Chartered Financial Analyst®

Level III curriculum breakdown

Source: CFA Institute

Refresher course (recommended)

Although it is optional, we recommend attending the refresher course at the beginning of Level III.  The refresher course is available as 1 weekday, Saturday or 2 evenings and covers:

• Bonds
• Derivatives
• Portfolio Theory
• Economics & Ethics

Teaching phase study options:

• 5 weekdays
• 5 Saturdays
• OR 10 evenings

Phase 1 (3 weekdays, Saturdays or 6 evenings)

• Behavioural Finance
• Private Wealth Management
• Portfolio Management
• Asset Allocation
• Fixed Income
• Equity
• Alternative Investments

Phase 3 (2 weekdays, Saturdays or 4 evenings)

• Risk Management
• Derivatives
• Portfolio Monitoring
• Evaluation & Performance Evaluation

Revision phase (3 consecutive weekdays)

The revision phase pays particular attention to focused exam preparation and improving your exam technique.

Distance learning

As a distance learning delegate you will be fully supported by our tutors who you can contact by email whenever you need help.

Distance learning plus

You will find attending our revision phase beneficial as it will help you strengthen your knowledge, identify your weakest areas and reinforce your exam technique.