2026 CFA Level Ⅲ (2 월 시험 ) : Portfolio Management Pathway

월

일

토요일 [14:00 ~ 17:00]

일

일요일 [10:00 ~ 13:00]

Asset Allocation, Asset Allocation - Capital Market Expectations

위 과목은 온라인강의로 학습하셔야 합니다.

온라인강의는 전과목 제공됩니다.

7

26

Portfolio Constructions – Institutional investors #1

27

Portfolio Constructions – Institutional investors #2

8

2

Portfolio Constructions – Equity Portfolio

3

Portfolio Constructions – Case Study Institutional [14~17]

9

Performance Measurement

– Performance Evaluation

10

Performance Measurement

– Investment Manager Selection

16

Performance Measurement

- Global Investment Performance Standards [14~18]

( 문제풀이 1h는 온라인강의로 제공)

17

Portfolio Constructions

- Trading Costs & Electronic Markets

23

Portfolio Constructions – Fixed Income Portfolio

24

Portfolio Constructions

– Asset Allocation Alternative Investments

30

Portfolio Constructions – Private Wealth Management #1 [10~13]

31

Portfolio Management Pathway

- Index Based Equity Strategies

Portfolio Constructions – Private Wealth Management #2 [14~17]

9

6

Portfolio Management Pathway

- Active Equity Investing : Strategies

7

Portfolio Management Pathway

- Active Equity Investing : Portfolio Constructions #1

13

Portfolio Management Pathway

- Active Equity Investing : Portfolio Constructions #2

14

Portfolio Management Pathway

- Liability-Driven & Index based Strategies #1

20

Portfolio Management Pathway

- Liability-Driven & Index based Strategies #2

21

Portfolio Management Pathway - Yield Curve Strategies

27

Portfolio Management Pathway – Fixed Income Active Management : Credit Strategies #1

28

Portfolio Management Pathway – Fixed Income Active Management : Credit Strategies #2

10

11

Portfolio Management Pathway

– Case Study : Institutional

12

Portfolio Management Pathway – Trade Strategy & Execution

18

Derivatives & Risk Management #1

19

Derivatives & Risk Management #2

25

Derivatives & Risk Management #3

26

Ethics #1

11

1

Derivatives & Risk Management #4

2

Ethics #2

8

Derivatives & Risk Management #5

9

Ethics #3

15

Derivatives & Risk Management #6

16

Ethics #4

22

23

29

서술형 답안 작성 특강

30

#. 과목별 문제 및 과목별 학습 정리자료는 10월부터 발송됩니다.

#. Q-Bank 는 9월에 제공됩니다.

#. Final Review( 문제풀이)는 1월부터 온라인강의로 진행되며, 추가 신 청하시면 됩니다

( 패키지과정 제외).