Call Nathan

Chalk & Board candidates have direct support from Lead Instructor, Nathan Ronen, CFA for their course, content, and exam-related questions. Contact Nathan by phone, text, Facetime, or WhatsApp using the phone number below.

+1 (973) 493-1371

nronen@chalkandboard.org

Sun-Sat: 8:00 am to 10:00 pm (Eastern Time)

Level III On-Demand Video Lectures – 2022

Weeks 0 & 1

Introduction, How to Study for the Level III Exam, Ethics, Asset Management Code of Conduct & GIPS
5 videos
Video: Study Session 0 – Part 1- Introduction I – How to Study for the Level III Exam
Video: Study Session 0 – Part 2 – Introduction – How to Study for the Level III Exam
Video: Ethics – Study Sessions 15 & 16 – Part 1 – Standards of Professional Conduct
Video: Ethics – Study Sessions 15 & 16 – Part 2 – Standards of Professional & Asset Manager Code of Conduct
Video: Ethics – Study Sessions 15 & 16 – Part 3 – Global Investment – Performance Standards (GIPS)

Weeks 2 & 3

Equity Portfolio Management
9 videos
Video: Equity Portfolio Management – Study Sessions 9 & 10 – Part 1 – Overview of Equity Portfolio Mgmt
Video: Equity Portfolio Management – Study Sessions 8 & 9 – Part 2 – Equity Portfolio Management
Video: Equity Portfolio Management – Study Sessions 8 & 9 – Part 3 – Passive Equity Investing
Video: Equity Portfolio Management – Study Sessions 8 & 9 – Part 4 – Passive Equity – Item Set – Active Equity
Video: Equity Portfolio Management – Study Sessions 8 & 9 – Part 5 – Active Equity Investing
Video: Equity Portfolio Management – Study Sessions 8 & 9 – Part 6 – Active Equity Investing
Video: Equity Portfolio Management – Study Sessions 8 & 9 – Part 7 – Active Equity Investing
Video: Equity Portfolio Management – Study Sessions 8 & 9 – Part 8 – Active Eqty Inv (Portfolio Construction)
Video: Equity Portfolio Management – Study Sessions 8 & 9 – Part 9 – Active Eqty Invest (Portfolio Construction)

Weeks 4 & 5

Derivatives and Currency Management
13 videos
Video: Derivatives – Study Session 4 – Part 1 – Forwards & Futures Strategies
Video: Derivatives – Study Session 4 – Part 2 – Forwards & Futures Strategies
Video: Derivatives – Study Session 4 – Part 3 – Option Strategies
Video: Derivatives – Study Session 4 – Part 4 – Options
Video: Derivatives – Study Session 4 – Part 5 – Swaps
Video: Derivatives – Study Session 4 – Part 6 – Swaps
Video: Derivatives – Study Session 4 – Part 7 – Miscellaneous Topics in Forwards_Futures & Swaps
Video: Derivatives – Study Session 4 – Part 8 – Miscellaneous Topics in Swaps
Video: Derivatives – Study Session 4 – Part 9 – Miscellaneous Topics in Swaps and Options
Video: Currency Management – Study Session 4 – Part 1
Video: Currency Management – Study Session 4 – Part 2
Video: Currency Management – Study Session 4 – Part 3
Video: Currency Management – Study Session 4 – Part 4

Week 6

Alternative Investments
4 videos
Video: Alternative Investments – Study Session 9 – Part 1 – Asset Allocation to Alternative Investments
Video: Alternative Investments – Study Session 9 – Part 2 – Asset Allocation to AI with Item Set
Video: Alternative Investments – Study Session 9 – Part 3 – Hedge Fund Strategies
Video: Alternative Investments – Study Session 9 – Part 4 – Hedge Fund Strategies with Essay

Weeks 7 & 8

Asset Allocation & Related Decisions

Week 9

Capital Market Expectations
4 videos
Video: Capital Market Expectations – Study Session 2 – Part 1
Video: Capital Market Expectations – Study Session 2 – Part 2
Video: Capital Market Expectations – Study Session 2 – Part 3 – Forecastng Asset Class Returns
Video: Capital Market Expectations – Study Session 2 – Part 4 – Forecasting Asset Class Returns

Weeks 10 & 11

Fixed Income
2 videos
Video: Fixed Income – Study Sessions 5 & 6 – BONUS #1- Review of Yields from Level II
Video: Fixed Income – Study Sessions 5 & 6 – BONUS #2 – Review of Duration & Convexity from Level II

Week 12

Trading & Performance Evaluation
4 videos
Video: Trading – Study Session 13 – Part 1 – Trade Strategy & Execution
Video: Trading – Study Session 13 – Part 2 – Trade Strategy & Execution
Video: Performance Evaluation – Study Session 13 – Part 3 – Performance Evaluation
Video: Performance Evaluation – Study Session 13 – Part 4 – Perf Eval & Selecting Investment Manager

Weeks 13, 14, 15 & 16

Individual Investors, Institutional Investors, Private Wealth Management and Behavioral Finance
1 video
Video: Behavioral Finance – Study Session 1 – Behavioral Finance Essays

Level III On-Demand Video Lectures – 2022

Level III On-Demand Video Lectures – 2022

$599
Categories:

Syllabus

50+ video hours of lectures, broken into one hour segments that rigorously cover the Level III CFA Program curriculum areas. Candidates learn how to address CFA® exam-type essay questions, and construct responses with the appropriate level of depth and detail that graders expect. Please note that the video lesson links in the weekly curriculum sections below will only become active for logged in course purchasers. Below is a sample study schedule. After course registration, a personalized study plan will be provided during your initial meeting with Nathan.

Weeks 0 & 1 0/5

Introduction, How to Study for the Level III Exam, Ethics, Asset Management Code of Conduct & GIPS

Study Sessions 15 and 16

5 videos
Video: Study Session 0 – Part 1- Introduction I – How to Study for the Level III Exam
Video: Study Session 0 – Part 2 – Introduction – How to Study for the Level III Exam
Video: Ethics – Study Sessions 15 & 16 – Part 1 – Standards of Professional Conduct
Video: Ethics – Study Sessions 15 & 16 – Part 2 – Standards of Professional & Asset Manager Code of Conduct
Video: Ethics – Study Sessions 15 & 16 – Part 3 – Global Investment – Performance Standards (GIPS)

Weeks 2 & 3 0/9

Equity Portfolio Management

Study Sessions 7 & 8

9 videos
Video: Equity Portfolio Management – Study Sessions 9 & 10 – Part 1 – Overview of Equity Portfolio Mgmt
Video: Equity Portfolio Management – Study Sessions 8 & 9 – Part 2 – Equity Portfolio Management
Video: Equity Portfolio Management – Study Sessions 8 & 9 – Part 3 – Passive Equity Investing
Video: Equity Portfolio Management – Study Sessions 8 & 9 – Part 4 – Passive Equity – Item Set – Active Equity
Video: Equity Portfolio Management – Study Sessions 8 & 9 – Part 5 – Active Equity Investing
Video: Equity Portfolio Management – Study Sessions 8 & 9 – Part 6 – Active Equity Investing
Video: Equity Portfolio Management – Study Sessions 8 & 9 – Part 7 – Active Equity Investing
Video: Equity Portfolio Management – Study Sessions 8 & 9 – Part 8 – Active Eqty Inv (Portfolio Construction)
Video: Equity Portfolio Management – Study Sessions 8 & 9 – Part 9 – Active Eqty Invest (Portfolio Construction)

Weeks 4 & 5 0/13

Derivatives and Currency Management

Study Session 4

13 videos
Video: Derivatives – Study Session 4 – Part 1 – Forwards & Futures Strategies
Video: Derivatives – Study Session 4 – Part 2 – Forwards & Futures Strategies
Video: Derivatives – Study Session 4 – Part 3 – Option Strategies
Video: Derivatives – Study Session 4 – Part 4 – Options
Video: Derivatives – Study Session 4 – Part 5 – Swaps
Video: Derivatives – Study Session 4 – Part 6 – Swaps
Video: Derivatives – Study Session 4 – Part 7 – Miscellaneous Topics in Forwards_Futures & Swaps
Video: Derivatives – Study Session 4 – Part 8 – Miscellaneous Topics in Swaps
Video: Derivatives – Study Session 4 – Part 9 – Miscellaneous Topics in Swaps and Options
Video: Currency Management – Study Session 4 – Part 1
Video: Currency Management – Study Session 4 – Part 2
Video: Currency Management – Study Session 4 – Part 3
Video: Currency Management – Study Session 4 – Part 4

Week 6 0/4

Alternative Investments

Study Session 9

4 videos
Video: Alternative Investments – Study Session 9 – Part 1 – Asset Allocation to Alternative Investments
Video: Alternative Investments – Study Session 9 – Part 2 – Asset Allocation to AI with Item Set
Video: Alternative Investments – Study Session 9 – Part 3 – Hedge Fund Strategies
Video: Alternative Investments – Study Session 9 – Part 4 – Hedge Fund Strategies with Essay

Weeks 7 & 8

Asset Allocation & Related Decisions

Study Session 3

Week 9 0/4

Capital Market Expectations

Study Session 2

4 videos
Video: Capital Market Expectations – Study Session 2 – Part 1
Video: Capital Market Expectations – Study Session 2 – Part 2
Video: Capital Market Expectations – Study Session 2 – Part 3 – Forecastng Asset Class Returns
Video: Capital Market Expectations – Study Session 2 – Part 4 – Forecasting Asset Class Returns

Weeks 10 & 11 0/2

Fixed Income

Study Sessions 5 & 6

2 videos
Video: Fixed Income – Study Sessions 5 & 6 – BONUS #1- Review of Yields from Level II
Video: Fixed Income – Study Sessions 5 & 6 – BONUS #2 – Review of Duration & Convexity from Level II

Week 12 0/4

Trading & Performance Evaluation

Study Sessions 13

4 videos
Video: Trading – Study Session 13 – Part 1 – Trade Strategy & Execution
Video: Trading – Study Session 13 – Part 2 – Trade Strategy & Execution
Video: Performance Evaluation – Study Session 13 – Part 3 – Performance Evaluation
Video: Performance Evaluation – Study Session 13 – Part 4 – Perf Eval & Selecting Investment Manager

Weeks 13, 14, 15 & 16 0/1

Individual Investors, Institutional Investors, Private Wealth Management and Behavioral Finance

Study Sessions 12,14, 10, 11, 1

1 video
Video: Behavioral Finance – Study Session 1 – Behavioral Finance Essays

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