2027 L3 INSTRUCTOR-LED ONLINE

$1,500.00 USD

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** These packages are intended for candidates currently scheduled or planning to write the 2027 CFAI exams ONLY

Mock Exams will be available on December 15, 2026
Package expires on March 2, 2027
Mock Exams will be available on June 15, 2027
Package expires on August 31, 2027

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Select Number of Hours

Package Features

** These packages are intended for candidates writing the 2027 CFAI exams ONLY

  • Thorough, in-depth videos that cover every aspect of the CFA program curriculum; LOS-by-LOS
  • Video walkthroughs covering EOC questions from the CFAI books
  • Seminar videos with a more in-depth explanation for harder concepts
  • Lecture PDF notes
  • Mobile App Access for offline video viewing 
  • Q-Bank
  • Formula sheet for quick reference
  • Interactive Live Classes
    • Expert CFA Instructors
    • 30+ Hours Live Sessions
    • Tailored Questions
    • click the “Schedule – Live Instructor-Led Classes” tab above for details
  • Live Office Hours: ask questions about the exam topics and readings that typically present the greatest challenges
    • click the “Schedule – Live Office Hours” tab above for details
  • Extended Instructor Comments: Post up to 30 questions in the comments and receive direct answers from our expert instructors.
  • Weekly Update Video
  • 6 Mentor Hours: receive credits to use to schedule one-on-one tutoring/counselling sessions with our mentors
  • Reading videos archive when package expires – available for 3 years
  • One-Fee-To-Pass
    – if unsuccessful in the 2027 exam attempt, package access (for the same Level) will be extended to the candidate’s next exam date at no charge
    – NEW: For 2023 packages and onwards the OFTP will include exam deferrals; candidates will be required to provide the registration receipt for the new exam date for their subscription to be extended.
    ** further details can be found within the Terms & Conditions

 

Package subscriptions for the 2027 CFAI exams are for current CFA candidates EXCLUSIVELY; non-CFA candidates are restricted from purchase (verification may be required).
 

**IF you have already purchased a Level II package for a previous year, you could be eligible for a credit to be applied to the package price.
The credit MUST be applied before completing the order; it is NOT available after the purchase is completed.
Please check the MY ACCOUNT page for eligibility or email our Care Specialists here

Schedule – Live Instructor-Led Classes

The instructor led program includes 16 live online workshop sessions that will focus on important areas of the curriculum. The two-hour sessions will be interactive, giving candidates the opportunity to ask questions as our expert instructors explain and demonstrate the application of key concepts using a variety of questions and illustrations. Each session will be recorded and available to view after the event.

Below are the general live session dates for the Instructor-led classes. Specific dates for the August 2027 exam period to be announced soon.

Exam Period

Sessions Start

Sessions End

L3 February 2027

Late October 2026

Late December 2026

L3 August 2027

Late April 2027

Mid June 2027

 

Below is the schedule for the February 2027 live sessions.

February 2027 Schedule

**ALL times showing below are in Eastern timezone

-> please ensure you are confirming your own Time Zone conversion.

Asset Allocation
Instructor Topics Time
Stuart All Oct 26th 8:00 AM
Stuart All Oct 28th 10:00 AM
Stuart All Nov 3rd 8:00 AM
Portfolio Construction
Instructor Topics Time
Stuart All Nov 5th 10:00 AM
Stuart All Nov 9th 8:00 AM
Stuart All Nov 11th 10:00 AM
Derivatives
Instructor Topics Time
Stuart All Nov 17th 8:00 AM
Stuart All Nov 19th 10:00 AM
Stuart All Nov 23rd 8:00 AM
Performance Measurement
Instructor Topics Time
Stuart All Dec 1st 8:00 AM
Stuart All Dec 3rd 10:00 AM
Portfolio Management Pathway
Instructor Topics Time
Stuart All Dec 7th 8:00 AM
Stuart All Dec 10th 10:00 AM
Stuart All Dec 15th 8:00 AM
Stuart All Dec 17th 10:00 AM
Ethics
Instructor Topics Time
Stuart All Dec 21st 8:00 AM

Schedule – Live Office Hours

The live Office Hours sessions allow candidates to ask questions about the exam topics and readings that typically present the greatest challenges for candidates. Sessions are scheduled for 90 minutes each with the aim of helping candidates understand the major concepts and trickier areas of that particular reading.

Below are the general live session dates for the Live Office Hours. Specific dates for the August 2027 exam period to be announced soon.

Exam Period

Sessions Start

Sessions End

L3 February 2027

Early January 2027

Late January 2027

L3 August 2027

Late June 2027

Early August 2027

 

Below is the schedule for the February 2027 live sessions.

February 2027 Schedule

**ALL times showing below are in Eastern timezone

-> please ensure you are confirming your own Time Zone conversion.

Portfolio Construction
Mentor Reading Time
Stuart All Jan 5th 8:00 AM
Asset Allocation
Mentor Reading Time
Stuart All Jan 7th 10:00 AM
Derivatives
Mentor Reading Time
Stuart All Jan 11th 8:00 AM
Stuart All Jan 27th 10:00 AM
Performance Measurement
Mentor Reading Time
Stuart All Jan 13th 10:00 AM
Private Market Pathway
Mentor Reading Time
Stuart All Jan 15th 10:00 AM
Portfolio Management Pathway
Mentor Reading Time
Stuart All Jan 19th 8:00 AM
Stuart All Jan 23rd 8:00 AM
Derivatives / Performance Measurement
Mentor Reading Time
Stuart All Jan 21st 5:00 AM
Portfolio Construction / Asset Allocation
Mentor Reading Time
Stuart All Jan 25th 5:00 AM

Meet Your Instructors

Richie Owens, CFA

Richie Owens, a CFA® Charterholder, has over two decades of teaching experience in both traditional and online platforms. With a Master’s in Economics from Edinburgh University and a background in risk and assurance at KPMG, Richie has conducted CFA® review sessions globally. Since earning his CFA® charter in 2008, he has been a key instructor at markmeldrum.com, providing online video instruction and live office hours for Level I and II CFA® candidates.

Darrin Kerr, CFA, CAIA, FRM

Darrin Kerr has over a decade of experience teaching all three CFA® levels. Formerly an Equity Research Analyst at Merrill Lynch in both New York and Sao Paulo, his expertise spans Financial Statement Analysis, Equities, and more. Darrin holds a B.S. dual major in Accounting and Finance from Marquette University and earned his CFA® charter in 2007. He also designs various professional courses including financial modeling, valuation, investor relations, and more.

Mack Sawatsky, CFA

Mack Sawatsky has been a core part of the Meldrum team since 2020, specializing in content development and student support. He helps CFA® candidates navigate complex concepts across all three levels, refining study materials and addressing candidate queries. As a CFA® Charterholder, Mack is dedicated to ensuring students master the curriculum with clarity and confidence.