If you are looking for CFA test prep services to help you prepare for the requirements needed to acquire a CFA (Chartered Financial Analyst) certification, look no further than Varsity Tutors. The purpose of a CFA certification is to provide you with a strong understanding of advanced investment analysis and real-world portfolio management skills. A CFA class can provide you with services and support you need to get ready for this exam. If you've ever searching for "CFA help near me" online, then you may already know how impactful working with a CFA test prep expert can be during your study sessions. Continue reading to learn more about how CFA test prep help can supplement your learning plan.
Why Take A CFA Exam?
The CFA is an increasingly sought after certification because of its importance in the investment industry. Individuals who earn their CFA certification make themselves a more attractive candidate for employment in a variety of jobs within this field. If you earn this certification, then you've also signified to your future clients that you're very qualified to help them pursue their investment goals. In short, most candidates who decide to seek a CFA certification do so because of the potential it has to help them pursue their career goals.
CFA Exam Series Requirements
Before you begin the CFA test prep plan of your choice, it's a good idea to spend some time researching whether or not you meet all of the necessary requirements to take a CFA exam. This can save you the problematic scenario of working through an in-depth CFA test prep course only to find out later that you weren't actually eligible to take the exam at all. Below, you'll read more about what requirements there are when signing up to take a CFA exam.
Before you can take a CFA exam you must meet one of a few different standards for satisfying the certification education requirement. The first way you can satisfy this requirement is by completing four years of professional work experience in the investment industry. If you've done this, then you don't need to worry about meeting any of the other test requirements. You would be able to sign up for your test or your CFA test prep plan right away.
Another option of satisfying this requirement is earning a bachelor's degree or being in the final year of a bachelor's degree program in a relevant field. Or, you can satisfy the requirement through a combination of work experience and relevant educational experience that equates to at least four years in total.
A qualified candidate must also have an international passport, be able to complete the CFA assessments in English, meet professional conduct admission criteria, and live in a participating country. Clearly, then, there are a significant number of requirements in place that you must satisfy before you become eligible to even take the CFA exam. You can get help navigating the CFA certification requirements by signing up for a CFA test prep course with Varsity Tutors.
Breaking Down the CFA Exam Series
The final exam consists of three separate tests. Services and support provided through CFA classes help to expand your understanding of the content found on the exam through one-on-one attention focused on thorough preparation. Continue reading for a more thorough overview of what you'll encounter while taking each of these tests.
On the first exam, you'll be asked to show a basic understanding of topics like financial analysis and reporting, equity investments, economics, quantitative methods, and ethics and professional standards. You'll also need to demonstrate an ability to use investment analytical skills. Level one of the CFA exam series is actually the most difficult to pass, as only 46% of test-takers passed this exam in 2016. The test has 240 questions, which are all in a multiple-choice format.
The second CFA examination focuses primarily on asset valuation and properly applying investment tools. On this test, you'll be asked to read a case study and then answer a series of multiple-choice questions based on the content of that study. This exam is split into a morning and afternoon session so you will get a break while taking the test.
Here are a few exam considerations and helpful tips that CFA prep services provide and can cover in-depth for the Level 1 and Level 2 exams:
Level 1 Exam Considerations
- Be sure to know how to use calculator features needed for LOS (learning outcome statements)
- Be familiar with the IFRS (International Financial Reporting Standards)
- All questions must be answered
Level 2 Exam Considerations
- Most questions are in reference to FRA (Financial Reporting Analysis)
- It is not required to show work, but you can use the exam book to mark important information and work out problems.
The exam considerations listed previously for Level 1 and Level 2 exams referenced the content found on each one. CFA test prep services will help you prepare for each test by reviewing and going over considerations such as FRA and the specifics of it or providing support as you come to understand all of the calculator features needed for learning outcome statements.
The third level of the CFA examination series is focused on assessing whether candidates can demonstrate a mastery of all of the content areas they answered questions on when taking their previous two CFA tests. You'll be asked to show that you can apply this information to the planning and management of portfolios. Unlike the other two tests in the series, this exam has 8 to 12 essay questions that you'll need to answer. Similar to the other two tests, it also has a series of multiple-choice questions. You can get help preparing for each exam level with CFA test prep help from Varsity Tutors.
The Level 3 exam considerations can appear vague, but this is where your true understanding of the exam questions and content will be tested. Here are a couple of considerations for the Level 3 test:
Level 3 Exam Considerations
- One type of answer page is an unlined page, clearly labeled for that question part.
- Another type of answer page has a structured set of boxes. These boxes are labeled for that question part and provide a visual guide you in your responses.
CFA test prep services can utilize the considerations listed above and work that into the topic understanding you may have. There is no limit put upon CFA preparation services as you are given the ability to study or review content and utilize included support, such as CFA tutoring, at a time that best fits into your schedule. CFA tutors can provide a private assessment on the areas or topics you may or may not feel confident with and cater support to helping develop your understanding of them.
Varsity Tutors Can Help You Prepare
When you sign up for CFA test prep assistance with Varsity Tutors, you'll have a few options to consider. The CFA prep plan that you choose should be based on your preferred learning style, scheduling requirements, and CFA test preparation goals. If you need help determining which CFA prep style would be the best match for you, then you can reach out to us today to get more information. Or, read on for a detailed look at the CFA prep options you can choose from.
The first CFA prep option you may consider signing up for is CFA tutoring. CFA tutoring gives you the chance to work directly with CFA tutors through a series of one-on-one CFA test preparation sessions. This style of CFA prep may be the best fit for you if you've previously placed a premium on getting personalized feedback throughout your study sessions.
This type of CFA prep is also flexible. Varsity Tutors makes every effort to set you up with CFA tutors who can meet with you at a time that fits into your existing schedule. That means that you can get the CFA prep help you've been searching for without having to rearrange the other important parts of your life. Therefore, private CFA prep may also be right for you if you have a busy schedule and need to have a flexible CFA preparation option.
Alternatively, you may also consider signing up for CFA courses that take place in a small group environment. CFA courses in this style may be right for you if you've previously had success in the traditional classroom learning environment. That's because they feature an expert CFA class instructor and a group of peers to learn alongside of. Learning in a group-based CFA class provides all of the benefits of traditional CFA classes with the convenience of online learning. In other words, you can sign up for CFA classes without having to leave the comfort of your home to do so. These CFA courses even provide the option of working with your CFA course educator in a one-on-one setting when you need extra help with a particularly challenging topic.
Enrolling in either CFA test preparation service can help you feel more confident and prepared in a multitude of ways. A CFA course has the ability to help you develop time-management strategies that can allow you to feel and see what each test might be like. CFA courses can also help you develop study plans built around the areas or topics that you may want a little more support or focus with. Topics such as economics or alternative investments can be reviewed or studied with as much detail as you would like. The objective of CFA prep services is to help you prepare for each test and the content each may contain through services catered to your needs, hopefully helping you feel more confident taking your upcoming exam. Rather than looking up "CFA help near me" online, you can easily get started with the study plan of your choice by contacting Varsity Tutors today.
You can even get help with developing your general test-taking skills when you sign up for the CFA courses of your choice. For example, test anxiety is a common occurrence for test-takers who are getting ready to take comprehensive, important examinations like the CFA series of tests. Unfortunately, test anxiety can make it hard to focus while taking your test and may even make it difficult to remember what you studied during your CFA preparation plan. Your CFA course educator can show you techniques to deal with test anxiety if you've ever experienced it in the past. Thus, you can get a well-rounded learning experience when you sign up for test preparation assistance with Varsity Tutors.
Who Takes A CFA Exam?
The CFA exam series is growing in popularity thanks to its widespread recognition in the investment industry. In fact, a record number of individuals signed up to take a CFA exam in the year 2018. Over 225,000 candidates signed up to take the test that year. On average, these candidates will spend about 300 hours studying over 2,000 pages of content for their test.
However, the CFA exam series is notoriously difficult. Only about 1 in 5 of the individuals who initially sign up to take a CFA test will ultimately pass all three test levels. This is a process that can take four years or longer to complete. That's why, if you sign up to take a CFA test, it's vital that you take your CFA preparation process seriously. Instead of looking up "CFA tutoring near me" online, you can easily find the right test prep program for you by contacting Varsity Tutors.
Starting Your Own Ideal Test Preparation Plan
Often, test candidates spend time online looking up "CFA help near me" when they decide they want to work with an expert while preparing for their upcoming exam. However, signing up for CFA prep services can be quick and simple when you work with Varsity Tutors. Educational Directors are standing by online or by phone to help walk you through the signup process or to answer any further questions you may have regarding CFA test prep and the services it includes. Help yourself prepare in the best way possible and sign up for CFA prep services with the help of Varsity Tutors today.
Andrew: CFA test prep instructor
...real-world applicability whenever possible (especially regarding investing). I listen to the student's needs within the context of the exam in question, explain the complex in easy-to-understand terms, and seek feedback. In my other time, I engage in reading (mostly sci-fi), writing/speaking (articles/books) and arithmetic (manage hedge fund strategy). I am also an officer in Mensa...
Education & Certification
- The University of Alabama - Bachelor in Arts, Finance
- The University of Alabama - Master of Arts, Economics
Subject Expertise
- CFA
- CPA
- GMAT Verbal
- Graduate Test Prep
- +10 subjects
Brad: CFA test prep instructor
I enjoy helping students learn material in a way they can remember and apply in future coursework.... Perseverance trumps brilliance every time. Ask questions and work hard, and there's nothing you won't be able to understand.... I would begin by asking a few questions to see where a student is. I would then provide a useful note sheet and go over a refresher of some of the concepts we would be focusing on.
Education & Certification
- University of Minnesota-Twin Cities - Bachelors, Economics
Subject Expertise
- CFA
- AP Macroeconomics
- Personal Finance
- Algebra
- +36 subjects
Frederic: CFA test prep instructor
...in Economics from the University of Pennsylvania. I also am a Chartered Financial Analyst (CFA) with extensive experience in the financial and investment industries. Before entering industry, I was an Assistant Professor of Economics at Rutgers University. I have a passion for helping make complex topics understandable to students and applying concepts to real life...
Education & Certification
- University of Pennsylvania - Bachelor in Arts, Economics
- University of Pennsylvania - Doctor of Philosophy, Economics
Subject Expertise
- CFA
- CPA
- Managerial Accounting
- Accounting
- +28 subjects
PAUL: CFA test prep instructor
...and derivative instruments, performing treasury accounting, analysing financial statements, and conducting long and short-term financial forecasting. From my background and formal training over many years, I have become an Microsolf Excel Power user and also a superior user of Power BI that is used for creating powerful information visualizations. I will be happy to share...
Education & Certification
- Pace University-New York - Master of Science, Finance
Subject Expertise
- CFA
- Basic Computer Literacy
- Calculus 3
- Business
- +29 subjects
Education & Certification
- CUNY Bernard M Baruch College - Masters in Business Administration, Business Administration and Management
- State Certified Teacher
Subject Expertise
- CFA
- SIE
- CPA
- Accounting
- +18 subjects
Evan: CFA test prep instructor
...class) from Northwestern University with a degree in economics. I subsequently passed all 3 levels of the CFA examination process. I have worked in Investment Banking (Barclays Investment Bank) where I performed complex financial analyses before subsequently working in Private Equity. Most recently, I served as a Director of Finance for a Private Equity owned...
Education & Certification
- Northwestern University - Bachelor in Arts, Economics
Subject Expertise
- CFA
- Series 66
- Series 7
- Series 24
- +27 subjects
Hiba: CFA test prep instructor
...were not clear. I have also helped my fellow CFA candidates with concepts and practice questions and have tutored O levels students with Math problems. Since graduation I have been involved in the field of finance and investments and have helped my co-workers understand the concepts of portfolio management and other finance related topics. I...
Education & Certification
- GUST - Bachelor of Science, Finance
- Chartered Financial Analyst - Certificate, Finance
Subject Expertise
- CFA
- CPA
- Technology and Coding
- Elementary School Math
- +12 subjects
Ann: CFA test prep instructor
...that is relevant to the student, particularly that student who doesn't have a strong background in the subject. I have been tutoring and mentoring for many years, and find that my own understanding of a subject is improved with each person I that I teach. I hold a BS in Accounting from the University at...
Education & Certification
- SUNY College at Buffalo - Bachelor of Science, Accounting
- University of Minnesota-Twin Cities - Masters in Business Administration, Business Administration and Management
Subject Expertise
- CFA
- CPA
- Real Estate License
- Test Prep
- +59 subjects
Audrey: CFA test prep instructor
Experienced Financial Accounting, Managerial Accounting, Business topics, Excel, Word, PowerPoint and QuickBooks Tutor for undergraduate and graduate students , business owners, real estate agents, and nonprofit staff. Qualifications: MBA degree (Major: Accounting and Finance) from the University of Southern California's (USC) Marshall School of...
Education & Certification
- University of Ghana - Bachelor of Science, Accounting
- University of Southern California - Masters in Business Administration, Accounting and Finance
Subject Expertise
- CFA
- Insurance License
- CPA
- Series 7
- +26 subjects
Alexander: CFA test prep instructor
...career in corporate finance, accounting/controlling, and investing, specifically in technology, media/internet, and telecommunications, from startups to multinational corporations, domestically and internationally. Along the way, I have worked for FTI Consulting, ProSiebenSat.1, BBC Studios, and Whitman Capital (a tech-focused hedge fund). In addition to the CFA Charter, I have BA in Political Science from Stanford and...
Education & Certification
- Stanford University - Bachelor of Science, Political Science and Government
- University of Oxford - Master of Arts, Business Administration and Management
Subject Expertise
- CFA
- Financial Accounting
- Economics
- Business
- +6 subjects
Sreenish: CFA test prep instructor
A Master's in Financial Analysis from Rutgers University. I have 7+ years of experience in Finance and Technology. Professional Skills: ------------------- Accounting (GAAP) Financial Planning & Analysis Technology (SQL, SAP, SAS, Tableau,R etc.) ERP P&L Management Budgeting & Forecasting Project Management (PMP, AGILE) Risk Management
Education & Certification
- SRES, Pune University - Bachelor of Science, Electrical Engineering Technology
- Rutgers University-New Brunswick - Master of Science, Accounting and Finance
Subject Expertise
- CFA
- CPA
- FRM
- PMP
- +46 subjects
Ben: CFA test prep instructor
Experienced portfolio manager, strategist and published author with a demonstrated history of working in the financial services industry. Skilled in Asset Management, Equities, Bonds, Investment Strategies, and Capital Markets. Strong finance professional with a MBA focused in Finance, General from University of Southern California - Marshall School of Business. Series 65, 7, 63, 24, CFA,...
Education & Certification
- University of Amsterdam - Bachelor of Economics, Economics
- University of Southern California - Masters in Business Administration, Economics
Subject Expertise
- CFA
- Exam IFM - Investment and Financial Markets
- CPA
- Series 5 - Interest Rate Options Exams
- +39 subjects
Joe: CFA test prep instructor
...practice. I am a QuickBooks Pro-advisor and I am ready to help clients with the software as well related accounting issues. Insurance license exam is another area of my expertise, as I have nailed the exam after fairly short period of preparation. I pass all of the aforementioned examinations at the first attempt with top...
Education & Certification
- Capital University - Bachelor of Accountancy, Accounting
- Fordham University - Master of Science, Accounting
Subject Expertise
- CFA
- CPA
- Insurance License
- Exam FM - Financial Mathematics
- +33 subjects
Taiwo: CFA test prep instructor
...Assessment, Quantitative and Verbal Reasoning. I will work with you to crush those quantitative questions, verbal questions and the AWA. Let's go and achieve outstanding success. Why do I love Tutoring? Tutoring helps me to inculcate confidence, diligence and competence in students and professionals, in their quest to achieve progression and mastery of their academic...
Education & Certification
- Covenant University - Bachelor of Science, Accounting and Finance
- Pace University-New York - Masters in Business Administration, Finance
Subject Expertise
- CFA
- Real Estate License - Virginia
- Real Estate License - Arizona
- Real Estate License - Washington
- +44 subjects
George: CFA test prep instructor
...Cook County Jail). I have an MBA from the University of Illinois at Urbana Champaign, with a finance concentration. I'm a level 3 candidate for the CFA examination, having passed the level 1 and 2 exams. My professional career has been mostly in publishing. I enjoy spending time and traveling with my wife and daughter.
Education & Certification
- University of Illinois at Urbana-Champaign - Master's/Graduate, Finance
Subject Expertise
- CFA
- Exam FM - Financial Mathematics
- Exam IFM - Investment and Financial Markets
- AP Macroeconomics
- +30 subjects
Richard: CFA test prep instructor
I have been in Finance for 20+ yrs specializing in Investments, Financial Planning and Estate Planning. I enjoy trading, technical analysis and reading/writing about the stock market. I enjoy sharing my years of knowledge and experience with others.
Education & Certification
- Westminster College - Bachelor in Business Administration, Business, General
Subject Expertise
- CFA
- CPA
- CFP
- Series 63
- +31 subjects
Ben: CFA test prep instructor
...ISI Group (now Evercore ISI) and in renewables/infrastructure private equity. He received a B.A. from Washington University in St. Louis with Magna Cum Laude honors and an MBA with distinction from the NYU Stern School of Business with Dean's Award honors (awarded to top 1% of graduating class) and the Marcus Nadler Award (top Finance...
Education & Certification
- Washington University in St Louis - Bachelor in Arts, Political Science and Government
- New York University - Masters in Business Administration, Business Administration and Management
Subject Expertise
- CFA
- Real Estate License
- Business
- English
- +9 subjects
Joshuah: CFA test prep instructor
...about me, it's about how I can help you (and I can)! Whether you know what you need to know, or are completely lost, I will make sure that we progress with content at a speed that fits you until you are confident for test day. There are no stupid questions, only impatient teachers. Don't...
Education & Certification
- Excelsior College - Bachelor of Science, Biology, General
Subject Expertise
- CFA
- Series 63
- SIE
- CPA
- +11 subjects
James: CFA test prep instructor
...MBA with an emphasis in finance from USC, I tutor Finance students and CFA candidates preparing for the Levels 1 and 2 exams. Having had careers in finance and education, my objective as a finance tutor is to explain concepts in straightforward terms with everyday examples. I aim to give life to the dynamics and...
Education & Certification
- Whitman College - Bachelor in Arts, Biology, General
- University of Southern California Marshall School of Business - Masters in Business Administration, Finance
Subject Expertise
- CFA
- Series 7
- CPA
- Series 79
- +20 subjects
Cheryl: CFA test prep instructor
...understand their subject areas of focus. I am a hands on coaching through encouragement type of tutor. I use 7 different formats to reach the students at their point of need. I also have experience tutoring students on the ACT and SAT. I look forward to working with students from a variety of backgrounds and...
Education & Certification
- Atlanta Metropolitan College - Associates, Mathematics
- American InterContinental University-Atlanta - Masters in Business Administration, Accounting and Finance
Subject Expertise
- CFA
- Accounting
- ACCUPLACER College-Level Math
- Math
- +42 subjects