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    CFA Level 3 Curriculum Changes 2021 (300hours)

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    abcde
    - 2020 L3 curriculum has 38 readings, down from 50 in 2019. 12 readings were removed and 13 added. - 5 readings were updated, mostly minor revisions to portfolio management readings. - Overall it represents a major revamp of the syllabus from 2019.

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    CFA Level 3 Curriculum Changes 2021 (300hours)

    Uploaded by

    abcde
    287 views1 page
    - 2020 L3 curriculum has 38 readings, down from 50 in 2019. 12 readings were removed and 13 added. - 5 readings were updated, mostly minor revisions to portfolio management readings. - Overall it represents a major revamp of the syllabus from 2019.

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    CFA Level 3 Curriculum Changes 2021 (300Hours)

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    - 2020 L3 curriculum has 38 readings, down from 50 in 2019. 12 readings were removed and 13 added. - 5 readings were updated, mostly minor revisions to portfolio management readings. - Overall it represents a major revamp of the syllabus from 2019.

    Copyright:

    © All Rights Reserved
    Download as PDF, TXT or read online from Scribd
    Download as pdf or txt
    287 views1 page

    CFA Level 3 Curriculum Changes 2021 (300hours)

    Uploaded by

    abcde
    - 2020 L3 curriculum has 38 readings, down from 50 in 2019. 12 readings were removed and 13 added. - 5 readings were updated, mostly minor revisions to portfolio management readings. - Overall it represents a major revamp of the syllabus from 2019.

    Copyright:

    © All Rights Reserved
    Download as PDF, TXT or read online from Scribd
    Download as pdf or txt
    of 1

    CFA Level 3: 2020/2021 Curriculum Changes (vs.

    2019)
    Summary: - 2020 L3 has 38 readings: 12 readings removed, 13 added. New Updated
    - 5 readings updated: Mostly revisions in Portfolio Management. Removed Moved
    - Overall, a major revamp of the syllabus.

    Topic Reading # Reading Name Comments


    1 Code of Ethics and Standards of Professional Conduct
    2 Guidance for Standards I-VII
    3 Application of the Code and Standards Minor changes, 2 LOS updated
    Ethics 64 Professionalism in Investment Management
    45 Asset Manager Code of Professional Conduct
    5 Overview of the Asset Management Industry and Portfolio Management
    37 6 Overview of the Global Investment Performance Standards Moved from Portfolio Management
    7 The Behavioral Finance Perspective Major revision
    8 The Behavioral Biases of Individuals
    9 Behavioral Finance & Investment Processes Major revision
    Porfolio Management
    10 Managing Individual Investor Portfolios
    (Part 1)
    18 12 Overview of Asset Allocation Minor change, 1 new LOS added
    19 13 Principles of Asset Allocation
    14 Asset Allocation with Real-World Constraints Major revision
    10 Capital Market Expectations, Part 1: Framework and Macro Considerations
    11 Capital Market Expectations, Part 2: Forecasting Asset Class Returns
    Economics
    16 Capital Market Expectations
    17 Equity Market Valuation
    15 Option Strategies
    16 Swaps, Forwards, and Futures Strategies
    21 17 Currency Management: An Introduction Moved from Portfolio Management
    Derivatives
    32 Risk Management Applications of Forward and Futures Strategies
    33 Risk Management Applications of Option Strategies
    34 Risk Management Applications of Swap Strategies
    22 18 Overview of Fixed-Income Portfolio Management
    23 19 Liability-Driven and Index-Based Strategies
    Fixed Income
    24 20 Yield Curve Strategies
    25 21 Fixed-Income Active Management: Credit Strategies
    26 22 Overview of Equity Portfolio Management
    27 23 Passive Equity Investing
    Equity
    28 24 Active Equity Investing: Strategies
    29 25 Active Equity Investing: Portfolio Construction
    26 Hedge Fund Strategies
    Alternative Investments 27 Asset Allocation to Alternative Investments
    30 Alternative Investments for Portfolio Management
    28 Overview of Private Wealth Management
    11 29 Taxes and Private Wealth Management in a Global Context
    12 30 Estate Planning in a Global Context
    13 31 Concentrated Single-Asset Positions
    14 32 Risk Management for Individuals
    15 Managing Institutional Investor Portfolios
    31 Risk Management
    Portfolio Management
    33 Portfolio Management for Institutional Investors
    (Part 2)
    34 Trade Strategy and Execution
    35 Portfolio Performance Evaluation
    36 Investment Manager Selection
    35 Execution of Portfolios Decisions
    36 Evaluating Portfolio Performance
    37 Case Study in Portfolio Management: Institutional
    38 Case Study in Risk Management: Private Wealth

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