CFA exam – Level III • 2026

Portfolio Management Pathway – Essay and Item‑Set Support

Level III adds constructed‑response (essay) questions and a focus on portfolio management. This page is for candidates on the portfolio management pathway who want tools that help with both essay and item‑set performance.

Most Level III buyers choose between:

  • Battle‑Ready Summaries (PDF) – for retaining precise terminology you need to type in essay answers.
  • Stanley Notes – portfolio‑management‑focused notes that mirror the curriculum.
  • FinQuiz Pro Premium – notes, summaries, and a large mix of essay and item‑set practice questions and mocks.

Battle‑Ready Summaries – Level III 2026

Flow‑chart, colored, curriculum‑mirrored PDFs focused on the Level III portfolio management pathway. Built to help you recall exact terminology and structured answers for essay questions.

Level III Battle‑Ready Summaries condense the portfolio management pathway into visual summaries organized by Learning Module and section. They highlight key terms, command words, and relationships so you can reproduce the language and logic in the constructed‑response portion of the exam.

  • Colored flow‑charts and diagrams for each Learning Module in the portfolio management pathway.
  • Section‑by‑section mapping to the Level III curriculum.
  • Emphasis on exam language, definitions, and bullet‑point structures that translate into essay answers.
  • Downloadable and printable PDFs for repeated review and active recall.
Essay questions reward precise wording. A narrow miss on the essay portion can mean another full exam cycle. Summaries help you review the right phrases and structures so you can type clear, curriculum‑consistent answers under time pressure.
Best seller
Essay‑oriented review

Battle‑Ready Summaries

Level III • 2026 • Portfolio Management Pathway • PDF

Ideal if you are reading the Level III curriculum and want a tool that turns that reading into exam‑ready language for constructed‑response and item‑set questions.

$247
One‑time purchase · PDF access via your FinQuiz account
Get Level III Battle‑Ready Summaries

Access starts immediately after checkout. Use alongside the official Level III curriculum.

Level III Portfolio Management Products

These materials are designed specifically for the 2026 Level III portfolio management pathway. You can purchase items individually or choose a package if you want notes plus essay and item‑set practice.

Structured companion notes

Stanley Notes

Level III • 2026 • Portfolio Management Pathway • PDF

Stanley Notes provide curriculum‑mirrored coverage of the portfolio management pathway. They follow the same Learning Modules and section headings as the official Level III curriculum, helping you work systematically through the readings.

  • Full coverage of the Level III portfolio management pathway Learning Modules.
  • Aligned with curriculum order and section titles.
  • Useful for your first and second pass, especially when building essay‑ready understanding.
$299
One‑time purchase · Downloadable PDFs
Add Level III Stanley Notes

If you also want essay and item‑set practice, Premium is usually a better total value.

Formula retention

Formula Sheet

Level III • 2026 • Single PDF

A concise reference for formulas relevant to the Level III portfolio management pathway, organized by topic and Learning Module. Use it while practicing item‑sets and when supporting essay responses with calculations.

  • One formula sheet covering portfolio‑management‑relevant formulas.
  • Organized by topic and Learning Module for quick lookup.
  • Supports both essay and item‑set calculation practice.
$39
One‑time purchase · PDF download
Add Level III Formula Sheet
Essay and item‑set practice

Mocks and Question Bank

Level III • 2026 • Portfolio Management Pathway

The Level III exam combines constructed‑response (essay) and item‑set questions. CFA Institute provides limited practice in both formats. FinQuiz adds a large pool of essay‑style and item‑set questions plus mock exams that reflect the actual 50/50 mix.

  • Six full Level III mock exams with approximately 50% essay and 50% item‑sets – $129.
  • Level III Question Bank with both essay‑style and item‑set questions – $99 (one‑year access).
  • Focus on portfolio management topics where structured written responses are critical.
Add Six Level III Mock Exams ($129) Add Essay & Item‑Set Question Bank ($99)

Packages for Level III 2026 – Portfolio Management Pathway

Level III success depends on both written expression and item‑set skills. Packages combine notes, summaries, formulas, and mixed‑format practice so you can prepare for the essay and item‑set components together.

Most value
All‑in‑one Level III support

FinQuiz Pro Premium

Level III • 2026 • Portfolio Management Pathway

Premium is for candidates who want portfolio‑management‑focused notes and summaries plus a realistic supply of essay and item‑set questions and mocks, all in one package.

  • Stanley Notes (portfolio‑management‑pathway notes).
  • Battle‑Ready Summaries (colored, flow‑chart PDFs emphasizing exam language).
  • Level III formula sheet.
  • Six full Level III mock exams with a 50/50 mix of essay and item‑set questions.
  • Level III Question Bank with both essay‑style and item‑set questions (one‑year access).
$339
One‑time purchase · All major Level III portfolio management resources
Get Level III Premium Package
If you want Summaries, notes, and robust essay and item‑set practice, Premium usually costs less than assembling everything separately.
Worried that Premium means more to study?
It is better to have optional resources than to run out of realistic essay questions or mocks in the final weeks. You decide how much to use; Premium simply ensures you will not be limited by lack of practice.
Practice focused

FinQuiz Pro Practice Plus

Level III • 2026 • Essay & Item‑Set Practice

Practice Plus is for candidates who are satisfied with their reading sources but feel they need many more Level III essay and item‑set questions and mocks than CFA Institute provides.

  • Six full Level III mock exams with both essay and item‑set questions.
  • Level III Question Bank (essay‑style and item‑set, one‑year access).
  • Level III formula sheet.
$169
One‑time purchase · Access via FinQuiz account
Get Practice Plus Package
Best if your main gap is realistic essay and item‑set practice, not understanding the readings.

Quick Comparison

Included Battle‑Ready Summaries Premium Package Practice Plus
Stanley Notes – Yes –
Battle‑Ready Summaries Yes Yes –
Formula Sheet – Yes Yes
Six mock exams (essay & item‑set) – Yes Yes
Essay & item‑set Question Bank – Yes Yes
Total price $247 $339 $169

Why Level III Candidates Add FinQuiz

The official Level III curriculum is essential, but it is not optimized for essay‑friendly phrasing or for large volumes of mixed essay and item‑set practice. FinQuiz closes that gap for the portfolio management pathway.

  • Curriculum‑mirrored structure: Level III notes and summaries follow the Learning Modules and sections used in the portfolio management pathway, so you can move easily between FinQuiz and the official text.
  • Essay‑ready language: Battle‑Ready Summaries highlight definitions, key terms, and step‑wise structures that can be converted directly into written answers.
  • 50/50 essay and item‑set practice: Question Bank and mocks provide many more constructed‑response and item‑set questions than CFA Institute alone, matched to the actual exam mix.
“I used the FinQuiz CFA exam practice questions when preparing for both Level II and Level III, and I would not have been able to successfully complete either exam without your assistance.”
Daniel G. Mazzola, CFA
“FinQuiz is the right place to get started for the journey to success in CFA. They have less clutter and the material is built around the students. Value for your time and money.”
Viveck Suman, CFA

Choose How You Will Tackle Level III

Use this simple guide and pick the Level III portfolio management option that fits your plan.

  • You already have notes and want to memorize exam language and concepts: choose Battle‑Ready Summaries.
  • You want notes, summaries, and realistic essay plus item‑set practice in one place: choose Premium.
  • You are comfortable with content but need more essay and item‑set questions and mocks: choose Practice Plus.

After purchase, log in at app.finquiz.com to access your Level III 2026 portfolio management materials from any device.

Quick links

Complete Your Purchase

Battle‑Ready Summaries – $247 Premium Package – $339 Practice Plus – $169 Log In (existing customers)