Finding the right course to help you prepare for the CFA exam can be easy with a Charlotte CFA course provided by Varsity Tutors. We can help aspiring students and professionals get a comprehensive review from experienced instructors which can give them the confidence and skills they need to feel ready for the exam. The CFA is a very difficult exam and students need over 300 hours of study to cover the wide range of topics in the test. Many students from schools like the University of North Carolina at Charlotte and Queens University of Charlotte prepare months ahead for the CFA which is given annually in June. If you are also planning to take the test, it's best to plan ahead and have a structured approach to your study. With the Charlotte CFA prep course, we can help you prepare with an organized and comprehensive curriculum.
What are some of the topics a Charlotte CFA class can cover?
There are three levels - Level I, II, & III - that make up the test. You have to pass each Level before you can move to the next one. All of the Levels assess a candidate's knowledge of ethics and professional standards, investment tools, asset classes, and portfolio management and wealth planning. Students are given either a "pass" or "did not pass" result for each Level.
Level I has 240 multiple-choice questions divided into two 3-hour sessions with 120 questions each. To register for Level I, you'll need to have a bachelor's degree and at least four years of professional, full-time work experience. Level II has 120 multiple-choice questions divided into 18 vignettes (or case statement) with 6 questions each and 3 vignettes with 4 questions each. It also has two sessions with the morning session having 10 items and the afternoon session having 11 items. Level III combines essay questions and multiple-choice questions. It also has a morning session usually composed of 8-12 essay questions and an afternoon session with 11 questions composed of 8 vignettes with 6 questions each and 3 vignettes with 4 questions each.
Your Charlotte CFA class instructor can give you a comprehensive review of the topics covered in each CFA Level. These include Corporate Finance, Equity Investments, Fixed Income, Alternative Investments, and Financial Reporting and Analysis just to name a few. With the review materials provided in the class, you can become more familiar with the type of questions and format of the test. You can also learn some effective ways on how to develop good study habits and techniques in preparing for the test.
What are the advantages of enrolling in a Charlotte CFA course?
Studying with the guidance of experienced instructors can make a big difference in the quality of your CFA review. With an expert instructor's know-how experience with the CFA test and preparing test takers, you can gain insights into the content and format of the exam that you may not easily have when doing your studies alone. It can be easier to progress in your review and have a deeper understanding of topics you're struggling with since you have your instructor and can immediately get relevant answers to your questions.
You may also work on practice questions together with other students in the class so you can also learn from their perspectives. Studying with other students can help you learn new study skills, break the monotony of studying, and fill in learning gaps by comparing notes and discussing with other students. Of course, if you do feel that you need extra help on topics for the test, the course allows you to reserve one-on-one time with your instructor. This personalized attention can be an effective way to help you address your core difficulties and ask questions without feeling too self-conscious.
If you are also a student or employee who already has a hectic daily schedule but still wants to start preparing for the CFA, then you'll be glad to know that the course is offered entirely online and you can study at the comfort of your home. You will join a virtual classroom where you'll see and hear your instructor and classmates as if you were in a regular class. No need to worry about commuting or being late for your review.
How can I enroll in a Charlotte CFA course?
There are over 150,000 professionals in the world who have the CFA credential. You can also join this elite group and it all starts in passing your CFA. Call Varsity Tutors now so you can sign up for our Charlotte CFA course.

Brad: Charlotte CFA course 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
- College Math
- Other
- Algebra 2
- +36 subjects

Andrew: Charlotte CFA course instructor
...and traveled the globe, including time spent in institutional money management at Citigroup and UBS in London, England as well as in entrepreneurial hedge fund management across America (CA, CT, AL). Along the path, I taught college-level finance classes to acclaim and CFA exam classes. I currently mentor several professionals and am tutoring one for...
Education & Certification
- The University of Alabama - Bachelor in Arts, Finance
- The University of Alabama - Master of Arts, Economics
Subject Expertise
- CFA
- Finance
- GMAT Analytical Writing Assessment
- GMAT
- +8 subjects

Ben: Charlotte CFA course instructor
...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 and Banking student). He is also a CFA charterholder.
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
- Financial Accounting
- High School Accounting
- Professional Certifications
- +9 subjects

Thomas: Charlotte CFA course instructor
...portfolios and as a research analyst. I am also a commercial instrument multiengine pilot. I'm looking forward to giving the help kids and young adults may need in Algebra in a stress free fun but productive environment. If there are any student pilots out there, I can help with you with your FAA written exams...
Education & Certification
- Boston University - Bachelor of Science, Business Administration and Management
Subject Expertise
- CFA
- Financial Accounting
- CFA - Chartered Financial Analyst - Level 1
- Professional Certifications
- +18 subjects

Joshuah: Charlotte CFA course instructor
...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 wait, get...
Education & Certification
- Excelsior College - Bachelor of Science, Biology, General
Subject Expertise
- CFA
- Series 86
- Series 7 - General Securities Representative Exam (Stockbroker)
- Series 63
- +10 subjects

Michael: Charlotte CFA course instructor
...passionate about macroeconomics, finance, investing, statistics and enjoy tutoring in those and other quantitative fields. I have been through the CFA and GMAT exam prep processes. Knowing how grueling they can be - I enjoy helping hard-working students reach their goals. My teaching philosophy involves breaking down challenging questions into easy solvable parts and I...
Education & Certification
- University of Southern California - Bachelor of Science, Finance
- The Wharton School UPENN - Masters in Business Administration, Finance
Subject Expertise
- CFA
- Professional Certifications
- CFA - Chartered Financial Analyst - Level 1
- GMAT Integrated Reasoning
- +30 subjects

Ben: Charlotte CFA course instructor
...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, FRM
Education & Certification
- University of Amsterdam - Bachelor of Economics, Economics
- University of Southern California - Masters in Business Administration, Economics
Subject Expertise
- CFA
- AP Macroeconomics
- CPA
- Series 3
- +33 subjects

Ryan: Charlotte CFA course instructor
...a Masters degree in Accounting from the Fischer School of Accounting at the University of Florida. (Go Gators!) Post graduation I obtained my CPA while working in Big 4 public accounting. Since then I've worked in back and middle office roles at some of the largest banking institutions in the world. I'm excited to bring...
Education & Certification
- Florida Gulf Coast University - Bachelor of Accountancy, Accounting
Subject Expertise
- CFA
- Finance
- Professional Certifications
- Accounting
- +12 subjects

Hiba: Charlotte CFA course instructor
...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 would love to pass on my knowledge to my students and...
Education & Certification
- GUST - Bachelor of Science, Finance
- Chartered Financial Analyst - Certificate, Finance
Subject Expertise
- CFA
- Business
- Statistics
- Computer Programming
- +12 subjects

Daniel: Charlotte CFA course instructor
Learn from a finance industry professional with nearly 2 decades of experience. Formally trained in Economics with an MBA in Finance. I am also a CFA Charterholder. My talent in explaining difficult concepts easy to understand!
Education & Certification
- Boston University - Bachelor in Arts, Economics
- FGV - Fundação Getulio Vargas - Masters in Business Administration, Finance
Subject Expertise
- CFA
- CFA - Chartered Financial Analyst - Level 2
- AP Macroeconomics
- Professional Certifications
- +10 subjects
Education & Certification
- University of Essex - Bachelor in Arts, Economics
Subject Expertise
- CFA
- Series 66
- SIE
- Technology and Coding
- +14 subjects

Douglas: Charlotte CFA course instructor
...have received the CFA or Chartered Financial Analyst designation. Most of my career has been in the investment industry and I have had jobs as an Investment Analyst and Portfolio Manager. I am a course supervisor for Criminon, where I grade self-help correspondence courses for prison inmates. None of my students know my last name...
Education & Certification
- University of Kansas - Bachelor of Science, Business Administration and Management
- University of Colorado-Denver - Master of Science, Finance
Subject Expertise
- CFA
- Social Studies
- GED
- Business Statistics
- +42 subjects

Timothy: Charlotte CFA course instructor
...valuation conclusions primarily related to equity and debt investments. Several years of experience performing valuation of pension liability amounts based on projected future cash flows. Excellent communication, presentation and interpersonal skills. Comfortable being a part of senior management with the ability to influence decision makers. Able to translate complicated technical information in a straightforward and...
Education & Certification
- Illinois State University - Bachelor of Science, Mathematical Statistics and Probability
Subject Expertise
- CFA
- Business
- Statistics
- Professional Certifications
- +15 subjects

James: Charlotte CFA course instructor
...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 calculations and enable students to apply the tools to real-life situations...
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
- CAIA
- Professional Certifications
- Series 79
- +20 subjects

John: Charlotte CFA course instructor
...Social Work. I believe in the potential for any student to achieve an A in every course and in every assignment. More so than a grade, my goal is to help students fall in love with the process of learning. Feedback from successful students has allowed me to recognize how effective the approaches toward tutoring...
Education & Certification
- Loyola University-Chicago - Bachelor in Arts, Communication, General
- Loyola University-Chicago - Master of Social Work, Social Work
Subject Expertise
- CFA
- CLEP English Literature
- CSAP/ TCAP
- Elementary School Reading
- +455 subjects

Richard: Charlotte CFA course 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
- Personal Finance
- AP Macroeconomics
- College Economics
- +31 subjects

Sundeep: Charlotte CFA course instructor
I have always been very enthusiastic about Mathematics, Physics, Chemistry and all the sciences. I believe understanding these subjects from the first principles is extremely important as this ensures that the concepts will never be forgotten. I hope to instill a similar love of these subjects in my students.
Education & Certification
- Indian Institute of Technology - Engineering in Computer Science, Electrical Engineering
- New York University - Masters in Business Administration, Finance
Subject Expertise
- CFA
- Algebra
- AP Calculus AB
- C#
- +105 subjects

Taiwo: Charlotte CFA course instructor
...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 and career endeavors. I am ready to connect with the brightest...
Education & Certification
- Covenant University - Bachelor of Science, Accounting and Finance
- Pace University-New York - Masters in Business Administration, Finance
Subject Expertise
- CFA
- Cost Accounting
- Business Analytics
- Business Writing
- +44 subjects

Frederic: Charlotte CFA course instructor
...a BA, MA and PhD 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...
Education & Certification
- University of Pennsylvania - Bachelor in Arts, Economics
- University of Pennsylvania - Doctor of Philosophy, Economics
Subject Expertise
- CFA
- CFA - Chartered Financial Analyst - Level 2
- CPA
- College Accounting
- +28 subjects

Cheryl: Charlotte CFA course instructor
...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 helping you...
Education & Certification
- Atlanta Metropolitan College - Associates, Mathematics
- American InterContinental University-Atlanta - Masters in Business Administration, Accounting and Finance
Subject Expertise
- CFA
- Managerial Accounting
- SAT
- ACT
- +42 subjects