Schedule Level III June - 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 2019 - Level III CFA Weekday Evening Class

Part 1: Understanding and Practice

DatesDayTimeTopics
08 JanTue18.30 to 21.00Introduction / Risk Management
10 JanThu18.30 to 21.00Risk Management
15 JanTue18.30 to 21.00Risk Management Applications of Derivatives
17 JanThu18.30 to 21.00Risk Management Applications of Derivatives
22 JanTue18.30 to 21.00Risk Management Applications of Derivatives
24 JanThu18.30 to 21.00Asset Allocation
30 JanWed18.30 to 21.00Asset Allocation
04 FebMon18.30 to 21.00Asset Allocation
06 FebWed18.30 to 21.00Monitoring and Rebalancing
15 Feb Fri18.30 to 21.00Execution of Portfolio Decisions
22 FebFri18.30 to 21.00Portfolio Management for Institutional Investors
25 FebMon18.30 to 21.00Private Wealth Management
04 MarMon18.30 to 21.00Private Wealth Management / Behavioral Finance
14 MarThu18.30 to 21.00Equity Portfolio Management
21 MarThu18.30 to 21.00Performance Evaluation and Attribution
25 MarMon18.30 to 21.00Management of Fixed Income Portfolios
01 AprMon18.30 to 21.00Global Investment Performance Standards (GIPS)
17 AprWed18.30 to 21.00Management of Fixed Income Portfolios
24 AprWed18.30 to 21.00Management of Fixed Income Portfolios
29 AprMon18.30 to 21.00Economics: Capital Market Expectations
02 MayThu18.30 to 21.00Economics: Equity Market Valuation
08 MayWed 18.30 to 21.00Alternative Investments

Part 2: Review and Practice

DatesDayTimeTopics
15 MayWed18.30 to 21.00Risk Management Applications of Derivatives / Risk Management
16 MayThu18.30 to 21.00Portfolio Management for Institutional Investors / Equity Portfolio Management
22 MayWed18.30 to 21.00Management of Fixed Income Portfolios
29 MayWed18.30 to 21.00Asset Allocation / Execution of Portfolio Decisions

Part 3: Trial Exam

DATESDAYTIMETOPICS
01 JunSat09.00 to 12.00Trial Exam