CFA Level 3 Study Sessions

Study Session Readings
Study Session 1. Code of Ethics and Professional Standards (PDF) 1-2
Study Session 2. Ethical and Professional Standards in Practice (PDF) 3-6
Study Session 3. Behavioral Finance (PDF) 7-14
Study Session 4. Private Wealth Management (PDF) 15-20
Study Session 5. Portfolio Management for Institutional Investors (PDF) 21-22
Study Session 6. Economic Concepts for Asset Valuation in Portfolio Management (PDF) 23-24
Study Session 7.Asset Allocation (PDF)
25-26
Study Session 8. Management of Passive and Active Fixed Income Portfolios (PDF) 27-28
Study Session 9. Portfolio Management of Global Bonds and Fixed Income Derivatives (PDF) 29-30
Study Session 10. Equity Portfolio Management (PDF) 31-33
Study Session 11. Alternative Investments for Portfolio Management (PDF) 34-36
Study Session 12. Risk Management (PDF) 37
Study Session 13. Risk Management Applications of Derivatives (PDF) 38-40
Study Session 14. Execution of Portfolio Decisions (PDF) 41
Study Session 15. Monitoring and Rebalancing (PDF) 42
Study Session 16. Performance Evaluation and Attribution (PDF) 43-44
Study Session 17. Portfolio Management in a Global Context (PDF) 45-48
Study Session 18. Global Investment Performance Standards (PDF) 49