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CFA 3 IPS

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CFA 3 IPS
Morning Session Essay Writing（IPS）
（

•
•
•

CFA FRM RFP

•

Karlsruhe

•

PE
Synovate

•

CFA® Level I 20

CFA® Level II 10
DCF

•
2-123

lisikeleo@hotmail.com

QQ 2283778753

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Essay writing in level 3
Essay writing in CFA level 3
Topic 1 Introduction to essay writing
Topic 2 Individual IPS writing with asset allocation
Topic 3 Institution IPS writing with asset allocation
Topic 4 Execution, Monitoring, and Rebalancing
Topic 5 Performance Evaluation and Attribution
Topic 6 Risk Management, Fixed Income, Derivative
Topic 7 Case Book and Conclusions

3-123

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Introduction to essay writing
Part 1
Portfolio
Management and
Wealth Planning
(55%-65%)

Behavioral Finance
Individual Portfolio IPS
Institutional Portfolio IPS
Asset Allocation
Execution
Monitoring & rebalancing
Evaluation & attribution

Topic Area Weights for the CFA Exam for
Level
Ethical and
Professional
Standards (total)

Part 2
Asset
Classes
(23%-35%)

( 0, as a part of TIA
•Net CF from T1 < 0, as the liquidity needs

25-123
25-

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Investor 1’s IPS - 4 a

After tax Cash flow analysis …

Time

T0

T1

Salary

P

P * (1+f)

Trust / Inheritance

N

0

P+N

P * (1+f)

Inflow

Total inflow

Outflow
Tax

P*t

P * (1+f) * t

Living expense

Q

Q * (1+f)

Down payment

M

0

Mortgage payment

0

MG

Donation

D

0

Other one-time need

T

0

Total outflow

P*t+Q+M+D+T

P * (1+f) * t + Q * (1+f) + MG

Net cash flow

Total in – Total out

Total in – Total out

26-123
26-

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Investor 1’s IPS - 4 b

All Cash flows occurring at T0 are considered as the change of
Total investable assets

All Cash flows occurring during the period between T0 and T1, including
T1, are considered as the net
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