Who teaches Chartered Financial Analyst (CFA) Level III?

The Berkeley program is taught by Musa Shaikh, specialising in finance, investment analysis, portfolio management, and professional examination preparation.

Is Chartered Financial Analyst (CFA) Level III training available in Dubai and Abu Dhabi?

Yes. Candidates in Dubai, Abu Dhabi, and throughout the United Arab Emirates can access the program.

Is Chartered Financial Analyst (CFA) Level III training available in Saudi Arabia?

Yes. Candidates in Riyadh, Jeddah, and throughout Saudi Arabia can join the program.

Can candidates from the United States of America join?

Yes. Live online delivery enables candidates throughout the United States of America to participate.

Is Chartered Financial Analyst (CFA) Level III available in the United Kingdom and Europe?

Yes. Candidates throughout the United Kingdom and Europe can access live online preparation.

How many lectures are included?

15 lectures, 2 practice sessions, and 3 mock examinations.

Does Berkeley award the Chartered Financial Analyst (CFA) Charter?

No. Berkeley provides examination preparation and a course completion certificate. The official Chartered Financial Analyst (CFA) Charter is awarded only by CFA Institute after all applicable requirements are satisfied.

Chartered Financial Analyst (CFA) Level III with Musa Shaikh

Overview

The Chartered Financial Analyst (CFA) Level III course with Musa Shaikh develops advanced skills in portfolio management, asset allocation, risk management, investment strategy, and wealth management. Designed for professionals across the UAE, Saudi Arabia, USA, UK, and Europe, the program combines practical portfolio application with focused examination preparation.

Offered by

The Chartered Financial Analyst (CFA) Program and CFA Charter are administered and awarded by CFA Institute.

Head office

Charlottesville, Virginia, United States of America.

Members

CFA Institute has a global community of more than 200,000 members across over 160 markets, supported by more than 155 local societies.

Vision & Mission

Berkeley's Chartered Financial Analyst (CFA) training with Musa Shaikh develops professionals who can combine investment knowledge, quantitative analysis, ethical judgement and financial analysis to make effective investment decisions.

Lecture plan

Chartered Financial Analyst (CFA) Level III preparation with Musa Shaikh consists of 20 focused teaching lectures.

Session 1: Ethical and Professional Standards

Ethical and Professional Standards (1)

CFA Institute Code of Ethics, Standards of Professional Conduct, Asset Manager Code, ethical decision-making and professional conduct scenarios

Session 2: Capital Market Expectations

Capital Market Expectations (1)

Economic growth, inflation, interest rates, exchange rates, business cycles, forecasting methods and limitations of economic forecasts

Session 3: Strategic and Tactical Asset Allocation

Strategic and Tactical Asset Allocation (1)

Investment objectives, strategic allocation, tactical allocation, rebalancing, market expectations and implementation considerations

Session 4: Advanced Asset Allocation Techniques

Advanced Asset Allocation Techniques (1)

Mean-variance optimisation, reverse optimisation, Monte Carlo simulation, risk budgeting, liability-relative allocation and goals-based investing

Session 5: Investment Policy Statements and Investor Behaviour

Investment Policy Statements and Investor Behaviour (1)

Return objectives, risk tolerance, liquidity, time horizon, taxation, legal constraints and behavioural-finance considerations

Session 6: Equity Portfolio Construction

Equity Portfolio Construction (1)

Active and passive strategies, factor exposures, portfolio risk, style analysis, benchmark selection and equity portfolio implementation

Session 7: Fixed-Income and Alternative Portfolio Construction

Fixed-Income and Alternative Portfolio Construction (1)

Duration management, immunisation, yield-curve positioning, credit strategies, alternative investments and portfolio diversification

Session 8: Options and Portfolio Risk Management

Options and Portfolio Risk Management (1)

Covered calls, protective puts, spreads, straddles, collars, synthetic positions and managing equity and volatility exposures

Session 9: Futures, Forwards, Swaps and Currency Management

Futures, Forwards, Swaps and Currency Management (1)

Interest-rate, equity and currency derivatives, hedging strategies, overlay programmes and managing international portfolio exposures

Session 10: Performance Measurement and Attribution

Performance Measurement and Attribution (1)

Return calculations, benchmark selection, equity and fixed-income attribution, appraisal ratios and evaluation of portfolio results

Session 11: Investment Manager Selection and GIPS

Investment Manager Selection and GIPS (1)

Manager due diligence, quantitative and qualitative evaluation, manager monitoring and Global Investment Performance Standards

Session 12: Portfolio Implementation and Trade Execution

Portfolio Implementation and Trade Execution (1)

Trading costs, execution strategies, market structures, algorithmic trading, portfolio monitoring, rebalancing and integrated portfolio decisions Selected Specialised Pathway

Session 13: Index-Based Equity Strategies

Index-Based Equity Strategies (1)

Index construction, replication, tracking error, factor indexes and benchmark selection

Private Investment Structures (1)

Private versus public markets, investment vehicles, fund structures, performance measures and strategic allocation

Private Wealth Industry (1)

Business models, fee structures, regulatory considerations, adviser responsibilities and client-service models

Session 14: Active Equity Strategies

Active Equity Strategies (1)

Fundamental and quantitative investing, active share, factor exposures, risk budgeting and portfolio construction

GP–LP Investment Process (1)

General partner and limited partner responsibilities, fees, carried interest, due diligence, value creation and exit planning

Working with Wealthy Families (1)

Client profiling, family dynamics, family governance, decision-making and advising high-net-worth clients

Session 15: Active Fixed-Income Strategies

Active Fixed-Income Strategies (1)

Yield-curve positioning, credit strategies, liability-driven investing, securitised assets and fixed-income risk

Private Equity (1)

Venture capital, growth equity, leveraged buyouts, valuation methods, transaction structures and investment returns

Wealth and Investment Planning (1)

Goals-based planning, asset allocation, taxation, liquidity, retirement planning and performance evaluation

Session 16: Advanced Trade Strategy and Execution

Advanced Trade Strategy and Execution (2)

Execution benchmarks, implementation shortfall, trading algorithms, market liquidity and regulatory considerations Private Debt and Special Situations

Direct lending, leveraged loans, mezzanine finance, unitranche debt, distressed investing and restructuring

Preserving and Advising on Wealth (1)

Insurance, inflation protection, currency risk, concentrated positions, entrepreneurs and cross-border considerations

Session 17: Integrated Portfolio Management Case Study

Integrated Portfolio Management Case Study (1)

Asset allocation, derivatives, environmental, social and governance factors, risk management and portfolio implementation

Real Estate, Infrastructure and Integrated Case (1)

Valuation, economic drivers, infrastructure, real estate, strategic allocation and investment exits

Wealth Transfer and Integrated Case (1)

Lifetime gifts, inheritance, succession planning, charitable giving, philanthropy and intergenerational wealth transfer

Session 18: Item-Set Practice

Item-Set Practice (1)

Vignette analysis, identifying relevant information, multiple-choice techniques, calculation practice and time management

Session 19: Constructed-Response Practice

Constructed-Response Practice (1)

CFA command words, concise written answers, justification questions, calculation responses, answer structure and marking techniques

Session 20: Comprehensive Revision and Full Mock Examination

Comprehensive Revision and Full Mock Examination (1)

Common-core revision, selected-pathway revision, formula review, item sets, constructed responses and full timed mock examination

Instructors

Musa Shaikh

An internationally recognized academic and executive educator known for his impact on professional development, higher education, and leadership training across the UAE, Saudi Arabia, the UK, and the USA. With a distinguished career in academia and industry, he has taught and mentored thousands of students and executives, shaping future financial leaders and decision-makers.

View detailed profile

Learning Methodology

Berkeley provides structured Chartered Financial Analyst (CFA) Level III preparation with Musa Shaikh, with a strong emphasis on portfolio management, asset allocation, investment strategy, risk management, ethical decision-making, and examination performance. The program helps candidates develop advanced portfolio management skills, apply investment concepts to real-world scenarios, and effectively respond to constructed-response and item-set questions under CFA Level III examination conditions.

Lectures (15 Lectures)

15 instructor-led lectures provide complete CFA Level III syllabus coverage, with additional teaching time allocated to portfolio management, asset allocation, investment strategy, risk management, and ethical and professional standards. This structured approach enables candidates to strengthen their understanding of advanced concepts while developing the portfolio management and investment decision-making skills required for the CFA Level III examination.

Practice Session (2 Practice Sessions)

2 dedicated practice sessions focus on vignette-based questions, portfolio management applications, asset allocation, investment strategy, risk management, and constructed-response techniques, helping candidates strengthen their ability to interpret complex scenarios, apply advanced CFA Level III concepts, and respond accurately under examination conditions.

Mock Examination (3 Mock Examinations)

3 mock examinations assess technical knowledge, portfolio management application, asset allocation, investment strategy, constructed-response performance, time management, and overall examination readiness, enabling candidates to identify knowledge gaps, strengthen their decision-making skills, improve response accuracy, and build confidence before the CFA Level III examination.

Berkeley's Performance Standards

Evaluates and ensure the quality of the training program and all its deliverables. This is measured through the following indicators:
‣ Instructors' experience and style in presenting and explaining topics.
‣ Variety and balance of teaching methods (such as discussions, case studies, mock exams and videos) used in the course to ensure retention and to match the learning objectives.
‣ Level of interactivity.
‣ Feedback from program participants
‣ Full compliance with Institute standards and guidelines for preparation and study requirements and methodology.
‣ Progress reports from the training program provider.

Chartered Financial Analyst (CFA) Level III Exam Weightage – 2026

The Chartered Financial Analyst (CFA) Level III examination focuses on advanced investment and portfolio management topics, with Ethical & Professional Standards, Portfolio Management, Asset Allocation, Investment Strategy, Risk Management, and Wealth Planning forming key areas of study.

Exam format & duration

The Chartered Financial Analyst (CFA) Level III examination is computer-based and emphasizes constructed-response questions alongside vignette-supported item sets, testing candidates’ ability to apply advanced investment and portfolio management concepts to complex scenarios.

Exam Dates

The Chartered Financial Analyst (CFA) Level III examination is generally offered twice each year, typically in February and August, providing candidates with testing windows that can be aligned with their preparation schedule and professional commitments.

Recommended Study

Successful candidates often report studying more than 300 hours on average for each CFA examination level, highlighting the importance of consistent and structured preparation. At CFA Level III, candidates must complete the applicable Practical Skills Module (PSM) requirement, helping them develop practical skills that complement the advanced portfolio management and investment concepts covered in the examination.

Passing Criteria

CFA Institute does not publish a fixed numerical passing score in advance for the Chartered Financial Analyst (CFA) Level III examination. Candidates must achieve the Minimum Passing Score (MPS) established for the applicable examination administration.

Exam Locations

Chartered Financial Analyst (CFA) examinations are conducted at testing centres worldwide, allowing candidates to select an available location based on appointment availability. Candidates in Dubai, Abu Dhabi, Riyadh, and Jeddah can choose suitable examination centres according to their preferred testing location and available appointments.

United Arab Emirates

Saudi Arabia

United States of America

United Kingdom

Europe

Fee Structure

Self-Study Program with Musa Shaikh

USD 1,000.00

Chartered Financial Analyst (Level III)

E-book for the CFA Level III with Musa Shaikh
Recorded video lectures by Musa Shaikh
Berkeley flashcards
Exam-quality practice questions
18 months of course access

Live Online Batch Training with Musa Shaikh

USD 1,500.00

Chartered Financial Analyst (Level III)

E-book for the CFA Level III with Musa Shaikh
Live interactive classes with Musa Shaikh
Berkeley flashcards
Structured lecture sessions
Guided practice sessions
Mock examinations
Live teaching and question support
Exam-focused preparation
18 months of course access

Private Live One-to-One Online Training with Musa Shaikh

USD 1,400.00

Chartered Financial Analyst (Level III)

E-book for the CFA Level III with Musa Shaikh
Private live classes with Musa Shaikh
Berkeley flashcards
Structured lecture sessions
Guided practice sessions
Mock examination
Live teaching and question support

Private Live One-to-One Face-to-Face Training with Musa Shaikh

USD 5,000.00

Chartered Financial Analyst (Level III)

E-book for the CFA Level III with Musa Shaikh
Private live classes with Musa Shaikh
Berkeley flashcards
Personalised lecture plan
Guided practice sessions
Mock examination
Individual attention and customised pace
Direct academic support and supervision

Success Stories

Berkeley supports professionals seeking to progress in portfolio management, investment analysis, asset management, equity research, wealth management, and investment strategy. Chartered Financial Analyst (CFA) Level III preparation with Musa Shaikh develops examination performance alongside practical capabilities in portfolio management, asset allocation, investment strategy, risk management, wealth planning, and advanced investment decision-making.

Visit our Alumni

Alumni Benefits
‣ Exclusive Networking Events: Access invitations to industry-leading events and thought-leadership gatherings featuring renowned speakers.

‣ Monthly Updates: Stay informed with a newsletter highlighting the latest research, events, and activities from the school.

‣ LinkedIn Community Access: Join the Executive Education LinkedIn group for networking and professional development opportunities.

‣ Educational Discounts: Enjoy a 20% discount on open-enrollment programs and access to workshops focused on emerging trends.

‣ Global Alumni Network: Connect with a diverse alumni community through the Berkeley School’s online network and engage in country and interest groups.
‣ Networking opportunities, professional updates, educational benefits and access to Berkeley's international alumni community.

Is It Worth the Investment?

Career opportunities following Chartered Financial Analyst (CFA) Level III preparation with Musa Shaikh span senior roles in portfolio management, investment analysis, asset management, wealth management, equity research, valuation, and investment strategy. Opportunities are particularly strong in financial centres such as New York, London, Hong Kong, Singapore, and major Middle Eastern markets. With relevant experience and CFA Program progression, candidates can advance toward senior portfolio manager, investment director, research director, head of asset management, or chief investment officer roles.

Career Relevance

Chartered Financial Analyst (CFA) Level III with Musa Shaikh strengthens advanced skills relevant to careers in portfolio management, investment analysis, asset management, wealth management, equity research, valuation, and investment strategy. The program helps candidates apply portfolio management and investment decision-making techniques to complex scenarios, supporting progression into senior roles within the global finance and investment industry.

What You Earn

You will get a certificate of completion, which is highly reputed and accepted by employers.

Ethical Standards

Build a strong understanding of the CFA Institute Code of Ethics and Standards of Professional Conduct, strengthening ethical decision-making, professional judgment, and integrity essential for Chartered Financial Analyst (CFA) Level III and advanced investment careers.

Professional Network

Eligible CFA Institute members can connect with a global community of investment professionals while accessing career resources, industry research, professional events, and continuing education opportunities that support long-term career development in portfolio management, investment strategy, and asset management.

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CFA – Chartered Financial Analyst with Musa Shaikh

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BERKELEY SCHOOL OF BUSINESS, ARTS & SCIENCES

Chartered Financial Analyst (CFA) Level III with Musa Shaikh

Overview

Offered by

Head office

Members

Vision & Mission

Lecture plan

Session 1: Ethical and Professional Standards

Session 2: Capital Market Expectations

Session 3: Strategic and Tactical Asset Allocation

Session 4: Advanced Asset Allocation Techniques

Session 5: Investment Policy Statements and Investor Behaviour

Session 6: Equity Portfolio Construction

Session 7: Fixed-Income and Alternative Portfolio Construction

Session 8: Options and Portfolio Risk Management

Session 9: Futures, Forwards, Swaps and Currency Management

Session 10: Performance Measurement and Attribution

Session 11: Investment Manager Selection and GIPS

Session 12: Portfolio Implementation and Trade Execution

Session 13: Index-Based Equity Strategies

Session 14: Active Equity Strategies

Session 15: Active Fixed-Income Strategies

Session 16: Advanced Trade Strategy and Execution

Session 17: Integrated Portfolio Management Case Study

Session 18: Item-Set Practice

Session 19: Constructed-Response Practice

Session 20: Comprehensive Revision and Full Mock Examination

Instructors

Musa Shaikh

Learning Methodology

Berkeley's Performance Standards

Chartered Financial Analyst (CFA) Level III Exam Weightage – 2026

Self-Study Program with Musa Shaikh

Live Online Batch Training with Musa Shaikh

Private Live One-to-One Online Training with Musa Shaikh

Private Live One-to-One Face-to-Face Training with Musa Shaikh

Success Stories

Alumni Benefits

Is It Worth the Investment?

Career Relevance

What You Earn

Ethical Standards

Professional Network

Related courses

FAQ: Chartered Financial Analyst (CFA) Level III with Musa Shaikh

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