Course Description
Specialized pathways are curriculum tracks CFA Level 3 candidates can choose when registering for the CFA Level III exam from the February 2025 exam session onwards. Each pathway is designed to provide targeted learning that aligns with your specific career goals, offering more personalized and relevant content.
Pathways Content Portfolio Management ✓ Equity Portfolio Management ✓ Fixed Income Portfolio Management ✓ Trading and Execution ✓ Case studies ✓ Ethics in Portfolio Management Private Markets ✓ Structures and Investment Process ✓ Private Equity ✓ Private Debt ✓ Private Real Estate & Infrastructure ✓ Ethics in Private Markets Private Wealth ✓ Private Wealth Industry ✓ Client Management ✓ Wealth Structuring ✓ Investment Planning ✓ Ethics in Wealth Management
| Pathways | Content |
|---|---|
| Portfolio Management | ✓ Equity Portfolio Management |
| ✓ Fixed Income Portfolio Management | |
| ✓ Trading and Execution | |
| ✓ Case studies | |
| ✓ Ethics in Portfolio Management | |
| Private Markets | ✓ Structures and Investment Process |
| ✓ Private Equity | |
| ✓ Private Debt | |
| ✓ Private Real Estate & Infrastructure | |
| ✓ Ethics in Private Markets | |
| Private Wealth | ✓ Private Wealth Industry |
| ✓ Client Management | |
| ✓ Wealth Structuring | |
| ✓ Investment Planning | |
| ✓ Ethics in Wealth Management |
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