📈 CFA Level III — Portfolio Management & Wealth (Exam-Prep)

An independent, structured walkthrough of the Level III curriculum, from ethics and asset allocation to private wealth, institutional mandates, and exam-day essay technique. The course is organized into 14 modules, ending with a final exam (pass mark 70%). It is independent, free exam-preparation training — not an official or accredited review course.

What you'll learn

• Ethics, Professional Standards & GIPS (Level III)
• Behavioral Finance
• Capital Market Expectations
• Asset Allocation I — Principles
• Asset Allocation II — Implementation
• Fixed-Income Portfolio Management
• Equity Portfolio Management
• Alternative Investments in Portfolios
• Derivatives & Risk Management
• Currency Management
• Trading, Performance Evaluation & Manager Selection
• Private Wealth Management
• Portfolio Management for Institutional Investors
• Constructing the IPS & Case-Based Integration

Learning objectives

• Explain the CFA Level III credential, the constructed-response (essay) plus item-set format, and how to study and pace yourself.
• Set capital market expectations and build strategic, tactical, and liability-relative asset allocations for individuals and institutions.
• Construct fixed-income and equity portfolios using liability-driven, yield-curve, credit, passive, active, and factor strategies.
• Apply derivatives, currency overlays, and alternative investments to shape portfolio risk and return.
• Design goals-based private wealth plans covering tax, estate, and concentrated-position management.
• Manage institutional mandates for pensions, endowments, insurers, and sovereign funds, and govern trading and execution.
• Evaluate performance with Brinson attribution, select managers, and execute disciplined exam-day strategy.