San Francisco - May 2-5, 2019

San Francisco LevelUp BootCamp & Jumpstart Video Series

Includes BOTH the San Francisco LevelUp BootCamp plus access to the LevelUp Videos On-Demand with Marc A. LeFebvre, CFA.

$1,999

San Francisco LevelUp BootCamp

This is your ticket to the 2019 San Francisco LevelUp BootCamp to be held Thursday, May 2nd through Sunday, May 5th with instructor Marc A. LeFebvre, CFA.

$1,289

Overview

LevelUp BootCamps are just that…they are “bootcamps,” in every sense of the definition.  The LevelUp BootCamps are four long days of hard work that cover nearly every page of the CFA® Program curriculum.  In our typical day, we…

  • Provide overview and context – we need to figuratively understand the forest, the trees, the bark on the trees and the bugs that eat the bark on the trees to pass the exam,
  • Work hard white text examples,
  • Work famous difficult BlueBox examples,
  • Describe graphs and exhibits (yes, they test these!) in detail,
  • Discuss how to study the Standards of Professional Conduct the right way,
  • Work multitudes of prior constructed-response questions,
  • Work every IPS return calculation since 2004 to build confidence and speed of execution on exam day,
  • Identify exam “blind spots” and “traps” that prevent every point from being in your favor (in 2016 candidates could have lost 16 points in the morning exam due to these silly mistakes),
  • Discuss exam strategy in the final month leading up to the exam, the final week of the exam, the night before and the day of the exam because every detail matters in your pursuit of success.

Level III CFA BootCamp Agenda

8:30 am – 10:15 amEthics & Beh. Finance

We begin the day with how to approach ethics...the right way and how to accomplish this task with as little as 20 minutes a day. We move on to one of the hardest, most nebulous topics in the Level III material, Behavioral Finance. Past exams have made this one of the toughest places to earn points in the morning exam and we nail this.

10:15 am – 10:30 amBreak

Your thinking can I do this all four days...say"Yes I can!"

10:30 am – 12:15 pmPrivate Wealth PMgt

We then move on to the private wealth investor, the IPS, two phenomenal tax readings and we "deep dive" into all those calculations and computations.

12:15 pm – 1:15 pmLunch

Eat protein and hydrate, your body will love you.

1:15 pm – 3:00 pmPrivate Wealth PMgt Continued

We wrap up the individual investor withthe single concentrated asset reading and the new 2017 reading on individual risk management.

3:00 pm – 3:15 pmBreak

Go get caffeine!

3:15 pm – 5:15 pmInstitutional PMgt

We wrap up the day with a whopping yet exciting institutional investor...oh yeah...and prepare ourselves for a busy second day ahead.

8:30 am – 10:15 amCap Mkt Exp & Equity Market Valuation

Candidates loath this material because its long and they get lost with the intent of the reading. This stuff is actually exciting and once we unearth its real potential and how its asked on exams you'll be begging for CME questions on the next exam.

10:15 am – 10:30 amBreak

33% completed

10:30 am – 12:15 pmEquity Market Valuation and Asset Allocation

Equity Market Valuation has been tested A LOT and we have to hit it hard. Then begins the new material for 2017. The CFA added three new readings and we will cover them in detail all the while knowing it will be highly likely to be tested on this coming year's exam.

12:15 pm – 1:15 pmLunch

No carbohydrates or you'll be asleep by 2 pm, just in time for Currency Risk Management!

1:15 pm – 3:00 pmAsset Allocation & Currency Risk Mgt

We cover the last two of the new asset allocation readings and the real kicker...Real World Constraints in Asset Allocation, this my friends will be the money exam questions in 2018. If you ever had trouble with currencies, fear not, we will cover this material so well you'll be a currency risk expert by the break today.

3:00 pm – 3:15 pmBreak

Feeling sleepy...I told ya not to eat Carbs. Go get a nice latte;-)

3:15 pm – 5:15 pmFixed Income I

Now begins the fun...four new fixed income readings. Hold on tight because the level of difficulty and depth of this material has reach new heights with the 2018 curriculum changes. If bonds were your friends before, they will be soon enough. Lets do this!

5:15 pm – 5:30 pmBreak

Dinner! Because you'll need it for whats next.

5:30 pm – 8:00 pmIPS Workshop

Yes it is the world famous IPS workshop where you will be given the gift of speed, maximum points and confidence as you begin your morning essay exam. Candidate waste so much time on this calculation and lose points. I will teach you a clear and concise method for solving this task and you'll see the rubics cube of the Level III exam solved in two short hours. Hold tight we will work 14 years of previous exam problems!

8:30 am – 10:15 amFixed Income II

Now it gets deep...duration (Macauley, modified, effective, dispersion, convexity) and trades (parallel, yield curve shifts, change in curvature) and credit strategies oh boy!

10:15 am – 10:30 amBreak

Just think only two more days of all this!

10:30 am – 12:15 pmFixed Income II & Equity PMgt

The fixed income hurt is almost done and we move on to something a whole lot easier...Equity Portfolio Management...ah! Wait you need to learn about RBSA and HBSA!

12:15 pm – 1:15 pmLunch

Eat protein. Hydrate. Call your mom ;-)

1:15 pm – 3:00 pmEquity PMgt & Alternatives

Alternative investments was updated in 2018 so we need to cover the changes and the likely places for exam material.

3:00 pm – 3:15 pmBreak

Caffeine!

3:15 pm – 5:15 pmRisk Mgt

Candidates around the globe stumble on this topic but not you, we will establish a risk management process, identify risks, measure everyday and one-off risks and finally learn how to manage these risks. Not hard but its context gets lost on many candidates.

5:15 pm – 5:30 pmBreak

Dinner!

5:30 pm – 8:00 pmEssay Workshop

The hardest part of the Level III exam is only 5 inches. That five inches is between your ears. We will tackle the challenges candidates face on the essay exam, how to approach your answers, trips and traps of the morning exam and how to best prepare for the hardest day of your educational career and nail it with success.

8:30 am – 10:15 amRisk Mgt Applications

Futures, options an swaps oh yeah! I told you to call your mom yesterday, you need all the help possible to ge through this topic today!

10:15 am – 10:30 amBreak

Caffeine.

10:30 am – 12:15 pmExecution, Monitor & Rebal.

Wrap up risk management and move on to the home stretch with execution.

12:15 pm – 1:15 pmLunch

Check out of your hotel if your leaving after GIPS and be ready for the final stretch.

1:15 pm – 3:00 pmPerformance Evaluation

Great quant topic that is always tested and so many candidates struggle with micro and macro attribution but not us, we will master this and you will be begging for this e topics to be on the June exam...grrr...give it to me you'll say!

3:00 pm – 3:15 pmBreak

What the last break...nah...give me more your thinking!

3:15 pm – 5:15 pmGIPS

GIPS or a prefrontal lobotomy its your choice. Votes will be taken.

Course agendas are identical for all Level III courses, regardless of location or venue. The ebb and flow may change slightly each day based on candidate questions.

Course Materials Included

LevelUp Core Curriculum Slide Book™

The best and most comprehensive presentation slide book used to cover all aspects of the Level III CFA® Program curriculum. These color slides provide you with the details that make a difference and help with memory recall on your exam day. The slide book gives directions to highly relevant exhibits, “BlueBox” and “Bridge” examples and problem sets in the candidate curriculum that is critical to mastering the material, and ultimately earning all the points possible on the exam. In addition, the slides tie together all aspects of the candidate curriculum into one amazing comprehensive and integrated review. No other review provider had one person construct the entire deck of slides from beginning to end as these do showing a seamless integration between topics.

IPS Return Calculation Workshop™ 

Time tested and decade proven methodology to master the IPS return calculation on the Level III CFA® exam. This method will help you earn the maximum points, minimize your time, give the graders an easy method to grade your solution and most importantly build your confidence for the remaining morning essay portion of the exam.

Focus Material Book™ 

A step by step “road map” for your final prep for the June exam. Don’t work through the month of May and June without it!

Exam strategies, time management techniques and the infamous exam blind spots and traps where I will show you how NOT to make valuable mistakes and fail to earn points on exam day.

Included Course Materials are identical for all Level III courses, regardless of location or venue.

LevelUp BootCamp Venue

San Francisco State College Downtown Campus (SFSU)
835 Market Street, 6th Floor
San Francisco, CA 94103

 

Travel Considerations

The San Francisco State University Downtown Campus is situated in the heart of downtown San Francisco, above the Powell Street BART and Muni stations. In addition to proximity to all Bay Area mass transit options, there is a municipal parking lot one block away at 5th and Mason.

Please enter at 835 Market Street & go to the 6th Floor, bear right at the guard desk and the classroom will be on the left side down the hallway.

For special needs and accommodations please contact Ally Nguyen at an@sfsu.edu or Susan Propst at spropst@sfsu.edu

San Francisco International Airport

Bart or Ride Sharing are best options into Downtown San Francisco

Nearby hotels:  Parc 55 San Francisco – Hilton Property (415) 392-8000

Hotel Zeta (415) 543-8555

Class will wrap-up by 5 pm Sunday so plan your travel accordingly.  If you need to leave early, that’s absolutely fine just know you’ll be missing GIPS, oh darn!

The Pickwick Hotel (888)544-0576

Hotel Zelos (415) 348-1111

Downtown SF Parking Information
LevelUp, LLC and SFSU are not liable for any lost or stolen items. Neither LevelUp, LLC nor SFSU will validate any parking.

Most guests take public transportation since it is faster and more convenient. Parking will get expensive and there is a lot of traffic.
-Many sections of Market St. are only for taxis or buses.
-There is a lot of street parking around the area, but be sure to read posted signs and meter signs. -Never leave valuables in the car or anything out in the open.

One of the best things about the Downtown Campus is the location to Muni and Bart trains. -All trains stop at Powell St. Station.

Some large parking garages are below.
-There are fees, but the fees for each garage vary and guests should check with each one to find out.

Fifth & Mission/Yerba Buena Parking Garage 833 Mission St.
San Francisco, CA 94103

Ellis-O’Farrell Garage 123 O’Farrell St.
San Francisco, CA 94102

Mason O’Farrell Parking Garage 325 Mason St.
San Francisco, CA 94102

Union Square Garage 333 Post St.
San Francisco, CA 94108