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
...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 and not just academically but with real-world applicability whenever possible (especially regarding investing). I listen to the student's needs within...
Education & Certification
- The University of Alabama - Bachelor in Arts, Finance
- The University of Alabama - Master of Arts, Economics
Subject Expertise
- CFA
- CPA
- GMAT Integrated Reasoning
- Business
- +10 subjects

Sreenish: San Francisco CFA course 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

Ann: San Francisco CFA course 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
- CPA
- SEE - Special Enrollment Exam
- Real Estate License
- +63 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 7
- Series 3
- Series 6
- +10 subjects

Frederic: San Francisco CFA course instructor
I graduated with a BA, MA and 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...
Education & Certification
- University of Pennsylvania - Bachelor in Arts, Economics
- University of Pennsylvania - Doctor of Philosophy, Economics
Subject Expertise
- CFA
- CPA
- Statistics
- Intermediate Accounting
- +28 subjects

Tim: San Francisco CFA course 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
- College Business
- +32 subjects

Paul J : San Francisco CFA course instructor
...years of seasoned option trading involvement across diverse sectors. - Proven track record in investment banking and commodity exchange settings. - Insightful CFA exam grader with deep understanding of exam requirements. - Successful stint in hedge fund environment, enhancing market insight. - Former Head of Trading Risk at major clearing house, overseeing significant operations. -...
Education & Certification
- Pace University-New York - Masters in Business Administration, Business, General
Subject Expertise
- CFA
- Series 3
- Series 32
- Series 7
- +58 subjects

Vikram: San Francisco CFA course instructor
I am a seasoned Investment Professional holding MBA (Fin) and CFA qualifications. Teaching is my hobby and I taught nearly 60 CFA level 1 students. I have 18 years of professional experience as an investment professional. Completed FINRA Exams, Series 7 and Series 66. Making difficult concepts easy to understand with examples from day-to-day life...
Education & Certification
- ICFAI - Master's/Graduate, Investment
- CFA Institute - Professional (JD, MD, DMD, etc), Investment
- London Business School - Master of Arts, Finance
Subject Expertise
- CFA
- Exam FM - Financial Mathematics
- Exam IFM - Investment and Financial Markets
- Series 63
- +29 subjects

Rajiv: San Francisco CFA course 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
- Business
- Professional Certifications
- Financial Accounting
- +16 subjects

Taiwo: San Francisco CFA course instructor
...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 and achieve outstanding success. Why do I love Tutoring? Tutoring helps me to inculcate confidence, diligence and competence in students and professionals, in their quest...
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 - Virginia
- Real Estate License - Washington
- +44 subjects

Sung Ho: San Francisco CFA course 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
- Pre-Calculus
- GMAT
- SAT Subject Test in Mathematics Level 2
- +29 subjects

John: San Francisco CFA course 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
- AANP - American Association of Nurse Practitioners
- ABCOP - American Board for Certification in Orthotics, Prosthetics, and Pedorthics
- FRM
- +620 subjects

Evan: San Francisco CFA course 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 7
- Series 24
- +27 subjects

Christopher: San Francisco CFA course instructor
...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 owner (music and art). I will work with you to find a study style that meets your needs, help you define a program, and determine...
Education & Certification
- Western Kentucky University - Bachelor of Science, Financial Mathematics
Subject Expertise
- CFA
- Series 7
- Exam IFM - Investment and Financial Markets
- Series 7 - General Securities Representative Exam (Stockbroker)
- +51 subjects

Ryan: San Francisco CFA course instructor
...financial institutions, I bring a practical, hands-on approach to CFA and Series 7 tutoring. My teaching is rooted in my own academic success, having graduated Magna Cum Laude with a BBA in Corporate Finance & Alternative Investments from University of Massachusetts-Amherst. I'm passionate about helping students not only succeed but feel confident and excited about...
Education & Certification
- University of Massachusetts Amherst - Bachelor of Science, Finance
Subject Expertise
- CFA
- SIE
- Series 7
- Series 3
- +6 subjects

Asif Mahmood: San Francisco CFA course 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
- Python
- Microsoft Excel
- +34 subjects

Joe: San Francisco CFA course 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
- Insurance License
- CPA
- Exam FM - Financial Mathematics
- +33 subjects

George: San Francisco CFA course instructor
...to life, using real-world examples and applications so the student develops an intuitive understanding of the subject matter, rather than just trying to commit formulas, etc. to short term memory. My undergraduate degree was in Criminal Justice Sciences (which lead me to teaching at Cook County Jail). I have an MBA from the University of...
Education & Certification
- University of Illinois at Urbana-Champaign - Master's/Graduate, Finance
Subject Expertise
- CFA
- Exam FM - Financial Mathematics
- Exam IFM - Investment and Financial Markets
- Economics
- +30 subjects

Ashish: San Francisco CFA course 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
- Series 86
- Series 87
- CPA
- +83 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
- Series 28
- Exam IFM - Investment and Financial Markets
- FRM
- +39 subjects