CFA® Level III

The final stage of the CFA Program, Level III has a strong focus on wealth planning and portfolio management. Some of the analytical subjects (accounting and quants in particular) drop from the curriculum, much to the disappointment of many candidates! Instead, you will investigate in detail the requirements and psychology of investors, with asset valuation being primarily from a portfolio perspective: how do shares, bonds, derivatives and alternatives help us to achieve a client’s objectives?

Evaluation and synthesis skills that you gain during the preparation for your final exam will enable you, on successful completion of Level III, to enter your workplace with your head held high: as a CFA charterholder.

Quartic Standalone Options

We have made some of our most valuable study resources that are integrated into our full support packages available for purchase as standalone products.

Candidates studying on their own may find it useful to purchase a Mock Exam or enrol on one of our intensive Revision Courses to aid with their final exam preparation.

In addition, candidates may wish to purchase our graphic rich workbooks which make complex topics easier to grasp and provide an intuitive understanding of the curriculum not just pages of algebra to memorise.

Our Q-sheet, an essential revision tool, can be used as a quick reference sheet when tackling exam style questions.

For advice on your best study option contact us on +44 20 7776 7500 or email us at with any questions you may have and we will be happy to help you.

Quartic Online Course Options

The Quartic Online portal is your comprehensive online resource platform including:
Video Library (Education and Revision)
Calculator Tutorial
Question Banks
Progress Tests
Mock Exams
Progress Dashboard

For advice on your best study option contact us on +44 20 7776 7500 or email us at  with any questions you may have and we will be happy to help you.

For more information regarding Quartic Executive Mentoring and what it offers please click here

Gold
All-rounder studying with live webinar Revision
From: £1,095

Quartic Classroom Course Options

Face-to-face class options are currently unavailable, please check our online classroom options.

The Quartic classroom option is available for our intensive Revision Course in combination with a package of full online learning materials and support. The classroom revision option allows for face-to-face interaction with your personal tutor. Please see you options below.

For advice on your best study option contact us on +44 20 7776 7500 or email us at with any questions you may have and we will be happy to help you.

Gold Revision Live
All-rounder studying with live classroom Revision
£1,425
Platinum Live
The ultimate comprehensive solution
£1,625

All prices are net, VAT will be added where applies.

ABOUT THE COURSE

The final stage of the CFA Program, Level III has a strong focus on wealth planning and portfolio management. Some of the analytical subjects (accounting and quants in particular) drop from the curriculum, much to the disappointment of many candidates! Instead, you will investigate in detail the requirements and psychology of investors, with asset valuation being primarily from a portfolio perspective: how do shares, bonds, derivatives and alternatives help us to achieve a client’s objectives?

Evaluation and synthesis skills that you gain during the preparation for your final exam will enable you, on successful completion of Level III, to enter your workplace with your head held high: as a CFA charterholder.

Quartic CFA® learning products

Quartic provides a wide range of learning tools for your CFA Program exams, using leading educational technology to provide comprehensive video libraries, question banks, live online workshops, progress tests and mocks plus all the faculty support you need to help you to prepare for these challenging exams.

Our learning tools are mostly located on the Quartic Online portal, with support from a set course workbooks, in print or e-book format. The e-book technology provides a unique freehand annotation capability, allowing you to sketch diagrams, write out formulae or pensively doodle during instructor-led or video sessions.

The videos and workshops are backed up with Q-banks containing thousands of CFA exam-style questions, each with fully worked or video solutions.

Our Summary Revision Notes and popular new Q SheetTM provide candidates with a summary of all key concepts, invaluable resources during the Revision phase.

Throughout the learning process our teaching faculty are on hand to provide CFA candidates with unlimited support direct from CFA charterholders – by phone, e-mail or Zoom.

2022 Timetable TBC

Exams

The Level III exam is a computer-based test with two exam windows each year. In 2022, these are during May and November. The duration of the exam is approximately 4.5 hours, split into two sessions with an optional break if candidates so wish. The first session contains “constructed response questions” requiring candidates to enter their typed answers via the computer. The second session contains a mix of four and six part “item-sets” and will be scored in proportion to their length. The exam covers all seven topics in the Level III curriculum.

Curriculum

Level III has a strong focus on wealth planning and portfolio management. Some of the previous topic areas are dropped. The Level III curriculum consists of:

  • Ethical And Professional Standards
  • Economics
  • Equity Investments
  • Fixed Income
  • Derivatives
  • Alternative Investments
  • Portfolio Management

Benefits

Having passed both previous levels, Level III presents the final hurdle. Passing the Level III exam will:

  • Allow you to apply for your charter (assuming you have the necessary work experience)
  • Show your continued commitment to the program
  • Highlight your continued commitment to high standards of ethics
  • Provide you with real life portfolio management skills

Prerequisites

In order to enrol for Level III you need to:

  • Have passed Level II at least six months prior
  • Be in possession of a valid international passport
  • Sign the statement of professional conduct and pay exam fees to CFA Institute

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