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Course Description

The CFA Level III program focuses on advanced portfolio management and wealth planning, emphasizing real-world application of investment strategies, risk management, and performance evaluation. This course is designed to help candidates master the CFA Institute curriculum, strengthen their ability to solve item-set questions, and excel in the constructed response (essay) portion of the exam through intensive practice and exam-style preparation.

Course Objectives

Upon completion of this course, participants will be able to:

  • Understand and apply the CFA Level III curriculum concepts in portfolio management and wealth planning.
  • Develop effective responses for constructed response (essay) questions.
  • Analyze and apply strategies for private wealth and institutional portfolio management.
  • Evaluate and implement portfolio strategies for fixed income, equity, derivatives, and alternative investments.
  • Apply risk management frameworks and performance attribution methods.
  • Strengthen exam readiness through mock questions, time management techniques, and revision drills.

Who Should Attend?

This course is designed for finance professionals and CFA candidates preparing for the CFA Level III examination, especially those aiming to strengthen portfolio management and essay-writing exam skills.

Course Agenda

Registration

Welcome & Introduction

Pre-Test

Day 1: Behavioral Finance & Private Wealth Management

  • CFA Level III exam format overview (Essay + Item Set)
  • How to approach constructed response (essay) questions
  • Behavioral Finance

          Cognitive and emotional biases

          Individual vs institutional investor biases

          Behavioral portfolio theory

  • Private Wealth Management

          Individual investor objectives and constraints

          Liquidity, time horizon, tax, and legal constraints

          Risk tolerance frameworks (ability vs willingness)

          Asset allocation for private clients

Day 2: Institutional Investors & Capital Market Expectations

  • Institutional Portfolio Management

           Pension funds (DB vs DC plans)

           Endowments and foundations

           Insurance companies (life vs non-life)

           Banks and sovereign wealth funds

  • Capital Market Expectations
           Economic growth trends and inflation expectations

           Asset class return forecasting methods

           Yield curve analysis and interpretation

           Scenario analysis and stress testing

  • Integrating macroeconomic views into portfolio construction
Day 3: Asset Allocation, Portfolio Construction & Derivatives Strategies

  • Asset Allocation Frameworks
          Strategic vs tactical asset allocation

          Liability-driven investing (LDI)

          Mean-variance optimization concepts

          Resampled efficient frontier and limitations

  • Portfolio Construction
            Risk budgeting

           Factor-based portfolio approaches

  • Derivatives & Risk Management Applications
           Hedging strategies using futures and options

           Currency risk hedging techniques

           Swaps in portfolio management

           Overlay strategies

Day 4: Fixed Income, Equity, Alternative Investments & Trading

  • Fixed Income Portfolio Management

           Duration and convexity management

          Yield curve strategies

          Credit strategies and spread positioning

          Immunization and cash flow matching

  • Equity Portfolio Management
          Active vs passive equity strategies

          Fundamental vs quantitative approaches

          Portfolio concentration and style drift

  • Alternative Investments
          Private equity, real estate, commodities

          Hedge fund strategies and portfolio role

  • Trading and Execution
          Trade cost analysis

          Algorithmic trading basics

          Best execution policies

Day 5: Risk Management, Performance Evaluation & Full Mock Exam

  • Portfolio Risk Management
          Market risk, credit risk, liquidity risk

          Value at Risk (VaR) and limitations

          Tail risk and stress testing

          Risk monitoring and reporting

  • Performance Evaluation
          Performance measurement concepts

 

          Money-weighted vs time-weighted returns

          Benchmark selection

           Performance attribution (equity & fixed income)

  • GIPS Standards (Global Investment Performance Standards)
          Ethics and reporting compliance basics

          GIPS requirements and key exam focus areas

  • Exam Prep Practice:

          Full CFA Level III style mock exam (essay + item set)

          Mock review + performance feedback

          Exam strategy and time-management planPost TestEnd of the Course

Assessment Methodology

All courses conducted by EdTech will begin with a Pre-evaluation and end with a Post-evaluation. The instructor will evaluate the knowledge and skills of the participants according to the feedback given by participants. This will help to recognize the benefits and the level of knowledge gained by participants through the course.

Training Methodology

Facilitated by a highly qualified specialist, who has extensive knowledge and experience; this program will be conducted using extensively interactive methods, encouraging participants to share their own experiences and apply the program material to real-life work situations in order to stimulate group discussions and improve the efficiency of the subject coverage.

Percentages of the total course hour classification are:

  • ​40% Theoretical lectures, Concepts and approach
  • 20% Motivation to develop individual skill and Techniques
  • 20% Case Studies and Practical Exercises
  • 20% Topic General Discussions and interaction

Course Manual

Participants will be provided with comprehensive presentation material as reference manual. This presentation material is a compilation of core valuable information, references, presentation methods and inspiring reading which will be used as a part of the material guide.

Course Certificate

At the completion of the course, all participants who successfully accomplished the required contact hours will receive an EdTech Training Participation Certificate as a testimony to their commitment to professional development and further education.

Why Edtech ?

  • Industry Experienced; Internationally Qualified Trainers
  • Hands-on Practical Sessions & Assignments
  • Intensive Study materials
  • Flexible Schedules
  • Realistic training methodology
  • High-Quality Training in Affordable Course Fees
  • Achievement Certificate, as approved by the Ministry of Education (Abu Dhabi Center for Technical and Vocational Education Training - ACTVET), HABC, AWS, IAOSHE, SHRM, etc.