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CFA® level III training program



Executive Education HEC Montréal is proud of its partnership with

The program will only be available in English

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. At the end of the program, participants will have the opportunity to write a three-hour practice exam at no extra charge.

The program will be held over 15 weeks (one session per week). Those candidates enrolled for the level III examination of June 2021 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 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. The course is based on Wiley material. Participants will have the opportunity to write a practice exam at the end of each program.

Fee
$ 1,500 + taxes
$ 1,350 + taxes - HEC graduates (3 years or less) and/or current HEC students (please provide your degree or transcript).
Material not included
Length

15 training sessions from 6:45 p.m. to 10:15 p.m.

Language
Course given in English
Dates

Online
Autumn 2020: September 16 to November 5, 2020

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Goals

To provide participants with a structured study approach to training for the CFA® level III examination that will optimize their chances of success.

Is this for you?

Candidates, finance professionals or other, enrolled, or planning to enroll, for the CFA® level III examination.

Program

  • Alternative Investments
  • Behavioral Finance / Private Wealth Management
  • Capital Market expectations in Portfolio Management and Economic Concepts for Asset Valuation in Portfolio Management
  • Economic Concepts for Asset Valuation in Portfolio Management & Asset Allocation
  • Equity Portfolio Management
  • Ethics
  • Execution of Portfolio Decisions; Monitoring and Rebalancing & Performance Evaluation and Attribution
  • Management of Passive and Active Fixed Income Portfolios
  • Performance Evaluation and Attribution & Global Investment Performance Standards
  • Portfolio Management for Institutional Investors and Capital Market expectations in Portfolio Management
  • Portfolio Management of Global Bonds and Fixed Income Derivatives
  • Risk Management
  • Risk Management Application of Derivatives

Program Coordinator:

Alain Elkaim
Alain Elkaim
CFA, FRM, MSc (Finance), HEC Montréal
Trading Room Manager, HEC Montréal


For more information about this program

 Make an appointment with:

Joëlle Zoghbi
Program Officer

 By Email
 By Phone

Information on cancellation, discounts, refunds and our privacy policy

Executive Education > Our programs > CFA® levels I-II-III training programs > CFA® level III training program