CFA Level III
Portfolio Management & Wealth Planning. Synthesize all concepts into portfolio management and wealth planning.
Capital market expectations, asset allocation, and behavioral finance
Develop capital market expectations, apply asset allocation frameworks, and understand behavioral finance impacts....
Option strategies, swaps, futures, and currency management
Construct option strategies, apply swaps and futures for risk management, and manage currency exposure....
Equity, fixed-income, and alternative portfolio management
Build and manage equity, fixed-income, and alternative investment portfolios for institutional investors....
Performance evaluation, manager selection, and GIPS
Evaluate portfolio performance, select investment managers, and apply GIPS standards....
CFA Institute Code of Ethics and Standards of Practice
Apply the CFA Institute Code of Ethics and Standards of Professional Conduct to investment scenarios....
Advanced portfolio strategies and private wealth management
Advanced strategies in liability-driven investing, yield curve management, credit, equity, and multi-asset portfolios....
Wealth planning, taxes, estate planning, and risk management
Comprehensive wealth planning including taxes, estate planning, concentrated positions, and goals-based investing....
Private equity, debt, real estate, and infrastructure
Analyze private equity, debt, real estate, infrastructure, and natural resources investments....
Full-length practice exams simulating real test conditions
Test your knowledge with full-length mock exams that simulate the actual CFA exam experience....