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CFA Level 3 Exam Preparation: Portfolio Management & Wealth Planning
Master the CFA Level III curriculum with advanced portfolio management, wealth planning, asset allocation, behavioral finance, liability-driven investing, and GIPS standards.
Course Overview
Master the CFA Level III curriculum with advanced portfolio management, wealth planning, asset allocation, behavioral finance, liability-driven investing, and GIPS standards. Curriculum Structure & Core Modules: • 1. Ethical & Professional Standards & Global Investment...
What You'll Learn
- Synthesize and enforce CFA Institute Code of Ethics, Standards of Professional Conduct, Asset Manager Code (AMC), and GIPS 2020 compliance frameworks in institutional fiduciary contexts
- Identify, diagnose, and mitigate cognitive errors and emotional behavioral biases in private wealth client profiling, advisory communication, and portfolio construction
- Formulate comprehensive Capital Market Expectations (CME) using the Grinold-Kroner model, Singer-Terhaar framework, yield curve decomposition, and equilibrium FX models
- Construct institutional-grade Investment Policy Statements (IPS) for high-net-worth individuals and institutional investors (endowments, foundations, defined benefit plans)
- Design and execute strategic and dynamic asset allocation strategies using Mean-Variance Optimization (MVO), Black-Litterman reverse optimization, and Liability-Driven Investing (LDI)
Requirements
- Successful completion of CFA Level I and CFA Level II exams, or advanced mastery of multi-asset financial valuation, accounting, and quantitative modeling
- Deep understanding of portfolio theory, capital markets, fixed income math, equity valuation models, and derivative pricing mechanics
- Commitment to structured item-set vignette case analysis and constructed response (essay) synthesis, with authorized financial calculator proficiency (BA II Plus or HP 12C)
Earn Your Certificate
Showcase your skills with a certificate! Complete the course, submit your project, and earn your certificate. Here's a sample of what you'll receive to show off your accomplishments.
Course Curriculum
Open-access academic curriculum. All foundational lectures available to read free.
8 Chapters
•32 Lecture
•24h
1. CFA Institute Code of Ethics & Standards of Professional Conduct: Application in Portfolio Management
# CFA Institute Code of Ethics & Standards of Professional Conduct: Application in Portfolio Management ## 1. Deep Theoretical Foundations & Conceptual Framework At the CFA Level III milestone, Ethical and Professional Standards represent the apex of investment stewardship, institutional governance, and fiduciary jurisprudence. While Level I focuses on basic knowledge and Level II emphasizes asset...
45 minutes
2. Asset Manager Code (AMC) & Professional Conduct Case Scenarios
# Asset Manager Code (AMC) & Professional Conduct Case Scenarios ## 1. Deep Theoretical Foundations & Conceptual Framework While the CFA Institute Code of Ethics and Standards of Professional Conduct applies to individual charterholders and candidates, the **Asset Manager Code (AMC)** provides an institutional framework of ethical and professional conduct for asset management firms. Institutional...
45 minutes
3. GIPS Architecture: Composites, Input Data, Calculation Methodologies & Required Disclosures
# GIPS Architecture: Composites, Input Data, Calculation Methodologies & Required Disclosures ## 1. Deep Theoretical Foundations & Conceptual Framework The **Global Investment Performance Standards (GIPS®)**, governed by the CFA Institute, represent the definitive global standard for calculating and presenting investment performance. Developed to ensure fair representation and full disclosure of h...
45 minutes
4. GIPS Verification, Real Estate/Private Equity Provisions & Advertising Guidelines
# GIPS Verification, Real Estate/Private Equity Provisions & Advertising Guidelines ## 1. Deep Theoretical Foundations & Conceptual Framework While basic GIPS compliance focuses on traditional public equity and liquid fixed income composites, institutional mandates frequently demand mastery of three advanced domains: **Independent GIPS Verification**, specialized provisions for **Private Equity an...
45 minutes
Academic Ecosystem & Connected Pathways
Deepen your studies across connected learning pathways in the PAMCET academic network:
Digital Research Library16,000+ open-access monographs & textbooks
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WAEC / SSCE Examination HubComplete secondary school syllabus & mock tests
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Instructor
PAMCET Learning Team
Institutional Course Curation · PAMCET
Qualifications:
PAMCET Learning Team — Institutional Course Curation, Digitpen Hub LtdMy Skills:
- Curriculum Curation
- Course Content Review
- Learning Outcome Design
- Course Publishing & Quality Assurance
- Platform Content Operations
Reviews
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Free$12.5100% Off
Certificate available separately for $30 after completionCourse Includes
8 Chapters
32 Lectures
2 - 4 weeks
Skill Level advanced
Taught in English
Lifetime Access
Certification of Completion
Category: CFA Level 3
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