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CFA®️ Level III QuickSheet

QuickSheet for CFA Level III

Stop searching through hundreds of pages in the CFA® Program curriculum to find key formulas, definitions, and concepts. QuickSheet gives you all this information at a glance in an 8.5 x 11” laminated tri-fold study guide. Also available in eBook format.

Purchase Options: Quicksheet can be purchased as an individual product or as part of any study package.

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2025 CFA Level III Changes

Beginning with the 2025 Level III exams, CFA Institute introduced specialized pathways. Each pathway was developed to give candidates more options to learn content directly related to their interests and career goals. The three specialized pathways are: 

  1. Portfolio Management: This traditional CFA Program pathway focuses on constructing, managing, optimizing, and measuring portfolios of public market equity, fixed income, and derivative securities.
  2. Private Markets: This pathway addresses private markets investing primarily from the perspective of the general partner (GP). It builds on key valuation and other competencies in the CFA Program from all four asset class domains.
  3. Private Wealth: This pathway offers a global perspective on and universal principles for serving high-net-worth clients (worth US$5M+). It is structured as an arc from a young adult being onboarded to generating wealth through wealth transfer.

You can learn more about these specialized pathways here. 

Choose Your Pathway:

August 2025

August 2025

August 2025

Get a complete study plan when you bundle Schweser’s QuickSheet with a CFA Level III study package.

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CFA Level III QuickSheet FAQs

CFA Institute requires Level III candidates to select a specialized pathway when registering for the exam. Each pathway was developed to give candidates more options to learn content directly related to their interests and career goals. The three specialized pathways are: 

  1. Portfolio Management: This traditional CFA Program pathway focuses on constructing, managing, optimizing, and measuring portfolios of public market equity, fixed income, and derivative securities.
  2. Private Markets: This pathway addresses private markets investing primarily from the perspective of the general partner (GP). It builds on key valuation and other competencies in the CFA Program from all four asset class domains.
  3. Private Wealth: This pathway offers a global perspective on and universal principles for serving high-net-worth clients (worth US$5M+). It is structured as an arc from a young adult being onboarded to generating wealth through wealth transfer.
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Access to 2025 online materials expires on the following dates:
  • February 2025 exam products: access expires on March 31, 2025 
  • May 2025 exam products: access expires on June 30, 2025 
  • August 2025 exam products: access expires on September 30, 2025 
  • November 2025 exam products: access expires on December 31, 2025

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