Prepare to Pass the 2025 CFA Level III Exam
Be sure to Choose Study Package by Specialized Pathway.
- Portfolio Management: This traditional CFA Program pathway focuses on constructing, managing, optimizing, and measuring portfolios of public market equity, fixed income, and derivative securities.
- Private Markets: This pathway addresses private markets investing primarily from the perspective of the general partner (GP). It builds on key valuation and other competencies in the CFA Program from all four asset class domains.
- Private Wealth: This pathway offers a global perspective on and universal principles for serving high-net-worth clients. It is structured as an arc from a young adult being onboarded to generating wealth through wealth transfer.
Portfolio Management
Learn about constructing, managing, optimising, and measuring portfolios of public market equity, fixed income, and derivative securities.
- Index-based equity strategies
- Active equity investing: strategies
- Active equity investing: portfolio construction
- Liability driven and index based fixed income strategies
- Fixed-income active management: yield curve strategies
- Fixed-income active management: credit strategies
- Case study in portfolio management: institutional
- Trade strategy and execution
Module Videos
Reference these 50+ hours of recorded videos as you are reading through your SchweserNotes™ books to reinforce your understanding of the material.