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 Wealth Curriculum

  • 1

    Free Preview

  • 2

    Exam Readiness Progress Tracker

    • Exam Readiness
  • 3

    The Private Wealth Management Industry

    • The Okafor Family Advice and Fees
  • 4

    Working With the Wealthy

    • The Calder Family Decision Framework

    • The Ellison Family Council Review
  • 5

    Wealth Planning

    • Morrison Family Wealth After a Business Sale

    • The Benali Family Goal Priorities
  • 6

    Investment Planning

    • Varela Family Concentrated Shareholding

    • Delaney Retirement Income Choices

    • The Duarte Retirement Account Review

    • The Rahman Portfolio Progress Review
  • 7

    Preserving the Wealth

    • The Sato Family Protection Plan

    • The Laurent Family Purchasing-Power Plan

    • The Mercer Family Earnings Risk Plan

    • The Navarro Multi-Currency Spending Plan
  • 8

    Advising the Wealthy

    • The Moreau Cross-Border Transition

    • The Bellamy Business Transition

    • The Iversen Executive Compensation Plan
  • 9

    Transferring the Wealth

    • Serrano Family Wealth Transfer

    • The Imani Charitable Giving Plan

    • The Aranda Family Inheritance Plan

Teaching what you need to know to pass!