DA4490 CFA LV3 virtual class schedule 2019
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CFA Exam Review
®
efficientlearning.com/cfa
Welcome to Virtual Classroom: CFA® Level III
Live Online Classes for June 2019 Exam
Classes Start January 16, 2019
Our Virtual Classroom Series features 15 instructor-led classes designed to prepare you for the
exam. Included as a core component of our Platinum or Gold CFA Exam Review Courses, Wiley
Virtual Classes are live online interactive CFA® classes, delivered by top instructors, Peter Olinto,
CPA, JD, and David Hetherington, CFA, who have helped hundreds of students to pass the CFA®
exam. Designed to help candidates apply readings and courseware to live instruction, students
are provided real-time overviews, watch as the instructor discusses the most frequently missed
or difficult questions on the exam, and can ask questions throughout the lesson.
• Each class will last approximately 2-3
hours, including the lecture, worked
problems, and Q&A
Peter Olinto
David Hetherington
• Classes include a 10-20 minute break
• There are 15 classes in Level III
• An archive with class recordings will be made
available for students unavailable to attend
the live event so that you never miss a class!
2019 Virtual Class Schedule:*
Session Name and Details
Date
Time
Instructor
class 1
Student Orientation
January 16, 2019
12pm ET/5pm BT
Darren Degraaf
class 2
Ethics Overview, The Asset Management
january 20, 2019 9am ET/5pm BT
Industry and Professionalism and Behavioral Finance
Reading 1: Code of Ethics and Standards of Professional Conduct
Reading 2: Guidance for Standards I–VII
Reading 3: Application of the Code and Standards
Reading 4: Asset Manager Code of Professional Conduct
Reading 5: Overview of the Asset Management Industry and Portfolio Management
Reading 6: Professionalism in Investment Management
Reading 7: The Behavioral Finance Perspective
Reading 8: The Behavioral Biases of Individuals
Reading 9: Behavioral Finance and Investment Processes
David Hetherginton
class 3
January 27, 2019
Individual IPS and Taxes
Reading 10: Managing Individual Investor Portfolios
Reading 11: Taxes and Private Wealth Management in a Global Context
9am ET/5pm BT
David Hetherington
class 4
Estate Planning, Concentrated Positions
and Risk Management
Reading 12: Estate Planning in a Global Context
Reading 13: Concentrated Single-Asset Positions
Reading 14: Risk Management for Individuals
February 03, 2019
9am ET/5pm BT
David Hetherington
class 5
Institutional IPS
and Capital Market Expectations
Reading 15: Managing Institutional Investor Portfolios
Reading 16: Capital Market Expectations
February 10, 2019
9am ET/5pm BT
David Hetherington
*Timings, days and instructors are subject to change. CFA Institute does not endorse, promote or warrant the accuracy or quality
of Wiley’s CFA Exam Review. CFA®and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.
Session Name and Details
class 6
Capital Market Expectations, Equity
Market Valuation and Asset Allocation
Reading 17: Equity Market Valuation
Reading 18: Introduction to Asset Allocation
Reading 19: Principles of Asset Allocation
class 7
Time
9am ET/5pm BT
David Hetherington
Asset Allocation and Currency
Reading 20: Asset Allocation with Real-World Constraints
Reading 21: Currency Management: An Introduction
9am ET/5pm BT
David Hetherington
class 8
Fixed-Income 1
Reading 22: Introduction to Fixed-Income
Reading 23: Liability-Driven and Index-Based Strategies
9am ET/5pm BT
David Hetherington
class 9
Fixed-Income 2
Reading 24: Yield Curve Strategies
Reading 25: Fixed-Income Active Mangement: Credit Strategies
9am ET/5pm BT
David Hetherington
class 10
Equity Valuation - Residual Income
and Private Company Valuation
Reading 26: Introduction to Equity Portfolio Management
Reading 27: Passive Equity Investing
Reading 28: Active Equity Investing: Strategies
9am ET/5pm BT
David Hetherington
class 11
Equity and Alternative Investments
Reading 29: Active Equity Investing: Portfolio Construction
Reading 30: Alternative Investments Portfolio Management
9am ET/5pm BT
David Hetherington
class 12
Risk Management, Futures and Forwards
March 31, 2019
Reading 31: Risk Management
Reading 32: Risk Management Applications of Forward and Futures Strategies
9am ET/5pm BT
David Hetherington
class 13
Options and Swaps
Reading 33: Risk Management Applications of Option Strategies
Reading 34: Risk Management Applications of Swap Strategies
9am ET/5pm BT
David Hetherington
class 14
Trading and Performance Evaluation
Reading 35: Execution of Portfolio Decisions
Reading 36: Evaluating Portfolio Performance
9am ET/5pm BT
David Hetherington
class 15
GIPS, Catch-up and General Discussion
Reading 37: Overview of the Global Investment Performance Standards
9am ET/5pm BT
David Hetherington
*Timings, days and instructors are subject to change. CFA Institute does not endorse, promote or warrant the accuracy or quality
of Wiley’s CFA Exam Review. CFA®and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.
