CFA Level III · Portfolio Management
Exam 11 Aug 2027. Syllabus finished two months earlier, then revision and mocks.
Topics
Weak spots
† Asset Allocation and Ethics weights are not confirmed by CFA Institute for 2027. Treat them as planning estimates.
Daily plan
Every module in order, packed into your available hours. Change anything and the plan recalculates.
Depth multiplies the base hours of each module (1.0 is a quick read, 1.8 is a careful first pass with questions). Each module splits into Learn 60%, Practice 30%, Recap 10%.
Syllabus by book
Concept notes
Every concept as a short card: idea, formula, exam tip.
Formula sheet
Explainers
Visual walk-throughs of the hardest ideas.
Calculator labs
Constructed-response trainer
Roughly half the marks are written answers. Practise against the clock, compare to a model answer, and score yourself honestly.
Model answer
Scoring under 70% logs the drill to your error log.
Command words
| Word | What it means | How to answer |
|---|
Check the current definitions in the CFA Institute candidate resources. The wording above is a study aid.
IPS studio
Seven investor archetypes, each broken into the seven IPS components, with the clues examiners hide in a case and the mistakes candidates make. Add your own notes under each box.
Ethics drill
Standards at a glance
Error log
Log every miss with its cause. Items come back after 1, 3, 7, 16 and 35 days. Get one right five times and it is mastered.
Study sessions
Time by topic
Exports and backup
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