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CFA Level 3 Specialized Pathways - Portfolio Management

Sanjay Saraf SirLive Online + Recorded

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Overview

Learn Portfolio Management at Professional Depth

This pathway helps students go deeper into portfolio construction, asset allocation, risk management, performance review, and real investment decisions. It is designed for candidates who want focused preparation for the Portfolio Management pathway while building stronger decision-making skills for the CFA Level 3 exam.

1

Specialized Conceptual Videos

Deep dive into portfolio management frameworks, constraints, asset allocation, applications

2

Audio Summaries after every class

Revise on the go

3

Doubt solving on Sir's Telegram

Direct faculty access, no helpdesk gatekeeping

4

Hard Copy study material on portfolio management

Tactile learning and offline access

5

Case-based portfolio vignettes

Real-world scenarios mirroring the Level 3 exam

6

Portfolio construction simulations

Practice constraints, objectives, allocation, rebalancing, performance

Curriculum

1 topics.

Index Based Equity Strategies
Active Equity Investing: Strategies
Active Equity Investing: Portfolio Construction
Liability Driven and Index based Strategies
Trade Strategy and Execution
Demo Videos

Sample the learning experience.

Watch these classroom recordings and walk-throughs to see our first-principles teaching style in action.

Demo Video

Demo Video

Faculty

Taught by Sanjay Saraf Sir.

Sanjay Saraf Sir teaches Portfolio Management the way it is practised, not just the way it is examined. By helping you think through asset allocation, risk, and investment decisions, his classes give you the depth needed to make your CFA Level III attempt a success.

CFA Institute · Fees & calendar

Everything you pay CFA Institute. Every deadline they set.

This timeline is pulled directly from CFA Institute's official Dates & Fees page. Fees are paid to CFA Institute and are independent of any SSEI programme fee.

Early registration
USD1,240
Level 3 per attempt. Register before the Early Registration deadline.
Standard registration
USD1,590
Level 3 per attempt. Applies after the Early deadline up to the Standard deadline.
Access Scholarship
USD~350
Reduced fee if awarded by CFA Institute. Apply before the scholarship deadline on the CFA portal.
Rescheduling fee
USD250
If you change your scheduled exam appointment within the testing window.
CFA Institute Access Scholarship
reduces the exam registration fee to USD 350 (instead of USD 1,240 early / USD 1,590 standard)
Up to USD 1,240saved per level
CFA Institute deadline
Exam window
5 May2026
CFA Institute

Registration opened

CFA Institute opened registration for the February 2027 Level III sitting. Register early to lock in the lower fee.

25 May2026
CFA Institute

Access Scholarship deadline (passed)

Scholarship application window closed. If awarded, exam fee reduced to USD 350. Apply for the next window instead.

7 Jul2026
CFA Institute

Early Registration deadline (passed)

Last day to register Level III at the early rate of USD 1,240. Standard rate of USD 1,590 applies from 9 Jul 2026.

26 Sep2026
CFA Institute

Invoice Payment deadline

Last date to pay your registration invoice. If payment is not received by this date, your registration will be cancelled.

5 Nov2026
CFA Institute

Standard Registration deadline

Final date to register Level III at USD 1,590. No late-registration window after this.

10 Nov2026
CFA Institute

Scheduling deadline

Last date to book your Prometric/Pearson VUE Level III exam slot.

11 Nov2026
CFA Institute

Disability Accommodations Request deadline

Last date to request special exam arrangements for eligible candidates with disabilities.

7 Feb2027
CFA Institute

Reschedule deadline

Last day to change your exam appointment. USD 250 rescheduling fee applies.

18-21 Feb2027
Exam

CFA Exam Window

Official computer-based testing window for Level III at a Prometric/Pearson VUE centre.

~Apr2027
CFA Institute

Results released

Pass/fail results and percentile decile band released within 8–9 weeks of the window close.

Source: All fees and dates above are published by CFA Institute on cfainstitute.org. Indicative dates - confirm exact dates on the CFA Institute candidate portal. Fees are in USD and paid directly to CFA Institute.
FAQ

Questions before you enrol.

Yes. The CFA Level 3 exam requires Common Core + one specialized pathway. This pathway assumes you've mastered common core topics. Take both together or Common Core first.

Enrol in August 2027

₹13,000
(Price inclusive of GST)

This package includes

  • 1.5× Course Hours (i.e., 1.5 Times Views of the recorded content)
  • ~100 hours specialized pathway content
  • Live Online + Recorded (mix of live classes and recorded lectures)
  • NOTE: This is the specialized pathway component. Requires CFA Level 3 Common Core for complete exam preparation.

Have a coupon or referral code? Apply at checkout.

₹13,000

CFA Level 3 Specialized Pathways - Portfolio Management (Inclusive of GST)

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