CFA Level 3Regular Batch

CFA Level 3 Portfolio Management & Wealth Planning Regular Batch

by CFA Sanjay Saraf · Sanjay Saraf Educational Institute (SSEI - ULURN)

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12
Months Validity: 1.5x
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Validity starts from the date of activation

₹3,500

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Overview

CFA Level 3 Portfolio Management and Wealth Planning video lectures by CFA Sanjay Saraf (Sanjay Saraf Educational Institute) -- conceptual, case-driven teaching on portfolio construction, wealth planning frameworks and related learning outcomes, taught for concept clarity and exam focus, aligned to the latest CFA Level 3 curriculum.

The course is part of a flexible partial-topics offering, so students can study this topic on its own rather than committing to the full Level 3 syllabus, with teaching built around portfolio vignettes, constraint analysis and multi-step decision scenarios typical of the Level 3 exam format.

Lectures are delivered on Google Drive in English with an e-book, and are applicable across the February and August exam windows.

Ideal for CFA Level 3 candidates who want targeted, application-focused coverage of Portfolio Management and Wealth Planning without retaking topics already mastered.

Description

Strengthen Key Topics Before Exam Day

CFA Level 3 Partial Topics is SSEI’s flexible option for students who do not need the full Level 3 course. Choose only the topics you want, from Portfolio Management, Equity, Fixed Income, or all 12 topics. Each topic includes detailed conceptual teaching, focused on the application-driven format of the CFA Level 3 exam.

What you'll learn

Full-length conceptual teaching on the specific L3 topics you select - every learning outcome, every framework, every real-world application
Case-driven teaching: portfolio vignettes, constraint analysis, multi-step decision scenarios unique to L3
Any combination - one topic, three topics, or all twelve - pay only for what you take

This course includes

Full-length topic teaching — every LOS, every framework, every real-world case study conceptually explained and deliberated on
Buy any combination — one topic, three topics, or all twelve — pay only for what you take
Case-driven teaching — emphasis on portfolio vignettes, constraint analysis, and multi-step decision scenarios unique to L3
Live Online + Recorded (1.5x Views) — attend live sessions or watch the recordings at your own pace (1.5× Views)
PDF class notes for each topic — structured for revision and quick reference
Direct doubt solving on Sir's Telegram — direct faculty access, no helpdesk gatekeeping

Curriculum

Ethical and Professional Standards

Code of Ethics and Standards of Professional Conduct
Guidance for Standards I-VII
Applications of the Code and Standards: Level III
Asset Manager Code of Professional Conduct

Asset Allocation

Capital Market Expectations, Part 1: Framework and Macro Considerations
Capital Market Expectations, Part 2: Forecasting Asset Class Returns
Overview of Asset Allocation
Principles of Asset Allocation
Asset Allocation with Real World Constraints

Portfolio Construction

Overview of Equity Portfolio Management
Overview of Fixed Income Portfolio Management
Asset Allocation to Alternative Investments
Private Wealth Management
Institutional Investors
Trading Costs and Electronic Markets
Case Studies in Portfolio Management: Institutional (SWF)

Performance Measurement

Portfolio Performance evaluation
Investment Manager Selection
Overview of the Global Investment Performance Standards

Derivatives and Risk Management

Option Strategies
Swaps, Forwards, and the Future Strategies
Currency Management: An Introduction

Portfolio Management Pathway

Index- Based Equity Strategies
Active Equity Investing: Strategies
Active Equity Investing: Portfolio Construction
Fixed Income Active Management: Yield Curve Strategies
Liability-Driven Investing
Trade Strategy and Execution

Frequently asked questions

What is included in the Regular batch of CFA Level 3 Portfolio Management & Wealth Planning by CFA Sanjay Saraf?+

Strengthen Key Topics Before Exam Day CFA Level 3 Partial Topics is SSEI’s flexible option for students who do not need the full Level 3 course. Choose only the topics you want, from Portfolio Management, Equity, Fixed Income, or all 12 topics. Each topic includes detailed conceptual teaching, focused on the applicatio

What is the validity or access period of the Regular batch?+

Access to the Regular batch is valid for 12 months from the date of activation.

How many views does the Regular batch include?+

The Regular batch comes with 1.5x views — you can watch the lectures up to that many times.

How much does the Regular batch of CFA Level 3 Portfolio Management & Wealth Planning cost?+

The Regular batch is priced from ₹3,500 to ₹6,500, depending on the language, mode and study-material options you choose.

In which language is CFA Level 3 Portfolio Management & Wealth Planning available?+

The Regular batch is available in English.

How will I receive the CFA Level 3 Portfolio Management & Wealth Planning lectures?+

You can access the lectures via Google Drive, selectable at checkout.

Which exam attempt is the Regular batch valid for?+

The Regular batch is available for the Feb 27, Aug 27 and Feb 28 attempts.

Is study material included with the Regular batch?+

This batch comes with study material included.

Who teaches the Regular batch of CFA Level 3 Portfolio Management & Wealth Planning?+

CFA Level 3 Portfolio Management & Wealth Planning is taught by CFA Sanjay Saraf (Sanjay Saraf Educational Institute (SSEI - ULURN)).

How can I get help before buying CFA Level 3 Portfolio Management & Wealth Planning?+

For any questions about CFA Level 3 Portfolio Management & Wealth Planning — course content, batch details, activation or access — you can reach the Conferenza team on WhatsApp or through the contact options on the site before you buy.

How do I buy CFA Level 3 Portfolio Management & Wealth Planning and get access?+

Select your language, exam cycle, mode and study-material options on this page, then click Buy Now or Add to Cart and pay securely via Cashfree. Access is delivered as per the mode you choose.