CFA® Level III

/ CFA® Level III

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, on +44 77 3527 6170 on WhatsApp, or email us at with any questions you may have and we will be happy to help you.

Mock Exam

Are you fully prepared yet?

£50

Mock Exam
This 6-hour online Mock Exam is designed to mimic the actual exam in difficulty. These papers are marked and graded to give you the best guidance on how to focus your final days of preparation.

Revision Only

Expert support, intense review

£895

Quartic Revision Books
We invest significant energy and resources into producing what we believe are the best materials on the market today. The e-books have a unique freehand annotation capability and accompany the tuition to provide a knowledge base to be used throughout your studies. Included in your pack is a Revision workbook and a Revision Question Bank. A print alternative is available.
Live Online Revision
Our Online Revision classes are interactively live streamed, giving you the ability to participate in the class in real time from anywhere in the world and on any device.
Tutor Support
Our support begins on the day you enrol with us. Whether in person or online, via Zoom, email or telephone, our tutors are available for any queries you may have throughout your studies.
Mock Exam
This 6-hour online Mock Exam is designed to mimic the actual exam in difficulty. These papers are marked and graded to give you the best guidance on how to focus your final days of preparation.

Quartic Books

Do-it-Yourself, Quartic style

£375

Quartic Education Books
We invest significant energy and resources into producing what we believe are the best materials on the market today. The e-books have a unique freehand annotation capability and accompany the tuition to provide a knowledge base to be used throughout your studies. A print alternative is available.
Quartic Revision Books
We invest significant energy and resources into producing what we believe are the best materials on the market today. The workbooks accompany the tuition to provide a knowledge base to be used throughout your studies. They can be used in class, with videos or for self-study. Included in your pack is a Revision workbook and a Revision Question Bank.
Mock Exam
This 6-hour online Mock Exam is designed to mimic the actual exam in difficulty. These papers are marked and graded to give you the best guidance on how to focus your final days of preparation.

Quartic Online Course Options

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

We also offer the options of Live Education and Live Revision online sessions.
These are designed to be exam focussed, highly interactive and are capped at 20 participants to allow for a high level of individual support. We run multiple sessions throughout the day to enable access from every time zone. Please see your options below.

For advice on your best study option contact us on +44 20 7776 7500, on + 44 77 3527 6170 on WhatsApp, or email us at with any questions you may have and we will be happy to help you.

Silver Lite

Self-paced long-distance learning

£495

Quartic Online
The Quartic Online portal is your comprehensive online resource platform including: Video Library Calculator Tutorial Question Banks Progress Tests Mock Exams Progress Dashboard
Tutor Support
Our support begins on the day you enrol with us. Whether in person or online, via Zoom, email or telephone, our tutors are available for any queries you may have throughout your studies.
Mock Exam
This 4.5-hour online Mock Exam is designed to mimic the actual exam in difficulty. These papers are marked and graded to give you the best guidance on how to focus your final days of preparation.
Essential Financial Maths
This one day course on Essential Financial Maths is designed for candidates that wish to brush up on their numeracy skills, and is structured in four parts: Back to basics - notation and algebra Time value and money Applications Statistics
Introduction to Accounting
A one day online course to give students the essential basics of accounting, structured in seven parts: Introduction Basic Concepts Detailed Financial Statements Worked Examples Ratio Analysis Management Choices

Silver

Self-paced all-rounder study solution

£795

Quartic Online
The Quartic Online portal is your comprehensive online resource platform including: Video Library Calculator Tutorial Question Banks Progress Tests Mock Exams Progress Dashboard
Tutor Support
Our support begins on the day you enrol with us. Whether in person or online, via Zoom, email or telephone, our tutors are available for any queries you may have throughout your studies.
Quartic Books
We invest significant energy and resources into producing what we believe are the best materials on the market today. The e-books have a unique freehand annotation capability and accompany the tuition to provide a knowledge base to be used throughout your studies. A print alternative is available.
Mock Exam
This 6-hour online Mock Exam is designed to mimic the actual exam in difficulty. These papers are marked and graded to give you the best guidance on how to focus your final days of preparation.
Essential Financial Maths
This one day course on Essential Financial Maths is designed for candidates that wish to brush up on their numeracy skills, and is structured in four parts: Back to basics - notation and algebra Time value and money Applications Statistics
Introduction to Accounting
A one day online course to give students the essential basics of accounting, structured in seven parts: Introduction Basic Concepts Detailed Financial Statements Worked Examples Ratio Analysis Management Choices Conclusion

Platinum

The ultimate comprehensive online solution

£1,495

Quartic Online
The Quartic Online portal is your comprehensive online resource platform including: Video Library Calculator Tutorial Question Banks Progress Tests Mock Exams Progress Dashboard
Quartic Books
We invest significant energy and resources into producing what we believe are the best materials on the market today. The e-books have a unique freehand annotation capability and accompany the tuition to provide a knowledge base to be used throughout your studies. A print alternative is available.
Tutor Support
Our support begins on the day you enrol with us. Whether in person or online, via Zoom, email or telephone, our tutors are available for any queries you may have throughout your studies.
Live Online Education
Face-to-Face Online Education classes are live streamed and provide candidates with the highest level of interaction with their instructors. Our Tutors encourage candidates to challenge technical content, as this creates more detailed discussion and a foundation for a solid understanding.
Live Online Revision
Our Online Revision classes are interactively live streamed, giving you the ability to participate in the class in real time from anywhere in the world and on any device.
Mock Exam
This 6-hour online Mock Exam is designed to mimic the actual exam in difficulty. These papers are marked and graded to give you the best guidance on how to focus your final days of preparation.
Essential Financial Maths
This one day course on Essential Financial Maths is designed for candidates that wish to brush up on their numeracy skills, and is structured in four parts: Back to basics - notation and algebra Time value and money Applications Statistics
Introduction to Accounting
A one day online course to give students the essential basics of accounting, structured in seven parts: Introduction Basic Concepts Detailed Financial Statements Worked Examples Ratio Analysis Management Choices

Gold Revision

All-rounder studying with live webinar Revision

£1,225

Quartic Online
The Quartic Online portal is your comprehensive online resource platform including: Video Library Calculator Tutorial Question Banks Progress Tests Mock Exams Progress Dashboard
Tutor Support
Our support begins on the day you enrol with us. Whether in person or online, via Zoom, email or telephone, our tutors are available for any queries you may have throughout your studies.
Quartic Books
We invest significant energy and resources into producing what we believe are the best materials on the market today. The e-books have a unique freehand annotation capability and accompany the tuition to provide a knowledge base to be used throughout your studies. A print alternative is available.
Live Online Revision
Our Online Revision classes are interactively live streamed, giving you the ability to participate in the class in real time from anywhere in the world and on any device.
Mock Exam
This 6-hour online Mock Exam is designed to mimic the actual exam in difficulty. These papers are marked and graded to give you the best guidance on how to focus your final days of preparation.
Essential Financial Maths
This one day course on Essential Financial Maths is designed for candidates that wish to brush up on their numeracy skills, and is structured in four parts: Back to basics - notation and algebra Time value and money Applications Statistics
Introduction to Accounting
A one day online course to give students the essential basics of accounting, structured in seven parts: Introduction Basic Concepts Detailed Financial Statements Worked Examples Ratio Analysis Management Choices

Gold Education

All-rounder studying with live webinar Education

£1,225

Quartic Online
The Quartic Online portal is your comprehensive online resource platform including: Video Library Calculator Tutorial Question Banks Progress Tests Mock Exams Progress Dashboard
Tutor Support
Our support begins on the day you enrol with us. Whether in person or online, via Zoom, email or telephone, our tutors are available for any queries you may have throughout your studies.
Quartic Books
We invest significant energy and resources into producing what we believe are the best materials on the market today. The e-books have a unique freehand annotation capability and accompany the tuition to provide a knowledge base to be used throughout your studies. A print alternative is available.
Live Online Education
Face-to-Face Online Education classes are live streamed and provide candidates with the highest level of interaction with their instructors. Our Tutors encourage candidates to challenge technical content, as this creates more detailed discussion and a foundation for a solid understanding.
Mock Exam
This 6-hour online Mock Exam is designed to mimic the actual exam in difficulty. These papers are marked and graded to give you the best guidance on how to focus your final days of preparation.
Essential Financial Maths
This one day course on Essential Financial Maths is designed for candidates that wish to brush up on their numeracy skills, and is structured in four parts: Back to basics - notation and algebra Time value and money Applications Statistics
Introduction to Accounting
A one day online course to give students the essential basics of accounting, structured in seven parts: Introduction Basic Concepts Detailed Financial Statements Worked Examples Ratio Analysis Management Choices

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, on + 44 77 3527 6170 on WhatsApp, 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

Quartic Online
The Quartic Online portal is your comprehensive online resource platform including: Video Library Calculator Tutorial Question Banks Progress Tests Mock Exams Progress Dashboard
Quartic Books
We invest significant energy and resources into producing what we believe are the best materials on the market today. The workbooks accompany the tuition to provide a knowledge base to be used throughout your studies. They can be used in class, with videos or for self-study.
Tutor Support
Our support begins on the day you enrol with us. Whether in person or online, via Skype, email or telephone, our tutors are available for any queries you may have throughout your studies.
Live Online Education
Face-to-Face classes take place in Quartic’s Liverpool Street training centre and provide candidates with the highest level of interaction with their instructors. Our Tutors encourage candidates to challenge technical content, as this creates more detailed discussion and a foundation for a solid understanding. Included in this study package are 48 hours of scheduled classes.
Classroom Revision
All subjects are reviewed over 5 days or 10 evenings during our Revision phase, with the focus being on question practice and exam techniques; lots of tips and lots of inspiration.
Mock Exam
This 6-hour online Mock Exam is designed to mimic the actual exam in difficulty. These papers are marked and graded to give you the best guidance on how to focus your final days of preparation. Image: Picture of someone writing a paper
Essential Financial Maths
This one day course on Essential Financial Maths is designed for candidates that wish to brush up on their numeracy skills, and is structured in four parts: Back to basics - notation and algebra Time value and money Applications Statistics
Introduction to Accounting
A one day online course to give students the essential basics of accounting, structured in seven parts: Introduction Basic Concepts Detailed Financial Statements Worked Examples Ratio Analysis Management Choices

Platinum Live

The ultimate comprehensive solution

£1,625

Quartic Online
The Quartic Online portal is your comprehensive online resource platform including: Video Library Calculator Tutorial Question Banks Progress Tests Mock Exams Progress Dashboard
Quartic Books
We invest significant energy and resources into producing what we believe are the best materials on the market today. The workbooks accompany the tuition to provide a knowledge base to be used throughout your studies. They can be used in class, with videos or for self-study.
Tutor Support
Our support begins on the day you enrol with us. Whether in person or online, via Skype, email or telephone, our tutors are available for any queries you may have throughout your studies.
Classroom Education
Face-to-Face classes take place in Quartic’s Liverpool Street training centre and provide candidates with the highest level of interaction with their instructors. Our Tutors encourage candidates to challenge technical content, as this creates more detailed discussion and a foundation for a solid understanding. Included in this study package are 48 hours of scheduled classes.
Classroom Revision
All subjects are reviewed over 5 days or 10 evenings during our Revision phase, with the focus being on question practice and exam techniques; lots of tips and lots of inspiration.
Mock Exam
This 6-hour online Mock Exam is designed to mimic the actual exam in difficulty. These papers are marked and graded to give you the best guidance on how to focus your final days of preparation. Image: Picture of someone writing a paper
Essential Financial Maths
This one day course on Essential Financial Maths is designed for candidates that wish to brush up on their numeracy skills, and is structured in four parts: Back to basics - notation and algebra Time value and money Applications Statistics
Introduction to Accounting
A one day online course to give students the essential basics of accounting, structured in seven parts: Introduction Basic Concepts Detailed Financial Statements Worked Examples Ratio Analysis Management Choices

Revision Only Live

Self-paced study solution with live classroom Revision

£1,025

Quartic Revision Books
We invest significant energy and resources into producing what we believe are the best materials on the market today. The workbooks accompany the tuition to provide a knowledge base to be used throughout your studies. They can be used in class, with videos or for self-study.
Tutor Support
Our support begins on the day you enrol with us. Whether in person or online, via Skype, email or telephone, our tutors are available for any queries you may have throughout your studies.
Classroom Revision
All subjects are reviewed over 5 days or 10 evenings during our Revision phase, with the focus being on question practice and exam techniques; lots of tips and lots of inspiration.
Mock Exam
This 6-hour online Mock Exam is designed to mimic the actual exam in difficulty. These papers are marked and graded to give you the best guidance on how to focus your final days of preparation. Image: Picture of someone writing a paper

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

ABOUT THE COURSE

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 Sheet^TM 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.

Information Sheet

Download

Exams

The Level III exam is a computer-based test with two exam windows each year. In 2021, 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
Be in possession of a valid international passport
Sign the statement of professional conduct and pay exam fees to CFA Institute
Be able to write basic sentences in English

CFA® Level III

Quartic Standalone Options

Quartic Online Course Options

Quartic Classroom Course Options

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

ABOUT THE COURSE

Quartic CFA® learning products

Exams

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