Level III 2019 Class Schedule

Reading No. Reading Name Date

7 The Behavioral Finance Perspective Saturday, December 01, 2018
8 The Behavioral Biases of Individuals Tuesday, December 04, 2018
9 Behavioral Finance and Investment Processes Saturday, December 08, 2018
10 Managing Individual Investor Portfolios Tuesday, December 11, 2018
11 Taxes and Private Wealth Management in a Global Context Saturday, December 15, 2018
12 Estate Planning in a Global Context Tuesday, December 18, 2018
13 Concentrated Single Asset Positions Saturday, December 22, 2018
14 Risk Management for Individuals Tuesday, December 25, 2018
15 Managing Institutional Investor Portfolios Saturday, December 29, 2018
16 Capital Market Expectations Tuesday, January 01, 2019
17 Equity Market Valuation Saturday, January 05, 2019
18 Introduction to Asset Allocation Tuesday, January 08, 2019
19 Principles of Asset Allocation Saturday, January 12, 2019
20 Asset Allocation with Real-World Constraints Tuesday, January 15, 2019
21 Currency Management: An Introduction Saturday, January 19, 2019
22 Fixed-Income Portfolio Management: Introduction Tuesday, January 22, 2019
23 Liability-Driven and Index-Based Strategies Saturday, January 26, 2019
24 Yield Curve Strategies Tuesday, January 29, 2019
25 Fixed-Income Active Management: Credit Strategies Saturday, February 02, 2019
26 Introduction to Equity Portfolio Management Tuesday, February 05, 2019
27 Passive Equity Investing Saturday, February 09, 2019
28 Active Equity Investing: Strategies Tuesday, February 12, 2019
29 Active Equity Investing: Portfolio Construction Saturday, February 16, 2019
30 Alternative Investments Portfolio Management Tuesday, February 19, 2019
31 Risk Management Saturday, February 23, 2019
32 Risk Management Applications of Forward and Futures Strategies Tuesday, February 26, 2019
33 Risk Management Applications of Option Strategies Saturday, March 02, 2019
34 Risk Management Applications of Swap Strategies Tuesday, March 05, 2019
35 Execution of Portfolio Decisions Saturday, March 09, 2019
36 Evaluating Portfolio Performance Tuesday, March 12, 2019
37 Overview of the Global Investment Performance Standards Saturday, March 16, 2019
1 Code of Ethics and Professional Standards Tuesday, March 19, 2019
2 Guidance for Standards I–VII Saturday, March 23, 2019
3 Applications of the Codes and Standards Tuesday, March 26, 2019
4 Asset Manager Code of Professional Conduct Saturday, March 30, 2019
5 Overview of the Asset Management Industry and Portfolio Management Tuesday, April 02, 2019
6 Professionalism in Investment Management Saturday, April 06, 2019