At Level III, it's no longer about calculating the price of a derivative - it's about integrating futures, forwards, swaps and options as tools to manage portfolio risk exposures.
Join Kaplan’s lead instructors for an intensive 40-minute deep dive into the Strategic Hedging framework. We will move beyond the formulas to explore the "why" and "when" of Swaps, Forwards, and Futures, ensuring you can distinguish between these tools under exam pressure and in real-world mandates.
Why Attend?
The Level III exam demands a synthesis of complex topics. This session is designed to bridge the gap between curriculum theory and the application-based questions that define the afternoon session. Bring your toughest questions for our live Q&A.
Secure your spot today and master the derivatives overlay strategies that often make the difference on results day.
Speaker
David McMeekin, CFA, CAIA, FRM, PRM, ERP
David is an experienced financial tutor with many years of teaching experience and assists in running the CFA, FRM, and CAIA courses. Originally from a banking background, David later moved into wealth management, advising high-net-worth clients in the areas of investments, pensions, and tax planning.
Since gaining his CFA designation in 2003, David has worked extensively in the field of risk management, teaching toward a variety of qualifications, as well as tailoring risk programs to financial institutions. He has gained the FRM, PRM, and CAIA designations. Most recently, David has earned the Energy Risk Professional (ERP) Certification.
This event is offered in partnership with...
