2027 CFA® Program Curriculum, Level III Private Wealth Pathway Box Set Author(s): CFA Institute First Edition ©2026 Publication Date: May 05, 2026 Paperback

The 2027 CFA Program Curriculum Level III Private Wealth Pathway Box Set contains the content you need to perform well on the Level III CFA exam in 2027. 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.

Level III, Private Wealth Pathway:

• Asset Allocation, Level III Core Volume 1
• Portfolio Construction, Level III Core Volume 2
• Performance Measurement, Level III Core Volume 3
• Derivatives and Risk Management, Level III Core Volume 4
• Ethical and Professional Standards, Level III Core Volume 5
• Private Wealth Pathway, Level III Private Wealth Pathway