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
...spent in institutional money management at Citigroup and UBS in London, England as well as in entrepreneurial hedge fund management across America (CA, CT, AL). Along the 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...
Education & Certification
- The University of Alabama - Bachelor in Arts, Finance
- The University of Alabama - Master of Arts, Economics
Subject Expertise
- CFA
- Professional Certifications
- GMAT Verbal
- CPA
- +7 subjects

Matthew: San Francisco CFA course 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
- Algebra
- High School Economics
- Microsoft Excel
- +41 subjects

Christopher: San Francisco CFA course instructor
...options, futures, forwards, swaps and other financial derivatives, which I studied both at Middle Tennessee State University and the London School of Economics. I gained valuable tutoring experience in university after being offered a position in the finance lab as a head tutor, and have since found that those skills have translated well to helping...
Education & Certification
- Middle Tennessee State University - Bachelor of Science, Finance
Subject Expertise
- CFA
- French
- Financial Accounting
- Study Skills and Organization
- +79 subjects

Michael: San Francisco CFA course instructor
...California. I am passionate about macroeconomics, finance, investing, statistics and enjoy tutoring in those and other quantitative fields. I have been through the CFA and GMAT exam prep processes. Knowing how grueling they can be - I enjoy helping hard-working students reach their goals. My teaching philosophy involves breaking down challenging questions into easy solvable...
Education & Certification
- University of Southern California - Bachelor of Science, Finance
- The Wharton School UPENN - Masters in Business Administration, Finance
Subject Expertise
- CFA
- Academic Coaching
- College Economics
- ACT Science
- +30 subjects

Timothy: San Francisco CFA course instructor
...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 senior management with the ability to influence decision makers. Able to translate complicated technical information in...
Education & Certification
- Illinois State University - Bachelor of Science, Mathematical Statistics and Probability
Subject Expertise
- CFA
- Calculus
- Exam P - Probability
- Business
- +15 subjects

Ben: San Francisco CFA course instructor
...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 a CFA...
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
- Business
- English
- High School Accounting
- +9 subjects

Ann: San Francisco CFA course instructor
...present material in a 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...
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
- Cost Accounting
- CFA - Chartered Financial Analyst - Level 1
- Other
- +43 subjects

Ben: San Francisco CFA course instructor
Experienced portfolio manager, 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,...
Education & Certification
- University of Amsterdam - Bachelor of Economics, Economics
- University of Southern California - Masters in Business Administration, Economics
Subject Expertise
- CFA
- A Level Economics
- Series 7 - General Securities Representative Exam (Stockbroker)
- CPA
- +33 subjects

James: San Francisco CFA course instructor
...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 to apply the tools...
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
- Finance
- Series 79
- Series 7
- +19 subjects
Education & Certification
- University College London - Master of Science, Accounting
Subject Expertise
- CFA
- CPA REG - CPA Regulation
- Economics
- Accounting
- +18 subjects