FinQuiz

STUDY  PLAN  FOR  JUNE-­‐2018  EXAM

CFA  LEVEL-­‐III
Starting  Date 08/27/17
Exam  Date 06/23/18 Total  Topic  Areas 14
Exam  Length 6  Hours  (Two  parts  of  3  Hours) Total  Study  Sessions 18
Essay  Questions  (Morning) Total  Time  Available
Total  Questions Approximately  42  Weeks  (300  Days)  
10  Item  Sets  (Evening) (Till  Exam)

Topic  Area  Weights  for  the  CFA  Exam

Topic  Area %  Weight
I Ethical  &  Professional  Standards 10-­‐15
II Economics 5-­‐15
III Equity  Investments 5-­‐15
IV Fixed  Income 10-­‐20
V Derivatives 5-­‐15
VI Alternative  Investments 5-­‐15
VII Portfolio  Management  &  Wealth  Planning   40-­‐55
(Actual  exam  weights  may  vary  slightly  and  some  topics  are  combined  for  testing  purposes)
Study  
Month Week Dates Activity Reading Topics
Session
FinQuiz  Notes  /  Curriculum  Reading 5 The  Behavioral  Finance  Perspective
1  -­‐  2 08/27/17  -­‐  09/10/17 End-­‐of-­‐chapter  Questions 3 6 The  Behavioral  Biases  of  Individuals
FinQuiz  Practice  Questions 7 Behavioral  Finance  &  Investment  Processes
Review  (FinQuiz  Smart  Summary)  &  
1 3 5-­‐7 Behavioral  Finance
Practice  Essay  Type  Questions
FinQuiz  Notes  /  Curriculum  Reading
8 Managing  Individual  Investor  Portfolios
3  -­‐  4 09/11/17  -­‐  09/24/17 End-­‐of-­‐chapter  Questions 4
FinQuiz  Practice  Questions 9 Taxes  and  Private  Wealth  Management  in  a  Global  Context
FinQuiz  Notes  /  Curriculum  Reading 10 Estate  Planning  in  a  Global  Context
5  -­‐  6 09/25/17  -­‐  10/08/17 End-­‐of-­‐chapter  Questions 11 Conentrated  Single  Asset  Positions  
5
FinQuiz  Practice  Questions 12 Risk  Management  for  Individuals  
Review  (FinQuiz  Smart  Summary)  &  
4-­‐5 8-­‐12 Private  Wealth  Management
Practice  Essay  Type  Questions
2
FinQuiz  Notes  /  Curriculum  Reading
7 10/09/17  -­‐  10/15/17 End-­‐of-­‐chapter  Questions 6 13 Managing  Institutional  Investor  Portfolios  
FinQuiz  Practice  Questions
Review  (FinQuiz  Smart  Summary)  &  
8 10/16/17  -­‐  10/22/17 6 13 Portfolio  Management  for  Institutional  Investors
Practice  Essay  Type  Questions

Complete  Review  of  Book  2

9 10/23/17  -­‐  10/29/17
Attempt  FinQuiz  Mock  Exam  1  &  2  for  respective  sections
FinQuiz  Notes  /  Curriculum  Reading 7 14 Capital  Market  Expectations
3 10  -­‐  11 10/30/17  -­‐  11/12/17 End-­‐of-­‐chapter  Questions 15 Equity  market  Valuation
FinQuiz  Practice  Questions
FinQuiz  Notes  /  Curriculum  Reading 8 16 Introduction  to  Asset  Allocation
12 11/13/17  -­‐  11/19/17 End-­‐of-­‐chapter  Questions 17 Principles  of  Asset  Allocation
FinQuiz  Practice  Questions
FinQuiz  Notes  /  Curriculum  Reading 18 Asset  Allocation  with  Real-­‐world  Constraints
13  -­‐  14 11/20/17  -­‐  12/03/17 End-­‐of-­‐chapter  Questions 9 19 Currency  Management:  An  Introduction
FinQuiz  Practice  Questions 20 Market  Indexes  &  Benchmarks
Review  (FinQuiz  Smart  Summary)  &  
4 15 12/04/17  -­‐  12/10/17 7-­‐9 14-­‐20 Capital  Market  Expectations  and  Asset  Allocation
Practice  Essay  Type  Questions

Complete  Review  of  Book  3

16 12/11/17  -­‐  12/17/17
Attempt  FinQuiz  Mock  Exam  1  &  2  for  respective  sections
FinQuiz  Notes  /  Curriculum  Reading 21 Introduction  to  Fixed-­‐income  Portfolio  Management
17 12/18/17  -­‐  12/24/17 End-­‐of-­‐chapter  Questions 10
22 Liability-­‐driven  and  Index-­‐based  Strategies
FinQuiz  Practice  Questions
FinQuiz  Notes  /  Curriculum  Reading
23 Yield  Curve  Strategies
End-­‐of-­‐chapter  Questions
18 12/25/17  -­‐  12/31/17 11
FinQuiz  Practice  Questions 24 Curve  Strategies
5
FinQuiz  Notes  /  Curriculum  Reading
19 01/01/18  -­‐  01/07/18 End-­‐of-­‐chapter  Questions 12 25 Equity  Portfolio  Management
 5
Study  
Month Week Dates Activity Reading Topics
19 01/01/18  -­‐  01/07/18 Session
12 25 Equity  Portfolio  Management
FinQuiz  Practice  Questions

Review  (FinQuiz  Smart  Summary)  &  

20 01/08/18  -­‐  01/14/18 10-­‐12 21-­‐25 Fixed  Income  and  Equity
Practice  Essay  Type  Questions

Complete  Review  of  Book  4

21 01/15/18  -­‐  01/21/18
Attempt  FinQuiz  Mock  Exam  1  &  2  for  respective  sections
FinQuiz  Notes  /  Curriculum  Reading
22 01/22/18  -­‐  01/28/18 End-­‐of-­‐chapter  Questions 13 26 Alternative  Investments  for  Portfolio  Management
6
FinQuiz  Practice  Questions
14 27 Risk  Management
FinQuiz  Notes  /  Curriculum  Reading
28 Risk  Management  Applications  of  Forward  and  Futures  Strategies
23  -­‐  25 01/29/18  -­‐  02/11/18 End-­‐of-­‐chapter  Questions 29 Risk  Management  Applications  of  Option  Strategies
15
FinQuiz  Practice  Questions 30 Risk  Management  Applications  of  Swap  Strategies

Review  (  FinQuiz  Smart  Summary)  &   Alternative  Investments  and  Risk  Management  &  Application  of  
26 02/12/18  -­‐  02/18/18 13-­‐15 26-­‐30
Practice  Essay  Type  Questions Derivatives

Complete  Review  of  Book  5

27 02/19/18  -­‐  02/25/18

Attempt  FinQuiz  Mock  Exam  1  &  2  for  respective  sections

FinQuiz  Notes  /  Curriculum  Reading
31 Execution  of  Portfolios  Decisions
28  -­‐  29 02/26/18  -­‐  03/11/18 End-­‐of-­‐chapter  Questions 16

FinQuiz  Practice  Questions 32 Monitoring  &  Rebalancing

FinQuiz  Notes  /  Curriculum  Reading

30 03/12/18  -­‐  03/18/18 End-­‐of-­‐chapter  Questions 17 33 Evaluating  Portfolio  Performance

8 FinQuiz  Practice  Questions

Review  (FinQuiz  Smart  Summary)  &  

31 03/19/18  -­‐  03/25/18 16-­‐17 31-­‐33 Trading,  Monitoring,  Rebalancing  and  Performance  Evaluation
Practice  Essay  Type  Questions  

Complete  Review  of  Book  6  except  Reading  34  (GIPS)

32 03/26/18  -­‐  04/01/18

Attempt  FinQuiz  Mock  Exam  1  &  2  for  respective  sections

1 Code  of  Ethics  and  Standards  of  Professional  Conduct
FinQuiz  Smart  Summary/Curriculum   1
2 "Guidance"  for  Standards  I-­‐VII
33 04/02/18  -­‐04/08/18 Reading  
3 Applications  of  the  Code  and  Standards
2
FinQuiz  Practice  Questions 4 Asset  Manager  Code  of  Professional  Conduct

FinQuiz  Smart  Summary/  Curriculum  

Reading  
34 04/09/18  -­‐  04/15/18 18 34 Global  Investment  Performance  Standards  (GIPS)
End-­‐of-­‐chapter  Questions
9 FinQuiz  Practice  Questions
 Study  
Month Week Dates Activity Reading Topics
Session
Review  (FinQuiz  Smart  Summary)  &  
1,2  &  18 1-­‐4  &  34 Ethical  &  Professional  Standards  and  GIPS
Practice  Essay  Type  Questions

Complete  Review  of  Book  1

35 04/16/18  -­‐  04/22/18
Attempt  FinQuiz  Mock  Exam  1  &  2  for  respective  sections

Complete  Review  of  Book  1  &  2

36 04/23/18  -­‐  04/29/18
Attempt  FinQuiz  Mock  Exam  3  for  respective  Sections

Complete  Review  of  Book  2  &  3

37 04/30/18  -­‐  05/06/18
Attempt  FinQuiz  Mock  Exam  3  for  respective  Sections
10
Complete  Review  of  Book  4  &  5
38 05/07/18  -­‐  05/13/18

Attempt  FinQuiz  Mock  Exam  3  for  respective  Sections

Attempt  CFA  Institute's  Actual  Exams  of  2017,  2016  &  2015
39  -­‐  42 05/14/18  -­‐  06/10/18 Attempt  FinQuiz  Mock  Exam  4
Attempt  FinQuiz  Mock  Exam  5
Final  Review
11 43  -­‐  44 06/11/18  -­‐  06/22/18
Attempt  FinQuiz  Mock  Exam  6

Actual  Exam  on  June  23,  2018