CFA Level III Portfolio Management Official Resources: 2027
Find the official 2027 Portfolio Management outline, current Level III format, curriculum corrections and professional standards resources.
Use official candidate materials to confirm your registered curriculum year, pathway, exam policies and current corrections. The practice bank supports study; it does not replace those materials.
| Resource | Use it to verify |
|---|---|
| Level III exam guide | Mixed-format sessions, topic-weight ranges and current exam guidance. |
| 2027 Portfolio Management pathway outline | Common-core and selected-pathway learning outcomes. |
| Curriculum errata and corrections | Notices and replacement exhibits affecting your curriculum year. |
| Code of Ethics and Standards of Professional Conduct | Current professional duties and supporting guidance. |
| GIPS Standards | Performance-presentation requirements and current official interpretations. |
Keep year and pathway together
The practice uses the 2027 common core and Portfolio Management pathway. A 2026 outline or another pathway’s reading list can describe a different study scope. Use your candidate account for learning materials and requirements tied to your registration.
Check corrections before repeating a calculation
An amended exhibit can change an input, cash-flow interpretation or answer. Compare the reading and exhibit with the current official correction notice before concluding that a difference is only rounding. When reporting a practice issue, identify the case, question and relevant dated source through Updates & Feedback.
Original Finance Prep cases are fictional educational exercises. They are not official assessment questions, a substitute for required candidate activities or evidence of eligibility for the CFA designation.
Verify constructed-response instructions
Use the official Level III constructed-response guidance for current response and calculation instructions. Finance Prep’s suggested answers and optional self-scoring are original practice guidance, not an official marking scheme.