This book is a complete guide for the CFA Level 3 Private Wealth Pathway. It is fully updated for the 2026 exam. The book starts by explaining the private wealth industry. It then teaches you how to work with wealthy clients. You will learn about their unique psychology. The next section covers holistic wealth planning. This is the blueprint for a client's future. After that, the book dives deep into investment planning. This includes complex portfolios and asset allocation. A dedicated chapter focuses on preserving wealth. This involves risk management and insurance. You will also learn the art of advising the wealthy. This covers communication and behavioral finance. The final section explains how to transfer wealth. This includes estate planning, trusts, and gifting.
It does not include core section of the subject.
Most prep materials are just a collection of dense, academic readings. They often fail to connect the dots. This book is different. Its advantage is its practical, unified narrative. It provides context that other books miss. It doesn’t just list concepts; it explains how they work together in a real advisory practice. We focus on clarity over jargon. Where other books are fragmented, this guide provides a single, logical flow. It bridges the gap between theory and the practical application you'll need on the exam and as a future advisor.
Disclaimer
Disclaimer: The author is not affiliated with the CFA Institute. This book is independently produced and published. All trademarks, service marks, and logos (including “CFA” and “Chartered Financial Analyst”) are the property of their respective owners and are used here under nominative fair use.
