Schedule Level III November - Live Four-Month Courses in Zurich

Level III Schedule

TopicsLessons part 1Lessons part 2Total
Equity Portfolio Management314
Risk Management617
Alternative Investments / Economics9-9
Management of Fixed Income Portfolios9312
Risk Management Applications of Derivatives9211
Portfolio Management*24529
Performance Measurement and Presentation6-6
Total 661278
Trial Exam3
Total81

* incl. Behavioral Finance, Private Wealth Management, Portfolio Management for Institutional Investors, Asset Allocation, Execution of Portfolio Decisions as well as Monitoring and Rebalancing

Dates and Times 2022 - Level III CFA Weekday Evening Class

Part 1: Understanding and Practice

DatesDayTimeTopics
08 AugMon18.30 to 21.00Introduction / Risk Management
10 AugWed18.30 to 21.00Risk Management
15 AugMon18.30 to 21.00Risk Management Applications of Derivatives
17 AugWed18.30 to 21.00Risk Management Applications of Derivatives
22 AugMon18.30 to 21.00Risk Management Applications of Derivatives
24 AugWed18.30 to 21.00Asset Allocation
29 AugMon18.30 to 21.00Asset Allocation
31 AugWed18.30 to 21.00Asset Allocation
05 SepMon18.30 to 21.00Monitoring and Rebalancing
07 SepWed18.30 to 21.00Execution of Portfolio Decisions
12 SepMon18.30 to 21.00Portfolio Management for Institutional Investors
14 SepWed18.30 to 21.00Private Wealth Management
19 SepMon18.30 to 21.00Private Wealth Management / Behavioral Finance
26 SepMon18.30 to 21.00Equity Portfolio Management
30 SepFri18.30 to 21.00Performance Evaluation and Attribution
03 OctMon18.30 to 21.00Global Investment Performance Standards (GIPS)
07 OctFri18.30 to 21.00Management of Fixed Income Portfolios
10 OctMon18.30 to 21.00Management of Fixed Income Portfolios
14 OctFri18.30 to 21.00Management of Fixed Income Portfolios
17 OctMon18.30 to 21.00Economics
21 OctFri18.30 to 21.00Economics
24 OctMon18.30 to 21.00Alternative Investments

Part 2: Review and Practice

DatesDayTimeTopics
31 OctMon18.30 to 21.00Risk Management Applications of Derivatives / Risk Management
04 NovFri18.30 to 21.00Portfolio Management for Institutional Investors / Equity Portfolio Management
07 NovMon18.30 to 21.00Management of Fixed Income Portfolios
14 NovMon18.30 to 21.00Asset Allocation / Execution of Portfolio Decisions

Part 3: Trial Exam

DATESDAYTIMETOPICS
12 NovSat09.00 to 12.00Trial Exam