CFA Level III formula sheets and revision notes
One printable page per chapter: the formulas, rules and quick-revision points to know, the mistakes that cost marks and exam tips. Built from our fact-checked study guide. Free, no sign-up.
Level III Core
- Capital Market Expectations, Part 1: Framework and Macro ConsiderationsFormula sheet
- Capital Market Expectations, Part 2: Forecasting Asset Class ReturnsFormula sheet
- Overview of Asset AllocationFormula sheet
- Principles of Asset AllocationFormula sheet
- Asset Allocation with Real-World ConstraintsFormula sheet
- Overview of Equity Portfolio ManagementFormula sheet
- Overview of Fixed-Income Portfolio ManagementFormula sheet
- Asset Allocation to Alternative InvestmentsFormula sheet
- An Overview of Private Wealth ManagementFormula sheet
- Portfolio Management for Institutional InvestorsFormula sheet
- Trading Costs and Electronic MarketsFormula sheet
- Case Study in Portfolio Management: Institutional (SWF)Formula sheet
- Portfolio Performance EvaluationFormula sheet
- Investment Manager SelectionFormula sheet
- Overview of the Global Investment Performance StandardsFormula sheet
- Options StrategiesFormula sheet
- Swaps, Forwards, and Futures StrategiesFormula sheet
- Currency Management: An IntroductionFormula sheet
- Code of Ethics and Standards of Professional ConductFormula sheet
- Guidance for Standard I: ProfessionalismFormula sheet
- Guidance for Standard II: Integrity of Capital MarketsFormula sheet
- Guidance for Standard III: Duties to ClientsFormula sheet
- Guidance for Standard IV: Duties to EmployersFormula sheet
- Guidance for Standard V: Investment Analysis, Recommendations, and ActionsFormula sheet
- Guidance for Standard VI: Conflicts of InterestFormula sheet
- Guidance for Standard VII: Responsibilities as a CFA Institute Member or CFA CandidateFormula sheet
- Asset Manager Code of Professional ConductFormula sheet
Portfolio Management Pathway
- Index-Based Equity StrategiesFormula sheet
- Active Equity Investing: StrategiesFormula sheet
- Active Equity Investing: Portfolio ConstructionFormula sheet
- Liability-Driven and Index-Based StrategiesFormula sheet
- Yield Curve StrategiesFormula sheet
- Fixed-Income Active Management: Credit StrategiesFormula sheet
- Trade Strategy and ExecutionFormula sheet
- Case Study in Portfolio Management: Institutional (Endowment)Formula sheet
Private Markets Pathway
- Private Investments and StructuresFormula sheet
- General Partner and Investor Perspectives and the Investment ProcessFormula sheet
- Private EquityFormula sheet
- Private DebtFormula sheet
- Private Special SituationsFormula sheet
- Private Real Estate InvestmentsFormula sheet
- InfrastructureFormula sheet
Private Wealth Pathway
- The Private Wealth Management IndustryFormula sheet
- Working With the WealthyFormula sheet
- Wealth PlanningFormula sheet
- Investment PlanningFormula sheet
- Preserving the WealthFormula sheet
- Advising the WealthyFormula sheet
- Transferring the WealthFormula sheet