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 Private Markets Curriculum

  • 1

    Free Preview

  • 2

    Exam Readiness Progress Tracker

    • Exam Readiness
  • 3

    Private Investments and Structures

    • Hawthorne Private Fund Liquidity Review

    • Alder Bay Private Investment Access
  • 4

    General Partner and Investor Perspectives and the Investment Process

    • Juniper Partners Fund Distribution

    • Linden Crest Exit Decision
  • 5

    Private Equity

    • Cedar Vale Packaging Buyout

    • HelioGrid Venture Financing

    • Vela Robotics Preferred Share Terms

    • Avenor Growth Equity Allocation
  • 6

    Private Debt

    • Northlake Diagnostics Private Debt

    • Marlowe Components Financing Review

    • Cairnview Private Credit Allocation
  • 7

    Private Special Situations

    • Aster Forge Distressed Debt Opportunity

    • Taverton Rescue Financing Review

    • Valebrook Convertible Opportunity
  • 8

    Private Real Estate Investments

    • Fairmont Court Property Repositioning

    • Redwillow Natural Capital Decision

    • Marston Real Estate Allocation
  • 9

    Infrastructure

    • Riverton Water Infrastructure Concession

    • Stonegate Infrastructure Allocation

Teaching what you need to know to pass!