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Discover the official resource for success on the 2026 CFA Level III exam. Get your copy of the CFA Program Curriculum now.The 2026 CFA Program Curriculum Level III Portfolio Management Pathway Box Set contains the content you need to perform well on the Level III CFA exam in 2026. Designed for candidates to use for exam preparation and professional reference purposes, this set includes the full official curriculum for Level III and is part of the larger CFA Candidate Body of Knowledge (CBOK).Developed to prepare you for the Level III exam's heavy reliance on information synthesis and solution application within the core curriculum as well as the portfolio management, private markets and private wealth pathways, the Level III curriculum will help you master both calculation-based and word-based problems.The 2026 CFA Program Curriculum Level III Portfolio Management Pathway Box Set allows you to: Develop critical knowledge and skills essential in the industry.Learn from financial thought leaders.Access market-relevant instruction.The set also features practice questions to assist with your mastery of key terms, concepts, and formulas. The volumes in the Level III box set are:Core Curriculum Volume 1: Asset AllocationVolume 2: Portfolio ConstructionVolume 3: Performance MeasurementVolume 4: Derivatives And Risk ManagementVolume 5: Ethical and Professional StandardsPortfolio Management Volume 1: Portfolio Management PathwayIndispensable for anyone preparing for the 2026 Level III CFA exam, the 2026 CFA Program Curriculum Level III Box Set is a must-have resource for those seeking the advanced skills required to become a Chartered Financial Analyst.

Apply CFA Program concepts and skills to real-world wealth and portfolio management for the 2019 examThe same official curricula that CFA Program candidates receive with program registration is now publicly available for purchase. CFA Program Curriculum 2019 Level III, Volumes 1-6 provides complete, authoritative guidance on synthesizing the entire CFA Program Candidate Body of Knowledge (CBOK) into professional practice for the 2019 exam. This book helps you bring together the skills and concepts from Levels I and II to formulate a detailed, professional response to a variety of real-world scenarios. Coverage spans all CFA Program topics and provides a rigorous treatment of portfolio management, all organized into individual study sessions with clearly defined Learning Outcome Statements. Visual aids clarify complex concepts, and practice questions allow you to test your understanding while reinforcing major content areas.Levels I and II equipped you with foundational investment tools and complex analysis skill; now, you'll learn how to effectively synthesize that knowledge to facilitate effective portfolio management and wealth planning. This study set helps you convert your understanding into a professional body of knowledge that will benefit your clients' financial futures. Master essential portfolio management and compliance topicsSynthesize your understanding into professional guidanceReinforce your grasp of complex analysis and valuationApply ethical and professional standards in the context of real-world casesCFA Institute promotes the highest standards of ethics, education, and professional excellence among investment professionals. The CFA Program curriculum guides you through the breadth of knowledge required to uphold these standards. The three levels of the program build on each other. Level I provides foundational knowledge and teaches the use of investment tools; Level II focuses on application of concepts and analysis, particularly in the valuation of assets; and Level III builds toward synthesis across topics with an emphasis on portfolio management.

Clear, concise instruction for all CFA Program Level I concepts and competencies for the 2019 examThe same official curricula that CFA Program candidates receive with program registration is now publicly available for purchase. CFA Program Curriculum 2019 Level I, Volumes 1-6 provides the complete Level I curriculum for the 2019 exam, delivering the Candidate Body of Knowledge (CBOK) with expert instruction on all 10 topic areas of the CFA Program. Fundamental concepts are explained in-depth with a heavily visual style, while cases and examples demonstrate how concepts apply in real-world scenarios. Coverage includes ethical and professional standards, quantitative analysis, economics, financial reporting and analysis, corporate finance, equities, fixed income, derivatives, alternative investments, and portfolio management, all organized into individual sessions with clearly defined Learning Outcome Statements. Charts, graphs, figures, diagrams, and financial statements illustrate concepts to facilitate retention, and practice questions provide the opportunity to gauge your understanding while reinforcing important concepts. Learning Outcome Statement checklists guide readers to important concepts to derive from the readingsEmbedded case studies and examples throughout demonstrate practical application of conceptsFigures, diagrams, and additional commentary make difficult concepts accessiblePractice problems support learning and retentionCFA Institute promotes the highest standards of ethics, education, and professional excellence among investment professionals. The CFA Program curriculum guides you through the breadth of knowledge required to uphold these standards.

Master the practical aspects of the CFA Program curriculum with expert instruction for the 2019 examThe same official curricula that CFA Program candidates receive with program registration is now publicly available for purchase. CFA Program Curriculum 2019 Level II, Volumes 1-6 provides the complete Level II curriculum for the 2019 exam, with practical instruction on the Candidate Body of Knowledge (CBOK) and how it is applied, including expert guidance on incorporating concepts into practice. Level II focuses on complex analysis with an emphasis on asset valuation, and is designed to help you use investment concepts appropriately in situations analysts commonly face. Coverage includes ethical and professional standards, quantitative analysis, economics, financial reporting and analysis, corporate finance, equities, fixed income, derivatives, alternative investments, and portfolio management organized into individual study sessions with clearly defined Learning Outcome Statements. Charts, graphs, figures, diagrams, and financial statements illustrate complex concepts to facilitate retention, and practice questions with answers allow you to gauge your understanding while reinforcing important concepts.While Level I introduced you to basic foundational investment skills, Level II requires more complex techniques and a strong grasp of valuation methods. This set dives deep into practical application, explaining complex topics to help you understand and retain critical concepts and processes. Incorporate analysis skills into case evaluationsMaster complex calculations and quantitative techniquesUnderstand the international standards used for valuation and analysisGauge your skills and understanding against each Learning Outcome StatementCFA Institute promotes the highest standards of ethics, education, and professional excellence among investment professionals. The CFA Program curriculum guides you through the breadth of knowledge required to uphold these standards. The three levels of the program build on each other. Level I provides foundational knowledge and teaches the use of investment tools; Level II focuses on application of concepts and analysis, particularly in the valuation of assets; and Level III builds toward synthesis across topics with an emphasis on portfolio management.

All CFA® Program exams through November 2021 will reflect the 2020 curriculum. Purchase your copy and begin studying for Level I now!

The CFA® Program Curriculum 2020 Level I Box Set provides candidates and other motivated investment professionals with the official curriculum tested on the Level I CFA exam. This box set includes all the content Chartered Financial Analyst® candidates are expected to know for the Level I exam, including concise instruction on the 10 core topics covered in the Candidate Body of Knowledge (CBOK).

Utilizing engaging visuals, cases, and examples to illustrate key concepts, this box set helps candidates apply what they learn in real-world investment scenarios.

The CFA® Program Curriculum 2020 Level I Box Set offers:

A comprehensive Learning Ecosystem designed to take you through the entire curriculum or help you focus on areas where you need additional study time. Practice questions to assist with your recall of key terms, concepts, and formulas. Mock exams to help you become accustomed to the pace and pressure of the real-world exam.

Perfect for anyone considering the CFA® designation or currently preparing for a 2021 exam window, the 2020 Level I Box Set is a must-have resource for building basic skills required to become a Chartered Financial Analyst®.

All CFA® Program exams through November 2021 will reflect the 2020 curriculum. Purchase your copy and begin studying for Level I now!

The CFA® Program Curriculum 2020 Level I Box Set provides candidates and other motivated investment professionals with the official curriculum tested on the Level I CFA exam. This box set includes all the content Chartered Financial Analyst® candidates are expected to know for the Level I exam, including concise instruction on the 10 core topics covered in the Candidate Body of Knowledge (CBOK).

Utilizing engaging visuals, cases, and examples to illustrate key concepts, this box set helps candidates apply what they learn in real-world investment scenarios.

The CFA® Program Curriculum 2020 Level I Box Set offers:

A comprehensive Learning Ecosystem designed to take you through the entire curriculum or help you focus on areas where you need additional study time. Practice questions to assist with your recall of key terms, concepts, and formulas. Mock exams to help you become accustomed to the pace and pressure of the real-world exam.

Perfect for anyone considering the CFA® designation or currently preparing for a 2021 exam window, the 2020 Level I Box Set is a must-have resource for building basic skills required to become a Chartered Financial Analyst®.

All CFA® Program exams through November 2021 will reflect the 2020 curriculum. Purchase your copy and begin studying for Level II now!

The CFA® Program Curriculum 2020 Level II Box Set provides candidates and other motivated investment professionals with the official curriculum tested on the Level II CFA exam. This set includes practical instruction on the 10 core topics covered in the Candidate Body of Knowledge (CBOK) to prepare readers for their 2020 or 2021 Level II exam windows. Beyond the fundamentals, this set also offers expert guidance on how the CBOK is applied in practice.

The Level II CFA® Program Curriculum focuses on complex analysis and asset valuation; it is designed to help candidates use essential investment concepts in real-world situations analysts encounter in the field. Topics explored in this box set include ethical and professional standards, quantitative analysis, economics, financial reporting and analysis, corporate finance, equities, fixed income, derivatives, alternative investments, and portfolio management.

Visuals like charts, graphs, figures, and diagrams illustrate complex material covered on the Level II exam, and practice questions with answers help you understand your study progress while reinforcing important content.

The CFA® Program Curriculum 2020 Level II Box Set builds from the foundational investment skills covered in Level I. This set helps you:

Incorporate analysis skills into case evaluations Master complex calculations and quantitative techniques Understand the international standards used for valuation and analysis Gauge your skills and understanding against each Learning Outcome Statement

Perfect for anyone considering the CFA® designation or currently preparing for a 2021 exam window, the 2020 Level II Box Set is a must-have resource for applying the skills required to become a Chartered Financial Analyst®.

All CFA® Program exams through November 2021 will reflect the 2020 curriculum. Purchase your copy and begin studying for Level II now!

The CFA® Program Curriculum 2020 Level II Box Set provides candidates and other motivated investment professionals with the official curriculum tested on the Level II CFA exam. This set includes practical instruction on the 10 core topics covered in the Candidate Body of Knowledge (CBOK) to prepare readers for their 2020 or 2021 Level II exam windows. Beyond the fundamentals, this set also offers expert guidance on how the CBOK is applied in practice.

The Level II CFA® Program Curriculum focuses on complex analysis and asset valuation; it is designed to help candidates use essential investment concepts in real-world situations analysts encounter in the field. Topics explored in this box set include ethical and professional standards, quantitative analysis, economics, financial reporting and analysis, corporate finance, equities, fixed income, derivatives, alternative investments, and portfolio management.

Visuals like charts, graphs, figures, and diagrams illustrate complex material covered on the Level II exam, and practice questions with answers help you understand your study progress while reinforcing important content.

The CFA® Program Curriculum 2020 Level II Box Set builds from the foundational investment skills covered in Level I. This set helps you:

Incorporate analysis skills into case evaluations Master complex calculations and quantitative techniques Understand the international standards used for valuation and analysis Gauge your skills and understanding against each Learning Outcome Statement

Perfect for anyone considering the CFA® designation or currently preparing for a 2021 exam window, the 2020 Level II Box Set is a must-have resource for applying the skills required to become a Chartered Financial Analyst®.

Prepare for success on the 2022 CFA Level II exam with the latest official CFA® Program Curriculum.

The 2022 CFA Program Curriculum Level II Box Set contains all the material you need to succeed on the Level II CFA exam in 2022. This set includes the full official curriculum for Level II and is part of the larger CFA Candidate Body of Knowledge (CBOK).

Organized to get you accustomed to the exam’s heavy reliance on vignettes, the Level II curriculum will help you master mini case studies and accompanying analyses.

Highly visual and intuitively organized, this box set allows you to:

Learn from financial thought leaders. Access market-relevant instruction. Gain critical knowledge and skills. The set also includes practice questions to assist with your recall of key terms, concepts, and formulas.

Perfect for anyone preparing for the 2022 Level II CFA exam, the 2022 CFA Program Curriculum Level II Box Set is a must-have resource for those seeking the intermediate skills required to become a Chartered Financial Analyst®.

Prepare for success on the 2022 CFA Level II exam with the latest official CFA® Program Curriculum.

The 2022 CFA Program Curriculum Level II Box Set contains all the material you need to succeed on the Level II CFA exam in 2022. This set includes the full official curriculum for Level II and is part of the larger CFA Candidate Body of Knowledge (CBOK).

Organized to get you accustomed to the exam’s heavy reliance on vignettes, the Level II curriculum will help you master mini case studies and accompanying analyses.

Highly visual and intuitively organized, this box set allows you to:

Learn from financial thought leaders. Access market-relevant instruction. Gain critical knowledge and skills. The set also includes practice questions to assist with your recall of key terms, concepts, and formulas.

Perfect for anyone preparing for the 2022 Level II CFA exam, the 2022 CFA Program Curriculum Level II Box Set is a must-have resource for those seeking the intermediate skills required to become a Chartered Financial Analyst®.

Whether you are a novice investor or an experienced practitioner, Quantitative Investment Analysis, 4th Edition has something for you.Part of the CFA Institute Investment Series, this authoritative guide is relevant the world over and will facilitate your mastery of quantitative methods and their application in todays investment process. This updated edition provides all the statistical tools and latest information you need to be a confident and knowledgeable investor. This edition expands coverage of Machine Learning algorithms and the role of Big Data in an investment context along with capstone chapters in applying these techniques to factor modeling, risk management and backtesting and simulation in investment strategies.The authors go to great lengths to ensure an even treatment of subject matter, consistency of mathematical notation, and continuity of topic coverage that is critical to the learning process. Well suited for motivated individuals who learn on their own, as well as a general reference, this complete resource delivers clear, example-driven coverage of a wide range of quantitative methods. Inside you'll find: Learning outcome statements (LOS) specifying the objective of each chapterA diverse variety of investment-oriented examples both aligned with the LOS and reflecting the realities of todays investment worldA wealth of practice problems, charts, tables, and graphs to clarify and reinforce the concepts and tools of quantitative investment managementYou can choose to sharpen your skills by furthering your hands-on experience in the Quantitative Investment Analysis Workbook, 4th Edition (sold separately)—an essential guide containing learning outcomes and summary overview sections, along with challenging problems and solutions.

The companion workbook to the Investment Management volume in the CFA Institute’s Portfolio Management in Practice series provides students and professionals with essential practice regarding key concepts in the portfolio management process. Filled with stimulating exercises, this text is designed to help learners explore the multifaceted topic of investment management in a meaningful and productive way. 

The Investment Management Workbook is structured to further readers’ hands-on experience with a variety of learning outcomes, summary overview sections, challenging practice questions, and solutions. Featuring the latest tools and information to help users become confident and knowledgeable investors, this workbook includes sections on professionalism in the industry, fintech, hedge fund strategies, and more.  

With the workbook, readers will learn to:  

Form capital market expectations   Understand the principles of the asset allocation process  Determine comprehensive investment strategies within each asset class  Integrate considerations specific to high net worth individuals or institutions into the selection of strategies  Execute and evaluate chosen strategies and investment managers 

Well suited for individuals who learn on their own, this companion resource delivers an example-driven method for practicing the tools and techniques covered in the primary Investment Management volume, incorporating world-class exercises based on actual scenarios faced by finance professionals every day. 

Whether you are a novice investor or an experienced practitioner, Quantitative Investment Analysis, 4th Edition has something for you.

Part of the CFA Institute Investment Series, this authoritative guide is relevant the world over and will facilitate your mastery of quantitative methods and their application in todays investment process. This updated edition provides all the statistical tools and latest information you need to be a confident and knowledgeable investor. This edition expands coverage of Machine Learning algorithms and the role of Big Data in an investment context along with capstone chapters in applying these techniques to factor modeling, risk management and backtesting and simulation in investment strategies.

The authors go to great lengths to ensure an even treatment of subject matter, consistency of mathematical notation, and continuity of topic coverage that is critical to the learning process. Well suited for motivated individuals who learn on their own, as well as a general reference, this complete resource delivers clear, example-driven coverage of a wide range of quantitative methods. Inside you''ll find:

Learning outcome statements (LOS) specifying the objective of each chapter A diverse variety of investment-oriented examples both aligned with the LOS and reflecting the realities of todays investment world A wealth of practice problems, charts, tables, and graphs to clarify and reinforce the concepts and tools of quantitative investment management

You can choose to sharpen your skills by furthering your hands-on experience in the Quantitative Investment Analysis Workbook, 4th Edition (sold separately)—an essential guide containing learning outcomes and summary overview sections, along with challenging problems and solutions.

Whether you are a novice investor or an experienced practitioner, Quantitative Investment Analysis, 4th Edition has something for you.

Part of the CFA Institute Investment Series, this authoritative guide is relevant the world over and will facilitate your mastery of quantitative methods and their application in todays investment process. This updated edition provides all the statistical tools and latest information you need to be a confident and knowledgeable investor. This edition expands coverage of Machine Learning algorithms and the role of Big Data in an investment context along with capstone chapters in applying these techniques to factor modeling, risk management and backtesting and simulation in investment strategies.

The authors go to great lengths to ensure an even treatment of subject matter, consistency of mathematical notation, and continuity of topic coverage that is critical to the learning process. Well suited for motivated individuals who learn on their own, as well as a general reference, this complete resource delivers clear, example-driven coverage of a wide range of quantitative methods. Inside you''ll find:

Learning outcome statements (LOS) specifying the objective of each chapter A diverse variety of investment-oriented examples both aligned with the LOS and reflecting the realities of todays investment world A wealth of practice problems, charts, tables, and graphs to clarify and reinforce the concepts and tools of quantitative investment management

You can choose to sharpen your skills by furthering your hands-on experience in the Quantitative Investment Analysis Workbook, 4th Edition (sold separately)—an essential guide containing learning outcomes and summary overview sections, along with challenging problems and solutions.

The thoroughly revised and updated fourth edition of the companion workbook to Quantitative Investment Analysis is here.

Now in its fourth edition, the Quantitative Investment Analysis Workbook offers a range of practical information and exercises that will facilitate your mastery of quantitative methods and their application in today''s investment process. Part of the reputable CFA Institute Investment Series, the workbook is designed to further your hands-on experience with a variety of learning outcomes, summary overview sections, and challenging problems and solutions.

The workbook provides all the statistical tools and latest information to help you become a confident and knowledgeable investor, including expanded problems on Machine Learning algorithms and the role of Big Data in investment contexts. Well suited for motivated individuals who learn on their own, as well as a general reference, this companion resource delivers a clear, example-driven method for practicing the tools and techniques covered in the primary Quantitative Investment Analysis, 4th Edition text.?? Inside you''ll find information and exercises to help you:

Work real-world problems associated with the modern quantitative investment process Master visualizing and summarizing data Review the fundamentals of single linear and multiple linear regression Use multifactor models Measure and manage market risk effectively

In both the workbook and the primary Quantitative Investment Analysis, 4th Edition text, the authors go to great lengths to ensure an even treatment of subject matter, consistency of mathematical notation, and continuity of topic coverage that is critical to the learning process.

For everyone who requires a streamlined route to mastering quantitative methods in investments, Quantitative Investment Analysis Workbook, 4th Edition offers world-class practice based on actual scenarios faced by professionals every day.

The thoroughly revised and updated fourth edition of the companion workbook to Quantitative Investment Analysis is here.Now in its fourth edition, the Quantitative Investment Analysis Workbook offers a range of practical information and exercises that will facilitate your mastery of quantitative methods and their application in today's investment process. Part of the reputable CFA Institute Investment Series, the workbook is designed to further your hands-on experience with a variety of learning outcomes, summary overview sections, and challenging problems and solutions.The workbook provides all the statistical tools and latest information to help you become a confident and knowledgeable investor, including expanded problems on Machine Learning algorithms and the role of Big Data in investment contexts. Well suited for motivated individuals who learn on their own, as well as a general reference, this companion resource delivers a clear, example-driven method for practicing the tools and techniques covered in the primary Quantitative Investment Analysis, 4th Edition text.?? Inside you'll find information and exercises to help you: Work real-world problems associated with the modern quantitative investment processMaster visualizing and summarizing dataReview the fundamentals of single linear and multiple linear regressionUse multifactor modelsMeasure and manage market risk effectivelyIn both the workbook and the primary Quantitative Investment Analysis, 4th Edition text, the authors go to great lengths to ensure an even treatment of subject matter, consistency of mathematical notation, and continuity of topic coverage that is critical to the learning process.For everyone who requires a streamlined route to mastering quantitative methods in investments, Quantitative Investment Analysis Workbook, 4th Edition offers world-class practice based on actual scenarios faced by professionals every day.

The thoroughly revised and updated fourth edition of the companion workbook to Quantitative Investment Analysis is here.

Now in its fourth edition, the Quantitative Investment Analysis Workbook offers a range of practical information and exercises that will facilitate your mastery of quantitative methods and their application in today''s investment process. Part of the reputable CFA Institute Investment Series, the workbook is designed to further your hands-on experience with a variety of learning outcomes, summary overview sections, and challenging problems and solutions.

The workbook provides all the statistical tools and latest information to help you become a confident and knowledgeable investor, including expanded problems on Machine Learning algorithms and the role of Big Data in investment contexts. Well suited for motivated individuals who learn on their own, as well as a general reference, this companion resource delivers a clear, example-driven method for practicing the tools and techniques covered in the primary Quantitative Investment Analysis, 4th Edition text.?? Inside you''ll find information and exercises to help you:

Work real-world problems associated with the modern quantitative investment process Master visualizing and summarizing data Review the fundamentals of single linear and multiple linear regression Use multifactor models Measure and manage market risk effectively

In both the workbook and the primary Quantitative Investment Analysis, 4th Edition text, the authors go to great lengths to ensure an even treatment of subject matter, consistency of mathematical notation, and continuity of topic coverage that is critical to the learning process.

For everyone who requires a streamlined route to mastering quantitative methods in investments, Quantitative Investment Analysis Workbook, 4th Edition offers world-class practice based on actual scenarios faced by professionals every day.

Portfolio Management in Practice, Volume 1: Investment Management delivers a comprehensive overview of investment management for students and industry professionals.As the first volume in the CFA Institute’s new Portfolio Management in Practice series, Investment Management offers professionals looking to enhance their skillsets and students building foundational knowledge an essential understanding of key investment management concepts. Designed to be an accessible resource for a wide range of learners, this volume explores the full portfolio management process.Inside, readers will find detailed coverage of: Forming capital market expectationsPrinciples of the asset allocation processDetermining investment strategies within each asset classIntegrating considerations specific to high net worth individuals or institutions into chosen strategiesAnd moreTo apply the concepts outlined in the Investment Management volume, explore the accompanying Portfolio Management in Practice, Volume 1: Investment Management Workbook. The perfect companion resource, this workbook aligns chapter-by-chapter with Investment Management for easy referencing so readers can draw connections between theoretical content and challenging practice problems.Featuring contributions from the CFA Institute’s subject matter experts, Portfolio Management in Practice, Volume 1: Investment Management distills the knowledge forward-thinking professionals will need to succeed in today’s fast-paced financial world.

Portfolio Management in Practice, Volume 1: Investment Management delivers a comprehensive overview of investment management for students and industry professionals.

As the first volume in the CFA Institute’s new Portfolio Management in Practice series, Investment Management offers professionals looking to enhance their skillsets and students building foundational knowledge an essential understanding of key investment management concepts. Designed to be an accessible resource for a wide range of learners, this volume explores the full portfolio management process.

Inside, readers will find detailed coverage of:

Forming capital market expectations Principles of the asset allocation process Determining investment strategies within each asset class Integrating considerations specific to high net worth individuals or institutions into chosen strategies And more

To apply the concepts outlined in the Investment Management volume, explore the accompanying Portfolio Management in Practice, Volume 1: Investment Management Workbook. The perfect companion resource, this workbook aligns chapter-by-chapter with Investment Management for easy referencing so readers can draw connections between theoretical content and challenging practice problems.

Featuring contributions from the CFA Institute’s subject matter experts, Portfolio Management in Practice, Volume 1: Investment Management distills the knowledge forward-thinking professionals will need to succeed in today’s fast-paced financial world.

Portfolio Management in Practice, Volume 1: Investment Management delivers a comprehensive overview of investment management for students and industry professionals.

As the first volume in the CFA Institute’s new Portfolio Management in Practice series, Investment Management offers professionals looking to enhance their skillsets and students building foundational knowledge an essential understanding of key investment management concepts. Designed to be an accessible resource for a wide range of learners, this volume explores the full portfolio management process.

Inside, readers will find detailed coverage of:

Forming capital market expectations Principles of the asset allocation process Determining investment strategies within each asset class Integrating considerations specific to high net worth individuals or institutions into chosen strategies And more

To apply the concepts outlined in the Investment Management volume, explore the accompanying Portfolio Management in Practice, Volume 1: Investment Management Workbook. The perfect companion resource, this workbook aligns chapter-by-chapter with Investment Management for easy referencing so readers can draw connections between theoretical content and challenging practice problems.

Featuring contributions from the CFA Institute’s subject matter experts, Portfolio Management in Practice, Volume 1: Investment Management distills the knowledge forward-thinking professionals will need to succeed in today’s fast-paced financial world.

The companion workbook to the Investment Management volume in the CFA Institute’s Portfolio Management in Practice series provides students and professionals with essential practice regarding key concepts in the portfolio management process. Filled with stimulating exercises, this text is designed to help learners explore the multifaceted topic of investment management in a meaningful and productive way. 

The Investment Management Workbook is structured to further readers’ hands-on experience with a variety of learning outcomes, summary overview sections, challenging practice questions, and solutions. Featuring the latest tools and information to help users become confident and knowledgeable investors, this workbook includes sections on professionalism in the industry, fintech, hedge fund strategies, and more.  

With the workbook, readers will learn to:  

Form capital market expectations   Understand the principles of the asset allocation process  Determine comprehensive investment strategies within each asset class  Integrate considerations specific to high net worth individuals or institutions into the selection of strategies  Execute and evaluate chosen strategies and investment managers 

Well suited for individuals who learn on their own, this companion resource delivers an example-driven method for practicing the tools and techniques covered in the primary Investment Management volume, incorporating world-class exercises based on actual scenarios faced by finance professionals every day. 

An essential resource to help readers understand and retain the concepts contained in Economics for Investment Decision Makers In the newly revised second edition of Economics for Investment Decision Makers: Micro, Macro, and International Economics, Workbook, the celebrated authors of the Economics for Investment Decision Makers companion text deliver a complementary resource filled with practice problems, questions, and answers, as well as templates and other useful tools for readers who seek to understand, refine, and retain the tools and techniques contained in the book. The Workbook is perfect for aspiring and practicing investment professionals who aim to prepare for the Chartered Financial Analyst exams or simply expand and deepen their investing skillset.

The companion workbook to the Investment Management volume in the CFA Institute’s Portfolio Management in Practice series provides students and professionals with essential practice regarding key concepts in the portfolio management process. Filled with stimulating exercises, this text is designed to help learners explore the multifaceted topic of investment management in a meaningful and productive way. The Investment Management Workbook is structured to further readers’ hands-on experience with a variety of learning outcomes, summary overview sections, challenging practice questions, and solutions. Featuring the latest tools and information to help users become confident and knowledgeable investors, this workbook includes sections on professionalism in the industry, fintech, hedge fund strategies, and more.  With the workbook, readers will learn to:   Form capital market expectations  Understand the principles of the asset allocation process Determine comprehensive investment strategies within each asset class Integrate considerations specific to high net worth individuals or institutions into the selection of strategies Execute and evaluate chosen strategies and investment managers Well suited for individuals who learn on their own, this companion resource delivers an example-driven method for practicing the tools and techniques covered in the primary Investment Management volume, incorporating world-class exercises based on actual scenarios faced by finance professionals every day.

The complete guide to corporate finance, for today’s practitioners from CFA Institute After ten years, the third edition of the CFA Institute Investment Series’ Corporate Finance text has arrived with a decisive focus on the needs of today’s investment professionals. Now titled Corporate Finance: Economic Foundations and Financial Modeling, this third edition outlines the essential tools, concepts, and applications within the discipline of corporate finance that businesses need to thrive.New and refreshed content on Environmental, Social, and Governance (ESG) considerations alongside foundational coverage of capital structure and measures of leverage empower readers to support the growth of their organizations and develop the skills to succeed in our current corporate world. Six new chapters expand this updated discussion of corporate finance via topics such as corporate structures and ownership, capital investments, business models and risks, corporate restructuring, and more.The companion workbook (sold separately) offers problems and solutions aligning with the text and allows learners to test their comprehension of key concepts.Through Corporate Finance: Economic Foundations and Financial Modeling, 3rd Edition, readers will become proficient in the following areas: Corporate structures and governanceCapital budgetingCost of capitalMeasures of leverageBusiness models, risks, and restructuringsCFA Institute is the world’s premier association for investment professionals, and the governing body for the CFA® Program, CIPM® Program, CFA Institute ESG Investing Certificate, and Investment Foundations® Program. Those seeking a deeper understanding of the fundamentals behind corporate finance will value the level of expertise CFA Institute brings to the discussion, providing a clear, comprehensive resource for students and professionals alike.

The complete guide to corporate finance, for today’s practitioners from CFA Institute

After ten years, the third edition of the CFA Institute Investment Series’ Corporate Finance text has arrived with a decisive focus on the needs of today’s investment professionals. Now titled Corporate Finance: Economic Foundations and Financial Modeling, this third edition outlines the essential tools, concepts, and applications within the discipline of corporate finance that businesses need to thrive.

New and refreshed content on Environmental, Social, and Governance (ESG) considerations alongside foundational coverage of capital structure and measures of leverage empower readers to support the growth of their organizations and develop the skills to succeed in our current corporate world. Six new chapters expand this updated discussion of corporate finance via topics such as corporate structures and ownership, capital investments, business models and risks, corporate restructuring, and more.

The companion workbook (sold separately) offers problems and solutions aligning with the text and allows learners to test their comprehension of key concepts.

Through Corporate Finance: Economic Foundations and Financial Modeling, 3rd Edition, readers will become proficient in the following areas:

Corporate structures and governance Capital budgeting Cost of capital Measures of leverage Business models, risks, and restructurings

CFA Institute is the world’s premier association for investment professionals, and the governing body for the CFA® Program, CIPM® Program, CFA Institute ESG Investing Certificate, and Investment Foundations® Program. Those seeking a deeper understanding of the fundamentals behind corporate finance will value the level of expertise CFA Institute brings to the discussion, providing a clear, comprehensive resource for students and professionals alike.

The complete guide to corporate finance, for today’s practitioners from CFA Institute

After ten years, the third edition of the CFA Institute Investment Series’ Corporate Finance text has arrived with a decisive focus on the needs of today’s investment professionals. Now titled Corporate Finance: Economic Foundations and Financial Modeling, this third edition outlines the essential tools, concepts, and applications within the discipline of corporate finance that businesses need to thrive.

New and refreshed content on Environmental, Social, and Governance (ESG) considerations alongside foundational coverage of capital structure and measures of leverage empower readers to support the growth of their organizations and develop the skills to succeed in our current corporate world. Six new chapters expand this updated discussion of corporate finance via topics such as corporate structures and ownership, capital investments, business models and risks, corporate restructuring, and more.

The companion workbook (sold separately) offers problems and solutions aligning with the text and allows learners to test their comprehension of key concepts.

Through Corporate Finance: Economic Foundations and Financial Modeling, 3rd Edition, readers will become proficient in the following areas:

Corporate structures and governance Capital budgeting Cost of capital Measures of leverage Business models, risks, and restructurings

CFA Institute is the world’s premier association for investment professionals, and the governing body for the CFA® Program, CIPM® Program, CFA Institute ESG Investing Certificate, and Investment Foundations® Program. Those seeking a deeper understanding of the fundamentals behind corporate finance will value the level of expertise CFA Institute brings to the discussion, providing a clear, comprehensive resource for students and professionals alike.

Evaluate your understanding of corporate finance with practice for today’s professionalCorporate Finance: Economic Foundations and Financial Modeling Workbook, 3rd Edition offers the key component of effective learning—practice. Designed for both students and investment professionals, this companion workbook aligns with the latest Corporate Finance text chapter-by-chapter. To improve your comprehension of core concepts, this book includes brief chapter summaries before diving into challenging practice questions and their solutions, while also laying out learning objectives so you can understand the “why” of each exercise.Corporate Finance: Economic Foundations and Financial Modeling Workbook, 3rd Edition will help you: Synthesize essential material from the main Corporate Finance text using real-world applications.Understand the key fundamentals of the corporate finance discipline.Work toward specific chapter objectives to internalize important information.CFA Institute is the world’s premier association for investment professionals, and the governing body for the CFA® Program, CIPM® Program, CFA Institute ESG Investing Certificate, and Investment Foundations® Program. Those seeking a deeper understanding of corporate finance and its overall impact on organizational growth will value the level of expertise CFA Institute brings to the discussion as well as the extra practice delivered in the third edition Corporate Finance: Economic Foundations and Financial Modeling Workbook based on real scenarios investors face every day.

An in-depth exploration of economics as it applies to investing and investment analysis In the newly revised second edition of Economics for Investment Decision Makers: Micro, Macro, and International Economics, the CFA Institute presents a robust and authoritative discussion of macro- and microeconomics relevant to investors and investment analysts. The book explores foundational topics in significant detail while including coverage of topics like international trade, currency exchange rate forecasting, and foreign exchange markets. Distinguished academics and practitioners also provide resources relevant to securities analysis, industry analysis, country analysis, portfolio management, and capital market strategy. They equip readers to understand and apply economic news to their own valuations and offer an expansive selection of examples and illustrations to highlight the application of the concepts discussed within.