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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.

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 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.

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.

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.

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.

Discover the latest essential resource on asset allocation for students and investment professionals. Part of the CFA Institute’s three-volume Portfolio Management in Practice series, Asset Allocation offers a deep, comprehensive ­treatment of the asset allocation process and the underlying theories and markets that support it. As the second volume in the series, Asset Allocation meets the needs of both graduate-level students focused on finance and industry professionals looking to become more dynamic investors.Filled with the insights and industry knowledge of the CFA Institute’s subject matter experts, Asset Allocation effectively blends theory and practice while helping the reader expand their skillsets in key areas of interest.This volume provides complete coverage on the following topics: Setting capital market expectations to support the asset allocation processPrinciples and processes in the asset allocation process, including handling ESG-integration and client-specific constraintsAllocation beyond the traditional asset classes to include allocation to alternative investmentsThe role of exchange-traded funds can play in implementing investment strategiesAn integrative case study in portfolio management involving a university endowmentTo further enhance your understanding of tools and techniques explored in Asset Allocation, don’t forget to pick up the Portfolio Management in Practice, Volume 2: Asset Allocation Workbook. The workbook is the perfect companion resource containing learning outcomes, summary overview sections, and challenging practice questions that align chapter-by-chapter with the main text.

The Asset Allocation Workbook offers a range of practical information and exercises that reinforce the key concepts explored in Portfolio Management in Practice, Volume 2: Asset Allocation. Part of the reputable CFA Institute Investment Series, the workbook is designed to further students’ and professionals’ hands-on experience with a variety of learning outcomes, summary overview sections, and challenging problems and solutions.The workbook provides the necessary tools and latest information to help learners advance their skills in this critical facet of portfolio management. Aligning chapter-by-chapter with the main text so readers can easily pair exercises with the appropriate content, this workbook covers: Setting capital market expectations to support the asset allocation processPrinciples and processes in the asset allocation process, including handling ESG-integration and client-specific constraintsAllocation beyond the traditional asset classes to include allocation to alternative investmentsThe role of exchange-traded funds can play in implementing investment strategiesThe Asset Allocation Workbook has been compiled by experienced CFA members to give learners world-class examples based on scenarios faced by finance professionals every day. For practice on additional aspects of portfolio management, explore Volume 1: Investment Management, Volume 3: Equity Portfolio Management, and their accompanying workbooks to complete the Portfolio Management in Practice series.

Discover the latest essential resource on equity portfolio management for students and investment professionals. Part of the CFA Institute's three-volume Portfolio Management in Practice series, Equity Portfolio Management offers a fuller treatment of active versus passive equity investment strategies. This text outlines key topics in the portfolio management process with clear, concise language to serve as an accessible guide for students and current industry professionals.Building on content in the Investment Management and Equity Valuation volumes in the CFA Institute Investment Series, Equity Portfolio Management provides an in-depth, technical examination of constructing and evaluating active equity methods.This volume explores: An overview of passive versus active equity strategiesMarket efficiency underpinnings of passive equity strategiesActive equity strategies and developing portfolios to reflect active strategiesTechnical analysis as an additional consideration in executing active equity strategiesTo further enhance your understanding of the tools and techniques covered here, don't forget to pick up the Portfolio Management in Practice, Volume 3: Equity Portfolio Management Workbook. The workbook is the perfect companion resource containing Learning Outcomes, Summary Overview sections, and challenging practice questions that align chapter-by-chapter with the main text.Equity Portfolio Management alongside the other Portfolio Management in Practice volumesdistill the knowledge, skills, and abilities readers need to succeed in today’s fast-paced financial world.

The Equity Portfolio Management Workbook provides learners with real-world problems based on key concepts explored in Portfolio Management in Practice, Volume 3: Equity Portfolio Management. Part of the reputable CFA Institute Investment Series, the workbook is designed to further students’ and professionals’ hands-on experience with a variety of Learning Outcomes, Summary Overview sections, and challenging exercises and solutions.Created with modern perspective, the workbook presents the necessary tools for understanding equity portfolio management and applying it in the workplace. This essential companion resource mirrors the main text, making it easy for readers to follow. Inside, users will find information and exercises about: The difference between passive and active equity strategiesMarket efficiency underpinnings of passive equity strategiesActive equity strategies and constructing portfolios to reflect active strategiesTechnical analysis as an additional consideration in executing active equity strategiesWhile the Equity Portfolio Management volume and its companion workbook can be used in conjunction with the other volumes in the series, the pair also functions well as a standalone focus on equity investing. With each contributor bringing his own unique experiences and perspectives to the portfolio management process, the Equity Portfolio Management Workbook distills the knowledge, skills, and abilities readers need to succeed in today’s fast-paced financial world.

Learn to understand the financial statements of companies regardless of their country of originThe newly revised Fourth Edition of International Financial Statement Analysis delivers a thorough and up-to-date resource for anyone required to comprehensively assess company performance and financial position based on financial statements, regardless of country of origin.Part of the prestigious CFA Institute Investment Series, the seasoned professionals at the CFA Institute offer you a rich and clear reference covering every aspect of financial analysis, from financial reporting mechanics to understanding income and balance sheets. You'll learn about: The complete statement analysis processInformation on income tax accounting and employee compensationThe impact of foreign exchange rates on the statements of multinational corporationsPerfect for chartered financial analysts required to analyze the financial statements of companies in multiple countries, International Financial Statement Analysis is also an invaluable resource for students in finance and business seeking a one-stop, authoritative reference on international financial statements.

Part of the CFA Institute Investment Series, this authoritative guide and accompanying Workbook is relevant the world over and will facilitate your mastery of quantitative methods and their application in todays investment process. This updated set 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 managementSharpen your skills by furthering your hands-on experience in the Quantitative Investment Analysis Workbook, 4th Edition--an essential guide containing learning outcomes and summary overview sections, along with challenging problems and solutions.

Get hands-on experience in portfolio management with this invaluable workbook set from the experts at the CFA InstituteThe Portfolio Management in Practice, Volume 1: Investment Management Workbook Set offers students and seasoned professionals essential practice with crucial concepts in the portfolio management process. Created by the financial experts at the CFA Institute, the Workbook Set contains invaluable exercises, learning outcomes, summary overview sections, practice questions, and detailed solutions. You'll get access to the latest tools and information to help you gain confidence in the field of portfolio management.You'll learn about: How to form capital market expectationsUnderstanding the principles of the asset allocation processHow to determine comprehensive investment strategies within each asset classThe integration of the considerations of high-net-worth investors or institutions into strategy selectionPerfect for investors, finance professionals, and students of business and investment, the Portfolio Management in Practice, Volume 1: Investment Management Workbook Set offers world-class exercises based on real scenarios faced by professionals on a daily basis.

Get hands-on experience in portfolio management with this invaluable workbook set from the experts at the CFA InstituteThe Portfolio Management in Practice, Volume 3: Equity Portfolio Management Workbook Set offers students and seasoned professionals essential practice with crucial concepts in the portfolio management process. Created by the financial experts at the CFA Institute, the Workbook Set contains invaluable exercises, learning outcomes, summary overview sections, practice questions, and detailed solutions. You'll get access to the latest tools and information to help you gain confidence in the field of portfolio management.You'll learn about: The difference between passive and active equity investment strategiesThe market efficiency theoretical underpinnings of passive equity strategiesUsing technical analysis as an additional consideration in executing active equity strategiesPerfect for investors, finance professionals, and students of business and investment, the Portfolio Management in Practice, Volume 3: Equity Portfolio Management Workbook Set offers world-class exercises based on real scenarios faced by professionals on a daily basis.

Get hands-on experience in portfolio management with this invaluable workbook set from the experts at the CFA InstituteThe Portfolio Management in Practice, Volume 2: Asset Allocation Workbook Set offers students and seasoned professionals essential practice with crucial concepts in the portfolio management process. Created by the financial experts at the CFA Institute, the Workbook Set contains invaluable exercises, learning outcomes, summary overview sections, practice questions, and detailed solutions. You'll get access to the latest tools and information to help you gain confidence in the field of portfolio management.You'll learn about: Setting capital market expectations to support the asset allocation processIntegrating ESG considerations and client-specific constraints into your asset allocation processAllocating to alternative investments beyond the traditional asset classesHow to use exchange-traded funds in implementing your investment strategiesPerfect for investors, finance professionals, and students of business and investment, the Portfolio Management in Practice, Volume 2: Asset Allocation Workbook Set offers world-class exercises based on real scenarios faced by professionals on a daily basis.

The essential guide to fixed-income portfolio management, from experts working with CFA Institute Fixed Income Analysis, 5th Edition delivers an authoritative overview of how successful investment professionals manage fixed-income portfolios. Back with expanded content on the defining elements of fixed income securities, corporate debt, repurchase agreements, term structure models, and more, the 5th edition gives students and practitioners alike the tools to understand and apply effective fixed income portfolio management tactics.Revised and updated by a team of investment experts in collaboration with CFA Institute, this text introduces the fundamental topics of fixed income securities and markets while also providing in-depth coverage of fixed income security valuation. This new edition offers refreshed and expanded content on the analysis and construction of active yield curve and credit strategies for portfolio managers.Thanks to a wealth of real-world examples, Fixed Income Analysis remains an excellent resource for professionals looking to expand upon their current understanding of this important facet of portfolio management, as well as for students in the undergraduate or graduate classroom.Through this text, readers will: Understand the main features and characteristics of fixed income instrumentsMaster the key return and risk measures of fixed income instrumentsDevelop and evaluate key fixed income investment strategies based on top-down and bottom-up analysisThe companion workbook (sold separately) includes problems and solutions aligning with the text and allows learners to test their comprehension of key concepts.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. Investment analysts, portfolio managers, individual and institutional investors and their advisors, and any reader with an interest in fixed income markets will value this accessible and informative guide.

The complete guide to derivatives, from experts working with CFA Institute Derivatives is the definitive guide to derivatives and derivative markets. Written by experts working with CFA Institute, this book is an authoritative reference for students and investment professionals interested in the role of derivatives within comprehensive portfolio management. General discussion of the types of derivatives and their characteristics gives way to detailed examination of each market and its contracts, including forwards, futures, options, and swaps, followed by a look at credit derivative markets and their instruments. The companion workbook (sold separately) provides problems and solutions that align with the text and allows students to test their understanding while facilitating deeper internalization of the material. Derivatives have become essential for effective financial risk management and for creating synthetic exposure to asset classes. This book builds a conceptual framework for grasping derivative fundamentals, with systematic coverage and thorough explanations. Readers will: Understand the different types of derivatives and their characteristicsDelve into the various markets and their associated contractsExamine the role of derivatives in portfolio managementLearn why derivatives are increasingly fundamental to risk managementCFA 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 markets, mechanisms, and use of derivatives will value the level of expertise CFA Institute brings to the discussion, providing a clear, comprehensive resource for students and professionals alike. Whether used alone or in conjunction with the companion workbook, Derivatives offers a complete course in derivatives and their use in investment management. For more information, visit www.cfainstitute.org.

The complete guide to alternative investments, from experts working with CFA InstituteAlternative Investments is the definitive guide to understanding non-traditional asset classes. Alternatives are a disparate group of investments that are distinguished from long-only, publicly traded investments in stocks, bonds, and cash (often referred to as traditional investments). Alternative investments include real estate, commodities, infrastructure, and other non-traditional investments such as private equity or debt and hedge funds. They are attractive to investors because of the potential for portfolio diversification resulting in a higher risk-adjusted return for the portfolio.Alternative Investments and its accompanying workbook (sold separately) lead students and investment professionals through the many characteristics of non-traditional assets, including: Narrow specialization of the investment managersRelatively low correlation of returns with those of traditional investmentsLess regulation and less transparency than traditional investmentsLimited historical risk and return dataUnique legal and tax considerationsHigher fees, often including performance or incentive feesConcentrated portfoliosRestrictions on redemptions (i.e. “lockups” and “gates”)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 markets, mechanisms, and use of alternatives will value the level of expertise CFA Institute brings to the discussion, providing a clear, comprehensive resource for students and professionals alike. Whether used alone or in conjunction with the companion workbook, Alternative Investments offers a complete course in alternative investments and their role in investment management.

Evaluate your understanding of fixed-income portfolio management with exercises for today’s investment practitionerFixed Income Analysis, 5th Edition offers the key component of effective learning—practice. Designed for both students and professionals, this companion workbook aligns with the latest Fixed Income Analysis 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.Fixed Income Analysis Workbook, 5th Edition will help you: Synthesize essential material from the main Fixed Income Analysis text using real-world applications.Understand the key fundamentals of fixed income securities and portfolio management.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 fixed income portfolio management tactics will value the level of expertise CFA Institute brings to the discussion as well as the extra practice delivered in the fifth edition Fixed Income Analysis Workbook based on real scenarios investors face every day.

Hands-on practice with derivatives and derivative markets based on real-world scenariosDerivatives Workbook provides the key component of effective learning—practice. Designed for both students and investment professionals, this companion workbook conveniently aligns with the Derivatives text chapter-by-chapter, offers brief chapter summaries to refresh your memory on key points before you begin working, and explicitly lays out the learning objectives so you understand the “why” of each problem. This workbook helps you: Synthesize essential material from the Derivatives text using real-world applicationsUnderstand the different types of derivatives and their characteristicsDelve into the various markets and their associated contractsExamine the role of derivatives in portfolio managementLearn why derivatives are increasingly fundamental to risk managementCFA Institute is the world's premier association for investment professionals, and the governing body for CFA® Program, CIPM® Program, CFA Institute ESG Investing Certificate, and Investment Foundations® Program. Those seeking a deeper understanding of the markets, mechanisms, and use of derivatives will value the level of expertise CFA Institute brings to the discussion as well as the extra practice delivered in Derivatives Workbook based on real scenarios investors face every day.

Hands-on practice with alternative investments based on real-world scenariosAlternative Investments Workbook provides the key component of effective learning—practice. Designed for both students and investment professionals, this companion workbook conveniently aligns with the Alternative Investments text chapter-by-chapter, offers brief chapter summaries to refresh your memory on key points before you begin working, and explicitly lays out the learning objectives so you understand the “why” of each problem. This workbook helps you: Synthesize essential material from the Alternative Investments text using real-world applicationsUnderstand the key characteristics of non-traditional investmentsWork toward specific chapter objectives to internalize important informationCFA 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 markets, mechanisms, and use of alternatives will value the level of expertise CFA Institute brings to the discussion as well as the extra practice delivered in Alternative Investments Workbook based on real scenarios investors face every day.

Discover the official resource for success on the 2026 CFA Level II exam. Get your copy of the CFA® Program Curriculum now.The 2026 CFA Program Curriculum Level II Box Set contains the content you need to perform well on the Level II 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 II and is part of the larger CFA Candidate Body of Knowledge (CBOK).Organized to get you accustomed to the Level II exam’s heavy reliance on vignettes, the Level II curriculum will help you master mini case studies and accompanying analyses.The 2026 CFA Program Curriculum Level II 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 offers practice questions to assist with your mastery of key terms, concepts, and formulas. The volumes in the Level II box set are: Volume 1: Quantitative MethodsVolume 2: EconomicsVolume 3: Financial Statement AnalysisVolume 4: Corporate IssuersVolume 5: Equity InvestmentsVolume 6: Fixed IncomeVolume 7: DerivativesVolume 8: Alternative InvestmentsVolume 9: Portfolio ManagementVolume 10: Ethics and Professional StandardsIndispensable for anyone preparing for the 2026 Level II CFA exam, the 2026 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®.

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 Private Markets 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 Private Markets 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 StandardsPrivate Markets Volume 1: Private Markets PathwayIndispensable for anyone preparing for the 2026 Level III CFA exam, the 2026 CFA Program Curriculum Level III Private Markets Pathway Box Set is a must-have resource for those seeking the advanced skills required to become a Chartered Financial Analyst.