Browse CFA Level III Study Guide

Portfolio Management Pathway for CFA Level III

Level III pathway hub for portfolio-management-specific applications beyond the common core.

The Portfolio Management Pathway extends the Level III common core into deeper portfolio-design, implementation, and evaluation work. It is the pathway most candidates expect intuitively, but it is still distinct from the shared common-core structure.

Current Pathway Focus

  • portfolio design decisions beyond the shared common core
  • multi-asset implementation and evaluation choices
  • recommendation logic in a portfolio-management setting rather than a private-client or private-market setting

This pathway hub is live so the official pathway is represented in the site structure. Substantive pathway lessons will follow in a later batch.

6.2 Private Markets