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Prepare for the CFA Level III exam with this comprehensive video series that summarizes each reading from the 2025 curriculum across 20 hours and 55 minutes of instruction. Master advanced portfolio management concepts including asset allocation frameworks, forecasting asset class returns, and macro considerations that form the foundation of investment decision-making. Explore sophisticated options strategies covering asset return replication, covered calls, protective puts, spreads, and volatility skew analysis. Develop expertise in fixed-income portfolio management, liability-driven strategies, and index-based approaches essential for institutional portfolio construction. Learn equity portfolio management principles including passive investing strategies and performance evaluation techniques. Gain proficiency in alternative investment allocation strategies and understand their role in diversified portfolios. Study private wealth management topics covering tax considerations, estate planning, and behavioral finance applications for high-net-worth clients. Master individual risk management strategies including insurance analysis, human capital considerations, and retirement planning frameworks. Understand trade strategy and execution concepts including market microstructure, transaction cost analysis, and implementation shortfall measurement. Learn investment manager selection processes and due diligence frameworks used by institutional investors. Complete your preparation with comprehensive coverage of Global Investment Performance Standards (GIPS) including calculation methodologies, presentation requirements, and compliance considerations. Benefit from instruction by Professor James Forjan, PhD, CFA, who brings over 25 years of university teaching experience and extensive involvement in crafting CFA Level III examination questions since earning his charter in 2004.
