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
...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 well as...
Education & Certification
- The University of Alabama - Bachelor in Arts, Finance
- The University of Alabama - Master of Arts, Economics
Subject Expertise
- CFA
- CPA
- CFA - Chartered Financial Analyst - Level 1
- Professional Certifications
- +10 subjects

George: Milwaukee CFA test prep instructor
...great thrill to me when I see the expression change in students' faces when they have that "aha moment," realizing they just understood a concept that had eluded them. Most of my teaching experience has been at the college level, teaching and tutoring business classes in finance, financial accounting, marketing and economics. My first job out...
Education & Certification
- University of Illinois at Urbana-Champaign - Master's/Graduate, Finance
Subject Expertise
- CFA
- Exam IFM - Investment and Financial Markets
- Exam FM - Financial Mathematics
- ACT
- +30 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

Alexander: Milwaukee CFA test prep instructor
...Charter. I have spent the entirety of my 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,...
Education & Certification
- Stanford University - Bachelor of Science, Political Science and Government
- University of Oxford - Master of Arts, Business Administration and Management
Subject Expertise
- CFA
- Financial Accounting
- Professional Certifications
- Business
- +6 subjects
Christian: Milwaukee CFA test prep instructor
...yet adaptable, ensuring that students not only master the material but also develop a deeper understanding of key concepts and real-world applications. Having worked in financial analysis, investment research, and business strategy, I bring practical insights to my tutoring, helping students bridge the gap between theory and practice. Whether you're preparing for a challenging exam,...
Education & Certification
- Arizona State University - Bachelor in Business Administration, Business, General
Subject Expertise
- CFA
- College Economics
- Microeconomics
- Managerial Economics
- +13 subjects

Jason: Milwaukee CFA test prep instructor
...am an extrovert 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...
Education & Certification
- Samford University - Bachelor in Business Administration, Business Administration and Management
Subject Expertise
- CFA
- CPA
- Series 7
- NMLS - Nationwide Mortgage Licensing System
- +52 subjects

Asif Mahmood: Milwaukee CFA test prep instructor
I am a CFA Charter holder with 5+ years of experience working in different industries as a finance professional. I love to break down complex concepts into simple language and teach students in an easy-to-understand manner. I am also an MBA graduate with a GMAT score of 660 and an IELTS score of 8. I...
Education & Certification
- Jahangirnagar University - Bachelor in Business Administration, Finance
- University of Iowa - Masters in Business Administration, Investments and Securities
Subject Expertise
- CFA
- CPA
- Finance
- CFA - Chartered Financial Analyst - Level 2
- +34 subjects

Rajiv: Milwaukee CFA test prep instructor
...Financial Officer and Chies Executive Officer roles. My teaching and real-world experience gives me a unique perspective when it comes to helping a student learn. I have also lectured on Wall Street in the CFA program and created e-Learning platforms and course content across Economics, Statistics, Accounting and all areas of Finance. My focus is...
Education & Certification
- University of Pittsburgh-Pittsburgh Campus - Doctor of Philosophy, Finance
Subject Expertise
- CFA
- Microeconomics
- Finance
- Corporate Finance
- +15 subjects

Ann: Milwaukee CFA test prep instructor
...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, am a Chartered Financial Analyst (CFA) and have passed the CPA exam.
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
- SEE - Special Enrollment Exam
- Real Estate License
- CPA
- +63 subjects

Timothy: Milwaukee CFA test prep instructor
...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 projected future cash flows. Excellent communication, presentation and interpersonal skills. Comfortable being a part of...
Education & Certification
- Illinois State University - Bachelor of Science, Mathematical Statistics and Probability
Subject Expertise
- CFA
- Exam STAM - Short-Term Actuarial Mathematics
- Exam LTAM - Long-Term Actuarial Mathematics
- Exam IFM - Investment and Financial Markets
- +17 subjects

John: Milwaukee CFA test prep instructor
...lifetime. I believe in utilizing strategies of learning from my backgrounds in Communication Studies, Women's Studies Gender Studies, and 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...
Education & Certification
- Loyola University-Chicago - Bachelor in Arts, Communication, General
- Loyola University-Chicago - Master of Social Work, Social Work
Subject Expertise
- CFA
- AAI - Accredited Adviser in Insurance
- CPE - Certificate of Proficiency in English
- ACSM - American College of Sports Medicine
- +455 subjects

John: Milwaukee CFA test prep instructor
...their career goals, I am committed to providing personalized guidance and support every step of the way. Through a dynamic and interactive teaching approach, I strive to cultivate a stimulating learning environment where curiosity is nurtured, critical thinking is encouraged, and success becomes inevitable. I believe that education is not just about acquiring knowledge; it's...
Education & Certification
- Cornell University - Master of Science, Finance
- CFA Institute - Associate in Science, Finance
Subject Expertise
- CFA
- Series 53
- RESNA - Rehabilitation Engineering & Assistive Technology Society of North America
- NSAA - National Surgical Assistant Association
- +620 subjects

Ashish: Milwaukee CFA test prep instructor
I am an experienced professional and teacher. I have taught at the undergrad and post-grad level. My chief areas of study are finance, accounting, investments, statistics and economics. I have had my own investment management firm for a decade. I am a CFA charter holder. I promise to make your learning experience thorough and add...
Education & Certification
- University of California-Los Angeles - Bachelor in Arts, Economics
- Duke University - Masters in Business Administration, Business Administration and Management
Subject Expertise
- CFA
- Six Sigma
- Series 86
- Series 87
- +83 subjects

Richard: Milwaukee 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
- CFP
- Series 66
- CPA
- +31 subjects

Gordon: Milwaukee CFA test prep instructor
...am a Certified Financial Planner (CFP). I do enjoy tutoring investment management, corporate finance and financial planning. I believe finance is an art form that may not always have one answer. My style is one of calmness and patience with students. I may not always have the answer right away but will get it. I...
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
- CPA
- CIMA
- +58 subjects

James: Milwaukee CFA test prep instructor
As a CFA Level 3 candidate and an MBA with an emphasis 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...
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 65
- Series 7 - General Securities Representative Exam (Stockbroker)
- SIE
- +20 subjects

Patrick: Milwaukee CFA test prep instructor
...the 95th percentile. Throughout my academic and professional journey, I have come to appreciate the importance of effective test-taking strategies and academic support. I understand the pressures and challenges that students face when preparing for exams and striving for academic success. With my own experiences and achievements, I am confident in my ability to guide...
Education & Certification
- Harvard University - Bachelor, Neurobiology
- Yale University - Professional (JD, MD, DMD, etc), MBA
Subject Expertise
- CFA
- Graduate Test Prep
- Business
- Personal Finance
- +19 subjects

Evan: Milwaukee CFA test prep instructor
...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) where I performed complex financial analyses before subsequently working in Private Equity. Most recently, I served as a...
Education & Certification
- Northwestern University - Bachelor in Arts, Economics
Subject Expertise
- CFA
- Series 63
- Series 66
- FINRA - Financial Industry Regulatory Authority
- +27 subjects

PAUL: Milwaukee CFA test prep instructor
...on firms, building 3-statement financial models, analyzing treasury and derivative instruments, performing treasury accounting, analysing financial statements, and conducting long and short-term financial forecasting. From my background and formal training over many years, I have become an Microsolf Excel Power user and also a superior user of Power BI that is used for creating powerful...
Education & Certification
- Pace University-New York - Master of Science, Finance
Subject Expertise
- CFA
- Calculus 3
- Pre-Calculus
- Test Prep
- +29 subjects

Joe: Milwaukee CFA test prep instructor
...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 I have nailed the exam after fairly short period of preparation. I pass all of...
Education & Certification
- Capital University - Bachelor of Accountancy, Accounting
- Fordham University - Master of Science, Accounting
Subject Expertise
- CFA
- Exam FM - Financial Mathematics
- Insurance License
- CPA
- +33 subjects