Module 2 Working With the Wealthy

Module 3 Wealth Planning

Module 4 Investment Planning

Module 5 Preserving the Wealth

Module 6 Advising the Wealthy

Module 7 Transferring the Wealth

Module 1 The Private Wealth Management Industry

Module 1 Private Investments and Structures

Module 2 General Partner and Investor Perspectives and the Investment Process

Module 3 Private Equity

Module 4 Private Debt

Module 5 Private Special Situations

Module 6 Private Real Estate Investments

Module 7 Infrastructure

Module 7 Trade Strategy and Execution

Module 1 Index-Based Equity Strategies

Module 2 Active Equity Investing: Strategies

Module 3 Active Equity Investing: Portfolio Construction

Module 4 Liability-Driven and Index-Based Strategies

Module 5 Yield Curve Strategies

Module 6 Fixed-Income Active Management: Credit strategies

Module 4 Asset Manager Code of Professional Conduct

Module 2 Guidance for Standards I–VII

Module 1 Code of Ethics and Standards of Professional Conduct

Module 1 Options Strategies

Module 2 Swaps, Forwards, and Futures Strategies

Module 3 Currency Management: An Introduction

M3 Overview of the Global Investment Performance Standards

M2 Investment Manager Selection

M1 Portfolio Performance Evaluation

M7 Case Study in Portfolio Management: Institutional (SWF)

M6 Trading Costs and Electronic Markets

M5 Portfolio Management for Institutional Investors

M4 An Overview of Private Wealth Management

M3 Asset Allocation to Alternative Investments

M2 Overview of Fixed-Income Portfolio Management

M1 Overview of Equity Portfolio Management

Module 5 Asset Allocation with Real-World Constraints

Module 4 Principles of Asset Allocation

Module 3 Overview of Asset Allocation

CFA三級2025年考綱變化

M1 Part 1: Framework and Macro Considerations

M2 Part 2: Forecasting Asset Class Returns

M3 Overview of AA

M4 Principles of AA

M5 Real-world constraints

M1 Overview of Equity Portfolio Management

M2 Overview of Fixed-Income Portfolio Management

M3 Asset Allocation to Alternative Investments

M4 An Overview of Private Wealth Management

M5 Portfolio Management for Institutional Investors

M6 Trading Costs and Electronic Markets

M1 Portfolio Performance Evaluation

M2 Investment Manager Selection

M3 Overview of the Global Investment PerformanceStandards

Module 1 Options Strategies

Module 2 Swaps, Forwards, and Futures Strategies

Module 3 Currency Management: An Introduction

M1 Code of Ethics and Standards of Professiona

M2 Guidance for Standards I–VII

M3 Application of the Code and Standards Level III

M4 Asset Manager Code of Professional Conduct

M1 Index-Based Equity Strategies

M2 Active Equity Investing: Strategies

M3 Active Equity Investing: Portfolio Construction

M1 Private Investments and Structures

M2 General Partner and Investor Perspectives and the Investment Process

M3 Private Equity

M4 Private Debt

M5 Private Special Situations

M6 Private Real Estate Investments

M7 Infrastructure