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 Core Curriculum

  • 1

    Free Preview

  • 2

    How to Use the Case Study Marking and Feedback Resource

    • Read This Before You Begin

    • If the content is too Small to Read?
  • 3

    Exam Readiness Progress Tracker

    • Exam Readiness
  • 4

    Asset Allocation

    • Cedarbridge: Client Portfolios

    • Northlake: Allocation Review

    • Aster: Economic Outlook

    • Briar: Forecast Committee

    • Orchard: Allocation Inputs

    • Ashford: Economic Signals

    • Alder: Bond Expectations

    • Kingsmere: Factor Allocation

    • Hawthorne: Account Allocation

    • Willowmere: Risk Allocation

    • Bracken: Emerging Debt Review

    • Wycliffe: Currency Outlook

    • Rowan: Risk Forecasts

    • Selwyn: Forecast Committee

    • Carrington: Global Allocation

    • Morland: Investment Outlook

    • Tavistock: Family Wealth
  • 5

    Portfolio Construction

    • Beacon Clinical Training Endowment

    • The Alvarez Retirement Plan

    • Redwood: Alternative Investments

    • Westhaven: Bond Financing

    • Fairmont: Pension Review

    • Elmstone: Equity Stewardship

    • Crescent Life: Liquidity

    • Clearwater: Execution Review

    • Norchester: Sovereign Reserves

    • Lakeshore: Index Design

    • Westford: Bond Ladder

    • Marlowe: Electronic Execution

    • Calder: Alternatives Oversight

    • Kestrel: Equity Mandates

    • Redfern: Wealth Profiles

    • Penrose: Institutional Portfolios

    • Ainsley: Electronic Markets
  • 6

    Performance Measurement

    • Meridian: Equity Review

    • Stonehaven: Account Performance

    • Linden: Manager Assessment

    • Maplecrest: Manager Fees

    • Juniper: Sector Attribution

    • Brookfield: Manager Decisions

    • Westridge: Downside Review

    • Bellwood: Composite Records

    • Oakridge: Style Review

    • Cedarvale: Manager Appraisal

    • Stonewell: Bond Attribution

    • Fernwood: Benchmark Review

    • Hartwell: Performance Reporting

    • Alderwick: Attribution Review

    • Bramwell: Risk Oversight

    • Dunmere: Benchmark Decisions

    • Elliston: Account Selection

    • Fenwick: Composite Calculations

    • Glenhaven: Performance Records
  • 7

    Derivatives and Risk Management

    • Harbourview: Exposure Management

    • Solstice: Currency Hedge

    • Crestline: Borrowing Protection

    • Seabrook: Event Strategy

    • Riverton: Volatility Protection

    • Mariner: Currency Cross Hedge

    • Pinehaven: Covered Calls

    • Evergreen: Directional Spreads

    • Silverbrook: Equity Protection

    • Northpoint: Rate Expectations

    • Larkspur: Calendar Strategy

    • Eastmere: Synthetic Exposure

    • Windermere: Currency Decisions

    • Bexley: Short Position

    • Ormond: Currency Strategies

Teaching what you need to know to pass!