Sign In


 CFA Preparation

Our society supports the efforts of local CFA candidates by sponsoring a variety of CFA exam preparation and review opportunities.  Experienced and respected academicians and investment practitioners coach candidates on CFA curriculum topics, such as securities analysis and investment valuation, financial accounting, quantitative analysis, economics, asset allocation, and portfolio management. Participation in an organized program can complement the self-study design of the CFA Program.

 Kaplan Schweser Review Programs

Kaplan Schweser has been partnering with CFA societies for 15 years...developing candidates into CFA® charterholders and ultimately leaders in society communities. Schweser's study program has evolved over the years to create an engaging and motivating experience for candidates, guiding them to exam success in an efficient and adaptive manner.

Save Up to $375 on Schweser's Premium Study Packages

As a CFA Society Madison area candidate, you're eligible to save up to $375 on Kaplan Schweser's Premium or PremiumPlus™ Packages. This offer ends September 30, 2020, so get started on your CFA journey today. 

Level I February 2021 - Discount available now
Level II & III 2021 - Discount available starting August 18th

To receive your discount, simply follow these steps:

  1. Create an account on our custom Society Portal
  2. Select a Premium or PremiumPlusTM   Package for your exam level
  3. Enter promo code CFA-SocietyEarlybird during checkout


Kaplan Schweser Free Resources

Schweser offers free resources to those interested in earning the coveted CFA® charter. From a daily email with CFA questions to eBooks to a mobile app, there is something for everyone. Learn More »

Free Question of the Day - Sign up to receive a level-specific CFA practice question delivered directly to your inbox each day!

Free Adaptive CFA® Review App - Take your study plan on the go…and get the practice you need on your time. And best of all…it's free!

Free eBook: Before You Decide to Sit for the CFA Exam - ​Get advice from CFA charterholders who have successfully gone through the program. Learn what it takes to earn the charter and ultimately succeed in the investment industry.

Please feel free to direct any questions regarding this opportunity to Jaime Daoust at Kaplan Schweser.
Contact Information:
Jaime Daoust
Society & Academic Account Manager
ext. 2244​

 CFA Program

Learn more from CFA Institute about the CFA designation and its significance.

 ‭(Hidden)‬ Google Analytics


CFA Institute does not endorse, promote, review, or warrant the accuracy of the products or services offered by this Society or verify or endorse the pass rates claimed by this Society.  The CFA Institute Logo, CFA® and Chartered Financial Analyst® are just a few of the trademarks owned by CFA Institute.