Introduction (PDF) Contains CFA Program calendar, preparation tips for the Level III examination, tips for taking the Level III examination, and more.
Printer friendly version (all eighteen study sessions combined-PDF). Study Sessions are available below by topic area.
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Study Session |
Topic |
Readings |
1-2 |
Ethical and Professional Standards (PDF) |
Standards of Practice Handbook, 9th edition 2006 CFA Level III Candidate Readings: Lawton; Huot; Holden; Jennings; McEnally & Kim |
3 |
Quantatitive Methods (PDF) |
Quantatitive Methods for Investment Analysis (DeFusco, McLeavey, Pinto, & Runkle), Ch. 9-11 |
4 |
Economics (PDF) |
Irrational Exhuberance, 2nd edition (Shiller), Ch. 1, 3, 4 2006 CFA Level III Candidate Readings: Grinold & Kroner; Siegel (2 chapters); Shenfeld; Baumohl (2 chapters) |
5 |
Market Indexes and Global Equity Investments (PDF) |
International Investments, 5th edition (Solnik & McLeavey), Ch. 9 2006 CFA Level III Candidate Readings: Reilly & Brown; Hooke (2 chapters); Copeland, Koller, & Murrin |
6-7 |
Fixed Income Investments (PDF) |
Fixed Income Readings for the Chartered Financial Analyst® Program, 2nd edition (Fabozzi, ed.), Ch. 1-6 |
8 |
Alternative Investments (PDF) |
2006 CFA Level III Candidate Readings: Shilling; Hudson-Wilson, Fabozzi, & Gordon; Prowse; Smith & Smith; Pratt; Reilly & Schweihs (2 chapters); Winkelmann, Clark, Rosengarten & Tyagi; Clark; Anson; Anson (2 chapters) |
9-18 |
Portfolio Management (PDF) |
The Psychology of Investing, 2nd edition (Nofsinger), Ch. 1-7 Fixed Income Readings for the Chartered Financial Analyst® Program, 2nd edition (Fabozzi, ed.) Ch. 7-9 Analysis of Derivatives for the CFA® Program (Chance), Ch. 6-8 International Investments, 5th edition (Solnik & McLeavey), Ch. 11-13 2006 CFA Level III Candidate Readings: Maginn, Tuttle, McLeavey, & Pinto; Bronson, Scanlan, & Squires; Barberis & Thaler; Byrne; Tschampion, Siegel, Takahashi & Maginn; Olson; Sharpe, Chen, Pinto, & McLeavey; Arnott; Burns; Plaxco, & Moore; Stulz; Christopherson & Williams; Hill; Sauter; Loftus; Wagner & Edwards; Schwartz & Wood; Chance, Grant, & Marsland; Bailey, Richards, & Tierney; Dor & Jagannathan; Siegel (2 chapters); Belden & Waring; Siegel; Lawton & Remington |
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Study Review |
Past Examination Questions and Guideline Answers (2003, 2004, and 2005) Online Selected Response-Item Set Sample Examination and Guideline Answers | | |