Browse CFA Level III Study Guide

Private Wealth Pathway for CFA Level III

Level III pathway hub for private-client constraints, taxes, and wealth-planning portfolio logic.

The Private Wealth Pathway extends the common core into private-client advice, taxes, concentrated wealth, legacy constraints, and family-specific portfolio tradeoffs. It is still a portfolio-construction problem, but the client context becomes much more binding.

Current Pathway Focus

  • private-client IPS and constraint ranking
  • taxes, concentrated positions, and multigenerational or legacy considerations
  • recommendation logic where wealth-planning realities change the implementation path

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