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
...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 in entrepreneurial hedge fund management across America (CA, CT, AL). Along...
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
- Graduate Test Prep
- +10 subjects

Sreenish: San Francisco CFA test prep 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
- CPA
- FRM
- +46 subjects

Ann: San Francisco CFA test prep instructor
...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 at Buffalo (SUNY), an MBA from the University of Minnesota, am a...
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
- CPA
- Real Estate License
- +63 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 3
- Series 7
- Series 6
- +10 subjects

Frederic: San Francisco CFA test prep instructor
...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 to students and...
Education & Certification
- University of Pennsylvania - Bachelor in Arts, Economics
- University of Pennsylvania - Doctor of Philosophy, Economics
Subject Expertise
- CFA
- CPA
- Economics
- High School Economics
- +28 subjects

Tim: San Francisco CFA test prep 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
- CPA
- Series 7
- Math
- +32 subjects

Paul J : San Francisco CFA test prep instructor
...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. - Aims to mentor CFA candidates, combining rich industry background with exam expertise. Marine engineering degree MBA in business CFA
Education & Certification
- Pace University-New York - Masters in Business Administration, Business, General
Subject Expertise
- CFA
- Series 5 - Interest Rate Options Exams
- Series 7
- CRM - Certified Risk Manager
- +58 subjects

Vikram: San Francisco CFA test prep instructor
...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 is a gift...
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
- Series 63
- Exam FM - Financial Mathematics
- Series 7
- +29 subjects

Rajiv: San Francisco CFA test prep instructor
...I have working experience in several industries from Chief Operating Officer to Chief 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...
Education & Certification
- University of Pittsburgh-Pittsburgh Campus - Doctor of Philosophy, Finance
Subject Expertise
- CFA
- Microeconomics
- CFA - Chartered Financial Analyst - Level 2
- College Economics
- +15 subjects

Taiwo: San Francisco CFA test prep instructor
...GPA. Passed all levels of the Chartered Financial Analyst Designation (CFA) and currently an FRM (Financial Risk Manager)-Part 2 candidate. I currently work as a business development intern at Pace SBDC. I have tutored for over 300 hours as an exceptional finance, economics, statistics, accounting (financial and managerial) and CFA tutor. I have extensive experience...
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 - Washington
- Real Estate License - Virginia
- Real Estate License - Arizona
- +44 subjects

Sung Ho: San Francisco CFA test prep 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
- GRE Quantitative
- GMAT Quantitative
- College Statistics
- +29 subjects

John: San Francisco CFA test prep instructor
...with a prestigious Chartered Financial Analyst (CFA) designation, Certified Public Accountant of Kenya (CPA), Certified Information Systems Auditor (CISA), and New York Broker Dealer Certifications (Series 7 and Series 63), I bring a wealth of expertise and experience to the table. My journey in the corporate sector has equipped me with invaluable insights into the...
Education & Certification
- Cornell University - Master of Science, Finance
- CFA Institute - Associate in Science, Finance
Subject Expertise
- CFA
- ASCP Board of Certification - American Society for Clinical Pathology Board of Certification
- International Sports Sciences Association
- Exam SRM - Statistics for Risk Modeling
- +620 subjects

Evan: San Francisco CFA test prep instructor
...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 worked in Investment Banking (Barclays Investment Bank) where I performed complex financial...
Education & Certification
- Northwestern University - Bachelor in Arts, Economics
Subject Expertise
- CFA
- Series 63
- Series 66
- Series 65
- +27 subjects

Christopher: San Francisco CFA test prep instructor
...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 owner (music and art). I will work with you to find a...
Education & Certification
- Western Kentucky University - Bachelor of Science, Financial Mathematics
Subject Expertise
- CFA
- Series 66
- Exam IFM - Investment and Financial Markets
- Exam FM - Financial Mathematics
- +51 subjects

Ryan: San Francisco CFA test prep instructor
...apply them in real-world scenarios. With a background in execution trading at top 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...
Education & Certification
- University of Massachusetts Amherst - Bachelor of Science, Finance
Subject Expertise
- CFA
- FINRA - Financial Industry Regulatory Authority
- SIE
- Series 7
- +6 subjects

Asif Mahmood: San Francisco CFA test prep instructor
...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 look forward to teaching students to help them achieve the same results I did using the most suitable approach...
Education & Certification
- Jahangirnagar University - Bachelor in Business Administration, Finance
- University of Iowa - Masters in Business Administration, Investments and Securities
Subject Expertise
- CFA
- CPA
- Programming Languages
- CFA - Chartered Financial Analyst - Level 1
- +34 subjects

Joe: San Francisco CFA test prep instructor
...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. Insurance license exam is another area of my expertise, as I have...
Education & Certification
- Capital University - Bachelor of Accountancy, Accounting
- Fordham University - Master of Science, Accounting
Subject Expertise
- CFA
- Exam FM - Financial Mathematics
- CPA
- Insurance License
- +33 subjects

George: San Francisco CFA test prep instructor
...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 of college was teaching a GED class at Cook County Jail,...
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
- Technology and Coding
- +30 subjects

Ashish: San Francisco CFA test prep instructor
...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 a little humor from time to time. You will leave with a better sense of the subject matter.
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 87
- CPA
- +83 subjects

Ben: San Francisco CFA test prep instructor
...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, FRM
Education & Certification
- University of Amsterdam - Bachelor of Economics, Economics
- University of Southern California - Masters in Business Administration, Economics
Subject Expertise
- CFA
- Series 86
- Series 24
- Series 65
- +39 subjects