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300hours - CFA Level 3 Curriculum Changes 2024 Summary

The 2024 CFA Level 3 curriculum is largely similar to the 2023 version. It contains 33 readings, 2 fewer than 2023. Only 2-3 readings received notable revisions, with the rest being the same as 2023. Minor changes include updated examples in two Economics readings and removal of 1-2 learning outcomes from several Portfolio Management and Ethics readings.

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380 views

300hours - CFA Level 3 Curriculum Changes 2024 Summary

The 2024 CFA Level 3 curriculum is largely similar to the 2023 version. It contains 33 readings, 2 fewer than 2023. Only 2-3 readings received notable revisions, with the rest being the same as 2023. Minor changes include updated examples in two Economics readings and removal of 1-2 learning outcomes from several Portfolio Management and Ethics readings.

Uploaded by

Bullcapital
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
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CFA Level 3: 2024 Curriculum Changes (vs.

2023)
Summary: - 2024's L3 curriculum is largely similar to 2023's. New Updated
- 2024 L3 has 33 readings: 2 readings removed vs 2023. Removed Moved
- Overall, just 2-3 readings with notable revisions, rest is the same as 2023

Topic Reading # Reading Name Comments


31 Capital Market Expectations, Part 1: Framework and Macro Considerations Minor changes: examples updated
Economics 42 Capital Market Expectations, Part 2: Forecasting Asset Class Returns Minor changes: examples updated
3 Currency Management: An Introduction
1 The Behavioral Biases of Individuals
2 Behavioral Finance & Investment Processes
54 Overview of Asset Allocation
65 Principles of Asset Allocation
76 Asset Allocation with Real-World Constraints
21 7 Overview of Private Wealth Management Minor revision: new client segment
22 8 Topics in Private Wealth Management
Portfolio Management 23 9 Risk Management for Individuals Minor revision: 2 LOS removed
24 10 Portfolio Management for Institutional Investors Minor revision: 1 LOS removed, exhibit updates
25 11 Trade Strategy and Execution Minor edits
26 12 Portfolio Performance Evaluation
27 13 Investment Manager Selection
28 14 Case Study in Portfolio Management: Institutional Minor revision: 2 LOS updated, 1 added
29 15 Case Study in Risk Management: Private Wealth Minor revision: 1 LOS updated
30 16 Case Study in Risk Management: Institutional
8 17 Option Strategies
Derivatives 9 18 Swaps, Forwards, and Futures Strategies
10 Currency Management: An Introduction Moved to Economics
11 19 Overview of Fixed-Income Portfolio Management
12 20 Liability-Driven and Index-Based Strategies
Fixed Income
13 21 Yield Curve Strategies
14 22 Fixed-Income Active Management: Credit Strategies
15 23 Overview of Equity Portfolio Management
16 24 Passive Equity Investing
Equity
17 25 Active Equity Investing: Strategies
18 26 Active Equity Investing: Portfolio Construction
19 27 Hedge Fund Strategies
Alternative Investments
20 28 Asset Allocation to Alternative Investments
31 29 Code of Ethics and Standards of Professional Conduct
32 30 Guidance for Standards I-VII
Ethics 33 31 Application of the Code and Standards: Level III
34 32 Asset Manager Code of Professional Conduct
35 33 Overview of the Global Investment Performance Standards Minor revision: 1 LOS removed

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