2025 CFA Level 3 Class
Contains ALL Partways
Your Instructor
Course Curriculum
Asset Allocation
Available in
days
days
after you enroll
-
StartModule 1.1 Formulating Capital Market Expectations (30:08)
-
StartModule 1.2 The Trend Rate of Growth (23:44)
-
StartModule 1.3 The Business Cycle (23:57)
-
StartModule 1.4 Monetary and Fiscal Policy (27:53)
-
StartModule 2.1 Forecasting Fixed Income Returns (23:48)
-
StartModule 2.2 Emerging Market Bond Risk (11:38)
-
StartModule 2.3 Forecasting Equity Returns (9:10)
-
StartModule 2.4 The Risk Premium Approach (21:21)
-
StartModule 2.5 Forecasting Real Estate Returns (21:03)
-
StartModule 2.6 Exchange Rate Forecasting (21:48)
-
StartModule 2.7 Volatility Forecasting (26:23)
-
StartModule 2.8 Global Portfolio Adjustments (11:02)
-
StartModule 3.1 Investment Governance (7:06)
-
StartModule 3.2 Economic Balance Sheet (4:59)
-
StartModule 3.3 Approaches to Asset Allocation (12:50)
-
StartModule 3.4 Allocation by Asset Class or Risk Factor (16:56)
-
StartModule 3.5 Example- Strategic Asset Allocation (9:52)
-
StartModule 3.6 Other Approaches and Issues (10:17)
-
StartModule 4.1 Basic Mean-Variance Optimization (24:26)
-
StartModule 4.2 Reverse Optimization, Black-Litterman, Resampling, and Other Approaches (12:11)
-
StartModule 4.3 Example (11:31)
-
StartModule 4.4 Issues for Individuals (12:23)
-
StartModule 4.5 A Risk Budgeting Approach (21:43)
-
StartModule 4.6 An ALM Approach (16:50)
-
StartModule 4.7 Goals-Based and Miscellaneous Approaches (22:34)
-
StartModule 4.8 Rebalancing Policy (22:00)
-
StartModule 5.1 Real World Issues (24:55)
-
StartModule 5.2 Adjusting the Strategic Asset Allocation (20:14)
-
StartModule 5.3 Behavioral Issues (15:31)
Porfolio Construction
Available in
days
days
after you enroll
-
StartModule 6.1 Equity Investment Roles (20:35)
-
StartModule 6.2 Portfolio Income and Costs, Shareholder Engagement, Passive-Active Management (17:43)
-
StartModule 6.3 Benchmark Selection (14:37)
-
StartModule 7.1 Role of Fixed Income (42:36)
-
StartModule 7.2 Modeling Return (11:01)
-
StartModule 7.3 Leverage and Tax Issues (20:18)
-
StartModule 7.4 LDI and Managing Interest Rate Risk (24:07)
-
StartModule 8.1 Role of Alternative Investments and Defining the Investment Opportunity Set (12:29)
-
StartModule 8.2 Considerations in Allocating to Alternative Investments (13:30)
-
StartModule 8.3 Suitability, Approaches, Liquidity, and Monitoring in Allocating to Alternative Investments (15:15)
-
StartModule 9.1 Wealth Across the World (24:55)
-
StartModule 9.2 Life-Cycle View of Human Capital (13:52)
-
StartModule 9.3 Individual Investor Considerations (17:13)
-
StartModule 9.5 Individual Investors and Investment Policy Statements (17:21)
-
StartModule 10.1 Overview of Institutional Investors (29:10)
-
StartModule 10.2 Pension Funds (32:02)
-
StartModule 10.3 Sovereign Wealth Funds (21:03)
-
StartModule 10.4 University Endowments and Private Foundations (31:33)
-
StartModule 10.5 Banks and Insurers (37:28)
-
StartModule 10.6 Banks and Insurers_ Balance Sheet Management and Investment Considerations (13:57)
-
StartModule 11.1 Explicit and Implicit Trading Costs (24:00)
-
StartModule 11.2 Electronic Trading Systems (12:01)
-
StartModule 11.3 Characteristics and Uses of Electronic Trading Systems (15:41)
-
StartModule 11.4 Risks and Surveillance of Electronic Trading Systems (11:19)
-
StartModule 12.1 Financial Risks Faced by Institutional Investors (56:46)
-
StartModule 12.2 Enterprise Risk Management (37:00)
-
StartModule 12.3 Environmental and Social Risks Faced by Institutional Investors (35:31)
-
StartModule 12.4 Case Study (63:35)
Performance Measurement
Available in
days
days
after you enroll
-
StartModule 13.1 Performance Evaluation (22:00)
-
StartModule 13.2 Return Attribution (85:10)
-
StartModule 13.3 Benchmarking Investments and Managers (19:54)
-
StartModule 13.4 Performance Appraisal (19:42)
-
StartModule 14.1 Manager Selection Process (31:12)
-
StartModule 14.2 Approaches to Manager Analysis (20:46)
-
StartModule 14.3 Evaluating Managers (48:04)
-
StartModule 14.4 Manager Contracts and Fees (20:23)
-
StartModule 15.1 GIPS Overview (32:47)
-
StartModule 15.2 Compliance Fundamentals (19:33)
-
StartModule 15.3 Return Calculations (37:01)
-
StartModule 15.4 Composites (48:18)
-
StartModule 15.5 GIPS Presentation and Reporting (29:18)
-
StartModule 15.6 The Valuation Hierarchy (9:40)
-
StartModule 15.7 GIPS Verification (22:42)
Frequently Asked Questions
When does the course start and finish?
The course starts now and never ends! It is a completely self-paced online course - you decide when you start and when you finish.
How long do I have access to the course?
How does lifetime access sound? After enrolling, you have unlimited access to this course for as long as you like - across any and all devices you own.
What if I am unhappy with the course?
We would never want you to be unhappy! If you are unsatisfied with your purchase, contact us in the first 30 days and we will give you a full refund.