CFA CFA Level 3

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.

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