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Level III List of Lists
$30.00
Do you know all seven of the investment considerations for alternative assets? Or the five types of sovereign wealth funds?  Or all five structured alternatives to individual bonds? Or all of the other lists in the Level III CFA curriculum? If not, this list is for you. You’ll have to put in some work of your own, of course – there are no definitions of the items on each list, for example – but at least you won’t have to scour the curriculum to see if you’ve missed anything; Bill’s already done that for you. Here’s an excerpt from…
Description
The 2025 Level III CFA curriculum includes many lists of items that candidates must memorize (e.g., pitfalls in quantitative investing, common institutional investor characteristics, manager’s investment personnel concerns, and so on). Bill has compiled these lists – 229 in all – into a single outline. His list is organized by readings (Learning Modules) in the core curriculum and each of the pathway curricula, making it easy for candidates to study the contents of each list. (It doesn’t include Ethics, Asset Manager Code, and GIPS, because candidates already know that those topics are lists they have to remember.) The table of contents has clickable links to each reading, simplifying your navigation.
If you want to make sure that you haven’t missed any of the minutiae in the 2025 Level III CFA curriculum, this list is for you. Sit down with the List in hand, the curriculum on your computer, and your favorite beverage, and hit every topic in a single day. Maybe half-a-day.
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