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CFA Level III

A Level III plan from the format check and pathway choice to constructed-response technique, item sets, an error log, timed mocks and a calm exam day.

Free · Mac (Apple silicon) and Windows · v1.0.0 · Other platforms

Then open the Marketplace in the app, search for CFA Level III, and click Install. It goes into your own files, and works offline from then on.

What it installs.

1

Pillar

1

Area

50

Projects

200

Starter tasks

🎓 Finance & Business Certifications

CFA Level III

Studying for CFA Level III: portfolio management and wealth planning, choosing a specialised pathway, constructed-response practice, item sets and a final-month mock plan.

  1. Level III exam structure and window check
  2. Choosing your Level III specialised pathway
  3. Registration, scheduling and ID name match
  4. Level III study hours budget and weekly plan
  5. Learning Ecosystem and question bank set-up
  6. Prep provider decision for Level III
  7. Calculator, desk and devices check
  8. Employer study support and leave request
  9. Level I and II carry-over refresh list
  10. Cold baseline on a constructed-response set
  11. Daily study block routine
  12. Sunday plan versus actual hours reset
  13. Error log for item sets and constructed responses
  14. Spaced repetition of formulas and key lists
  15. Weekly timed constructed-response set
  16. Monthly progress review against the plan
  17. Study partner check-in
  18. Work and study calendar sync
  19. Sleep, exercise and burnout guardrails
  20. Capital market expectations for Level III
  21. Strategic asset allocation with real-world constraints
  22. Fixed income portfolio management readings
  23. Derivatives, overlays and currency management
  24. Equity portfolio construction and active management
  25. Performance evaluation, attribution and manager selection
  26. Ethics and Standards applied to portfolio managers
  27. Constructed-response technique and command words
  28. Level III item set technique
  29. Topic-weight triage of weak areas
  30. Halfway diagnostic and plan rework
  31. Personal formula and key lists summary sheet
  32. Typing speed and answer layout for essays
  33. Calculator speed drills for Level III calculations
  34. Deciding whether to defer to a later window
  35. First full-length mock under exam conditions
  36. Final-month mock plan
  37. Test centre route and travel plan
  38. Exam day plan for Level III
  39. Results day plan for either outcome
  40. Level III alongside a full-time investment role
  41. Sitting Level III during a master's programme
  42. Studying for Level III as a parent or carer
  43. Retaking Level III after a fail
  44. Requesting testing accommodations
  45. Sitting Level III from the Caribbean or a small market
  46. Portfolio Management pathway study plan
  47. Private Wealth pathway study plan
  48. Private Markets pathway study plan
  49. Integrated case drill across core topics
  50. Writing your own constructed-response questions

Where it starts.

Each project arrives with its purpose, milestones and first tasks written out. Here is how the first three read.

Level III exam structure and window check

Level III changed more than any other level when the specialised pathways arrived, so notes from a colleague who sat it a few years ago may describe a different exam. Reading CFA Institute's current pages for your exam year tells you how the core and pathway content are split, how item sets and constructed-response questions are mixed, which windows are open and when registration and scheduling close.

First tasks

  • Open CFA Institute's Level III exam page and note the current format
  • Copy the topic weight ranges for the core and each pathway
  • Write down the windows, registration deadline and scheduling deadline
  • Save the page as a dated reference note

Choosing your Level III specialised pathway

Choosing between Portfolio Management, Private Wealth and Private Markets decides a share of what you study and is usually fixed when you register, so it deserves an evening of thought rather than a guess at checkout. The best pick usually matches the work you do now or want to do next, but how much practice material exists and how the readings suit your strengths matter too.

First tasks

  • List the readings for each of the three pathways from the curriculum outline
  • Score each pathway against your current and next role
  • Check how much practice material exists for each pathway
  • Record your choice and the last date it can be changed

Registration, scheduling and ID name match

Registering and scheduling are separate steps, and test centre seats in busy cities fill well before the scheduling deadline. A mismatch between the name on your CFA Institute account and your passport is a known reason candidates are turned away on the day. Doing all three checks in one sitting, early, removes the most avoidable way to lose a window.

First tasks

  • Register for the window and pathway you chose
  • Book the test centre appointment as soon as scheduling opens
  • Compare the account name with your passport letter by letter
  • File the registration and appointment confirmations in one folder

Make it yours.

Install CFA Level III, then tell Aurum the date you're aiming for. It checks whether the plan fits the weeks you actually have.

Free · Mac (Apple silicon) and Windows · v1.0.0 · Other platforms

Blueprints are general information to help you organise your own work. They are not medical, financial, legal or other professional advice. See the Terms.