A comprehensive CFA exam prep course that provides guided streamlined, straight to the point CFA curriculum content coverage with engaging, motivating video instruction through active learning exercises and demonstrations.

This course cracks the CFA Level 3 exam code by:

  • Leveraging Prof. Gordon's 20+ years of CFA exam prep experience and insights that go way beyond simple content coverage, giving you an edge over other candidates.

  • Removing the guess work of how to study and what you really MUST study, we've done the hard work, all you have to do is follow along.

  • Eliminating the usual CFA study traps and roadblocks that lead to frustration, so you can confidently progress and actually enjoy what you are doing.

  • Building your core knowledge base quickly allowing you to focus your time on the higher payoff learning activities developed by Prof. Gordon.

Student Support

Have a doubt, not sure how a solution was derived or just have a quick query that needs addressing? This exclusive feature allows students to get help directly from the Prof. "It's like raising your hand in class!"

Success Guarantee

Have peace of mind knowing if you do not pass your exam, for any reason and without any milestones, you can access the materials again at no cost for another exam attempt that falls within 1 year of your original exam date.

Meet the Prof.

Director of Learning

Brian Gordon

Prof. Gordon has 20+ years of financial industry exam prep experience.

Prior to entering academia, Prof. Gordon developed his expertise in the discount brokerage, full service brokerage and banking industries, specializing in investment management, business development, strategic sales and marketing, and wealth management training.

Education / Credentials:
Certified Financial Planner (CFP) 2005
Chartered Financial Analyst (CFA) 1999
Master of Business Administration (MBA) 1998
Chartered Investment Manager (CIM) 1995
B.A. Economics (B.A. Econ) 1992

CFA Level 3 Study Program Outline

Each learning module has summary notes, practice questions, lesson videos and the Prof's exclusive exam tips and strategies.

Expand the sections below for specific details.

  • 1

    Free Sample

  • 2

    Welcome

    • Prof. Gordon's Welcome Message
  • 3

    Behavioral Finance

    • Study Notes - Behavioral Finance

    • Lesson Practice Questions Intro

    • Behavioral Finance Example Economics

    • Behavioral Finance Example Economics Video
  • 4

    Capital Markets Expectations

    • Study Notes - Capital Markets Expectations

    • CME Part 1 Intro

    • Capital Markets Expectations, Part 1 Lesson

    • Lesson Practice Question Intro

    • Economics Inflation Example

    • Economics Inflation Example Video

    • Economics Indicator Example

    • Economics Indicators Example Video

    • CME Part 2 Intro

    • Capital Markets Expectations, Part 2 - Lesson 1

    • Capital Markets Expectations, Part 2 - Lesson 2
  • 5

    Asset Allocation

    • Study Notes - Asset Allocation

    • Overview of Asset Allocation Intro

    • Overview of Asset Allocation Lesson

    • Lesson Practice Questions Intro

    • AO vs ALM AA Example

    • AO vs ALM AA Example Video

    • Principles of Asset Allocation Intro

    • Principles of Asset Allocation Lesson

    • Lesson Practice Questions Intro

    • Monte Carlo AA Example

    • Monte Carlo AA Example Video

    • Asset Allocation with Real-World Constraints Intro

    • Asset Allocation with Real-World Constraints Lesson
  • 6

    Derivatives

    • Study Notes - Derivatives and Currency Management

    • Option Strategies Intro

    • Option Strategies Lesson

    • Lesson Practice Questions Intro

    • Implied Volatility and Volatility Skew Brief Examples

    • Implied Volatility and Volatility Skew Brief Examples

    • Swaps Forwards and Futures Strategies Intro

    • Swaps Forwards Futures Strategies Part 1 Lesson

    • Example Bond Futures Hedging

    • Swaps Forwards Futures Strategies Part 2 Lesson

    • Swaps Forwards Futures Strategies Part 3 Lesson

    • Currency Management An Introduction Intro

    • Currency Management - Part 1 Lesson

    • Currency Management - Part 2 Lesson

    • Currency Management - Part 3 Lesson

    • Clarification, Page 44: Currency Hedge with Forwards

    • Lesson Practice Questions Intro

    • Hedging Learning Example

    • Hedging Learning Example Video
  • 7

    Fixed Income

    • Study Notes - Fixed Income Part 1

    • Reading 13 Yield Curve Strategies

    • Reading 14 Credit Strategies

    • Overview of Fixed Income Portfolio Management Intro

    • Introduction to Fixed Income Portfolio Management Lesson

    • Lesson Practice Questions Intro

    • Fixed Income Example 1

    • Fixed Income Example 1 Video

    • Liability Driven and Index Based Strategies Intro

    • Liability Driven and Index Based Strategies - Part 1 Lesson

    • Liability Driven and Index Based Strategies Intro Part 2

    • Liability Driven an Index Based Strategies Part 2 Lesson

    • Lesson Practice Questions Intro

    • Immunization Strategies Example

    • Immunization Strategies Example Video

    • Yield Curve Strategies Intro

    • Bonds - General Thinking

    • Yield Curve Strategies Lesson Part 1

    • Quick Example - Yield Curve Strategy

    • Butterfly Strategies

    • Yield Curve Strategies Lesson Part 2

    • Fixed Income Active Management Credit Strategies Intro

    • Fixed Income Active Management: Credit Strategies Lesson

    • Spreads Introduction

    • Credit Strategies Lesson Part 1

    • Credit Strategies Lesson Part 2

    • Credit Strategies Lesson Part 3

    • G Spread and I Spread Basics

    • Z Spread and OAS Basics

    • Factors Affecting OAS

    • Credit Default Swaps (CDS) Basics

    • Floating Rate Notes Basics

    • Floating Rate Note (FRN) Example
  • 8

    Equity Investments

    • Study Notes - Equity Part 1

    • Study Notes - Equity Part 2

    • Overview of Equity Portfolio Management Intro

    • Overview of Equity Portfolio Management Lesson

    • Lesson Practice Questions Intro

    • Equity Learning Examples

    • Equity Learning Examples Video

    • Passive Equity Investing Intro

    • Passive Equity Investing Lesson

    • Lesson Practice Questions Intro

    • Equity Investment Example

    • Equity Investment Example Video

    • Active Equity Investing Strategies Intro

    • Active Equity Strategies Lesson

    • Active Equity Investing Portfolio Contruction Intro

    • Active Equity Investing Portfolio Construction Lesson

    • Lesson Practice Questions Intro

    • Equity Management Example

    • Equity Management Example Video
  • 9

    Alternative Investments

    • Study Notes - Alternative Investments

    • Hedge Fund Strategies Intro

    • Hedge Fund Strategies Lesson

    • Asset Allocation to Alternative Investments Intro

    • Asset Allocation to Alternative Investments Lesson
  • 10

    Private Wealth Management

    • Study Notes - Private Wealth Management

    • Overview of Private Wealth Management

    • Risk Management for Individuals
  • 11

    Institutional Investors & Cases

    • Study Notes - Portfolio Management for Institutional Investors

    • Study Notes - Cases in PM and RM

    • Portfolio Management for Institutional Investors Part 1

    • Portfolio Management for Institutional Investors Part 2

    • Case Studies
  • 12

    Trading, Performance Evaluation & Manager Selection

    • Study Notes - Trading, PE and Manager Selection

    • Trade Strategy and Execution

    • Portfolio Performance Evaluation

    • Portfolio Performance Evaluation and Investment Manager Selection

    • Allocation Effect: BHB Model vs BF Model
  • 13

    Ethics & GIPs

    • Ethics Summary

    • GIPS Summary

    • Ethics Question Analysis Intro

    • Ethics Question Analysis 1

    • Ethics Question Analysis 2

    • Ethics Question Analysis 3

    • Ethics Question Analysis 4

    • Ethics Question Analysis 5

    • Ethics Question Analysis 6

    • Practice Questions Introduction

    • Ethics Quiz 1

    • Ethics Quiz 2

Teaching what you need to know to pass!