CFA® Level III
22 sections159 items72 video modules75 h of class recordings19 sets of notes8 audio lessons
Course outline
In the order Michael teaches it.
Access
The outline is open to everyone. The lessons open with a free account and a 3-minute questionnaire.
Pages2
- 01PageProgram Introduction7 pp
- 02PageProgram Schedule3 pp
- 03PageHelpful Links & Videos—Coming soon
- 04PageCFA Level III Examination Structure—Coming soon
- 05LinkInstructor Email: Michael@Michaelhlinka.com—
- 06PageDownload the APP to Access the Course from your Phone/Pad—
- 01AudioPrivate Markets Pathway5 h 9 min
- 02NotesPrivate Markets Pathway Notes39 pp
- 03Past examAll Pathway30 pp
Class recordings611 h
- 04ClassSeptember 2, 2025—Coming soon
- 05ClassSeptember 6, 2025—Coming soon
- 06ClassSeptember 9, 2025—Coming soon
- 07ClassSeptember 13, 20252 h 2 min
- 08ClassSeptember 16, 20252 h 12 min
- 09ClassSeptember 20, 20251 h 42 min
- 10ClassSeptember 23, 20251 h 29 min
- 11ClassSeptember 27, 20252 h 1 min
- 12ClassSeptember 28, 20251 h 41 min
Past-exam sets2
Class recordings510 h
- 05ClassSeptember 4, 2025—Coming soon
- 06ClassSeptember 7, 2025—Coming soon
- 07ClassSeptember 11, 2025—Coming soon
- 08ClassSeptember 14, 20251 h 58 min
- 09ClassSeptember 18, 20251 h 57 min
- 10ClassSeptember 21, 20252 h 28 min
- 11ClassSeptember 25, 20252 h 6 min
- 12ClassSeptember 28, 20251 h 41 min
Past-exam sets2
Class recordings510 h
- 05ClassSeptember 3, 2025—Coming soon
- 06ClassSeptember 6, 2025—Coming soon
- 07ClassSeptember 10, 2025—Coming soon
- 08ClassSeptember 13, 20251 h 58 min
- 09ClassSeptember 17, 20252 h 8 min
- 10ClassSeptember 20, 20251 h 57 min
- 11ClassSeptember 24, 20251 h 39 min
- 12ClassSeptember 27, 20251 h 48 min
- 01NotesOverview of Fixed Income Portfolio Management Notes9 pp
- 02Past examTA426 pp
- 03AudioPortfolio Management Audio #118 min
Video modules1454 min
- 04VideoImmunization Single vs. Multiple Liabilities3 min
- 05VideoNumerical Example of Immunization8 min
- 06VideoDuration and Convexity3 min
- 07VideoLeverage Calculations2 min
- 08VideoA Model for Cash Flow Matching4 min
- 09VideoA Model for Fixed-Income Returns3 min
- 10VideoExcess Spread and Top-Down Excess Return3 min
- 11VideoYield Spread Calculations4 min
- 12VideoButterflies, Bull and Bear Steepeners Flatteners4 min
- 13VideoDelivery on a Fixed-Income Futures Contract3 min
- 14VideoInterest Rate Swaps to Achieve a Target Duration3 min
- 15VideoVariance Swap6 min
- 16VideoPortfolio Risk and Return3 min
- 17VideoHedging Bond Holdings with Futures Contracts2 min
- 18ClassOctober 26, 20252 h 12 min
Video modules1957 min
- 03VideoLiquidity Planning for Private Investments2 min
- 04VideoFund of Funds Return Calculation3 min
- 05VideoComparing Accumulations2 min
- 06VideoGift and Estate Taxes3 min
- 07VideoSample Mortality Table2 min
- 08VideoCalculating Post-Liquidation Returns2 min
- 09VideoSample Investment Policy Statement4 min
- 10VideoEstimating Value of Human Capital2 min
- 11VideoFuture Tax Efficiency of Mutual Funds2 min
- 12VideoMonte Carlo Simulation2 min
- 13VideoApproximating Monthly After-Tax Returns2 min
- 14VideoTax Loss Harvesting2 min
- 15VideoDisability Insurance Calculation3 min
- 16VideoLife Insurance-Human Life Value Method4 min
- 17VideoCase Study - Cost Comparison3 min
- 18VideoLife Insurance-Needs Analysis4 min
- 19VideoNet Payment and Surrender Cost Index3 min
- 20VideoLife Insurance Human Life and Needs Analysis8 min
- 21VideoHuman Capital and Asset Allocation5 min
- 22ClassNovember 6, 20252 h 2 min
Video modules836 min
- 03VideoCapture Ratios5 min
- 04VideoImplementation Shortfall - Buy and Sell8 min
- 05VideoThe Two Brinson Models7 min
- 06VideoThe Carhart Model4 min
- 07VideoEvaluating Trade Execution5 min
- 08VideoThe Sortino Ratio2 min
- 09VideoSharpe, Treynor, and Information Ratios2 min
- 10VideoThe Appraisal Ratio3 min
- 11ClassNovember 20, 20252 h 5 min
Video modules628 min
Video modules1452 min
- 02VideoInterest Rate Swaps - The Basics4 min
- 03VideoVariance Swap6 min
- 04VideoCross Hedges3 min
- 05VideoUsing Interest Rate Futures to Lock in an Interest Rate4 min
- 06VideoCross-Currency Basis Swap5 min
- 07VideoChanging Portfolio Beta with Futures Contracts4 min
- 08VideoRolling Over a Hedge4 min
- 09VideoRoll Yield4 min
- 10VideoReplication4 min
- 11VideoFed Funds Rate5 min
- 12VideoDerivatives in Asset Allocation4 min
- 13VideoCash Equitization1 min
- 14VideoModified Duration of the Bank's Equity Capital3 min
- 15VideoThe Effect on the Market Value of a Bank's Equity Given Changes in Interest Rates3 min
- 16ClassDecember 7, 20251 h 59 min