Unlike other CFA exams, the curriculum for level III focuses mainly on portfolio management and wealth planning. Topics such as Quantitative Methods, Economics, Corporate Finance, Financial Reporting, and Analysis have been removed from the curriculum. Ethics, Alternative Investments, Derivatives, Equity Investments, and Fixed Income topics mostly preserve the weightings assigned in previous exams. Meanwhile, Portfolio Management and Wealth Planning topics’ weightings now comprise 45%-55% of the Level 3 exam.
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CFA 2025 Level III Analyst Prep Private Wealth Pathway (Notes, Formula Sheet, Qbank, Essay Question, Video)
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CFA 2025 Level III Analyst Prep Private Wealth Pathway (Notes, Formula Sheet, Qbank, Essay Question, Video)
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