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.

Mark: Houston CFA test prep instructor
...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 THE QUESTIONS. Bilingual in SPANISH P.S....
Education & Certification
- University of Houston-Downtown - Associate in Science, Business Administration and Management
Subject Expertise
- CFA
- Series 10
- Series 86
- Insurance License
- +73 subjects

Damion: Houston CFA test prep instructor
...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 around general/common mathematics and business...
Education & Certification
- Saint Edward's University - Bachelors, Accounting
- The University of Texas at Austin - Master of Science, Accounting
Subject Expertise
- CFA
- CPA
- Series 7
- Insurance License
- +113 subjects

Joe: Houston CFA test prep instructor
...Finance-related questions. Also, 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...
Education & Certification
- Capital University - Bachelor of Accountancy, Accounting
- Fordham University - Master of Science, Accounting
Subject Expertise
- CFA
- Insurance License
- Exam FM - Financial Mathematics
- CPA
- +33 subjects

Andrew: Houston CFA test prep instructor
...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 the complex in easy-to-understand terms,...
Education & Certification
- The University of Alabama - Bachelor in Arts, Finance
- The University of Alabama - Master of Arts, Economics
Subject Expertise
- CFA
- CPA
- GMAT Quantitative
- CFA - Chartered Financial Analyst - Level 1
- +8 subjects

Cheryl: Houston CFA test prep instructor
...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 reach success!
Education & Certification
- Atlanta Metropolitan College - Associates, Mathematics
- American InterContinental University-Atlanta - Masters in Business Administration, Accounting and Finance
Subject Expertise
- CFA
- Middle School Math
- ACT Writing
- SSAT
- +42 subjects

Joshuah: Houston CFA test prep instructor
...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 help, pass...
Education & Certification
- Excelsior College - Bachelor of Science, Biology, General
Subject Expertise
- CFA
- Series 86
- Series 7 - General Securities Representative Exam (Stockbroker)
- Series 65
- +10 subjects

Evan: Houston CFA test prep instructor
...that be high school work, undergraduate/graduate level Finance, Economics, Math, or Accounting work, or CFA exam prep I graduated Summa Cum Laude (top 5% of my 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)...
Education & Certification
- Northwestern University - Bachelor in Arts, Economics
Subject Expertise
- CFA
- Series 7
- SIE
- Series 63
- +27 subjects

John: Houston CFA test prep instructor
...been for all learning types in various academic subjects. While my tutoring students gain much from their experiences from me, I equally gain so much insight and knowledge from the students I tutor. I have a passion for learning and my goal is to help every student I tutor to cultivate their own passions for...
Education & Certification
- Loyola University-Chicago - Bachelor in Arts, Communication, General
- Loyola University-Chicago - Master of Social Work, Social Work
Subject Expertise
- CFA
- CPA
- Exam PA - Predictive Analytics
- Bar Exam
- +455 subjects

Christopher: Houston CFA test prep instructor
...The aim for progression is to help students first grasp foundational concepts of finance, business and economics while later adding in more detail and computational abilities as the students progress. While I also tutor other subjects including Spanish and College English, I have found working with professionals seeking designations or motivated college business students looking...
Education & Certification
- Middle Tennessee State University - Bachelor of Science, Finance
Subject Expertise
- CFA
- CPA
- Series 65
- ACCUPLACER Sentence Skills
- +139 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
- Series 7
- CPA
- Other
- +32 subjects

Sung Ho: Houston CFA test prep instructor
I am passionate about teaching and mentoring. I have been teaching students from middle school to college and covered many different subjects including but not limted to pre-algebra, algebra, geometry, statistics, admision exams such as SAT and GRE, various languages such as Korean and Mandarin.
Education & Certification
- University of Michigan-Ann Arbor - Bachelor of Science, Electrical Engineering
Subject Expertise
- CFA
- Mandarin Chinese
- SAT Subject Test in Mathematics Level 2
- Linear Algebra
- +29 subjects

Daphne: Houston CFA test prep instructor
...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 is helped to make this connection, they almost never forget the subject...
Education & Certification
- Makerere University Kampala Uganda - Bachelor of Science, Actuarial Science
- Temple University - Master of Science, Financial Mathematics
Subject Expertise
- CFA
- CPA
- Statistics
- Calculus
- +2 subjects

Ben: Houston CFA test prep instructor
...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 and Banking student). He...
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
- High School Accounting
- Finance
- +9 subjects

James: Houston CFA test prep instructor
...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 calculations and enable students...
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 - General Securities Representative Exam (Stockbroker)
- CPA
- SIE
- +20 subjects

Ann: Houston CFA test prep instructor
...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 Buffalo (SUNY), an MBA from the...
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

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, Pune University - Bachelor of Science, Electrical Engineering Technology
- Rutgers University-New Brunswick - Master of Science, Accounting and Finance
Subject Expertise
- CFA
- PMP
- FRM
- CPA
- +46 subjects

Richard: Houston 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
- Series 66
- Series 7
- CFP
- +31 subjects

Timothy: Houston CFA test prep instructor
...for mathematical applications 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...
Education & Certification
- Illinois State University - Bachelor of Science, Mathematical Statistics and Probability
Subject Expertise
- CFA
- Exam LTAM - Long-Term Actuarial Mathematics
- Exam STAM - Short-Term Actuarial Mathematics
- Exam IFM - Investment and Financial Markets
- +15 subjects

Daniel: Houston CFA test prep 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
- Series 7
- Series 3
- Series 6
- +10 subjects

Frederic: Houston CFA test prep instructor
...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 situations.
Education & Certification
- University of Pennsylvania - Bachelor in Arts, Economics
- University of Pennsylvania - Doctor of Philosophy, Economics
Subject Expertise
- CFA
- CPA
- Statistics
- College Economics
- +28 subjects