CFA Level III – Chartered Financial Analyst

Advanced CFA Institute Finance & Accounting

The final CFA level focused on portfolio management and wealth planning. Passing all 3 levels plus 4,000 hours of experience earns the CFA charter.

Overview

The final CFA level focused on portfolio management and wealth planning. Passing all 3 levels plus 4,000 hours of experience earns the CFA charter.

Key topics covered: Portfolio Construction, Risk Management, Behavioral Finance, Private Wealth Management, Institutional Portfolio Management, Asset Allocation.

Best suited for: Experienced finance professionals completing the CFA charter program.

Common career paths: CFA Charterholder, Portfolio Manager, Chief Investment Officer, Wealth Manager.

Study Roadmap

Full step-by-step roadmap coming soon. See the roadmap page for updates.