2018 Level 3 Essay Writing Workshop

2018 Level 3 Essay Writing Workshop
Overview: This hands-on workshop-style course is targeted at candidates who are well prepared but need last-minute practice on how to structure hand-written answers for core topics that typically show up in the notorious morning session. The course ideal for candidates who are retaking Level 3 and who need help in answer-writing and time management skills during the morning session of the exam.

The focus on this one-day course is the planning stage of the portfolio management process, which traditionally is tested in the first few questions of the morning session. It is critical that you do well on these questions and learn to stick to your time budget.

Required materials:
Please bring to class your official 2018 CFA Level III curriculum and approved calculator.

Recommended materials: Special rate for Wiley Efficient Learning products. Please email for Discount Code once you have registered. virginia.smith@financialtalentexchange.com

Location: Financial Talent Exchange classroom, 21st Floor, North Tower, Sun Life Plaza, 140 - 4th Ave, SW

Class times: 8:00 a.m. to 4:00 p.m.

Outside of class: Keep in touch with your instructor and your classmates through a dedicated Private Facebook Group. You can post comments, ask questions, and share knowledge on your phone, tablet, or desktop.


Early-bird course fees: Register before March 31, 2018 and save $100 with the early bird discounted price of $999 + GST. Click here to register and pay by credit card through PayPal.

Registrations received on or after April 1, 2018 will pay the regular course fee of $1,099 + GST. Click here to register and pay by credit card through PayPal. Please note that you do not need a PayPal account, just a credit card.

Maximum class size: 20 candidates. Note that this class is smaller than normal because of the individual feedback and coaching that you will receive.

Dates and Topics

  • Tuesday, May 22: IPS for and related issues for Private Wealth Investors
  • Wednesday, May 23: IPS for Institutional Investors and Asset Allocation
  • Thursday, May 24: Fixed Income and Derivatives

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