CFA® Level III

/ CFA® Level III

CFA® Level III

Level III is the last stage of your CFA® exams and presents a very different challenge to the earlier levels.

The topics have a strong focus on wealth planning and portfolio management, with some subjects (such as financial statement analysis) dropping altogether. Instead of studying the valuation tools you learnt at Level II, you now need to understand investor psychology and consider each asset class in a portfolio context.

As such, your studying needs to adapt to a new level, holistic in viewpoint, and addressing the practicalities of essay questions in the exam.

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. Image: Picture of someone writing a paper

Revision Only

Limited Time Half Price Offer Now! Expert support, intense review

~~£895~~ £447

Quartic Revision Books
We invest significant energy and resources into producing what we believe are the best materials on the market today. The books accompany the revision to provide a knowledge base to be used throughout your study review. They can be used in revision class or for self-study. Included in your pack is a Revision workbook and a Revision Question Bank.
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. Included in this study package are 30 hours of intense topic review.
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.
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

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 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.
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.
Quartic Mock
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

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 classes (see combinations below).
These are designed to be exam focussed, highly interactive and are capped at 20 participants to allow for personalised 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

£500

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 Skype, 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. Image: Picture of someone writing a paper

Platinum

The ultimate comprehensive online solution

£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 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. Included in this study package are 48 hours of scheduled classes.
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. Included in this study package are 30 hours of intense topic review.
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

Silver

Self-paced all-rounder study solution

£725

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 Skype, 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 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.
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

Gold

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 Skype, 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 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.
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. Included in this study package are 30 hours of intense topic review.
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

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 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

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.
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

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

CFA® Level III candidates need to approach their studying with a different mindset to the previous levels. Quartic is proud of the continued success of its Education Live Workshops Masterclasses.

Masterclasses are designed to provide candidates with a deep understanding of the more complex concepts within the CFA Level III curriculum.

While some of the easier topics can be readily absorbed using the Quartic Online facilities, the Education Live Workshops Masterclasses have been designed to offer candidates a practical yet exam-focused view of the more technical areas. The flexible and thematic structure enables candidates to use their study time as effectively and productively as possible, deciding for each area whether to study via a live webinar or with Quartic Online.

Quartic also provides a wide range of learning tools for Level III, classes and question banks, both online and face-to-face, to help you to prepare for these challenging exams.

Centered around our Quartic Online portal, with a comprehensive online video library and thousands of questions, these options offer the best targeted approach for your individual study plan.

Our print or e-books with unique freehand annotation technology offer you the instant availability and mobility needed to understand the complex concepts with ease from text.

Top-of-the-line live interactive workshops focusing on tougher concepts and question solving provide you with an intuitive and deep comprehension.

Our plentiful question banks, video quizzes, progress tests and mocks help you comprehend, practice and prepare for the exam flawlessly.

The wide range of supplementary study tools like our intro courses, reading summaries, Q-Sheet synthesis and others are available on all three levels and provide the perfectionating touch for a comprehensive coverage of your studies.

Unlimited tutor support is the feature that grants the ultimate comfort and dependability of the Quartic experience so important for you and all our students coming from different backgrounds.

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Exams

The final paper-based Level III exam will be held in December 2020. The paper-based exam is 6 hours long, split into a morning and afternoon paper, which at Level III have different styles. The morning paper contains “constructed response” questions. This is a written paper in which each question component requires the candidate to circle an answer, write a few sentences, show a calculation, explain a statement, and so on. The afternoon paper contains item sets in the same style as Level II.

From 2021, the Level III exam will move to computer-based testing with two exam windows each year in May and August. The duration of the exam will be approximately 4.5 hours, split into two sessions with an optional break if candidates so wish. The first session will contain “constructed response questions” requiring candidates to enter their typed answers via the computer. The second session will contain a mix of four and six part “item-sets” and will be scored in proportion to their length. The exam will cover 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

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

Exams

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