Chartered Financial Analyst Level 3 Course

CFA LEVEL 3 ETLHIVE training institute

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About Chartered Financial Analyst Level 3 Course

Chartered Financial Analyst 3 is the last of the 3 levels of training required to become a CFA Certified professional. CFA is a degree given by the American-Based CFA Institute to all the aspirants who want to make a career in financial and investment industry, upon completion of all 3 levels of certification. The CFA Program & Certificate completion symbolizes you as a competent financial analyst. While CFA Level 1 & 2 focus on basic concepts and asset valuation, Level 3 puts great emphasis on portfolio management. It gives you working knowledge in portfolio management process, investor constraints, asset allocation decisions, asset classes, professional standards, wealth planning and ethics. This exam is the final one and needs to be cleared to become a CFA ChartHolder. It is mostly essay based and revolves around portfolio management and asset classes.

Prerequisites

Passing grade on CFA level I & CFA level II exam

Intended Audience

  • Current MBA students/MBA aspirants
  • B Com / M Com students
  • CA aspirants
  • IT professionals

 

 

Our Courses

CFA Level 3 Course Syllabus

Ethical and Professional Standards

  • Ethical and standards of professional conduct
  • Understanding Standards I-VII
  • Learning Application of code and standard
  • Concepts of asset manager code of professional conduct

 

Behavioral Finance, Individual Investors, and Institutional Investors

  • Introduction to behavioral finance perspective
  • Understanding  behavioral biases of individuals
  • Concepts of behavioral finance and investment processes
  • How to Manage Individual Investor Portfolios?
  • Studying Taxes and Private Wealth Management and Estate Planning in a Global Context
  • Objectives in managing Concentrated Single Asset Positions
  • Concepts of Risk Management for Individuals
  • Introduction to Managing Institutional Investor Portfolios
  • What are Linking Pension Liabilities to Assets?

 

Capital Market Expectations

  • Fundamentals of Capital Market Expectations
  • Learning Equity Market Valuation
  • Asset Allocation
  • Overview of Asset Allocation
  • Introduction to Currency Management
  • What are Market Indexes and Benchmarks?

 

 

Fixed Income and Equity Portfolio Management

  • Part 1. Fixed- Income Portfolio Management
  • Understanding Relative-Value Methodologies for Global Credit Bond Portfolio Management
  • Part 2. Fixed- Income Portfolio Management
  • Introduction to Equity Portfolio Management

 

Alternative Investments, Risk Management, and the Application of Derivatives

  • Alternative Investments Portfolio Management
  • Fundamentals of Risk Management
  • Different Risk Management Applications : Forward and Futures Strategies,  Option Strategies and Swap Strategies
  • Portfolio: Execution, Evaluation and Attribution, and Global Investment Performance Standards
  •  How to execute Portfolio Decisions?
  • Understanding Monitoring and Rebalancing
  • Studying Portfolio Performance
  •  Introduction to the Global Investment Performance Standards

 

CFA Level 3 Course Features

 

One Stop Solution!

   Ability to attend missed sessions

    Complete documentation

   Resume preparation

   Certification preparation.

   Interview preparation

   Placement assistance

 

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17th Nov - Demo Session - P.Saudagar - Hadoop : 10.45 am | Data Science : 10.45 am | Devops : 9.00 am | Salesforce : 2.00 pm | Salesforce : 9.00 am (Wed) | Selenium : 6.00 pm (Wed) | Informatica : 10.00 am | Angular JS : 5.30 pm | Digital marketing : 11.00 am | Nal Stop - Hadoop : 12.30 pm | Data Science : 10.45 am | Python : 4.00 pm | Digital Marketing : 2.00 pm | Kharadi - Python : 11.00 am | Data Science : 3.00 pm | Tableau : 11.00 am | Digital Marketing : 5.00 pm | Vashi (Mumbai) - AWS : 11.00 am | Devops : 1.30 pm