What You Will Learn!
- Portfolio Management: Candidates will gain a deep understanding of the theories and practices of portfolio management, including asset allocation, portfolio con
- Wealth Planning: Candidates will learn how to develop and implement comprehensive wealth management plans for individuals and families, including estate plannin
- Ethical and Professional Standards: Candidates will develop an understanding of ethical and professional standards in the investment industry, including the CFA
- Behavioral Finance: Candidates will learn how to integrate the principles of behavioral finance into investment decision-making, including the impact of cogniti
- Alternative Investments: Candidates will gain a deep understanding of alternative investments such as hedge funds, private equity, and real estate, including th
- Fixed-Income and Equity Portfolio Management: Candidates will learn how to construct and manage fixed-income and equity portfolios, including the principles of
Description
The CFA (Chartered Financial Analyst) Level 3 exam is the final level in the CFA program. It is designed to test a candidate's knowledge and skills in portfolio management and wealth planning.
The exam consists of two parts, morning and afternoon sessions, each lasting three hours. The morning session is composed of essay questions, while the afternoon session is composed of item set questions (similar to multiple-choice questions).
The curriculum for the CFA Level 3 exam includes the following topics:
Ethical and Professional Standards
Behavioral Finance
Private Wealth Management
Portfolio Management and Wealth Planning
Asset Allocation and Fixed-Income Portfolio Management
Equity Portfolio Management
Alternative Investments and Portfolio Management
To become a CFA charter holder, candidates must pass all three levels of the CFA program, have a minimum of four years of qualified work experience, and adhere to the CFA Institute's Code of Ethics and Standards of Professional Conduct.
CFA Level III Exam Tips
Exam questions referring to Financial Statement Analysis are based on International Financial Reporting Standards (IFRS) unless otherwise specified. When a question is based on US GAAP, it will be stated in the question.
Be comfortable with your calculator. Make sure you know how to use the calculator features needed to address the learning outcome statements (LOS).
Answer all questions. There is no penalty for incorrect answers.
Take a mock exam in the Learning EcoSystem to practice answering exam questions.
Familiarize yourself with the software features of the exam in this software tutorial.
Learn how hardware/software at the test centers may impact your exam-day experience.
Dress comfortably. There is no dress code, but dress in layers for comfort.
Review the CFA exam calendar for key dates and to meet pre-exam deadlines.
Who Should Attend!
- individuals who want to develop a deep understanding of investment management, portfolio management, and wealth planning.
- investment professionals, such as financial analysts, portfolio managers, and investment advisors, as well as finance and accounting professionals who want to expand their knowledge in the field of investment management.
- The CFA program is also suitable for individuals who are interested in pursuing a career in investment management or related fields. Candidates who successfully complete the CFA program are highly respected in the investment industry and are often sought after by employers for their specialized knowledge and skills.