Study Notes for CFA® Level III 2025 â ...
Learning Module 1: Overview of Equity Portfolio Management Los 1(a): Describe the roles... Read More
-a. Compare and contrast cognitive errors and emotional biases;
-c. Identify and evaluate an individual’s behavioral biases;
-a. Uses and Limitations of Classifying Investors into Personality Types;
-b. Discuss how behavioral factors affect adviser–client interactions;
-c. Discuss how behavioral factors influence portfolio construction;
-d. Explain how behavioral finance can be applied to the process of portfolio construction;