CFA Level III Complete Course offered by AnalystPrep
- video lessons: 60+ hours
- study notes: 2,000+ pages
- essay-type cases: 50+
- MCQ vignettes: 100+
- mock exams: 1
- quizzes: unlimited
- students enrolled: 7,000+
AnalystPrep’s content has been developed by CFA charterholders with first-hand experience of the exam. Our instructors know what it takes to pass. Each question is repeatedly validated to ensure you get the most out of the platform. All our practice questions are adjusted regularly to be consistent with the current CFA® Program curriculum and difficulty level. Join the 20,000 candidates who register yearly and see why AnalystPrep is rated the #1 prep platform for CFA exams.
Professor James Forjan, PhD, CFA
$499.00
Course Features
- 60 Hours of Video Lessons
- 2,000 Pages of Study Notes
- 50+ Essay-type Cases
- 100+ MCQ Vignettes
- CBT Mock Exams
- Formula Sheet
- Performance Tracking Tools
- 12-Month Access
- Ask-A-Tutor Questions
- 24/7 Tech Support
Related Courses
Course Overview
The Level III CFA exam is offered twice a year. Topics such as Quantitative Methods, Corporate Finance, and Financial Statement Analysis have been removed from the curriculum. Ethics, Alternative Investments, Derivatives, Equity Investments, and Fixed Income topics mostly preserve the weightings they were assigned in previous exams. Meanwhile, Portfolio Management and Wealth Planning topics weightings now comprise 45%-55% of the Level III exam.
Duration
The total duration is set at 4 hours and 24 minutes, evenly distributed into two sessions, with a permissible break in between. You will receive assistance swiftly during the exam from proctors if required, ensuring a smooth examination process.
Content
All questions derive from vignettes, urging candidates to refer to them before crafting each answer. The topic areas cover a broad spectrum including, but not limited to Portfolio Management and Wealth Planning, which dominates 35-40% of the exam syllabus with several sub-topics.
Constructed Response (Essay) Format
- Command words: Clearly identified in bold within the question stem to guide your responses.
- Response: Candidates can use bullet points or paragraphs for articulation, with certain questions demanding a specific number of responses.
- Scoring: Responses are assessed up to the number requested, focusing on the order presented by the candidate.
Item Set Format
Each item set comprises a vignette followed by four multiple-choice questions, each bearing 3 points. The questions are not standalone and are rooted in the vignette, emphasizing the application of knowledge in practical scenarios.
Mixed Distribution of Questions
The February 2023 Level III exam introduces a more balanced delivery of questions through both sessions, diversifying the distribution to include a mix of 6 item sets and 5 essay sets or vice versa. While the total of 11 essay and 11 item sets remains constant, each set carries a weight of 12 points, ensuring a comprehensive evaluation of your knowledge across different areas.
Course Curriculum
AnalystPrep’s content has been developed by certified CFA charterholders with first-hand experience of the exam. Our instructors know what it takes to pass. Each question is repeatedly validated to ensure you get the most out of the platform.
Our study notes, video lessons, and question bank are divided into specific topics to help you attain an all-round understanding of the curriculum. Every question is accompanied by a detailed solution. In the event that you’d like some clarification on a specific concept, our instructors are reachable round the clock.
All our practice questions are adjusted regularly to be consistent with the current CFA® Program curriculum and difficulty level. Join the 20,000 candidates who register yearly.
- Lesson 1 Framework and Macro Considerations
- Lesson 2 Forecasting Asset Class Returns
- Lesson 3 Overview of Asset Allocation
- Lesson 4 Principles of Asset Allocation
- Lesson 5 Asset Allocation with Real World Constraints
- Lesson 1 Overview of Equity Portfolio Management
- Lesson 2 Overview of Fixed-Income Portfolio Management
- Lesson 3 Asset Allocation to Alternative Investments – Part I
- Lesson 4 Asset Allocation to Alternative Investments – Part II
- Lesson 5 Overview of Private Wealth Management – Part I
- Lesson 6 Overview of Private Wealth Management – Part II
- Lesson 7 Portfolio Management for Institutional Investors – Part I
- Lesson 8 Portfolio Management for Institutional Investors – Part II
- Lesson 9 Passive Equity Investing
- Lesson 10 Trading Costs and Electronic Markets
- Lesson 1 Standard I – Professionalism
- Lesson 2 Standard II – Integrity
- Lesson 3 Standard III – Duties to Clients
- Lesson 4 Standard IV – Duties to Employers
- Lesson 5 Standard V – Investment Analysis
- Lesson 6 Standard VI – Conflicts of Interest
- Lesson 7 Standard VII – Responsibilities as a CFA Institute Member or CFA Candidate
- Lesson 8 Asset Manager Code of Professional Conduct
- Lesson 1 Private Investments and Structures
- Lesson 2 General Partner and Investor Perspectives and the Investment Process
- Lesson 3 Private Equity
- Lesson 4 Private Debt
- Lesson 1 Private Special Situations
- Lesson 2 Private Real Estate Investments
- Lesson 3 Infrastructure
- Lesson 1 The Private Wealth Management Industry
- Lesson 2 Working With the Wealthy
- Lesson 3 Wealth Planning
- Lesson 4 Investment Planning
- Lesson 1 Preserving the Wealth – Part I – Human Capital
- Lesson 2 Preserving the Wealth – Part II – Purchasing Power
- Lesson 3 Advising the Wealthy
- Lesson 4 Transferring the Wealth
- Lesson 1 Index-Based Equity Strategies
- Lesson 2 Active Equity Investing: Strategies – Part I
- Lesson 3 Active Equity Investing: Strategies – Part II
- Lesson 4 Active Equity Investing: Portfolio Construction – Part I
- Lesson 5 Active Equity Investing: Portfolio Construction – Part II
- Lesson 6 Liability-Driven and Index-Based Strategies – Part I
- Lesson 7 Liability-Driven and Index-Based Strategies – Part II
- Lesson 1 Yield Curve Strategies
- Lesson 2 Fixed-Income Active Management: Credit Strategies
- Lesson 3 Trade Strategy and Execution – Part I
- Lesson 4 Trade Strategy and Execution – Part II
- Lesson 5 Case Study in Portfolio Management: Institutional
Professor James Forjan, PhD, CFA
Professor James Forjan has taught college-level finance classes for over 25 years. With a clear passion for teaching, Prof. Forjan has worked in the CFA exam preparation industry for decades after earning his charter in 2004. His resume includes:
☑ BS in accounting
☑ MSc in Finance
☑ Ph.D. in Finance (minor in Economics and two PhD level classes in Econometrics)
☑ Has taught at different 6 universities (undergraduate and graduate-level Finance classes)
☑ Co-author of investment books
☑ Has crafted, edited, updated, and upgraded a multitude of CFA exam type questions at all levels
☑ And much more…
Reviews 11
Pratham K.2024-07-11 13:43:13
Loved the video series. I love the video series because the explanation is provided in the simplest manner. It is helping me in clearing my concepts.
Mary F.2023-08-18 14:22:01
BIG THANK YOU! I'd like to special thank you for Prof Forjan and the team. [...] I'm more than grateful to have access to these amazing tutorials here which greatly ease my study pressure and gain confidence. [...] Once again, a big THANK YOU!
James B.2019-03-14 14:04:41
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Justin T.2017-09-28 07:55:56
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“I bought the FRM exam premium subscription about 2 weeks ago. Very good learning tool. I contacted support a few times for technical questions and Michael was very helpful.”
Abdulgadir M.2024-08-11 17:55:47
James Forjan is just Brilliant. I'm totally new to these exams and James Forjan's videos have been really helpful, I'm looking to take my exam this February. I'm from London, highly recommend.