The CFA designation has one of the hardest exam series in the world. It requires rigorous dedication and persistence pass. To reinforce my understanding of the topics, I’ve compiled personal CFA level 3 notes and formulas.
This is not an official or comprehensive CFA study guide. It’s my short guide and shouldn’t be used in place of official study material. By making it public, my goal is to help others review and better understand the financial concepts.
CFA Level 3 Notes by Category
I’ve listed the CFA level 3 exam categories below. They each link to a separate notes page…
I’m in the process of typing up my notes and will add all of the categories over the next few months…
- Behavioral Finance
- Individual Investors
- Institutional Investors
- Applications of Economic Analysis
- Asset Allocation
- Fixed Income Portfolio Management
- Equity Portfolio Management
- Alternative Investments
- Risk Management
- Application of Derivatives
- Trading and Rebalancing
- Performance Evaluation
- Global Investment Performance Standards
To find the updated CFA exam weights, it’s best to go straight to the source. Check out the CFA Program Study Sessions Page. It gives a breakdown for all three levels.
P.S. Mastering mental models can help you pass the CFA exams. Your brain and body are fine-tuned. Learning how they work can improve your chances of success in all areas of life. Here’s one of my favorite articles… Fake Smile Psychology