Study Session:

1
1.1 - Ethics - Standards 1 and 2 (38 mins)
1.2 - Ethics - Standards 3 and 4 (44 mins)
1.3 - Ethics - Standards 5 and 6 (34 mins)
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2.
2.1 - Ethics in Practice (31 mins)
2.2 - Ethics in Practice - couple of cases (29 mins)
3
2.3 - Behavioral Finance (87 mins)
3.1 - Behavioral Biases (51 mins)
3.2 - Behavioral Biases - Part 2 (50 mins)
3.3 - Behavioral finance and investment process (50 mins)
3.4 - Behavioral finance and investment process - part 2 (67 mins)
4
4.1 - Private Wealth Management (90 mins)
4.2 - PWM - contd (91 mins)
4.3 - past exam questions (80 mins)
4.4 - taxes and PWM in a global context ( 35 mins)
4.5 - contd (35 mins)
5.1 - Estate Planning (48 mins)
5.2 - Estate Planning - part 2 (77 mins)
5.3 - Low - Basis Stock (59 mins)
5.4 - Lifetime Financial Advice - human capital, asset allocation and insurance
(40 mins)
5
6.1 - Institutional Portfolio Management (83 mins)
6.2 - contd (90 mins)
6.3 - Linking pension liabilities to assets (20 mins)
6
7.1 - Capital Market Expecations (51 mins)
7.2 - contd (48 mins)
7
7.3 - Economic concepts for asset valuation (35 mins)
7.4 - Equity market valuation (39 mins)
7.5 - Dreaming with BRICS (10 mins)
8
8.1 - Asset Allocation (30 mins)
8.2 - contd (60 mins)
8.3 - International Diversification (35 mins)
9
9.1 - Fixed Income Portfolio Management (90mins)
9.2 - Relative bond value methodologies (39 mins)
10
10.1 - Bonds and FI derivatives (73 mins)
10.2 - contd (74 mins)
10.3 - MBS (31 mins)
11
11.1 - Equity Portfolio Management (62 mins)
11.2 - part 2 (33 mins)
12
12.1 EPM - corp performance, governance (42 mins)
12.2 EPM - International equity benchmarks (41 mins)
13
13.1 Alternative Investments in Portfolio Management (70 mins)
13.2 Contd (77 mins)
13.3 Swaps (10 mins)
13.4 Commodity Forwards and Futures (17 mins)
15
15.1 Risk Management Application Of derivatives (90 mins)
15.2 Risk Management Application of options (70 mins)
15.3 RM of options - part 2 (86 mins)
15.4 RM of swaps (56 mins)
16 Execution of portfolio decisions, monitoring and rebalancing
16.1 Execution (46 mins)
16.2 Execution - part 2 (55 mins)
17.1 Monitoring and Rebalancing (70 mins)
17
17.2 Performance Evaluation (75 mins)
17.3 evaulation - part 2 (80 mins)
17.4 Global Performance Evaluation (29 mins)
18.1 Global Investment Performance Standards (66 mins)
18.2 GIPS - part 2 (66 mins)
18.3 GIPS - part 3 (43 mins)
18.4 GIPS - part 4 (30 mins)
The following readings have been dropped:
- Low Basis Stock
- Allocating Shareholder Capital to Pension Plans
- Dreaming With BRICs: The Path to 2050
- The Case for International Diversification
- Hedging Mortgage Securities to Capture Relative Value
- Emerging Markets Finance
- Swaps
- Commodity Forwards and Futures
- Currency Risk Management
- Global Performance Evaluation
There have been major updates to the following readings:
- Asset Allocation
- Overview of the Global Investment Performance Standards (GIPS)
There are two new readings:
- Concentrated Single Asset Positions
- Currency Risk Management: An Introduction