Portfolio management and wealth planning sections

CFA Level III Equities
#1

For this heavily weighted section, what are the associated Schweser study sessions? Thanks

#2

Schweser follows the study sessions broken down into the individual readings broken down further into the LOSs. They line up exactly with the curriculum.

I don’t follow your question.

#3

What are the study session numbers that make up the portfolio management section?

#4

Yeh, I know what you mean, the weightings on the CFA site say 40-55% for PM.

By process of elimination (where ‘Derivatives’ = ‘Risk Management’) we get:

  • behaviour finance

  • invididual PM

  • insititutional PM

  • asset allocation

  • trading, monitoring and rebalancing

  • GIPS

But… you know what CFA is like, you need to now the majority of everything so it’s all a bit moot. The weightings get less and less meaningful

#5

Ok thanks. So what is this picture you posted? Are 10 ranked portfolio management sections?

#6

The rankings 0-10 are guesses at probability of being on the morning exam (AM) and afternoon exam (PM)

#7

Ah ok. Interesting. Thanks