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Level III: 2015 - 2016 Program Changes

The 2016 Level III curriculum has 32 readings.


There are minor changes in the Level III curriculum
For any questions or comments please email us at support@ift.world

Notes & Key

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IFT Level III videos are now fully updated for the 2016 curriculum
Study Session
SS 1

2015 #
1
2

Reading Name
Code of Ethics and Professional Standards
Guidance for Standards IVII

To view IFT Level III prep packages click here

2016 # Reading Name


1
Code of Ethics and Professional Standards
2
Guidance for Standards IVII

Comments

SS 2

3
4
5

The Consultant
Pearl Investment Management (A), (B), and (C)
Asset Manager Code of Professional Conduct

3
4

Applications of the Codes and Standards


Asset Manager Code of Professional Conduct

SS 3

6
7
8

The Behavioral Finance Perspective


The Behavioral Biases of Individuals
Behavioral Finance and Investment Processes

5
6
7

The Behavioral Finance Perspective


The Behavioral Biases of Individuals
Behavioral Finance and Investment Processes

SS 4

9
10
11

Managing Individual Investor Portfolios


Taxes and Private Wealth Management in a Global Context
Estate Planning in a Global Context

8
9
10

Managing Individual Investor Portfolios


Taxes and Private Wealth Management in a Global Context
Estate Planning in a Global Context

SS 5

12
13

Concentrated Single Asset Positions


Lifetime Financial Advice: Human Capital, Asset Allocation, and Insurance

11
12

Concentrated Single Asset Positions


Lifetime Financial Advice: Human Capital, Asset Allocation, and Insurance

SS 6

14
15

Managing Institutional Investor Portfolios


Linking Pension Liabilities to Assets

13
14

Managing Institutional Investor Portfolios


Linking Pension Liabilities to Assets

SS 7

16
17

Capital Market Expectations


Equity Market Valuation

15
16

Capital Market Expectations


Equity Market Valuation

SS 8

18

Asset Allocation

17

Asset Allocation

SS 9

19
20

Currency Management: An Introduction


Market Indexes and Benchmarks

18
19

Currency Management: An Introduction


Market Indexes and Benchmarks

SS 10

21
22

Fixed-Income Portfolio ManagementPart I


Relative-Value Methodologies for Global Credit Bond Portfolio Management

20
21

Fixed-Income Portfolio ManagementPart I


Relative-Value Methodologies for Global Credit Bond Portfolio Management

SS 11

23

Fixed-Income Portfolio ManagementPart II

22

Fixed-Income Portfolio ManagementPart II

SS 12

24

Equity Portfolio Management

23

Equity Portfolio Management

SS 13

25

Alternative Investments Portfolio Management

24

Alternative Investments Portfolio Management

SS 14

26

Risk Management

25

Risk Management

SS 15

27
28
29

Risk Management Applications of Forward and Futures Strategies


Risk Management Applications of Option Strategies
Risk Management Applications of Swap Strategies

26
27
28

Risk Management Applications of Forward and Futures Strategies


Risk Management Applications of Option Strategies
Risk Management Applications of Swap Strategies

SS 16

30
31

Execution of Portfolio Decisions


Monitoring and Rebalancing

29
30

Execution of Portfolio Decisions


Monitoring and Rebalancing

SS 17

32

Evaluating Portfolio Performance

31

Evaluating Portfolio Performance

SS 18

33

Overview of the Global Investment Performance Standards

32

Overview of the Global Investment Performance Standards

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R03 and R04 from 2015 have been combined


Major LOS changes