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

The Quartic classroom option is available for a range of Education and intensive Revision courses in combination with a package of full online learning materials and support.

Please get in touch for further details on +44 20 7776 7500 or email us at .

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.

CFA® candidates studying with Quartic have access to what we confidently believe are the best studying materials for the CFA Program on the market, all via our Quartic Online portal.

Our materials focus on a combination of videos and questions. The videos review every concept, every learning outcome statement, every reading in the CFA curriculum, to provide inspiration to each candidate on the vast array of content required for the CFA exam. Videos are produced direct to camera in our dedicated studios – no “live audience” distraction.

The key to success is question-practice: you will see (1) video quizzes every few slides within each reading; (2) a question bank at the end of the reading; (3) a Progress Test at the end of each topic; (4) an extensive Revision question bank and (5) two full-length mock exams (along with a comprehensive video debrief).

Content within Quartic Online covers an Education phase (detailed explanation plus our main question banks) followed by a Revision phase (summary explanations with hundreds of worked examples and a separate question bank). You will find many other study tools as well, including a detailed calculator tutorial and our popular summary Q Sheet contain all key formulae and concepts.

Our tutor support is second to none, with the faculty responding to most technical questions within one working day.

Although all Quartic CFA candidates receive the full suite of products, there are different levels of interaction:

Silver package

This package is designed for self-starters: we provide all your materials and will respond to technical queries with rapid response time.

Gold package

As well as tutor support from the day you enrol, Gold includes a series of live interactive review sessions in the months prior to the exam. Do not expect to be spoon-fed: these are “video on” and challenging question-based sessions, designed to help candidates consolidate their knowledge, understand the exam process and push their scores up. Groups are small, enabling each candidate to gain from one-to-one conversations. Dates are provided below.

Quartic Executive Mentoring

Time is precious and many candidates are under enormous pressure to juggle work and studying, squeezing as much as possible out of each waking hour. Our mentoring programme is designed entirely around you: one of our faculty tutors (a CFA charterholder is assured) will organise regular one-to-one mentoring sessions with you. These are timed to fit your diary and your personal study plan and the content will include whatever best matches your requirement: coaching on tough technical concepts, question review or exam technique. Mentees may, of course, join any scheduled open session too.

Timetable of review sessions

CFA Level III, May 2022 exam window:

  • Tuesday 5 April
  • Thursday 7 April
  • Tuesday 12 April
  • Thursday 21 April
  • Friday 22 April
  • Tuesday 26 April
  • Thursday 28 April
  • Friday 29 April
  • Tuesday 3 May
  • Thursday 5 May

Sessions begin at 19:30 UK time and run for approximately 60 minutes. A detailed timetable of topics will be provided to candidates nearer the time.

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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