One exam stands between you and the CFA charter.
Chartered Financial Analyst (CFA) Level 3
Develop the portfolio construction, wealth planning, and performance measurement skills that the CFA certification Level 3 exam and the roles beyond it genuinely demand.
- UK Licensed
- Global Standards
- Expert Instructor
- 5 Day Training
- Overview
Course Overview
CFA Level 3 is where everything changes. Levels 1 and 2 test whether candidates know the material. Level 3 tests whether they can use it under time pressure, in written form, across scenarios where judgment matters as much as knowledge. Most candidates who fall short at this stage aren’t short on content. They’re short on application practice, and that’s a different problem entirely.
This Chartered Financial Analyst Level 3 program covers management of portfolio, allocation of assets, investor psychology, and CFA ethics across private wealth, institutional, and multi-asset contexts. Global Industries Intelligence delivers it as part of a broader training portfolio that includes ISO 14064 certification and other tech certifications. Sitting Level 3 for the first time? Coming back after a previous attempt? Either way, the focus here is on performing under exam conditions, not just covering the curriculum.
- Goals
Course Objectives
By the end of this program, participants will be able to:
- Apply CFA portfolio management principles across private wealth and institutional mandates
- Build asset allocation frameworks using strategic and tactical approaches under client constraints
- Integrate investor psychology into portfolio construction and client communication decisions
- Manage Fixed Income Portfolio risk across duration, credit, and immunization strategies
- Apply Equity Portfolio Management techniques across passive, active, and ESG-integrated approaches
- Write structured essay responses with the clarity and precision that CFA Level 3 actually rewards
- Key Points
Who Should Attend?
- CFA Candidates Registered for Level 3
- Finance Professionals Pursuing CFA Charterholder Status
- Investment Analysts Moving Into Portfolio Management
- Wealth Managers Seeking Structured Exam Preparation
- Individuals Returning After a Previous Level 3 Attempt
- Institutional Investors Building Internal CFA Capability
- Finance Staff Supporting Portfolio Management Functions
- Key Benefits
Key Benefits of the Course
- A CFA Level 3 course built around application and exam technique, not passive content review
- Practical portfolio construction and allocation of asset exercises across realistic client scenarios
- Stronger CFA ethics command through case-based decision-making rather than rule memorization
- Clear derivative training coverage across hedging and return enhancement applications
- A structured preparation pathway hitting every high-yield area across the Level 3 curriculum
- Outline
Course Outline
Day 1: Exam Strategy, CFA Ethics, and Investor Psychology
- Covers the Level 3 exam format in full essay structure, time allocation, and the response discipline that determines whether content knowledge actually shows up in the marks
- CFA ethics is worked through case by case rather than clause by clause, building the decision-making habit that the exam tests, rather than familiarity with the rules themselves
- Behavioral finance biases get mapped directly to portfolio construction implications, cognitive errors, emotional biases, and what each one actually does to investment decisions
Day 2: Private Wealth Management and Institutional Clients
- Covers private wealth management across objectives, tax considerations, estate planning, and writing investment policy statements for clients with competing constraints
- Institutional investor mandates are reviewed across pension funds, endowments, foundations, and insurers. Each one has a different liability structure and a different set of exam traps
- Attendees draft investment policy statements under timed conditions, building the written response discipline that essay questions specifically reward
Day 3: Allocation of Assets, Risk Management, and Derivative Training
- Covers strategic and tactical asset allocation, including efficient frontier application, rebalancing approaches, and the implementation decisions that real portfolio managers actually face
- Risk management tools, VaR, stress testing, scenario analysis, are reviewed across equity, fixed income, and Alternative Investments contexts with exam-relevant practice questions
- Derivative training covers options, futures, and swaps in hedging and return enhancement roles, with enough application depth to handle the derivatives questions that regularly appear in essay sections
Day 4: Fixed Income Portfolio and Equity Portfolio Management
- Covers Fixed Income Portfolio construction across duration, convexity, credit strategy, and liability-driven immunization. The fixed income essay questions are among the most technical in the exam
- Equity Portfolio Management runs through passive, active, and ESG-integrated strategies with practice questions comparing approaches against specific client goals and constraints
- lternative Investments are covered in terms of their portfolio role, how hedge funds, private equity, real estate, and commodities contribute to diversification and return in a multi-asset context
Day 5: Performance Measurement and Final Exam Preparation
- Covers return attribution across asset classes, sectors, and security selection, alongside benchmarking and manager evaluation topics that appear in both essay and item-set sections
- A full-time mock essay section gives attendees a realistic sense of where their time goes and where response quality drops under pressure
- Everyone finishes with direct feedback on their specific weak points and a practical exam day plan built around their individual result from the mock
- Terms
Training Methodology
This program runs differently from a typical revision course. Rather than working through topics sequentially, sessions are built around the exam questions those topics generate so attendees practice applying content from the first day rather than reviewing it and hoping application follows. The essay technique isn’t a separate session. It runs through everything.
- Achievements
Certification
This program prepares attendees for the Certified Financial Analyst Level 3 exam, the final step toward CFA charterholder status, one of the most globally respected credentials in investment management. In-house training is available for financial services firms supporting staff through the CFA program. Contact us now for upcoming dates across our training portfolio.
- Case Study
Case Study Example
A fixed income analyst had passed Levels 1 and 2 on the first attempt but failed Level 3 twice. Item sets were fine. Essay questions weren’t incomplete responses, poor time allocation, and conclusions buried at the end of paragraphs instead of leading them. After this CFA Level 3 program, he rebuilt his approach to written responses entirely. Lead with the conclusion. Use precise terminology. Allocate time by mark weighting, not by confidence. He passed the next sitting with marks above the minimum passing score across every single topic area.
- Why Choose
Why Choose This Program?
Knowing the Level 3 curriculum and performing on exam day are two separate things. The essay section doesn’t reward candidates who know the most; it rewards candidates who answer what was asked, in the structure the mark scheme expects, within the time available. And most CFA Level 3 study materials don’t actually teach that. This program does. Take a look at our ISO 14064 certification program and other in-house training options across our training portfolio. The same applied, technically rigorous approach runs through everything Global Industries Intelligence delivers.
- Connect
Contact Us
Ready to take the final step toward the CFA charter? Contact us now for upcoming dates and in-house training solutions tailored to your organization.
- FAQs
Fequently Asked Questions
What does the CFA Level 3 program cover?
Five intensive days across portfolio management, private wealth, asset allocation, investor psychology, CFA ethics, fixed income, equity, alternatives, derivatives, and performance measurement, with essay technique practiced throughout rather than saved for the end.
How is this different from working through CFA Level 3 study materials alone?
Study materials build content knowledge. This program builds exam performance in the written response discipline, the application under time pressure, and the judgment calls that Level 3 tests, but most self-study approaches don’t adequately prepare candidates for.
Is this suitable for first-time candidates and retakers?
Both. First-time candidates get structured coverage across every high-yield area. Retakers tend to identify their specific gaps quickly and use the essay practice sessions to address the application issues that cost marks last time.
How much of the week focuses on essay technique?
It runs through every day. Written response practice is built into portfolio construction, planning of wealth, performance measurement, and asset allocation sessions, not confined to a separate session on Day 5.
Which roles see the most career impact from CFA charterholder status?
Portfolio managers, investment analysts, wealth managers, and anyone working in asset management, multi-asset advisory, or institutional investment see the clearest benefit. But the charter signals analytical credibility across finance broadly, it opens doors in roles where it isn’t strictly required to.
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Course Schedule
Select your preferred date & venue
03 Feb -- 07 Feb
USA
GBP 4595/Person
12 May -- 16 May
KSA
GBP 4595/Person
11 Aug -- 15 Aug
France
GBP 4595/Person
10 Nov -- 14 Nov
Rwanda
GBP 4595/Person
03 Feb -- 07 Feb
USA
GBP 3595/Person
12 May -- 16 May
KSA
GBP 3595/Person
11 Aug -- 15 Aug
France
GBP 3595/Person
10 Nov -- 14 Nov
Rwanda
GBP 3595/Person
Duration
5 Days