Schweser study packages provide you with all the tools, expert instruction, and guidance you need to pass the Level III CFA exam. No guessing where to begin or what to study next.
You’re almost there, so don’t let up now! The CFA® Level III exam requires demonstration of the same skills as Level II but tests your ability to make and write about judgment calls. The constructed response section of the CFA Level III exam is the biggest difference between the previous levels. You must answer open-ended questions that do not have multiple-choice questions. The historical pass rate for CFA Level III is 56%.
Schweser’s premier CFA Level III exam prep study packages include guidance from CFA experts in online Masterclasses and the candidate-favorite SchweserNotes™. You also get exclusive access to our Kaplan Schweser Community forum with added insights from instructors and fellow candidates.
2025 Level III Study Packages Now Available!
Be sure to Choose Study Package by Specialized Pathway.
- Portfolio Management: This traditional CFA Program pathway focuses on constructing, managing, optimizing, and measuring portfolios of public market equity, fixed income, and derivative securities.
- 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.
- Private Wealth: This pathway offers a global perspective on and universal principles for serving high-net-worth clients. It is structured as an arc from a young adult being onboarded to generating wealth through wealth transfer.
If you need more information before making your decision, you can learn more about the specialized pathways.
2025 CFA® Level III Exam Study Packages
Ultimate Package for the 2025 CFA® Level III Exam
What's Included:
This 4-volume set of clear, concise CFA study notes provides a more focused and efficient exam prep experience. Covering every exam topic in the CFA curriculum, SchweserNotes™ includes realistic examples and practice quizzes to help you retain vital information.
Ultimate and Premium Packages include digital and printed books. Essential Package includes digital books only.
Available from anywhere with the Kaplan Schweser app.
The audio version of SchweserNotes™ helps reinforce your understanding of the CFA Program curriculum while you are on a commute, at home, or in the gym.
After you’ve finished your learning assignments for a specific topic of the curriculum, your Masterclass ensures you have a strong grasp on the topic. Led by Schweser’s expert instructors, you get 40+ hours of online instruction that reinforces your studies and ensures you’re ready to move on to the next topic. This package includes a two-volume set of Masterclass Workbooks containing content, examples, and practice equations to guide you through the lectures and serve as a reference during review. Available from anywhere with the Kaplan Schweser app.
IMPORTANT: Kaplan will be using Zoom for Live Online events. Click here for instructions on how to create and set up your Zoom account.
5+ hours of in-depth CFA videos walk you through the end-of-reading questions from the CFA Institute Program curriculum. You’ll get expert advice and strategies from CFA instructors as they guide you through the questions. Available from anywhere with the Kaplan Schweser app.
This intuitive question bank provides 1,600+ questions designed to accurately assess and adapt to your understanding of the CFA Program curriculum…providing you with better results. Available from anywhere with the Kaplan Schweser app.
These full-length mock exams simulate the interface, format, and difficulty of the actual CFA exam.
The Ultimate and Premium Packages include 6 mock exams, the Essential Package includes 4 mock exams, and the Basic Package includes 2 mock exams.
Gauge your mastery of each exam topic by comparing your scores with fellow CFA® candidates.
Our CFA Review Workshop sessions include 30+ hours of expert instruction and review available Live Online or OnDemand. You receive a thorough review of key topics, practice questions, and problem-solving techniques, as well as exam tips and strategies. Available from anywhere with the Kaplan Schweser app.
IMPORTANT: Kaplan will be using Zoom for Live Online events. Click here for instructions on how to create and set up your Zoom account.
The Essay Writing Workshop helps pinpoint the key deficiencies in your writing style and shows candidates exactly how to improve their approach to essay writing for the Level III CFA Exam. Armed with this valuable information, candidates provide better-structured responses on exam day.
The workshop utilizes 20 exam-like, constructed response questions. All questions are relevant to the current curriculum. Workshop participants receive the questions and answers as well as coaching from Kaplan on how to answer such questions successfully under exam conditions.
Take this compact book anywhere you go, printed or eBook, for a concise review of the CFA Program curriculum. Schweser's Secret Sauce® provides insights and exam tips on how to effectively prepare and apply your knowledge on exam day. Available from anywhere with the Kaplan Schweser app.
Access our community forum to engage with our experts and other CFA candidates to post questions, find answers, and engage in meaningful discussions throughout your studies.
Purchase Options
2025 Exams - Portfolio Management
2025 Exams - Private Markets
2025 Exams - Private Wealth
Premium Package for the 2025 CFA® Level III Exam
*Please note, all components may not be available at time of purchase. For more information, see product availability.
What's Included:
This 4-volume set of clear, concise CFA study notes provides a more focused and efficient exam prep experience. Covering every exam topic in the CFA curriculum, SchweserNotes™ includes realistic examples and practice quizzes to help you retain vital information.
Ultimate and Premium Packages include digital and printed books. Essential Package includes digital books only.
Available from anywhere with the Kaplan Schweser app.
5+ hours of in-depth CFA videos walk you through the end-of-reading questions from the CFA Institute Program curriculum. You’ll get expert advice and strategies from CFA instructors as they guide you through the questions. Available from anywhere with the Kaplan Schweser app.
After you’ve finished your learning assignments for a specific topic of the curriculum, your Masterclass ensures you have a strong grasp on the topic. Led by Schweser’s expert instructors, you get 40+ hours of online instruction that reinforces your studies and ensures you’re ready to move on to the next topic. This package includes a two-volume set of Masterclass Workbooks containing content, examples, and practice equations to guide you through the lectures and serve as a reference during review. Available from anywhere with the Kaplan Schweser app.
*Premium Packages include the option to upgrade to Live Online Masterclasses and a 5-Day Live Online Review Workshop for just $299. This option can be selected in the cart.
This intuitive question bank provides 1,600+ questions designed to accurately assess and adapt to your understanding of the CFA Program curriculum…providing you with better results. Available from anywhere with the Kaplan Schweser app.
These full-length mock exams simulate the interface, format, and difficulty of the actual CFA exam.
The Ultimate and Premium Packages include 6 mock exams, the Essential Package includes 4 mock exams, and the Basic Package includes 2 mock exams.
Gauge your mastery of each exam topic by comparing your scores with fellow CFA® candidates.
Take this compact book anywhere you go, printed or eBook, for a concise review of the CFA Program curriculum. Schweser's Secret Sauce® provides insights and exam tips on how to effectively prepare and apply your knowledge on exam day. Available from anywhere with the Kaplan Schweser app.
Watch our Review Workshop sessions on your schedule with 30+ hours of expert instruction and review that are all available for OnDemand viewing. You receive thorough review of key topics, practice questions and problem-solving techniques, and exam tips and strategies. Available from anywhere with the Kaplan Schweser app.
*Premium Packages include the option to upgrade to a 5-Day Live Online Review Workshop and Live Online Masterclasses for just $299. This option can be selected in the cart.
Access our community forum to engage with our experts and other CFA candidates to post questions, find answers, and engage in meaningful discussions throughout your studies.
Purchase Options
2025 Exams - Portfolio Management
2025 Exams - Private Markets
2025 Exams - Private Wealth
Essential Package for the 2025 CFA® Level III Exam
*Please note, all components may not be available at time of purchase. For more information, see product availability.
What's Included:
This 4-volume set of clear, concise CFA study notes provides a more focused and efficient exam prep experience. Covering every exam topic in the CFA curriculum, SchweserNotes™ includes realistic examples and practice quizzes to help you retain vital information.
Ultimate and Premium Packages include digital and printed books. Essential Package includes digital books only.
Available from anywhere with the Kaplan Schweser app.
5+ hours of in-depth CFA videos walk you through the end-of-reading questions from the CFA Institute Program curriculum. You’ll get expert advice and strategies from CFA instructors as they guide you through the questions. Available from anywhere with the Kaplan Schweser app.
After you’ve finished your learning assignments for a specific topic of the curriculum, your Masterclass ensures you have a strong grasp on the topic. Led by Schweser’s expert instructors, you get 40+ hours of online instruction that reinforces your studies and ensures you’re ready to move on to the next topic. This package includes a two-volume set of Masterclass Workbooks containing content, examples, and practice equations to guide you through the lectures and serve as a reference during review. Available from anywhere with the Kaplan Schweser app.
*Premium Packages include the option to upgrade to Live Online Masterclasses and a 5-Day Live Online Review Workshop for just $299. This option can be selected in the cart.
This intuitive question bank provides 1,600+ questions designed to accurately assess and adapt to your understanding of the CFA Program curriculum…providing you with better results. Available from anywhere with the Kaplan Schweser app.
These full-length mock exams simulate the interface, format, and difficulty of the actual CFA exam.
The Ultimate and Premium Packages include 6 mock exams, the Essential Package includes 4 mock exams, and the Basic Package includes 2 mock exams.
Gauge your mastery of each exam topic by comparing your scores with fellow CFA® candidates.
Access our community forum to engage with our experts and other CFA candidates to post questions, find answers, and engage in meaningful discussions throughout your studies.
Purchase Options
2025 Exams - Portfolio Management
2025 Exams - Private Markets
2025 Exams - Private Wealth
Basic Package for the 2025 CFA® Level III Exam
*Please note, all components may not be available at time of purchase. For more information, see product availability
5+ hours of in-depth CFA videos walk you through the end-of-reading questions from the CFA Institute Program curriculum. You’ll get expert advice and strategies from CFA instructors as they guide you through the questions. Available from anywhere with the Kaplan Schweser app.
After you’ve finished your learning assignments for a specific topic of the curriculum, your Masterclass ensures you have a strong grasp on the topic. Led by Schweser’s expert instructors, you get 40+ hours of online instruction that reinforces your studies and ensures you’re ready to move on to the next topic. This package includes a two-volume set of Masterclass Workbooks containing content, examples, and practice equations to guide you through the lectures and serve as a reference during review. Available from anywhere with the Kaplan Schweser app.
*Premium Packages include the option to upgrade to Live Online Masterclasses and a 5-Day Live Online Review Workshop for just $299. This option can be selected in the cart.
This intuitive question bank provides 1,600+ questions designed to accurately assess and adapt to your understanding of the CFA Program curriculum…providing you with better results. Available from anywhere with the Kaplan Schweser app.
These full-length mock exams simulate the interface, format, and difficulty of the actual CFA exam.
The Ultimate and Premium Packages include 6 mock exams, the Essential Package includes 4 mock exams, and the Basic Package includes 2 mock exams.
Gauge your mastery of each exam topic by comparing your scores with fellow CFA® candidates.
Access our community forum to engage with our experts and other CFA candidates to post questions, find answers, and engage in meaningful discussions throughout your studies.
Purchase Options
2025 Exams - Portfolio Management
2025 Exams - Private Markets
2025 Exams - Private Wealth
Live Online Class & Review Workshops Dates and Schedules
Select your exam window to view all available class dates and information.
CFA Level III Exam Packages FAQs
Kaplan uses Zoom for live online events. Click here for instructions on how to create and set up your Zoom account.
To optimize your classroom experience with Zoom, we recommend you visit the Zoom Download Center and install the Zoom client. We encourage you to also run a system check prior to your first session to ensure the best possible live online classroom experience.
- 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
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:
- Portfolio Management: This traditional CFA Program pathway focuses on constructing, managing, optimizing, and measuring portfolios of public market equity, fixed income, and derivative securities.
- 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.
- 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.
OnDemand classes provide tens of hours of prerecorded video lectures delivered by Schweser's expert instructors. These lectures can be accessed anytime, anywhere, giving you the ultimate flexibility to learn at your own pace.
Live Online classes combine the convenience of online learning with the structure of scheduled live sessions. These classes are held on specific dates and times and are recorded, allowing you to revisit them later or catch up if you miss a session.
In-Person classes are available in select locations and offer a traditional classroom experience. They are ideal for those who learn best in a face-to-face learning environment with direct teaching from an expert instructor.
No two candidates are alike, which is why we also offer the Ultimate, Premium, Essential, and Basic Packages. The Premium package is designed for candidates who enter the CFA Program without an extensive background in investments or finance and prefer a structured class. The Essential Package is perfect for the candidate that has a strong understanding of the curriculum but needs to learn and/or refresh themselves with the curriculum.
Need help deciding if a self-study or instruction package is right for you?