FinQuiz

STUDY PLAN FOR JUNE-2017 EXAM

CFA LEVEL-III
Starting Date 09/19/16
Exam Date 06/03/17 Total Topic Areas 14
Exam Length 6 Hours (Two parts of 3 Hours) Total Study Sessions 18
Essay Questions (Morning) Total Time Available
Total Questions Approximately 37 Weeks (256 Days)
10 Item Sets (Evening) (Till Exam)

Topic Area Weights for the CFA Exam

Topic Area % Weight
I Ethical & Professional Standards 10-15
II Economics 5-15
III Equity Investments 5-15
IV Fixed Income 10-20
V Derivatives 5-15
VI Alternative Investments 5-15
VII Portfolio Management & Wealth Planning 40-55
(Actual exam weights may vary slightly and some topics are combined for testing purposes)
Study
Month Week Dates Activity Reading Topics
Session
FinQuiz Notes / Curriculum Reading 18 Currency Management: An Introduction
1 09/19/16 - 09/25/16 End-of-chapter Questions 9
19 Market Indexes & Benchmarks
FinQuiz Practice Questions
FinQuiz Notes / Curriculum Reading 20 Fixed-Income Portfolio ManagementPart I
2 09/26/16 - 10/02/16 End-of-chapter Questions 10 Relative Value Methodologies for Global Credit Bond Portfolio
21
Management
1 FinQuiz Practice Questions
FinQuiz Notes / Curriculum Reading
End-of-chapter Questions
3 10/03/16 - 10/09/16 11 22 Fixed Income Portfolio Management - Part II
FinQuiz Practice Questions

FinQuiz Notes / Curriculum Reading

4 10/10/16 - 10/16/16 End-of-chapter Questions 12 23 Equity Portfolio Management
FinQuiz Practice Questions

Review (FinQuiz Smart Summary) &

5 10/17/16 - 10/23/16 9-12 18-23 Fixed Income and Equity
Practice Essay Type Questions

FinQuiz Notes / Curriculum Reading

2 6 10/24/16 - 10/30/16 End-of-chapter Questions 13 24 Alternative Investments for Portfolio Management
FinQuiz Practice Questions
14 25 Risk Management
FinQuiz Notes / Curriculum Reading
26 Risk Management Applications of Forward and Futures Strategies
7,8 & 9 10/31/16 - 11/20/16 End-of-chapter Questions 27 Risk Management Applications of Option Strategies
15
FinQuiz Practice Questions 28 Risk Management Applications of Swap Strategies

Review ( FinQuiz Smart Summary) & Alternative Investments and Risk Management & Application of
10 10/21/16 - 11/27/16 13-15 24-28
Practice Essay Type Questions Derivatives
3

FinQuiz Notes / Curriculum Reading

29 Execution of Portfolios Decisions
11 & 12 11/28/16 - 12/11/16 End-of-chapter Questions 16

FinQuiz Practice Questions 30 Monitoring & Rebalancing

FinQuiz Notes / Curriculum Reading

13 12/12/16 - 12/18/16 End-of-chapter Questions 17 31 Evaluating Portfolio Performance

FinQuiz Practice Questions

Review (FinQuiz Smart Summary) &

14 12/19/16 - 12/25/16 16-17 29-31 Trading, Monitoring, Rebalancing and Performance Evaluation
Practice Essay Type Questions

4
 Study
Month Week Dates Activity Reading Topics
Session
4
1 09/19/16 - 09/25/16 9
15 12/26/16 - 01/01/17 Attempt FinQuiz Mock Exams 1 & 2 for Study Sessions 9-17

FinQuiz Notes / Curriculum Reading 5 The Behavioral Finance Perspective

1 16 & 17 01/02/17 - 01/15/17 End-of-chapter Questions 3 6 The Behavioral Biases of Individuals

FinQuiz Practice Questions 7 Behavioral Finance & Investment Processes

Review (FinQuiz Smart Summary) &

3 5-7 Behavioral Finance
Practice Essay Type Questions

FinQuiz Notes / Curriculum Reading

8 Managing Individual Investor Portfolios
18 01/16/17 - 01/22/17 End-of-chapter Questions 4

FinQuiz Practice Questions 9 Taxes and Private Wealth Management in a Global Context
5
FinQuiz Notes / Curriculum Reading 10 Estate Planning in a Global Context

19 01/23/17 - 01/29/17 End-of-chapter Questions 11 Conentrated Single Asset Positions

5
FinQuiz Practice Questions 12 Risk Management for Individuals

Review (FinQuiz Smart Summary) &

20 01/30/17 - 02/05/17 4-5 8-12 Private Wealth Management
Practice Essay Type Questions

FinQuiz Notes / Curriculum Reading

13 Managing Institutional Investor Portfolios
21 & 22 02/06/17 - 02/19/17 6
End-of-chapter Questions

FinQuiz Practice Questions 14 Linking Pension Liabilities to Assets

Review (FinQuiz Smart Summary) &

6 13-14 Portfolio Management for Institutional Investors
Practice Essay Type Questions

23 02/20/17 - 02/26/17 Complete Review of Book 2

FinQuiz Notes / Curriculum Reading

24 02/27/17 - 03/05/17 End-of-chapter Questions 7 15 Capital Market Expectations

FinQuiz Practice Questions

FinQuiz Notes / Curriculum Reading

7 16 Equity market Valuation
25 03/06/17 - 03/12/17 End-of-chapter Questions

FinQuiz Practice Questions 8 17 Asset Allocation

Review (FinQuiz Smart Summary) &

26 03/13/17 - 03/19/17 7-8 15-17 Capital Market Expectations and Asset Allocation
Practice Essay Type Questions

7 1 Code of Ethics and Standards of Professional Conduct

FinQuiz Smart Summary/Curriculum 1
2 "Guidance" for Standards I-VII
27 03/20/17 -03/26/17 Reading
3 Applications of the Code and Standards
2
FinQuiz Practice Questions 4 Asset Manager Code of Professional Conduct

FinQuiz Smart Summary/ Curriculum

Reading
28 03/127/17 - 04/02/17 18 32 Global Investment Performance Standards (GIPS)
End-of-chapter Questions
FinQuiz Practice Questions
 Study
Month Week Dates Activity Reading Topics
Session
Review (FinQuiz Smart Summary) &
29 04/03/17 - 04/09/17 1,2 & 18 1-4 & 32 Ethical & Professional Standards and GIPS
1 09/19/16 - 09/25/16 Practice Essay Type Questions 9

30 04/10/17 - 04/16/17 Attempt FinQuiz Mock Exams 1 & 2 for Study Sessions 1-9
8
1
31 04/17/17 - 04/23/17 Complete Review & Practice of Study Sessions: 14, 15, 16, 17, 18

32 04/24/17 - 04/30/17 Complete Review & Practice of Study Sessions: 1, 2, 3, 4, 5, 6, 8

33 05/01/17 - 05/07/17 Complete Review & Practice of Study Sessions: 7, 9, 10, 11, 12, 13

9 Attempt CFA Institute's Actual Exams of 2016, 2015 & 2014

Attempt FinQuiz Mock Exam 3
34-36 05/08/17 - 05/28/17 Attempt FinQuiz Mock Exam 4
Attempt FinQuiz Mock Exam 5
Attempt FinQuiz Mock Exam 6
37
(Last 4-Days)
05/29/17 - 06/02/17 Final Review
10

Actual Exam on June 3, 2017