The program will only be available in English
January 23 to April 17, 2013
13 training sessions on Wednesday from 6:45 p.m. to 10:15 p.m.
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Program and content |
This program is intended to provide participants with the requisite knowledge to sit for the level III examination of the CFA Institute’s Chartered Financial Analysts®’ program. The program will be held over 13 weeks (one session per week). Those candidates enrolled for the level III examination of June 2013 will be able to start studying earlier and more importantly, they will be able to study on a regular basis, supported by a team of experienced trainers. Instructors will present and explain the more complex concepts of the study curriculum as outlined by the CFA Institute in the 2013 study guide and highlight the common pitfalls to avoid thus providing participants the best possible chance of successfully passing the CFA® level III examination. A significant portion of each session will be dedicated to practice questions. Trainers will use the CFA Institute curriculum and the educational materials developed by Schweser when preparing their training sessions. |
Program Coordinator |
Alain Elkaim, M. Sc., FRM, CFA
Trading Room Coordinator, HEC Montréal
Program |
| Sessions | Subjects |
| Session 1 (study sessions 1 & 2): | Ethics |
| Session 2 (study sessions 3 & 4): | Behavioral Finance / Private Wealth Management |
| Session 3 (study sessions 5 & 6): | Portfolio Management for Institutional Investors and Capital Market expectations in Portfolio Management |
| Session 4 (study sessions 6 & 7): | Capital Market expectations in Portfolio Management and Economic Concepts for Asset Valuation in Portfolio Management |
| Session 5 (study sessions 7 & 8): | Economic Concepts for Asset Valuation in Portfolio Management and Asset Allocation |
| Session 6 (study session 9): | Management of Passive and Active Fixed Income Portfolios |
| Session 7 (study session 10): | Portfolio Management of Global Bonds and Fixed Income Derivatives |
| Session 8 (study sessions 11 & 12): | Equity Portfolio Management |
| Session 9 (study session 13): | Alternative Investments |
| Session 10 (study session 14): | Risk Management |
| Session 11 (study session 15): | Risk Management Application of Derivatives |
| Session 12 (study sessions 16 & 17): | Execution of Portfolio Decisions; Monitoring and Rebalancing; Performance Evaluation and Attribution |
| Session 13 (study sessions 17 & 18): | Performance Evaluation and Attribution; Global Investment; Performance standards |
Objective |
To provide participants with a structured study approach to training for the CFA® level III examination that will optimize their chances of success.
Participants |
Candidates, finance professionals or other, enrolled, or planning to enroll, for the CFA® level III examination.
Fees |
Fees must be paid in full prior to the start of the program. Course material fees for individual study between sessions are not included. You may pay by credit card or by cheque payable to «HEC Montréal». Payment by Interac is not available. Parking fees are not included.
See General Information.
Location |
HEC Montréal
For complete information on this program, please contact Lyne Mathieu at 514 340-6046 or lyne.mathieu@hec.ca.
