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.

Mercy: Houston CFA test prep instructor
...and achieve academic success. With a strong background in subjects like Math, Science, and English, I specialize in breaking down complex concepts into simple, relatable explanations. My tutoring approach is tailored to each student's unique learning style, ensuring they gain both confidence and mastery in their studies. Beyond academics, I strive to create a supportive...
Education & Certification
- Texas Southern University - Master of Science, Computer Science
- The Texas A&M University System Office - Bachelor of Engineering, Mechanical Engineering
- Washington & Lee University - Bachelor of Engineering, Electrical Engineering
- State Certified Teacher
Subject Expertise
- CFA
- Series 15 - Foreign Currency Options Exam
- Series 30
- ARDMS - Registered Vascular Technologist (RVT)
- +1409 subjects

Joe: Houston CFA test prep instructor
...I have passed all sections of CPA exams, and I am confident in solving accounting related problems. Quickbooks is the concentration of my professional 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...
Education & Certification
- Capital University - Bachelor of Accountancy, Accounting
- Fordham University - Master of Science, Accounting
Subject Expertise
- CFA
- Exam FM - Financial Mathematics
- CPA
- Insurance License
- +33 subjects

Mercy: Houston CFA test prep instructor
...with clarity and confidence. My experience includes working with students at various levels, guiding them through complex topics, exam preparation, and skill development. I focus on fostering critical thinking, problem-solving abilities, and a genuine appreciation for learning. By creating a supportive and interactive environment, I empower students to reach their full potential and achieve their...
Education & Certification
- Illinois State University - Bachelor of Science, Computer Science
- State Certified Teacher
Subject Expertise
- CFA
- Series 55
- AANP - American Association of Nurse Practitioners
- CGEIT - Certified in the Governance of Enterprise IT
- +1407 subjects

Damion: Houston CFA test prep instructor
...ability to prepare and explain subject matter is of utmost quality. Moreover, my penchant for connecting with students on a personal level makes the tutoring experience enjoyable for everyone. I currently hold a Master's Degree in Accounting from the University of Texas and a Bachelor's Degree in Accounting from St. Edward's University. My work centers...
Education & Certification
- Saint Edward's University - Bachelors, Accounting
- The University of Texas at Austin - Master of Science, Accounting
Subject Expertise
- CFA
- Series 7
- Insurance License
- CPA
- +114 subjects

Vikram: Houston CFA test prep instructor
...MBA (Fin) and CFA qualifications. Teaching is my hobby and I taught nearly 60 CFA level 1 students. I have 18 years of professional experience as an investment professional. Completed FINRA Exams, Series 7 and Series 66. Making difficult concepts easy to understand with examples from day-to-day life is a gift to me.
Education & Certification
- ICFAI - Master's/Graduate, Investment
- CFA Institute - Professional (JD, MD, DMD, etc), Investment
- London Business School - Master of Arts, Finance
Subject Expertise
- CFA
- Exam IFM - Investment and Financial Markets
- Series 66
- Exam FM - Financial Mathematics
- +29 subjects

Mark: Houston CFA test prep instructor
...the Real Estate Broker test TEST TAKING SKILLS are a vital part of passing any test I will demonstrate how. PRACTICE QUESTIONS - The more the better. As you are taking the test... I will show you how to build a POSITIVE ATTITUDE. The key is: HOW TO READ THE QUESTIONS and HOW TO STUDY FROM...
Education & Certification
- University of Houston-Downtown - Associate in Science, Business Administration and Management
Subject Expertise
- CFA
- Series 57
- NMLS - Nationwide Mortgage Licensing System
- SIE
- +73 subjects

Andrew: Houston CFA test prep instructor
...am also an expert in all aspects of the GMAT. I enjoy teaching the most when I see the light of understanding turn on in the student and not just academically but with real-world applicability whenever possible (especially regarding investing). I listen to the student's needs within the context of the exam in question, explain...
Education & Certification
- The University of Alabama - Bachelor in Arts, Finance
- The University of Alabama - Master of Arts, Economics
Subject Expertise
- CFA
- CPA
- High School Accounting
- Professional Certifications
- +10 subjects

Baluki: Houston CFA test prep instructor
...at the University of Akron I was president of the Fulbright Student Association. I also served as secretary of the Cross-Cultural Student Association. I love working with people from different parts of the world. I tutored students privately during my time in graduate school. My focus is on Corporate Finance. Some of my favourite subjects...
Education & Certification
- University of Pennsylvania - Bachelor in Business Administration, Business Administration and Management
- University of Akron Main Campus - Masters in Business Administration, Finance
Subject Expertise
- CFA
- Other
- IB Economics
- High School Accounting
- +20 subjects

Cheryl: Houston CFA test prep instructor
...they 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...
Education & Certification
- Atlanta Metropolitan College - Associates, Mathematics
- American InterContinental University-Atlanta - Masters in Business Administration, Accounting and Finance
Subject Expertise
- CFA
- Languages
- Pre-Calculus
- GED
- +42 subjects

Jacob: Houston CFA test prep instructor
...hodgepodge of degrees and certifications! All the while, I instructed students K-12 in acting, voice, and math. When I studied French in France, I had the opportunity to begin tutoring English. After graduation, I received my TEFL certification, and taught English in South Korea. This experience solidified my teaching philosophy. My Korean students provided a...
Education & Certification
- University of Iowa - Bachelor in Arts, Public Policy Analysis
- University of Iowa - Certificate, Writing, General
Subject Expertise
- CFA
- Phonics
- English
- ACT
- +51 subjects

Ramesh: Houston CFA test prep instructor
...can help students build self-esteem and believe in themselves. I am CPA(USA), CIA(USA) and CFA (Level 1 and 2 passed). Beside that I have approx. 14 years of audit and assurance multi-cultural experience across Big 4 firms like PwC and Deloitte at Dubai, London, Karachi and New York. I am specialized in teaching CPA (certified...
Education & Certification
- california board of Accountancy - Master of Science, Accounting
Subject Expertise
- CFA
- CIA - Certified Internal Auditor
- CPA
- Corporate Finance
- +18 subjects

Frederic: Houston CFA test prep instructor
...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 applying concepts to real...
Education & Certification
- University of Pennsylvania - Bachelor in Arts, Economics
- University of Pennsylvania - Doctor of Philosophy, Economics
Subject Expertise
- CFA
- CPA
- Finance
- CFA - Chartered Financial Analyst - Level 2
- +28 subjects

Tanvi: Houston CFA test prep instructor
...me to develop the strategies and skill set needed to effectively tutor the students. I possess a Master of Business Administration degree and have also completed Specialized Corporate finance courses from UC Berkeley. I have taught Finance specialization courses at the college level to MBA students and to corporate professionals for a specialized part-time MBA...
Education & Certification
- Gujarat Technological University - Master of Science, Finance
- University of California, Berkeley - Professional (JD, MD, DMD, etc), Finance
Subject Expertise
- CFA
- Exam IFM - Investment and Financial Markets
- UK A Level Business
- Personal Finance
- +9 subjects

George: Houston CFA test prep instructor
...student develops an intuitive understanding of the subject matter, rather than just trying to commit formulas, etc. to short term memory. My undergraduate degree was in Criminal Justice Sciences (which lead me to teaching at Cook County Jail). I have an MBA from the University of Illinois at Urbana Champaign, with a finance concentration. I'm...
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
- English
- +30 subjects

Ann: Houston CFA test prep instructor
...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 Buffalo (SUNY), an MBA from the University of Minnesota,...
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
- SEE - Special Enrollment Exam
- Real Estate License
- +63 subjects

Matthew: Houston CFA test prep instructor
I'm a financial professional working in private equity and have strong math, financial, accounting, economics, and science background. My undergrad was in engineering so I am well-versed in a wide variety of topics and look forward to helping you!
Education & Certification
- Texas A M University-College Station - Bachelor of Science, Mechanical Engineering
- The University of Texas at Austin - Masters in Business Administration, Business Administration and Management
Subject Expertise
- CFA
- Microsoft Excel
- AP Statistics
- Microsoft Office
- +41 subjects

Gordon: Houston CFA test prep instructor
...investment management and financial planning industry for 25 years. I currently work for a Registered Investment Advisory (RIA) firm that handles complex client relationships. I have also been a n adjunct university finance professor for 9 years that taught master's and undergraduate finance classes. I received my MBA from Rockhurst University in Kansas City, MO....
Education & Certification
- University of Kansas - Bachelor of Science, Business Administration and Management
- Rockhurst University - Masters in Business Administration, Finance
Subject Expertise
- CFA
- CIA - Certified Internal Auditor
- Real Estate License - New York
- CFP
- +58 subjects

Alexander: Houston CFA test prep instructor
...professional 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...
Education & Certification
- Stanford University - Bachelor of Science, Political Science and Government
- University of Oxford - Master of Arts, Business Administration and Management
Subject Expertise
- CFA
- CFA - Chartered Financial Analyst - Level 1
- Professional Certifications
- Macroeconomics
- +6 subjects

Timothy: Houston CFA test prep instructor
...to financial and economic analyses. Comes with a proven successful history of rising in duties and responsibilities throughout career. Have worked within investment and actuarial consulting firms. Able to analyze market data to support valuation conclusions primarily related to equity and debt investments. Several years of experience performing valuation of pension liability amounts based on...
Education & Certification
- Illinois State University - Bachelor of Science, Mathematical Statistics and Probability
Subject Expertise
- CFA
- Exam STAM - Short-Term Actuarial Mathematics
- Exam P - Probability
- Exam IFM - Investment and Financial Markets
- +17 subjects

Audrey: Houston CFA test prep instructor
...final year class of students in Auditing using a case study approach. I also taught a second year Hospital Accounting class that emphasized cost accounting. All of my students graduated and have successful careers. I also have more than 20 years experience in the auditing, government, public finance and project management, fixed income (bonds), mutual...
Education & Certification
- University of Ghana - Bachelor of Science, Accounting
- University of Southern California - Masters in Business Administration, Accounting and Finance
Subject Expertise
- CFA
- Series 65
- Insurance License
- Series 7
- +26 subjects