Executive Education
Chartered Financial Analyst (CFA®) Level I
Elevate your career in finance today!
The Chartered Financial Analyst (CFA®) designation is the globally recognized standard for establishing professional credibility within the field of investment analysis. If you are a finance or investment professional, the CFA® Ìýcredential will solidify your position as a competent and credible member of the finance profession, increase your marketability and salary potential, and certify your skills.
Â鶹ŮÀÉ’s CFA® Ìýreview classes will help you focus and remain disciplined and on track to your goal of becoming a CFA® ÌýCharterholder.
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COURSE BENEFITS
The CFA Society of South Florida (CFA South Florida), in partnership with Â鶹ŮÀÉ, will help you meet the challenge of the Chartered Financial Analyst (CFA) Level I exam.
Our review programs feature:
- Top-notch instructors: Our classes are taught primarily by CFA charterholder senior executives, portfolio managers, and analysts from the South Florida investment community. We also use selected academics in those areas where we believe an academic perspective is important.
- Practicality and relevance: Because the majority of our instructors are CFA charterholders, they know from firsthand experience how to pass the exam.
- A disciplined approach: The review curriculum provides structure, along with in-depth coverage of topics, to maintain a disciplined pace of preparation. Convenience: Weekly programs are scheduled in accordance with the CFA Institute’s bi-annual exams.
Free Pass Guarantee
Students who attend a minimum of 70% of the review classes and complete 90% of the online question bank, may re-sit the review class free of cost excluding the cost of new study material (if needed). Parking Fees will apply.
Â鶹ŮÀÉ's Chartered Financial Analyst® (CFA) Level I Review program develops and reinforces a fundamental knowledge of investment principles.
Program Outline:
- Introduction
- Ethical & Professional Standards
- Quantitative Methods
- Economics
- Financial Statement Analysis
- Corporate Issuers
- Equity Investments
- Fixed Income Investments
- Derivatives
- Alternative Investments
- Portfolio Management & Wealth Planning
- Portfolio Managers
- Money Managers
- Research Analysts
- Finance and Investment Professionals wishing to obtain the CFA® designation, increase earning power and achieve career advancement within the field
Specific requirements for qualifying for the CHARTERED FINANCIAL ANALYST (CFA®) credential include:
- A Bachelor's (or equivalent) degree
- OR - be in the final year of your bachelor's degree program at the time of registration
- OR - have four years of qualified, professional work experience
- OR - have a combination of work and college experience that totals at least four years (Note: Summer, part-time, and internship positions do not qualify)
For more information regarding the CHARTERED FINANCIAL ANALYST (CFA®) Certification Examinations, please visit
- SchweserNotes™ Volumes 1-5
- Schweser's QuickSheet
- Study Materials
- Practice Exams, Volumes 1 & 2 (6 Full Exams)
- SchweserPro™ Qbank
- Weekly Class Workbooks
- Mock Exam
- Books and Online materials are included in the course fee
About the CFA South Florida Society
CFA Society South Florida, Inc. (the Society), is a non-profit member organization dedicated to the highest standards of professional competence and integrity in the financial professions. The Society, founded in 1971, serves the investment community and its members by promoting active participation in the Society and by providing useful tools to advance personal and professional development among members.