Tips, tricks, and wisdom for how to make the last week of CFA studying effective.

Identifying factors affecting a foundation or endowments willingness or ability to take risk is a key skill for the CFA Level 3 exam. 

Time management is the achilles heel of many a CFA Level 3 Candidate. Here's how to tactically nail this part of the exam prep. 

Value at Risk (VaR) is the most tested portfolio risk measurement on the CFA Level 3 exam. Here's what it is, how to interpret it, and how to discuss and overcome its limitations. 

Adjusting a portfolio's exposure between bonds and equities is a vital CFA Level 3 calculation question. This post runs through exactly how to solve this type of problem. 

Adjusting portfolio beta to modify equity exposure is a key testable concept and calculation for the CFA Level 3 exam. Here's what you need to know. 

Adjusting portfolio duration is a key testable concept and calculation for the CFA Level 3 exam. Here's what you need to know. 

An overview of the key testable basics for estate planning for CFA L3 and how estate planning interacts with taxes, longevity risk, and concentrated positions.

How to manage the duration and convexity of assets in a liability-driven investing context will be extensively tested on the CFA L3 exam. This article covers all the nuances around immunization and the structural risks inherent in the different approaches.