| Introduction(PDF)Contains CFA Program outline, preparation tips for the Level III examination, tips for taking the Level III examination, and more.
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| Study Session | Topic | Readings | | 1-2 | Ethical and Professional Standards (PDF) | Standards of Practice Handbook, 9th edition
2006 CFA Level III Candidate Readings:
Lawton; Huot; Holden; Jennings; McEnally & Kim | | 3 | Quantatitive Methods (PDF) | Quantatitive Methods for Investment Analysis (DeFusco, McLeavey, Pinto, & Runkle), Ch. 9-11 | | 4 | Economics (PDF) | Irrational Exhuberance, 2nd edition (Shiller), Ch. 1, 3, 4
2006 CFA Level III Candidate Readings:
Grinold & Kroner; Siegel (2 chapters); Shenfeld; Baumohl (2 chapters) | | 5 | Market Indexes and Global Equity Investments (PDF) | International Investments, 5th edition (Solnik & McLeavey), Ch. 9
2006 CFA Level III Candidate Readings:
Reilly & Brown; Hooke (2 chapters); Copeland, Koller, & Murrin | | 6-7 | Fixed Income Investments (PDF) | Fixed Income Readings for the Chartered Financial Analyst® Program, 2nd edition (Fabozzi, ed.), Ch. 1-6 | | 8 | Alternative Investments (PDF) | 2006 CFA Level III Candidate Readings:
Shilling; Hudson-Wilson, Fabozzi, & Gordon; Prowse; Smith & Smith; Pratt; Reilly & Schweihs (2 chapters); Winkelmann, Clark, Rosengarten & Tyagi; Clark; Anson; Anson (2 chapters) | | 9-18 | Portfolio Management (PDF) | The Psychology of Investing, 2nd edition (Nofsinger), Ch. 1-7
Fixed Income Readings for the Chartered Financial Analyst® Program, 2nd edition (Fabozzi, ed.) Ch. 7-9
Analysis of Derivatives for the CFA® Program (Chance), Ch. 6-8
International Investments, 5th edition (Solnik & McLeavey), Ch. 11-13
2006 CFA Level III Candidate Readings:
Maginn, Tuttle, McLeavey, & Pinto; Bronson, Scanlan, & Squires; Barberis & Thaler; Bryne; Tschampion, Siegel, Takahashi & Maginn; Olson; Sharpe, Chen, Pinto, & McLeavey; Arnott; Burns; Plaxco, & Moore; Stulz; Christopherson & Williams; Hill; Sauter; Loftus; Wagner & Edwards; Schwartz & Wood; Chance, Grant, & Marsland; Bailey, Richards, & Tierney; Dor & Jagannathan; Siegel (2 chapters); Belden & Waring; Siegel; Lawton & Remington | | | Study Review | Past Examination Questions and Guideline Answers (2003, 2004, and 2005)
Online Selected Response-Item Set Sample Examination and Guideline Answers | | |
