Free CFA Level III: Private Wealth Lessons
All 30 CFA Level III: Private Wealth lessons are free to read, each with worked examples and per-topic practice. Just a free account, no card.
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Wealth Planning
- Wealth Planning (32 min)
Investment Planning
- Investment Planning (28 min)
Advising the Wealthy
- Advising the Wealthy (17 min)
Private Wealth Management Industry
Preserving the Wealth
- Preserving the Wealth (23 min)
Transferring the Wealth
- Transferring the Wealth (22 min)
Working With the Wealthy
- Working With the Wealthy (23 min)
Asset Allocation
- Capital Market Expectations: Framework and Macro Considerations (34 min)
- Capital Market Expectations: Forecasting Asset Class Returns (37 min)
- Overview of Asset Allocation (32 min)
- Principles of Asset Allocation (45 min)
- Asset Allocation with Real-World Constraints (24 min)
Portfolio Construction
- Asset Allocation to Alternative Investments (26 min)
- Overview of Equity Portfolio Management (29 min)
- Overview of Fixed-Income Portfolio Management (37 min)
- Portfolio Management for Institutional Investors (26 min)
- Overview of Private Wealth Management (29 min)
- Case Study: Sovereign Wealth Fund (32 min)
- Trading Costs and Electronic Markets (34 min)
Performance Measurement
- Overview of the Global Investment Performance Standards (26 min)
- Investment Manager Selection (38 min)
- Portfolio Performance Evaluation (37 min)
Derivatives & Risk Management
- Currency Management: An Introduction (31 min)
- Options Strategies (31 min)
- Swaps, Forwards, and Futures Strategies (32 min)
Ethical & Professional Standards
- Application of the Code and Standards: Level III (15 min)
- Asset Manager Code of Professional Conduct (15 min)
- Code of Ethics and Standards of Professional Conduct (15 min)
- Guidance for Standards I, II, and III (Professionalism, Integrity of Capital Markets, Duties to Clients) (12 min)
- Guidance for Standards IV, V, VI, and VII (Duties to Employers; Investment Analysis, Recommendations, and Actions; Conflicts of Interest; Responsibilities as a CFA Institute Member or CFA Candidate) (11 min)