2017 Level III Classroom Study schedule

Below is the schedule which IFT will follow for the 2016 Level III exam prep for classroom students.

SS # Reading Name Dates Quiz Date
SS 3 5 The Behavioral Finance Perspective Tuesday, November 01, 2016 Sunday, November 13, 2016
6 The Behavioral Biases of Individuals Sunday, November 06, 2016
7 Behavioral Finance and Investment Processes Tuesday, November 08, 2016
SS 4 8 Managing Individual Investor Portfolios Sunday, November 13, 2016 Sunday, November 27, 2016
8 Managing Individual Investor Portfolios Tuesday, November 15, 2016
9 Taxes and Private Wealth Management in a Global Context Sunday, November 20, 2016
10 Estate Planning in a Global Context Tuesday, November 22, 2016
SS 5 11 Concentrated Single Asset Positions Sunday, November 27, 2016 Sunday, December 11, 2016
11 Concentrated Single Asset Positions Tuesday, November 29, 2016
12 Risk Management for Individuals Sunday, December 04, 2016
SS 6 13 Managing Institutional Investor Portfolios Tuesday, December 06, 2016 Sunday, December 18, 2016
13 Managing Institutional Investor Portfolios Sunday, December 11, 2016
14 Linking Pension Liabilities to Assets Tuesday, December 13, 2016
SS 7 15 Capital Market Expectations Sunday, December 18, 2016 Sunday, January 01, 2017
15 Capital Market Expectations Tuesday, December 20, 2016
16 Equity Market Valuation Sunday, December 25, 2016
SS 8 17 Asset Allocation Tuesday, December 27, 2016 Sunday, January 08, 2017
17 Asset Allocation Sunday, January 01, 2017
17 Asset Allocation Tuesday, January 03, 2017
SS 9 18 Currency Management: An Introduction Sunday, January 08, 2017 Sunday, January 22, 2017
18 Currency Management: An Introduction Tuesday, January 10, 2017
19 Market Indexes and Benchmarks Sunday, January 15, 2017
SS 10 20 Fixed-Income Portfolio Management—Part I Tuesday, January 17, 2017 Sunday, February 05, 2017
20 Fixed-Income Portfolio Management—Part I Sunday, January 22, 2017
21 Relative-Value Methodologies for Global Credit Bond Portfolio Management Tuesday, January 24, 2017
SS 11 22 Fixed-Income Portfolio Management—Part II Sunday, January 29, 2017
22 Fixed-Income Portfolio Management—Part II Tuesday, January 31, 2017
SS 12 23 Equity Portfolio Management Sunday, February 05, 2017 Sunday, February 12, 2017
23 Equity Portfolio Management Tuesday, February 07, 2017
SS 13 24 Alternative Investments Portfolio Management Sunday, February 12, 2017 Sunday, February 26, 2017
24 Alternative Investments Portfolio Management Tuesday, February 14, 2017
24 Alternative Investments Portfolio Management Sunday, February 19, 2017
SS 14 25 Risk Management Tuesday, February 21, 2017 Sunday, March 05, 2017
25 Risk Management Sunday, February 26, 2017
SS 15 26 Risk Management Applications of Forward and Futures Strategies Tuesday, February 28, 2017 Sunday, March 19, 2017
27 Risk Management Applications of Option Strategies Sunday, March 05, 2017
27 Risk Management Applications of Option Strategies Tuesday, March 07, 2017
28 Risk Management Applications of Swap Strategies Sunday, March 12, 2017
SS 16 29 Execution of Portfolio Decisions Tuesday, March 14, 2017 Sunday, March 26, 2017
30 Monitoring and Rebalancing Sunday, March 19, 2017
SS 17 31 Evaluating Portfolio Performance Tuesday, March 21, 2017 Sunday, April 02, 2017
31 Evaluating Portfolio Performance Sunday, March 26, 2017
SS 18 32 Overview of the Global Investment Performance Standards Tuesday, March 28, 2017 Sunday, April 09, 2017
SS 1 1 Code of Ethics and Professional Standards Sunday, April 02, 2017 Sunday, April 16, 2017
2 Guidance for Standards I–VII Sunday, April 02, 2017
SS 2 3 Applications of the Codes and Standards Sunday, April 02, 2017
4 Asset Manager Code of Professional Conduct Sunday, April 02, 2017
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