Executive Education

Chartered Financial Analyst (CFA®) Level II

Elevate your career in finance today!

Â鶹ŮÀÉ’s Chartered Financial Analyst® Ìý(CFA) Level II Review program develops and reinforces a fundamental knowledge of investment principles. 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 II exam.

Waitlist

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Format:

Fri./Sat./Sun. On Campus Or Live Virtual
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Date/Hours:

TBD 8:30am - 5:00pm 22.5 Hours 2.25 CEUs
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Sessions:

3
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Price:

$499

COURSE BENEFITS

The only live CFA exam review programs in South Florida, 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.

  • 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: Weeknight 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.

Program Outline:

  • Introduction
  • Quantitative Methods
  • Economics
  • Financial Reporting and Analysis
  • Corporate Finance
  • Equity Investments
  • Equity Investments and Alternative Asset Valuation
  • Fixed Income
  • Derivatives
  • Portfolio Management

  • 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 

This accelerated review class includes*:

  • Comprehensive, condensed review lead by CFA charterholders (Friday-Sunday)
  • Thorough coverage of fundamental topics
  • Extensive work with practice questions and answer breakdown
  • 3-Day Review Mind Maps
  • 3-Day Review Questions
  • Instructor exam tips and strategies
  • Books and Online materials are included in the course fee

** Students are required to obtain comprehensive CFA Level II study materials before attending this accelerated review course.

CFA Society South Florida

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.

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Chartered Financial Analyst (CFA®) Level II

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Robert Munoz

Program Coordinator
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College of Business: Executive Education

The Â鶹ŮÀÉ's College of Business offers executive education degrees and professional development for professionals who want to master their management skills and advance their careers in today's competitive marketplace. We also offer corporate and customized programs for organizations seeking to raise their employees to new levels of leadership and innovation.

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Executive Education

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College of Business
777 Glades Road, Building 103
Boca Raton, FL 33431

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