include tables, diagrams, model answers and answering tactics. I have a history in tutoring and note writing and have focused on the most important aspects to pass the CFA Level 3 exam.
***I drew the content from both the study materials provided by the CFA Institute and the Kaplan Schweser study materials. In addition, I reconcile and organise the content from both sources in three months with tables, diagrams, model answers and answering tactics. Possessing this notes means you saved yourself three months of work in pulling and organising the CFA Level 3 curriculum.
About the author:
I am a graduate from the University of Adelaide, with Bachelors in Accounting and Corporate Finance. I have work experience in Australia, China and Hong Kong with a comprehensive understanding of corporate finance and financial markets. I am a CPA Associate Member and passed CFA Level III exam. I am in particular a specialist in: Investment research and analysis, Portfolio Management, Investment decision-making and strategy, Investment performance and risk evaluation, Financial Statement analysis, Financial innovation, products and markets and Cross cultural adoption and collaboration.
Topics covered in these notes are:
Reading 1&2_Code of Ethics and Standard of Professional Conduct Guidance for Standards I-VII
Reading 3_Application of the Code and Standards
Reading 4_Asset Manager Code of Professional Conduct
Reading 5_Behavioural Finance Perspective
Reading 6_Behavioural Biases of Individuals
Reading 7_Behavioural Finance and Investment Process
Reading 8_Managing Individual Investor Portfolios
Reading 9_Taxes and Private Wealth Management in a Global Context
Reading 10_Estate Planning in a Global Context
Reading 11_Concentrated Single-Asset Positions
Reading 12_Risk Management for Individuals
Reading 13_Managing Institutional Investor Portfolios
Reading 14_Capital Market Expectations
Reading 15_Equity Market Valuation
Reading 16_Introduction to Asset Allocation
Reading 17_Principles of Asset Allocation
Reading 18_Asset Allocation with Real-World Constraints
Reading 19_Currency Management_An Introduction
Reading 20_Market Indexes and Benchmarks
Reading 21_Introduction to Fixed-Income Portfolio Management
Reading 22_Liability-Driven and Index-Based Strategies
Reading 23_Yield Curve Strategies
Reading 24_Credit Strategies
Reading 25_Equity Portfolio Management
Reading 26_Alternative Investment Portfolio Management
Reading 27_Risk Management
Reading 28_Risk Management Applications of Forward and Futures Strategies
Reading 29_Risk Management Applications of Option Strategies
Reading 30_Risk Management Applications of Swap Strategies
Reading 31_Execution of Portfolio Decisions
Reading 32_Monitoring and Rebalancing
Reading 33_Evaluating Portfolio Performance
Reading 34_Overview of the Global Investment Performance Standard
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