Varsity Tutors can set you up with an online class or private tutoring to aid your San Francisco-Bay Area CFA preparation. If you're seeking your Chartered Financial Analyst, or CFA, credential, expert-led test prep is available so you can demonstrate your proficiency in key areas. You've worked hard to earn your finance degree at the University of San Francisco or the University of California - Berkeley. However, obtaining your certification requires you to pass a series of three exams - CFA Level I, Level II, and Level III. Regardless of which level you are taking, professional guidance is available to help you review the content on each test and learn invaluable study and test-taking strategies.
What Topics Can San Francisco-Bay Area CFA Prep Help Me With?
To take the next exam in sequence, you must pass the one before it. The results of your performance are "pass" or "did not pass." An instructor can help you reach for your goals by covering exam content and the question format, which varies with the complexity of each level. You'll need to know about professional standards, ethics, investment tools, portfolio management, asset classes, and wealth planning, which can be covered in-depth by your instructor whether you choose to study as part of an online course or one-on-one with a mentor.
You can take Level I during your final year of college, if you have completed your bachelor's degree, or if you have worked professionally in the finance industry. You'll need to answer 240 multiple-choice questions over two 3-hour sessions. The test format consists of sentence completion and topical questions. There are three unique choices for each. If you've completed your bachelor's degree and passed Level I, you can now prepare for Level II. Your instructor can cover the types of case statements, or vignettes, and questions you will encounter. For Level III, San Francisco-Bay Area CFA prep can focus on your essay response and the types of vignettes and questions included on the exam.
Each test prep session contains up-to-date instruction and content. You will receive a review of topics such as ethical and professional standards, quantitative methods, economics, and financial reporting and analysis. Other topics you might cover include fixed income, equity investments, and alternative investments. In addition to a comprehensive overview of financial topics, your instructor will also discuss the format of the exam and strategies to help you answer questions correctly and efficiently. A focus on your study and test-taking skills can improve your confidence and help you reach for your full potential.
What Are the Advantages of San Francisco-Bay Area CFA Test Prep?
Both collaborative online courses and private instruction are available, and Varsity Tutors can set you up with both. Whether you prefer one method over the other, or benefit from both, you can select the options that work best. Each has unique benefits. For example, a San Francisco-Bay Area CFA prep course enables you to attend an online class with an online whiteboard and video chat, which are part of our intuitive Live Learning Platform. You can interact with your instructor and peers. You can answer questions, receive feedback, ask anything you need to, and assist your peers in learning and during collaborative projects, while studying anywhere you can comfortably work on the Internet. One-on-one help is available too. A San Francisco-Bay Area CFA prep class instructor can set up a time to work with you individually if you need extra help.
However, you can also choose to work with a San Francisco-Bay Area CFA tutor if you prefer private instruction. A tutor can spend as much time as you need on a topic and tailor each lesson to address your areas of opportunity. You are free to ask questions at any time. If one teaching method doesn't mesh with your learning style, your mentor will try something different. They can provide feedback at every step of the way, so you can focus on your opportunities and efficiently spend your time learning the topics that are most important.
How Do I Enroll in San Francisco-Bay Area CFA Prep?
Enrolling in the type of prep that works best for you is simple. Just contact Varsity Tutors to speak to an educational consultant. They can walk you through the entire process. Online courses are held at different times of the day, even weekends, to account for busy schedules, and in two- and four-week sessions. Private instructors are flexible as well and can address your unique scheduling needs. You can get the San Francisco-Bay Area CFA prep you need, starting as soon as today.

Andrew: San Francisco CFA test prep instructor
...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 Mensa US and serve on the...
Education & Certification
- The University of Alabama - Bachelor in Arts, Finance
- The University of Alabama - Master of Arts, Economics
Subject Expertise
- CFA
- CPA
- GMAT Verbal
- GMAT Analytical Writing Assessment
- +8 subjects

James: San Francisco CFA test prep 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
- Series 65
- CPA
- CAIA
- +20 subjects

Ryan: San Francisco CFA test prep instructor
...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 at the University of Florida. (Go Gators!) Post graduation I obtained my CPA while working in Big 4 public accounting. Since then I've worked in...
Education & Certification
- Florida Gulf Coast University - Bachelor of Accountancy, Accounting
Subject Expertise
- CFA
- Series 7 - General Securities Representative Exam (Stockbroker)
- CPA
- Business
- +12 subjects

Frederic: San Francisco CFA test prep 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
- College Business
- Business Statistics
- +28 subjects

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

Brad: San Francisco 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
- Python
- Business
- Pre-Algebra
- +36 subjects

John: San Francisco CFA test prep instructor
...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 open up...
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
- American Council on Exercise (ACE)
- Exam STAM - Short-Term Actuarial Mathematics
- +455 subjects

Evan: San Francisco 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 7
- SIE
- +27 subjects

Jason: San Francisco 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...
Subject Expertise
- CFA
- CAIA Level II
- CAIA Level I
- CPA
- +41 subjects
Education & Certification
- Florida State University - Bachelor of Science, Finance
- University of Miami - Master of Science, Finance
Subject Expertise
- CFA
- CPA
- Series 7
- High School World History
- +30 subjects

Ann: San Francisco 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
- Real Estate License
- CPA
- AP Macroeconomics
- +59 subjects

Richard: San Francisco 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
- Series 7
- CPA
- Series 63
- +31 subjects

Taiwo: San Francisco CFA test prep 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 - Virginia
- Real Estate License - Washington
- Real Estate License - Arizona
- +44 subjects

Christopher: San Francisco CFA test prep 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
- Series 7 - General Securities Representative Exam (Stockbroker)
- Series 66
- +49 subjects

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

Baluki: San Francisco CFA test prep instructor
...theory of the firm, portfolio theory (capital allocation to risky assets, optimal risky portfolios, risk and return); the Capital Asset Pricing Model (CAPM); security analysis (macroeconomic and industry analysis, equity valuation models and financial statement analysis). I currently work as an analyst at a small business development agency. Some of my hobbies include hiking, travelling,...
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
- International Business
- Languages
- Math
- +20 subjects

Gordon: San Francisco 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
- CFP
- Real Estate License - New York
- CPA
- +54 subjects

Christopher: San Francisco CFA test prep instructor
...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 ahead to...
Education & Certification
- Middle Tennessee State University - Bachelor of Science, Finance
Subject Expertise
- CFA
- CPA
- Series 65
- College Accounting
- +139 subjects
Education & Certification
- Providence College - Bachelor in Arts, Finance
Subject Expertise
- CFA
- Professional Certifications
- Trigonometry
- Business
- +30 subjects

Brendan Daniel : San Francisco CFA test prep instructor
...Currently, I am a level 3 CFA candidate and portfolio manager for my digital asset hedge fund. I focus on the fund's DeFi investment strategy, blockchain research, and protocol risk management. For students, (and interns), I have taught solidity, python, CFA level 1 and 2 material, Series 7, 63, and 65. I have also taught...
Subject Expertise
- CFA
- Series 86
- Series 26
- Series 16
- +61 subjects