Level III14 minFree Lesson
Capital Market Expectations
Overview of the CME framework — the foundation of all asset allocation decisions at Level III.
Asset AllocationCapital Market Expectations
CFA Level III Curriculum
1CFA Level III: What Makes It DifferentFree2Focus on the Core 70%Free3Capital Market ExpectationsFree4Asset Allocation5Goal-Based Investing6Principles of Asset Allocation7Portfolio Construction Overview8Asset Classes Covered9Equities at Level III10Fixed Income Refresher11Alternatives Overview12Private Wealth Management13Institutional Investors14Trading and Market Structure15Performance Measurement16Derivatives and Risk Management17Currency Reading18Ethics and Professional StandardsFree19Study Order StrategyFree20Trusts: Introduction21Trusts: Goal and Structure22Trusts: Basic Concepts23Trusts: Protection from Grantor Side24Trusts: Protection from Beneficiary Side25Annuities: Geometric Sum (Infinite)26Annuities: Life Expectancy27Annuities: Real After-Tax Return and Inflation