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CFA 2025 LEVEL III Schweser Video + Slides (Private Wealth Pathway)

Prepare to Pass the 2025 CFA Level III Exam

Be sure to Choose Study Package by Specialized Pathway.

1. Portfolio Management: This traditional CFA Program pathway focuses on constructing, managing, optimizing, and measuring portfolios of public market equity, fixed income, and derivative securities.
   
2. 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.
   
3. 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.

Private Wealth

Gain a global perspective and learn the principles for serving High Net Worth clients. This pathway extends beyond simple investment management and financial planning to cover areas such as family management, philanthropy and serving star athletes.

• The Private Wealth Management Industry
• Working With The Wealthy
• Wealth Planning
• Investment Planning
• Preserving the Wealth
• Advising the Wealthy
• Transferring the Wealth

Module Videos

Reference these 50+ hours of recorded videos as you are reading through your SchweserNotes™ books to reinforce your understanding of the material.