周教授CFA金融课程：考点精讲+作答须知（2020 CFA三级）（高通过率，完整版）_The Analyst Space - CFA金融教育与学习平台

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CFA三级课程由美国大学资深金融学教授、博士生导师周昆教授授课；

周教授针对2020年CFA三级考试，涉及CFA三级考点、重点、难点精讲及其答题须知。

周教授2020年CFA三级课程更新部分如下：

II. Private Wealth Management
6.1 Risk Management for Individuals_HC and FC_1
6.2 Risk Management for Individuals_HC and FC_2
6.3 Risk Management for Individuals_Risk Classification_3
6.4 Risk Management for Individuals_Life Cycle Asset Allocation_4
6.5 Risk Management for Individuals_Personal Risk Management_5
6.6 Risk Management for Individuals_Hedge Logivity Risk_6

III. Institutional Capital Management
3.1 Linking Pension Liabilities to Assets_DBP-ALM
3.2 Linking Pension Liabilities to Assets_Philosophy of Pension Asset Management
3.3 Linking Pension Liabilities to Assets_Decomposition of Pension Liabilities
3.4 Linking Pension Liabilities to Assets_Pension Asset Allocation Procedures

VI. Asset Allocation and Related Decisions in Portfolio Management
2.1 Market Indexes and Benchmarks_Validity of Benchmark
2.2 Market Indexes and Benchmarks_Uses and Types of Benchmark
2.3 Market Indexes and Benchmarks_Liability Based Benchmarks
2.4 Market Indexes and Benchmarks_Index Construction Tradeoffs
2.5 Market Indexes and Benchmarks_Value and Price Weighted Indexes
2.6 Market Indexes and Benchmarks_Equal and Fundamamtal Weighted Indexes

I	Behavioral Finance
	1	The Behavioral Finance Perspective	V
	2	The Behavioral Biases of Individuals	V
	3	Behavioral Finance and investment of Processes	V
II	Private Wealth Management
	1	Principle of Developing Investment Policy Statement	V
	2	Case Study/Writing of Forming IPS for Individuals	V
	3	Taxes & Private Wealth Management	V
	4	Estate Planning	V
	5	Concentrated Portfolio Management	V
	6	Lifetime Financial Advice: Human Capital, Asset Allocation, and Insurance (See V.7. Asset Allocaton_7_Allocation for Individuals Human and Financial Capital)	V
	7	Risk Management for Individuals （New）	V
III	Institutional Capital Management
	1	Principle of Developing Investment Policy Statement	V
	2	Case Study	V
	3	Linking Pension Liabilities to Assets （New）	V
IV	Applications of Economic Analysis to Portfolio Management
	1	Capital Market Expectations	V
	2	Equity Market Valuation	V
V	Effective Capital Allocation (Asset Allocation)		V
VI	Trading, Monitoring, and Rebalancing
	1	Execution of Portfolio Decisions	V
	2	Monitoring and Rebalancing	V
	3	Market Indexes and Benchmarks （New）	V
VII	Portfolio Performance Evaluation		V
VIII	Fixed Income Investment
	1	Fixed Income Portfolio Management: Part I	V
	2	Fixed Income Portfolio Management: Part II	V
IX	Equity Portfolio Management		V
X	Alternative Investments for Portfolio Management		V
XI	Risk Management/Derivatives		V
XII	Global Investment Performance Standards		V

周教授 CFA Level 3 知识讲解案例分析

Introducation

1 .

CFA Level 3 : Introduction Part I

22:31 讲义下载

2 .

CFA Level 3 : Introduction Part II

41:14

3 .

CFA Level 3 : Introduction Part III

10:15

4 .

CFA Level 3 : Introduction Part IV

37:34

I. Behavioral Finance

1 .

1. The Behavioral Finance Perspective

46:36 讲义下载

2 .

2.1 Individual Behavioral Biases_Cognitive Errors_Belief Perseverance-1

18:13

3 .

2.2 Individual Behavioral Biases_Cognitive Errors_Belief Perseverance-2

18:30 讲义下载

4 .