Program Overview

CFA Level 3 Program

The CFA Level 3 program is the final step in the CFA journey, where students become experts in managing assets, mitigating risk, and making high-stakes investment decisions, while preparing for leadership positions in global finance.

Course Overview

The CFA Level 3 course provides in-depth knowledge in risk management, behavioral finance, and asset allocation, while honing the ability to construct client-focused investment strategies. Students will gain expertise in wealth planning, performance measurement, and derivatives, and pursue a specialist pathway in their choice of private wealth, private markets, or portfolio management.

Who is the Course For?

The course is designed for individuals who have completed the CFA Level 2 program and are seeking to become experts in portfolio management and wealth planning.

Entry Requirements

• Completion of CFA Level 2 program
• Meeting the CFA Institute's professional conduct requirements

Assessment

The CFA Level 3 exam consists of constructed response, essay-style questions, and item sets, which require clear, concise responses under time pressure.

Price

• Online: £895.00 (including VAT)
• Online Live: £339.99 (including VAT)

Learning Materials

• Integrated VLE (Combined Materials Bundle)
• Revision VLE (Revision Materials Bundle)

Specialist Pathways

• Level 3 Portfolio Management: Increased complexity of core topics for experts understanding the portfolio management process
• Level 3 Private Markets: Addresses private markets investing primarily from the perspective of the General Partner (GP)
• Level 3 Private Wealth: Offers a global perspective on and universal principles for serving High Net Worth clients

Why Choose BPP for CFA?

• Experience unrivaled support from fully qualified financial services professionals
• Trusted by the industry with over 20 years of experience supporting students to pass financial exams
• Millions of data points used to ensure programs deliver exam-focused learning to optimize chances of passing

Apprenticeships

• Level 7 Senior Investment and Commercial Banking Professional Apprenticeship
• Using the Apprenticeship Levy to fund training

CFA FAQs

• CFA Level 3 is a challenging level, but whether it is the hardest depends on the candidate
• The CFA Level 3 exam emphasizes portfolio management and wealth planning with a mix of constructed response, essay-style questions, and item sets.