By CFA Institute

ISBN-10: 1119315948

ISBN-13: 9781119315940

Apply CFA software innovations and talents to real-world wealth and portfolio administration for the 2017 exam

The related legit curricula that CFA application applicants obtain with application registration is now publicly in the stores. CFA software Curriculum 2017 point III, Volumes 1-6 presents whole, authoritative tips on synthesizing the whole CFA software Candidate physique of information (CBOK) into specialist perform for the 2017 examination. This booklet is helping you compile the abilities and ideas from degrees I and II to formulate an in depth, specialist reaction to various real-world situations. insurance spans all CFA software themes and gives a rigorous remedy of portfolio administration, all prepared into person research periods with basically outlined studying end result Statements. visible aids make clear advanced options, and perform questions let you attempt your figuring out whereas reinforcing significant content material areas.

Levels I and II outfitted you with foundational funding instruments and complicated research ability; now, you are going to how one can successfully synthesize that wisdom to facilitate potent portfolio administration and wealth making plans. This examine set is helping you exchange your figuring out right into a expert physique of data that would profit your consumers' monetary futures.

  • Master crucial portfolio administration and compliance topics
  • Synthesize your knowing into specialist guidance
  • Reinforce your take hold of of advanced research and valuation
  • Apply moral criteria within the context of real-world cases

CFA Institute promotes the top criteria of ethics, schooling, excellence between funding execs. The CFA software Curriculum publications you thru the breadth of data required to uphold those criteria. the 3 degrees of this system construct on one another. point I presents foundational wisdom and teaches using funding instruments; point II makes a speciality of software of options and research, rather within the valuation of resources; and point III builds towards synthesis throughout issues with an emphasis on portfolio management.

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Extra resources for CFA program curriculum 2017 Level III. volumes 1-6.

Example text

For many of these firms, income from investment banking has become increasingly important to overall firm profitability because brokerage income has declined as a result of price competition. Consequently, firms offering investment banking services work hard to develop and maintain relationships with investment banking clients and prospects. These companies are often covered by the firm’s research analysts because companies often select their investment banks on the basis of the reputation of their research analysts, the quality of their work, and their standing in the industry.

He has concluded that the stock of Metals & Mining is overpriced at its current level, but he is concerned that a negative research report will hurt the good relationship between Metals & Mining and the investment banking division of his firm. In fact, a senior manager of Hilton Brokerage has just sent him a copy of a proposal his firm has made to Metals & Mining to underwrite a debt offering. Fritz needs to produce a report right away and is concerned about issuing a less-­than-­favorable rating.

Moreover, portfolio performance is subject to media and public scrutiny, which may affect the manager’s professional reputation. Consequently, some portfolio managers implicitly or explicitly support sell-­side ratings inflation. Portfolio managers have a responsibility to respect and foster the intellectual honesty of sell-­side research. Therefore, it is improper for portfolio managers to threaten or engage in retaliatory practices, such as reporting sell-­side analysts to the covered company in order to instigate negative corporate reactions.

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CFA program curriculum 2017 Level III. volumes 1-6. by CFA Institute

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