Level III Spring 2022 Schedule

 

Level III CFA Review Program

Level III Saturday Spring Schedule 2022 (Subject to Change)

Week Date Time Location Study
Session
Topic Instructor
1 22-Jan 9AM-11AM TBD SS1 - R1-2 Behavioral Finance Cynthia Harrington, CFA
2 29-Jan 9AM-11AM
11:30AM-1:30PM
TBD SS3 - R5&6
SS3 - R7

Asset Allocation & Related Decisions in Portfolio Management 1
Asset Allocation & Related Decisions in Portfolio Management 2

Karyn Williams, PhD.
Chen Song, PhD., CFA

3 5-Feb

9AM-11:30AM
12PM-2:30PM

TBD

SS4 - R8 & R9
SS2 - R3 & R4 

Option Strategies & Swaps, Forwards, and Futures
Capital Market Expectations

Scott Joslin, PhD.
Justin Regus, CFA

4 12-Feb 9AM-11AM
11:30AM-1:30PM
TBD

SS9 - R19 & R20
SS4 - R10

Alternative Investments
Currency Management

Erik Einertson, CFA
Jae Lee

5 19-Feb       NO CLASS  
6 26-Feb 9AM-11AM
11:30AM-1:30PM
TBD

SS5 - R11 & R12
SS6 - R13 & R14

Fixed Income Portfolio Management 1
Fixed Income Portfolio Management 2

Eric Souders, CFA

7 5-Mar 9AM-11AM
11:30AM-1:30PM
TBD

SS7 - R15 & R16
SS8 - R17 & R18

Equity Portfolio Management 1
Equity Portfolio Management 2

Francois Schramek, CFA

8 12-Mar 9AM-11AM
11:30AM-1:30PM
TBD

SS16 - R35
SS13 - R25

GIPS
Trade Strategy and Execution

Kim Cash, CFA, CPA, CAIA, CIPM
Andy Berkin, PhD.

  19-Mar 9AM-11AM
11:30AM-1:30PM
TBD

SS10 - R21 & R22
SS11 - R23

Private Wealth Management 1
Private Wealth Management 2

Terri Spath, CFA

10 26-Mar 9AM-11AM TBD

SS13 - R26 & R27

Evaluating Portfolio Performance

James Lewis, CFA, CIPM

11 2-Apr 9AM-11AM
11:30AM-1:30PM
TBD

SS14 - R28 & R29

Case Study in Risk Management: Private Wealth
Case Study in Risk Management: Institutional

Scott Laudeman, CFA

12 9-Apr       NO CLASS  
13 16-Apr       NO CLASS  
14 23-Apr 9AM-11AM
11:30AM-1:30PM
TBD

SS12 - R24
SS14 - R28

Portfolio Management for Institutional Investors
Case Study in Portfolio Management: Institutional

Andrea Mack, CFA***

15 30-Apr 9AM-11AM
11:30AM-1:30PM
TBD

SS15 R31-33
SS16 R34

Code of Ethics and Standards of Professional Conduct
Ethics and Professional Standards in Practice

Glen Holden, Jr., CFA

             
             
  May       May 2022 CFA Exam in Los Angeles  

Red denotes changes from the original schedule

***Please note that while this class will be taught in-person, the instructor will be teaching remotely

MOCK EXAMS:

  • CFA Society Boston is no longer offering their practice exam to Level III candidates. 
  • Schweser Mock Exam is INCLUDED in the Review Program

Level III CFA Review Program

 

YouTube Facebook Twitter Instagram Google+ LinkedIn