Varsity Tutors can help you get connected with a private Milwaukee CFA tutor or online course as you work toward getting your license. If you plan to work with individuals and help them make investments, you'll need to pass the CFA, which includes three exams before you can earn your designation. The CFA covers topics that you likely learned in college, whether you attended schools like Concordia University - Wisconsin in Mequon, the University of Wisconsin - Milwaukee, or another nearby institution. You can choose between taking an online Milwaukee CFA prep course or seek help from a private tutor, in order to get a more comprehensive review than if you attempted to study on your own.
What concepts are covered during Milwaukee CFA prep?
The CFA, or Chartered Financial Analyst, exam is designed to ensure the certified individual understands advanced financial investment analysis and portfolio management skills. The test has three Levels, and upon passing the first Level, you'll have 18 months to complete all three. All Levels have two sessions, a morning and an afternoon, and the layout of the test varies slightly. Level 1 involves multiple choice questions, while Level 2 contains a mix of multiple-choice questions and vignettes. Finally, Level 3 has vignettes and essay questions.
During the Milwaukee CFA prep, you'll want to know ways to make the most of the test. Since there is no penalty for wrong answers on the multiple-choice questions, it's important to know how to use the process of elimination and review the questions. This allows you to make the most of the test even when you feel unsure of the answers. By working with your Milwaukee CFA prep instructor, you can learn the best ways to make use of how you spend your time on the test, so you aren't taking too long on any one area.
What are the benefits of the two different types of CFA prep?
There are two types of prep that Varsity Tutors can help you get set up with. You can choose from online classes or private instruction. Many students find one method more than the other appeals to them, but there's nothing stopping you from pursuing both. Either way, you'll have access to accurate information that's up-to-date from an instructor you can trust.
If you like to work and learn with others in a classroom, you might enjoy the online Milwaukee CFA prep class. You'll sign on to your computer and attend class virtually with the help of video chat and an online whiteboard that are accessible through the Live Learning Platform. Here, you can meet your instructor and classmates while having live, real-time interactions with them. This makes it possible to go over concepts such as Economics and Quantitative Methods while getting feedback right away if you have questions. If you ever have questions outside of the classroom, your instructor is available to schedule one-on-one help with so you can get a clear understanding of a topic before moving on to other material.
If you'd rather work with a private instructor, we can help you connect with a Milwaukee CFA tutor. By studying with an instructor on an individual basis, you can have them create a personalized study plan that fits your needs. Your instructor can assist you in identifying your weaknesses and working on those areas until you feel comfortable before exam day arrives. Your instructor can get an idea for how you learn best and use methods such as visual aids and lectures to help you ensure you're making the most of your study time in a way that makes sense to you. If there are areas you are confident in, such as Alternative Investments, you can skip them over and only focus on topics you believe you need extra work, such as Corporate Finance.
How can I get started with Milwaukee CFA preparation?
Whether you choose to work with a private instructor or get help from an online class, your prep will be led by an instructor who is qualified in both the content and the format of the CFA. Because both the classes and tutoring are online, it's easy to find the time and fit them into your schedule no matter how busy you are, since there's no commute involved. If you are curious about how professional Milwaukee CFA prep can help you, give Varsity Tutors a call. Our educational consultants can thoroughly explain the options and help you decide which method is best for your needs. Reach out to Varsity Tutors today, and find out how to get started.

Andrew: Milwaukee CFA test prep instructor
...path, I taught college-level finance classes to acclaim and CFA exam classes. I currently mentor several professionals and am tutoring one for the CFA Level 1 exam. I 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...
Education & Certification
- The University of Alabama - Bachelor in Arts, Finance
- The University of Alabama - Master of Arts, Economics
Subject Expertise
- CFA
- CPA
- Professional Certifications
- Business
- +8 subjects

Brad: Milwaukee 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
- High School Economics
- Other
- Test Prep
- +36 subjects

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

Ben: Milwaukee CFA test prep 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
- CPA
- Series 66
- Series 3
- +33 subjects
Education & Certification
- Florida State University - Bachelor of Science, Finance
- University of Miami - Master of Science, Finance
Subject Expertise
- CFA
- Series 7
- CPA
- College Algebra
- +30 subjects

Jason: Milwaukee CFA test prep instructor
...and my teaching style is conversational. I am a certified public accountant and chartered financial analyst. I enjoy teaching others about difficult subjects.I have an undergraduate degree in management and accounting and a masters in business with a concentration in accounting. I also have extensive knowledge and experience tutoring macro and micro economics.
Subject Expertise
- CFA
- Series 7
- CTP - Certified Treasury Professional
- CAIA Level I
- +35 subjects

Sung Ho: Milwaukee 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
- Algebra
- Korean
- Professional Certifications
- +29 subjects

Christopher: Milwaukee CFA test prep instructor
...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 to get...
Education & Certification
- Middle Tennessee State University - Bachelor of Science, Finance
Subject Expertise
- CFA
- Series 65
- CPA
- Mac Basic Computer Skills
- +138 subjects

Thomas: Milwaukee CFA test prep instructor
...Mathematics but quickly decided to dual-major in Mathematics and Economics in order to explore practical applications. While I continued my studies in liberal arts, slowly but surely I developed a passion for finance which guided me beginning my career at a multi-family office advising clients in portfolio management. While working in a number of roles...
Education & Certification
- Fordham University - Bachelor in Arts, Mathematics
Subject Expertise
- CFA
- Pre-Algebra
- Economics
- SAT Math
- +11 subjects

Daniel: Milwaukee 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

Ben: Milwaukee CFA test prep instructor
...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 is also...
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
- Math
- High School English
- +9 subjects

Ann: Milwaukee CFA test prep instructor
...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 Buffalo (SUNY), an...
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
- Public Speaking
- +59 subjects

Brandon: Milwaukee CFA test prep instructor
...ExxonMobil as an applications developer and project manager. During my time with ExxonMobil, I had the opportunity to work in multiple business segments and began leading international projects which led me to working on projects in Africa (Chad and Cameroon). I then received a graduate degree from The University of Texas McCombs School of Business,...
Education & Certification
- Texas Tech University - Bachelor in Business Administration, Information Technology
- The University of Texas at Austin - Masters in Business Administration, Business Administration and Management
Subject Expertise
- CFA
- Business Analytics
- Professional Certifications
- Personal Finance
- +7 subjects

Joe: Milwaukee CFA test prep instructor
...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 percentile scores, and I would like to share all of...
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

John: Milwaukee CFA test prep instructor
...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 learning to...
Education & Certification
- Loyola University-Chicago - Bachelor in Arts, Communication, General
- Loyola University-Chicago - Master of Social Work, Social Work
Subject Expertise
- CFA
- CSRM - Certified School Risk Manager
- CIC- Certified Insurance Counselor Exam
- Exam P - Probability
- +455 subjects

Thomas: Milwaukee CFA test prep instructor
...a degree in Finance and Operations Management. I am a retired CFA who spent 30 years in the investment industry managing equity 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...
Education & Certification
- Boston University - Bachelor of Science, Business Administration and Management
Subject Expertise
- CFA
- CPA
- FAA - Federal Aviation Administration examination
- College Algebra
- +19 subjects

Christopher: Milwaukee CFA test prep instructor
...style that meets your needs, help you define a program, and determine steps for your mastery. I'm easy to talk to, a good listener, and have a good sense of humor. I will try to make learning fun and rewarding for you. I have taught all ages across all demographics, from K-12 special education to...
Education & Certification
- Western Kentucky University - Bachelor of Science, Financial Mathematics
Subject Expertise
- CFA
- Exam IFM - Investment and Financial Markets
- Exam FM - Financial Mathematics
- Series 7
- +49 subjects

Jacob: Milwaukee CFA test prep instructor
...many interests. My bachelor's degree program included coursework in economics, political science, philosophy, history, sociology, theater arts, english, poetry and more. Needless to say, I graduated with a 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...
Education & Certification
- University of Iowa - Bachelor in Arts, Public Policy Analysis
- University of Iowa - Certificate, Writing, General
Subject Expertise
- CFA
- Finance
- ACT
- Writing
- +51 subjects

Nicholas: Milwaukee 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
- PMP
- CIMA
- Series 63
- +39 subjects

Hiba: Milwaukee CFA test prep instructor
...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 would love to pass on my...
Education & Certification
- GUST - Bachelor of Science, Finance
- Chartered Financial Analyst - Certificate, Finance
Subject Expertise
- CFA
- CPA
- Business
- Pre-Algebra
- +12 subjects