If you've been worried about your upcoming CFA exam, Varsity Tutors can help you enroll in a San Francisco-Bay Area CFA course that can help you to maximize your preparation efforts with confidence. The Chartered Financial Analyst (CFA) is a series of three exams that must be taken sequentially. To sit for this test, you must have four years of experience in the industry as well as a bachelor's degree.
All levels are offered in June, and the CFA Level 1 Exam is also offered each December. You will receive a pass or did not pass notification. Once you receive a pass notification, you are free to register for the next exam. Since the exams are given infrequently and sequentially, it's crucial to prepare for each one thoroughly. Failing to do so can mean you won't have another opportunity to pass a specific level for another year, which also delays your certification. Continue reading to learn more about what is covered on the various levels of the CFA exams and how Varsity Tutors can help you prepare for your upcoming test with less stress.
What can a San Francisco-Bay Area CFA course cover?
A San Francisco-Bay Area CFA course can cover any of the topics on the CFA exams. The questions and format vary from one level to the next, and the curriculum is updated with each exam cycle. However, all three levels of the CFA are centered around the same topic areas, which include ethical and professional standards, economics, corporate finance, equity investments, derivatives, quantitative methods, financial reporting and analysis, portfolio management, fixed income, and alternative investments.
Depending on the level you'll be sitting for, you could have a testing format that is focused on multiple choice, or you may need to provide short answer or essay-style responses. A course can not only help you prepare for the subject area content, but it can also help you become more familiar with the testing format. If your test includes a writing requirement, you may also need to practice your timed writing techniques.
What are some of the advantages of taking a San Francisco-Bay Area CFA class?
A San Francisco-Bay Area CFA class can provide you with a systematic approach to preparing for your exam and may make it easier to regularly integrate your studies into your life.
One advantage of taking a CFA class is that it is an online learning experience. This reduces your overall time commitment to preparing for your test by removing the commute time to and from a physical classroom. To log in to your classroom, you just need to have a digital device and a reliable internet connection. Once there, you'll be able to see and hear your teacher just as if they were sitting across the table from you.
Another key advantage of taking a class is the supportive group environment of other professionals who are on a similar professional journey. When working towards a prestigious career certification, many students report feeling isolated in their daily life because no one else is going through the same experience. In your class, you'll be surrounded by people who understand the dedication and pressure you may be feeling. Plus, working with peers can help learners to understand the material better.
If you have questions during your class, you can ask for assistance. If you feel like it is something that is beyond the scope of what a teacher can address with the rest of the class, you can also request individual time with an instructor outside of your group session.
Finally, when you include a professionally developed class into your preparation strategy, you can save both time and money, and for many people, time is the more valuable of the two commodities. Taking a class means you won't have to spend hours looking for the right preparation resources on your own. You'll have access to high-quality instruction with none of the research.
How can I get started with a San Francisco-Bay Area CFA prep course?
The experts at Varsity Tutors make enrolling in a San Francisco-Bay Area CFA course easy. You earned your degree and have spent years working in the industry to earn the right to take these exams. These are not tests that you can take whenever you feel like it since testing dates are so limited, so it's important that you pull out all of the stops to do your best. If you're ready to prioritize your test prep so you can work towards taking your career to the next level, a San Francisco-Bay Area CFA class is a great option. Contact Varsity Tutors today to learn more or enroll.

Andrew: San Francisco CFA course instructor
...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, and seek feedback. In my other time, I engage in reading (mostly sci-fi), writing/speaking (articles/books) and arithmetic (manage hedge fund strategy). I am also an officer in...
Education & Certification
- The University of Alabama - Bachelor in Arts, Finance
- The University of Alabama - Master of Arts, Economics
Subject Expertise
- CFA
- CPA
- GMAT Quantitative
- GMAT Integrated Reasoning
- +8 subjects

James: San Francisco CFA course instructor
...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 aim to give life to the dynamics...
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 79
- CAIA
- Series 65
- +20 subjects

Ryan: San Francisco CFA course instructor
...Business, and Finance for as long as I can remember. I love sharing this passion with those looking for help and support along their academic and professional journey. I have a Bachelors degree in Accounting from Florida Gulf Coast University in sunny Florida and a Masters degree in Accounting from the Fischer School of Accounting...
Education & Certification
- Florida Gulf Coast University - Bachelor of Accountancy, Accounting
Subject Expertise
- CFA
- Series 7 - General Securities Representative Exam (Stockbroker)
- CPA
- Finance
- +12 subjects

Frederic: San Francisco CFA course 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
- Economics
- +28 subjects

Joe: San Francisco CFA course instructor
...am enthusiastic about helping students with the 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....
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

Brad: San Francisco CFA course 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
- Professional Certifications
- College Math
- AP Macroeconomics
- +36 subjects

John: San Francisco CFA course instructor
I am a professional tutor who is passionate about empowering students through the process of learning. I believe in instilling students with problem solving skills to enhance their educational endeavors for a lifetime. I believe in utilizing strategies of learning from my backgrounds in Communication...
Education & Certification
- Loyola University-Chicago - Bachelor in Arts, Communication, General
- Loyola University-Chicago - Master of Social Work, Social Work
Subject Expertise
- CFA
- ABIM Exam - American Board of Internal Medicine
- CRM - Certified Risk Manager
- API - Associate in Personal Insurance
- +455 subjects

Evan: San Francisco CFA course instructor
...assisting you with your coursework - whether 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...
Education & Certification
- Northwestern University - Bachelor in Arts, Economics
Subject Expertise
- CFA
- Series 24
- Series 63
- Series 7
- +27 subjects

Jason: San Francisco CFA course 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 - General Securities Representative Exam (Stockbroker)
- CTP - Certified Treasury Professional
- CPA
- +35 subjects
Education & Certification
- Florida State University - Bachelor of Science, Finance
- University of Miami - Master of Science, Finance
Subject Expertise
- CFA
- Series 7
- CPA
- Economics
- +30 subjects

Ann: San Francisco CFA course instructor
...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 in Accounting from the University...
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
- Marketing
- +59 subjects

Richard: San Francisco CFA course 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 63
- CFP
- Series 66
- +31 subjects

Taiwo: San Francisco CFA course instructor
...help you identify & classify data, clean/wrangle, predict and interpret data using Matplotlib and/or Pandas visualizations. That's not all, I have a sound knowledge base in GMAT and GRE curriculum, including Analytical Writing Assessment, Quantitative and Verbal Reasoning. I will work with you to crush those quantitative questions, verbal questions and the AWA. Let's go...
Education & Certification
- Covenant University - Bachelor of Science, Accounting and Finance
- Pace University-New York - Masters in Business Administration, Finance
Subject Expertise
- CFA
- Real Estate License - Arizona
- Real Estate License - Washington
- Real Estate License - Virginia
- +44 subjects

Christopher: San Francisco CFA course instructor
...process driven tutor. I have had extensive experience with the CFA level 1 and 2. The CFA is a professional exam for the gold standard in investment management and analysis. My degree is in financial calculus (management), economics, and entrepreneurship. Professionally I'm a equity trader, software business to business account executive (sales), and small business...
Education & Certification
- Western Kentucky University - Bachelor of Science, Financial Mathematics
Subject Expertise
- CFA
- Exam FM - Financial Mathematics
- Series 66
- Series 7
- +49 subjects

Daniel: San Francisco CFA course 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 6
- Series 7
- Series 3
- +10 subjects

Baluki: San Francisco CFA course instructor
...those days helped me learn how to adapt to my students' learning methods and adjust my teaching style from one student to the next. I love to start off a tutoring session by hearing out the student and what their background is. This helps me gauge how much scope we have to cover to have...
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
- Accounting
- Financial Accounting
- International Business
- +20 subjects

Gordon: San Francisco CFA course instructor
...level III CFA exam many times. I also 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...
Education & Certification
- University of Kansas - Bachelor of Science, Business Administration and Management
- Rockhurst University - Masters in Business Administration, Finance
Subject Expertise
- CFA
- Real Estate License - New York
- CPA
- CIA - Certified Internal Auditor
- +54 subjects

Christopher: San Francisco CFA course instructor
...understand it well enough. -Albert Einstein After completing 4 years of work experience as a business valuation analyst and level 3 of the CFA program, I have taken some time to travel (before Covid) and begin teaching online. My expertise is in options, futures, forwards, swaps and other financial derivatives, which I studied both at...
Education & Certification
- Middle Tennessee State University - Bachelor of Science, Finance
Subject Expertise
- CFA
- CPA
- Series 65
- AWS Certified Developer
- +139 subjects
Education & Certification
- Providence College - Bachelor in Arts, Finance
Subject Expertise
- CFA
- Accounting
- Discrete Math
- Managerial Accounting
- +30 subjects

Brendan Daniel : San Francisco CFA course instructor
...graduated with a degree in Psychology and a minor in Economics. Since graduation, I worked in asset management as a portfolio manager while pursuing my CFA, and recently founded my own firm. Currently, I am a level 3 CFA candidate and portfolio manager for my digital asset hedge fund. I focus on the fund's DeFi...
Subject Expertise
- CFA
- Series 10
- Series 7
- Series 3
- +61 subjects