If you have been working as a professional in the investment industry and are looking to make the move to become a chartered financial analyst, Varsity Tutors is here to offer multiple approaches to Houston CFA preparation that could help you head into exam day with the skills and confidence you need to succeed. Before attempting to earn your credential by taking the CFA exams, you must have a bachelor's degree, as well as four years of full-time experience as a professional in a job that involves making investment decisions. Once this requirement has been met, you are permitted to take the first of three Levels of the CFA exams, which are designed to ensure that you have a strong grasp of portfolio management skills and advanced investment analysis.
What types of subject and skills can Houston CFA prep cover?
There are a variety of topics covered by the three Levels of the CFA but 10 major subject areas that all of the questions fall into, including economics, quantitative methods, ethical and professional standards, and corporate finance. Our CFA review options can help you go over all of this material and anything else that may be useful when exam day rolls around. One of the best ways to supplement your formal education, whether it occurred locally at a school like the University of Houston or elsewhere around the country, is by taking part in additional instruction that will keep the relevant material fresh in your mind.
No matter which prep approach you choose to go with, an experienced instructor can also help you learn what to expect from each Level of the exam, as well as the format and rules surrounding its administration. Levels I, II, and III of the CFA are taken sequentially, and you must pass the previous Level before moving onto the next. The first two Levels are made up of multiple choice questions, while the third also contains essays responses. Our services can help you improve your confidence with all the different question types you will see on the CFA, and you can also learn tips and strategies that often prove useful if you encounter a particularly tricky or difficult question.
What are the benefits to the different styles of Houston CFA prep?
There are two main services offered by Varsity Tutors: online courses and private instruction which can also be carried out in a virtual setting. They each have distinct benefits that you have the ability to decide between. Some individuals even combine them for a multi-layered approach.
For those who want something familiar and enjoy working as part of a class, there is a Houston CFA prep course. Courses take place entirely online, so they can be accessed from wherever you have an internet connection. Students and the instructor can share various perspectives and take part in discussions to help them determine the best ways to prepare. When you participate in a course, you also have the opportunity to request a one-on-one meeting with your instructor.
If you would prefer a more personalized learning environment, you might want to work with a Houston CFA tutor instead. This can be done over our Live Learning Platform which allows you the use of video chat and a virtual whiteboard. Otherwise, you can work with your instructor to schedule face-to-face sessions. Either way, they have the ability to evaluate your skills and customize their lesson plans to make sure your study time is spent as efficiently as possible. With this approach, you can work at your personal pace and receive regular feedback.
How do I sign up to get started with my Houston CFA prep option?
Any career that you attempt to establish yourself in will have certain barriers of entry, and one of the major barriers as you attempt to become a chartered financial analyst is earning a passing grade on the three levels of the CFA exams. As you go through the process of preparing for something that can have this big of an impact on the rest of your life, you will want to do everything in your power to give yourself the best chance at success. This includes seeking out assistance if you so desire. If either of the approaches to Houston CFA prep that are offered by Varsity Tutors appeals to you as exam day nears, please contact us online or by phone to get the ball rolling. You can get answers to any questions you have from our educational consultants, who can also help you get signed up for the option of your choosing. Do not hesitate. Reach out today to get started.

Joe: Houston CFA test prep instructor
...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 percentile scores, and I would like to share all of the fundamental knowledge and practical testing skills you need to pass the exams.
Education & Certification
- Capital University - Bachelor of Accountancy, Accounting
- Fordham University - Master of Science, Accounting
Subject Expertise
- CFA
- Professional Certifications
- CLEP
- Accounting
- +33 subjects

Damion: Houston CFA test prep instructor
...the greatest gift you can give to a person, and I try my best to do that every day. I believe that my style of tutoring, which involves intense collaboration, is conducive to helping students succeed. My ability to prepare and explain subject matter is of utmost quality. Moreover, my penchant for connecting with students...
Education & Certification
- Saint Edward's University - Bachelors, Accounting
- The University of Texas at Austin - Master of Science, Accounting
Subject Expertise
- CFA
- ISEE- Middle Level
- STAAR EOC
- Geography
- +106 subjects

Andrew: Houston CFA test prep instructor
...University of Alabama where I received my Bachelor of Arts in Finance (summa cum laude) and Master of Arts in Economics. I also am Eagle Scout and hold the Chartered Financial Analyst designation. I have worked and traveled the globe, including time spent in institutional money management at Citigroup and UBS in London, England as...
Education & Certification
- The University of Alabama - Bachelor in Arts, Finance
- The University of Alabama - Master of Arts, Economics
Subject Expertise
- CFA
- GMAT
- GMAT Verbal
- Graduate Test Prep
- +7 subjects

Albert: Houston CFA test prep instructor
...UCLA and London Business School in England; My study concentration is Finance, Economics, and Investments. I own two undergraduate degrees: Bachelor of Arts in Journalism and Bachelor of Engineering in Digital Packaging Engineering, both from Wuhan University, Duke University's Chinese partner and a Top 10 university there. I wish my experience, knowledge, and expertise would...
Education & Certification
- Wuhan University - Bachelor in Arts, Broadcast Journalism
- University of California-Los Angeles - Masters in Business Administration, Finance
Subject Expertise
- CFA
- AP Chinese Language and Culture
- SAT Reading
- GMAT Analytical Writing Assessment
- +46 subjects

Tim: Houston CFA test prep instructor
I am a tutor with experience in Finance, Accounting and Economics. I am happy to help students learn and advance their professional and academic careers. Personally, I am married with three kids. I teach online in the subjects mentioned above. While working professionally in finance is my occupation, teaching is what I truly love.
Education & Certification
- Missouri State University-Springfield - Bachelor of Science, Finance
- Maryville University of Saint Louis - Masters in Business Administration, Business and Managerial Economics
Subject Expertise
- CFA
- Professional Certifications
- Management
- Accounting
- +32 subjects

John: Houston CFA test prep instructor
...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 mine have been for all learning types in various academic subjects. While my tutoring students...
Education & Certification
- Loyola University-Chicago - Bachelor in Arts, Communication, General
- Loyola University-Chicago - Master of Social Work, Social Work
Subject Expertise
- CFA
- Conversational Spanish
- AP Japanese Language and Culture
- CLEP English Literature
- +455 subjects

Bibhash: Houston CFA test prep instructor
...GMAT courses. With my practical experience and academic background, I am able to blend the two while explaining important concepts to students. I am also someone who teaches students tricks to do well in exams. If young students want to become class toppers, I can teach them tricks and tips to make marked improvements in...
Education & Certification
- Pune University - Bachelor in Arts, Ecommerce
- SDA Bocconi School of Management - Masters in Business Administration, Finance
Subject Expertise
- CFA
- Microeconomics
- Business
- AP Statistics
- +33 subjects

Ben: Houston CFA test prep instructor
...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, FRM
Education & Certification
- University of Amsterdam - Bachelor of Economics, Economics
- University of Southern California - Masters in Business Administration, Economics
Subject Expertise
- CFA
- CPA
- Series 7 - General Securities Representative Exam (Stockbroker)
- Series 5 - Interest Rate Options Exams
- +33 subjects

Cheryl: Houston CFA test prep instructor
...a College Readiness Instructor for a university, as well as an Adjunct Professor. I have experience teaching in person and online. I believe in helping students get from point A to point B and making sure that they understand their subject areas of focus. I am a hands on coaching through encouragement type of tutor....
Education & Certification
- Atlanta Metropolitan College - Associates, Mathematics
- American InterContinental University-Atlanta - Masters in Business Administration, Accounting and Finance
Subject Expertise
- CFA
- SSAT
- Trigonometry
- ACT Math
- +42 subjects
Education & Certification
- University College London - Master of Science, Accounting
Subject Expertise
- CFA
- CPA
- College Accounting
- Accounting
- +18 subjects

Sreenish: Houston 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 - Bachelor of Science, Electrical Engineering Technology
- Rutgers University-New Brunswick - Master of Science, Accounting and Finance
Subject Expertise
- CFA
- Information Technology
- High School Business
- CPA REG - CPA Regulation
- +46 subjects

Daphne: Houston CFA test prep instructor
...a CFA charter-holder and a graduate from a top Business School in the US. I have years of experience tutoring peers in finance related courses including corporate finance, behavioral finance, derivative instruments and alternative investment assets. I believe in connecting classroom or theoretical finance concepts and real world applications. In my experience once a student...
Education & Certification
- Makerere University Kampala Uganda - Bachelor of Science, Actuarial Science
- Temple University - Master of Science, Financial Mathematics
Subject Expertise
- CFA
- CPA
- Calculus
- Professional Certifications
- +2 subjects

Nicholas: Houston CFA test prep instructor
Have been tutoring on and off in a variety of subject areas since the 7th grade. My areas of specialty are in the science and in money-related topics such as securities, insurance, economics, finance, and accounting.
Education & Certification
- SIUCarbondale - Bachelor of Science, Management Science
- Walden University - Doctor of Philosophy, Finance
Subject Expertise
- CFA
- Finance
- Business
- PMP
- +39 subjects

Matthew: Houston CFA test prep instructor
...an experienced professional having spent over 15 years in progressive finance leadership roles at publicly listed companies spanning the semiconductor, apparel, and industrial technology sectors. I hold a BS in Finance and I am a Chartered Financial Analyst (CFA) charterholder and a Certified Financial Risk Manager (FRM). Professionally, I am passionate about financial markets, financial...
Education & Certification
- Portland State University - Bachelor of Science, Finance
Subject Expertise
- CFA
- College Accounting
- Professional Certifications
- Microsoft Excel
- +9 subjects

Ann: Houston CFA test prep instructor
...to present material in a way 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...
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
- Business Statistics
- High School Business
- CLEP
- +43 subjects

Michael: Houston CFA test prep instructor
...graduate of the Wharton School where I received an MBA and Johns Hopkins School of Advanced International Studies where I received a Master's in International Economics and International Political Economy. I received a B.S. in Business Administration-Finance from the University of Southern California. I am passionate about macroeconomics, finance, investing, statistics and enjoy tutoring in...
Education & Certification
- University of Southern California - Bachelor of Science, Finance
- The Wharton School UPENN - Masters in Business Administration, Finance
Subject Expertise
- CFA
- ACT Math
- College Economics
- GMAT Quantitative
- +30 subjects

Hiba: Houston CFA test prep instructor
...my Bachelors in Science with focus on Finance and then went on to pursue CFA (Chartered Financial Analyst) certification. While in university I was the teaching assistant for my Finance professors and helped my fellow students understand concepts that were not clear. I have also helped my fellow CFA candidates with concepts and practice questions...
Education & Certification
- GUST - Bachelor of Science, Finance
- Chartered Financial Analyst - Certificate, Finance
Subject Expertise
- CFA
- Business
- Cryptogrophy
- Elementary School Math
- +12 subjects

Douglas: Houston CFA test prep instructor
...University of Kansas and the University of Colorado/Denver. I received my Bachelor of Science in Business Administration with a Minor in Computer Science. I have also received a Master of Science in Finance. In addition, I have received the CFA or Chartered Financial Analyst designation. Most of my career has been in the investment industry...
Education & Certification
- University of Kansas - Bachelor of Science, Business Administration and Management
- University of Colorado-Denver - Master of Science, Finance
Subject Expertise
- CFA
- Personal Finance
- Algebra 2
- College Economics
- +42 subjects
Education & Certification
- Providence College - Bachelor in Arts, Finance
Subject Expertise
- CFA
- Microeconomics
- College Accounting
- Calculus 3
- +30 subjects

Jonathan: Houston CFA test prep instructor
...a CPA and CFA III candidate. Looking to tutor students and professionals in finance and accounting. I know how challenging business topics and professional exams can be at first, based on my own personal experience. I am hoping to be a mentor and guide those who are looking to follow in a similar path and...
Education & Certification
- Tulane University of Louisiana - Bachelor of Science, Accounting and Finance
- Tulane University of Louisiana - Master of Science, Accounting
Subject Expertise
- CFA
- English Grammar and Syntax
- Social Sciences
- Java
- +44 subjects