The perfect study aid to boost your confidence right before the Level III CFA exam
Wiley's Level III CFA Program 11th Hour Final Review Study Guide 2023 is a concise review of the concepts covered on Level III of the Chartered Financial Analyst certification exams. Rather than act as a primary study tool, the book offers a straightforward and effective way to review the topics covered by the exam.
The book covers:
- Ethical and professional standards
- Financial analysis tools and economics
- Portfolio management and analysis
- Assets, including equity investments, derivatives, fixed income, and alternative investments
Perfect for any prospective CFA Level III exam taker seeking to improve their confidence with the subjects covered by the test, Wiley's Level III CFA Program 11th Hour Final Review Study Guide 2023 is a critical resource for improving your retention and understanding of core concepts licensed CFAs use every day.
Table of Contents
Foreword vii
Behavioral Finance (BF)
Study Session 1: Behavioral Finance 1
Capital Market Expectations (CME)
Study Session 2: Capital Market Expectations 15
Asset Allocation and Related Decisions in Portfolio Management (AA)
Study Session 3: Asset Allocation and Related Decisions in Portfolio Management 33
Derivatives and Currency Management (DR)
Study Session 4: Derivatives and Currency Management 55
Fixed Income Portfolio Management (FI)
Study Session 5: Fixed Income Portfolio Management (1) 85
Study Session 6: Fixed Income Portfolio Management (2) 99
Equity Portfolio Management (EQ)
Study Session 7: Equity Portfolio Management (1) 119
Study Session 8: Equity Portfolio Management (2) 133
Alternative Investments for Portfolio Management (AI)
Study Session 9: Alternative Investments for Portfolio Management 149
Private Wealth Management (PWM)
Study Session 10: Private Wealth Management (1) 171
Study Session 11: Private Wealth Management (2) 193
Portfolio Management for Institutional Investors (PM)
Study Session 12: Portfolio Management for Institutional Investors 207
Trading, Performance Evaluation, and Manager Selection (TPE)
Study Session 13: Trading, Performance Evaluation, and Manager Selection 219
Cases in Portfolio Management and Risk Management (CAS)
Study Session 14: Cases in Portfolio Management and Risk Management 251
Ethical and Professional Standards (ET)
Study Session 15: Ethical and Professional Standards (1) 265
Study Session 16: Ethical and Professional Standards (2) 327
