LEVEL III ON-DEMAND VIDEOS

Week 0

Free Video

Week 1

Introduction & Ethics
3 videos
Video: LEVEL III – INTRO AND ETHICS PART 1
Video: LEVEL III – INTRO AND ETHICS PART 2
Video: LEVEL III – INTRO AND ETHICS PART 3

Week 2&3

Equity Portfolio Management
5 videos
Video: LEVEL III – EQUITY PORTFOLIO MANAGEMENT PART 1
Video: LEVEL III – EQUITY PORTFOLIO MANAGEMENT PART 2
Video: LEVEL III – EQUITY PORTFOLIO MANAGEMENT PART 3
Video: LEVEL III – EQUITY PORTFOLIO MANAGEMENT PART 4
Video: LEVEL III – EQUITY PORTFOLIO MANAGEMENT PART 5

Week 4

Risk Management
3 videos
Video: LEVEL III – RISK MANAGEMENT PART 1
Video: LEVEL III – RISK MANAGEMENT PART 2
Video: LEVEL III – RISK MANAGEMENT PART 3

Week 5

Alternative Investments
3 videos
Video: LEVEL III – ALTERNATIVE INVESTMENTS PART 1
Video: LEVEL III – ALTERNATIVE INVESTMENTS PART 2
Video: LEVEL III – ALTERNATIVE INVESTMENTS PART 3

Week 6&7

Application of Derivatives
7 videos
Video: LEVEL III – DERIVATIVES | FUTURES| FORWARDS PART 1
Video: LEVEL III – DERIVATIVES | FUTURES| FORWARDS PART 2
Video: LEVEL III – DERIVATIVES – OPTIONS & SWAPS PART 1
Video: LEVEL III – DERIVATIVES – OPTIONS & SWAPS PART 2
Video: LEVEL III – DERIVATIVES – OPTIONS & SWAPS PART 3
Video: LEVEL III – DERIVATIVES – OPTIONS & SWAPS PART 4
Video: LEVEL III – DERIVATIVES – OPTIONS & SWAPS PART 5

Week 8&9

Economic Analysis
3 videos
Video: LEVEL III – ECONOMIC ANALYSIS EQUITY VALUATION
Video: LEVEL III – ECONOMIC ANALYSIS CAPITAL MARKET EXPECTATIONS PART 1
Video: LEVEL III – ECONOMIC ANALYSIS CAPITAL MARKET EXPECTATIONS PART 2

Week 10

Asset Allocation
8 videos
Video: LEVEL III – ASSET ALLOCATION & BENCHMARKS STUDY SESSION 9
Video: LEVEL III – ASSET ALLOCATION & CURRENCY MANAGEMENT STUDY SESSION 9 PART 1
Video: LEVEL III – ASSET ALLOCATION & CURRENCY MANAGEMENT STUDY SESSION 9 PART 2
Video: LEVEL III – ASSET ALLOCATION & CURRENCY MANAGEMENT STUDY SESSION 9 PART 3
Video: LEVEL III – ASSET ALLOCATION STUDY SESSION 8 PART 1
Video: LEVEL III – ASSET ALLOCATION STUDY SESSION 8 PART 2
Video: LEVEL III – ASSET ALLOCATION STUDY SESSION 8 PART 3
Video: LEVEL III – ASSET ALLOCATION STUDY SESSION 8 PART 4

Week 11

Performance Evaluation
2 videos
Video: LEVEL III – PERFORMANCE EVALUATION STUDY SESSION 17 PART 1
Video: LEVEL III – PERFORMANCE EVALUATION STUDY SESSION 17 PART 2

Week 12

Trading & Rebalancing
3 videos
Video: LEVEL III – TRADING, MONITORING, AND REBALANCING STUDY SESSION 16 PART 1
Video: LEVEL III – TRADING, MONITORING, AND REBALANCING STUDY SESSION 16 PART 2
Video: LEVEL III – TRADING, MONITORING, AND REBALANCING STUDY SESSION 16 PART 3

Week 13&14

Fixed Income
7 videos
Video: LEVEL III – FIXED INCOME PORTFOLIO MANAGEMENT STUDY SESSIONS 10 & 11 PART 1
Video: LEVEL III – FIXED INCOME PORTFOLIO MANAGEMENT PART 2
Video: LEVEL III – FIXED INCOME PORTFOLIO MANAGEMENT PART 3
Video: LEVEL III – FIXED INCOME PORTFOLIO MANAGEMENT PART 4
Video: LEVEL III – FIXED INCOME PORTFOLIO MANAGEMENT PART 5
Video: BONUS LEVEL III – FIXED INCOME ESSAYS AND ITEM SETS WITH NATHAN PART 1
Video: BONUS LEVEL III – FIXED INCOME ESSAYS AND ITEM SETS WITH NATHAN PART 2

Week 15

Individual & Institutional Investors
12 videos
Video: LEVEL III – IPS #1 INDIVIDUAL INVESTOR (PART I) STUDY SESSION 5
Video: LEVEL III – IPS #1 INDIVIDUAL INVESTOR (PART II) STUDY SESSION 5
Video: LEVEL III – IPS #2 INSTITUTIONAL INVESTOR (PENSION PLAN) STUDY SESSION 6
Video: LEVEL III – IPS #3 INSTITUTIONAL INVESTOR (ENDOWMENTS & FOUNDATIONS) STUDY SESSION 6
Video: LEVEL III – IPS #4 INDIVIDUAL INVESTOR STUDY SESSION 5 PART 1
Video: LEVEL III – IPS #4 INDIVIDUAL INVESTOR STUDY SESSION 5 PART 2
Video: LEVEL III – IPS #5 INDIVIDUAL INVESTOR STUDY SESSION 5
Video: LEVEL III – IPS #6 INDIVIDUAL INVESTOR STUDY SESSION 5
Video: LEVEL III – PRIVATE WEALTH MANAGEMENT STUDY SESSIONS 4 & 5 PART 1
Video: LEVEL III – PRIVATE WEALTH MANAGEMENT STUDY SESSIONS 4 & 5 PART 2
Video: LEVEL III – PRIVATE WEALTH MANAGEMENT STUDY SESSION 4 TAXES PART 1
Video: LEVEL III – PRIVATE WEALTH MANAGEMENT STUDY SESSION 4 TAXES PART 2

Week 16

Behavioral Finance & GIPS
3 videos
Video: LEVEL III – GIPS STUDY SESSION 18
Video: LEVEL III – BEHAVIORAL FINANCE STUDY SESSION 3
Video: BONUS LEVEL III – NATHAN’S STUDY STRATEGIES FROM NOW UNTIL EXAM DAY AND HOW TO DO PRACTICE EXAMS

LEVEL III ON-DEMAND VIDEOS

LEVEL III ON-DEMAND VIDEOS

$999
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About this course

In these videos, Nathan brings 22 years of CFA teaching experience, and the knowledge of what it takes to pass the Level III exam.  Using the Ronen Methodology, candidates utilize his “Understand and Apply – Don’t Memorize!” philosophy. It is critical for candidates to understand the concepts and be able to apply them to CFA type essays. To re-enforce his philosophy of understanding instead of memorizing, Nathan does not utilize PowerPoint slides or bullet points.

 

The Level III course has 16 sessions (three hours per session). Candidates are coached to dissect essay questions, and construct responses with the appropriate level of depth and detail graders are expecting. This approach puts candidates in the best possible position to answer the exam essays in June.

 

Most candidates desire additional essay writing preparation, and enroll in Nathan’s highly sought after “Level III Feedback on Your Essay Writing” workshops.  The workshops provide candidates with the additional boost and confidence in their essay writing skills for exam day.

 

Please review Terms and Conditions of purchased classes.

Syllabus

Below is Nathan’s reading and topic review order recommendation:

Week 0 0/1

Free Video

Week 1 0/3

Introduction & Ethics

Study Sessions 1 & 2

3 videos
Video: LEVEL III – INTRO AND ETHICS PART 1
Video: LEVEL III – INTRO AND ETHICS PART 2
Video: LEVEL III – INTRO AND ETHICS PART 3

Week 2&3 0/5

Equity Portfolio Management

Study Sessions 12

5 videos
Video: LEVEL III – EQUITY PORTFOLIO MANAGEMENT PART 1
Video: LEVEL III – EQUITY PORTFOLIO MANAGEMENT PART 2
Video: LEVEL III – EQUITY PORTFOLIO MANAGEMENT PART 3
Video: LEVEL III – EQUITY PORTFOLIO MANAGEMENT PART 4
Video: LEVEL III – EQUITY PORTFOLIO MANAGEMENT PART 5

Week 4 0/3

Risk Management

Study Session 14

3 videos
Video: LEVEL III – RISK MANAGEMENT PART 1
Video: LEVEL III – RISK MANAGEMENT PART 2
Video: LEVEL III – RISK MANAGEMENT PART 3

Week 5 0/3

Alternative Investments

Study Session 13

3 videos
Video: LEVEL III – ALTERNATIVE INVESTMENTS PART 1
Video: LEVEL III – ALTERNATIVE INVESTMENTS PART 2
Video: LEVEL III – ALTERNATIVE INVESTMENTS PART 3

Week 6&7 0/7

Application of Derivatives

Study Session 15

7 videos
Video: LEVEL III – DERIVATIVES | FUTURES| FORWARDS PART 1
Video: LEVEL III – DERIVATIVES | FUTURES| FORWARDS PART 2
Video: LEVEL III – DERIVATIVES – OPTIONS & SWAPS PART 1
Video: LEVEL III – DERIVATIVES – OPTIONS & SWAPS PART 2
Video: LEVEL III – DERIVATIVES – OPTIONS & SWAPS PART 3
Video: LEVEL III – DERIVATIVES – OPTIONS & SWAPS PART 4
Video: LEVEL III – DERIVATIVES – OPTIONS & SWAPS PART 5

Week 8&9 0/3

Economic Analysis

Study Session 7

3 videos
Video: LEVEL III – ECONOMIC ANALYSIS EQUITY VALUATION
Video: LEVEL III – ECONOMIC ANALYSIS CAPITAL MARKET EXPECTATIONS PART 1
Video: LEVEL III – ECONOMIC ANALYSIS CAPITAL MARKET EXPECTATIONS PART 2

Week 10 0/8

Asset Allocation

Study Session 8 & 9

8 videos
Video: LEVEL III – ASSET ALLOCATION & BENCHMARKS STUDY SESSION 9
Video: LEVEL III – ASSET ALLOCATION & CURRENCY MANAGEMENT STUDY SESSION 9 PART 1
Video: LEVEL III – ASSET ALLOCATION & CURRENCY MANAGEMENT STUDY SESSION 9 PART 2
Video: LEVEL III – ASSET ALLOCATION & CURRENCY MANAGEMENT STUDY SESSION 9 PART 3
Video: LEVEL III – ASSET ALLOCATION STUDY SESSION 8 PART 1
Video: LEVEL III – ASSET ALLOCATION STUDY SESSION 8 PART 2
Video: LEVEL III – ASSET ALLOCATION STUDY SESSION 8 PART 3
Video: LEVEL III – ASSET ALLOCATION STUDY SESSION 8 PART 4

Week 11 0/2

Performance Evaluation

Study Session 17

2 videos
Video: LEVEL III – PERFORMANCE EVALUATION STUDY SESSION 17 PART 1
Video: LEVEL III – PERFORMANCE EVALUATION STUDY SESSION 17 PART 2

Week 12 0/3

Trading & Rebalancing

Study Session 16

3 videos
Video: LEVEL III – TRADING, MONITORING, AND REBALANCING STUDY SESSION 16 PART 1
Video: LEVEL III – TRADING, MONITORING, AND REBALANCING STUDY SESSION 16 PART 2
Video: LEVEL III – TRADING, MONITORING, AND REBALANCING STUDY SESSION 16 PART 3

Week 13&14 0/7

Fixed Income

Study Sessions 10 & 11

7 videos
Video: LEVEL III – FIXED INCOME PORTFOLIO MANAGEMENT STUDY SESSIONS 10 & 11 PART 1
Video: LEVEL III – FIXED INCOME PORTFOLIO MANAGEMENT PART 2
Video: LEVEL III – FIXED INCOME PORTFOLIO MANAGEMENT PART 3
Video: LEVEL III – FIXED INCOME PORTFOLIO MANAGEMENT PART 4
Video: LEVEL III – FIXED INCOME PORTFOLIO MANAGEMENT PART 5
Video: BONUS LEVEL III – FIXED INCOME ESSAYS AND ITEM SETS WITH NATHAN PART 1
Video: BONUS LEVEL III – FIXED INCOME ESSAYS AND ITEM SETS WITH NATHAN PART 2
minutes

Week 15 0/12

Individual & Institutional Investors

Study Session 4, 5 & 6

12 videos
Video: LEVEL III – IPS #1 INDIVIDUAL INVESTOR (PART I) STUDY SESSION 5
Video: LEVEL III – IPS #1 INDIVIDUAL INVESTOR (PART II) STUDY SESSION 5
Video: LEVEL III – IPS #2 INSTITUTIONAL INVESTOR (PENSION PLAN) STUDY SESSION 6
Video: LEVEL III – IPS #3 INSTITUTIONAL INVESTOR (ENDOWMENTS & FOUNDATIONS) STUDY SESSION 6
Video: LEVEL III – IPS #4 INDIVIDUAL INVESTOR STUDY SESSION 5 PART 1
Video: LEVEL III – IPS #4 INDIVIDUAL INVESTOR STUDY SESSION 5 PART 2
Video: LEVEL III – IPS #5 INDIVIDUAL INVESTOR STUDY SESSION 5
Video: LEVEL III – IPS #6 INDIVIDUAL INVESTOR STUDY SESSION 5
Video: LEVEL III – PRIVATE WEALTH MANAGEMENT STUDY SESSIONS 4 & 5 PART 1
Video: LEVEL III – PRIVATE WEALTH MANAGEMENT STUDY SESSIONS 4 & 5 PART 2
Video: LEVEL III – PRIVATE WEALTH MANAGEMENT STUDY SESSION 4 TAXES PART 1
Video: LEVEL III – PRIVATE WEALTH MANAGEMENT STUDY SESSION 4 TAXES PART 2

Week 16 0/3

Behavioral Finance & GIPS

Study Sessions 3 & 18

3 videos
Video: LEVEL III – GIPS STUDY SESSION 18
Video: LEVEL III – BEHAVIORAL FINANCE STUDY SESSION 3
Video: BONUS LEVEL III – NATHAN’S STUDY STRATEGIES FROM NOW UNTIL EXAM DAY AND HOW TO DO PRACTICE EXAMS

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Our course begins with the first step for generating great user experiences: understanding what people do, think, say, and feel. In this module, you’ll learn how to keep an open mind while learning.

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