CFA Level 3 Certification Exam Preparation With Edureify AI

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360 min
Duration
120
Questions
70
Passing Score

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Ethical and Professional Standards 85%
Quantitative Methods 92%

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CFA Level 3 Syllabus

Ethical and Professional Standards

Understanding and applying ethics and professional standards in financial practices.

15%
Weight
18
Questions
90
Marks

Code of Ethics and Standards of Professional Conduct

  • Integrity of Capital Markets
  • Duties to Clients and Employers
  • Conflicts of Interest

Global Investment Performance Standards (GIPS)

  • GIPS Requirements
  • Verification and Performance Reporting

Quantitative Methods

Applying quantitative analysis techniques to investment management and portfolio construction.

10%
Weight
12
Questions
60
Marks

Time Value of Money and Discounting

  • Present and Future Value
  • Annuities and Perpetuities
  • Bond Pricing and Duration

Hypothesis Testing and Regression Analysis

  • Statistical Significance
  • Linear Regression Models
  • Multiple Regression Techniques

Economics

Understanding economic principles and their impact on financial markets.

10%
Weight
12
Questions
60
Marks

Business Cycles and Economic Indicators

  • Inflation and Unemployment
  • Monetary and Fiscal Policy
  • Economic Growth and Development

International Economics

  • Exchange Rates
  • Trade Theories
  • International Financial Markets

Portfolio Management and Wealth Planning

Building and managing portfolios to achieve investment goals and financial objectives.

55%
Weight
66
Questions
330
Marks

Portfolio Construction and Management

  • Asset Allocation
  • Risk Management Strategies
  • Rebalancing and Performance Evaluation

Asset Management and Performance

  • Performance Attribution and Benchmarking
  • Evaluating Portfolio Returns
  • Risk-Adjusted Performance

Private Wealth Management

  • Retirement Planning
  • Taxation and Estate Planning
  • Wealth Transfer and Insurance Planning

Institutional Asset Management

  • Endowments and Foundations
  • Pension Plans and Sovereign Wealth Funds
  • Liability-Driven Investing

Fixed Income

Understanding fixed-income securities, markets, and the impact of interest rate changes.

5%
Weight
6
Questions
30
Marks

Bond Pricing and Yield Curves

  • Bond Price and Yield Relationships
  • Interest Rate Risk and Duration
  • Credit Risk and Spread Analysis

Fixed-Income Derivatives

  • Interest Rate Swaps
  • Futures and Options
  • Credit Default Swaps

Alternative Investments

Analyzing non-traditional investment vehicles such as real estate, hedge funds, and commodities.

5%
Weight
6
Questions
30
Marks

Hedge Funds and Private Equity

  • Hedge Fund Strategies
  • Private Equity Structures
  • Valuation of Alternative Investments

Real Estate and Commodities

  • Real Estate Investment Analysis
  • Commodity Futures and Spot Markets
  • Risks and Benefits of Alternative Assets

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