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 CFA Level I Review Course

Dec 2019 CFA Review Course-Website Image.png
​CFA Society San Diego understands how challenging the CFA® June Level I exam is. That's why we continue to partner with Kaplan Schweser and the Institute for Finance Education and Research of the University of San Diego to offer a review course for Level I candidates. Classes will be held in Olin Hall at USD (Room 226) on Wednesday evenings, beginning February 26. Self-study may not be enough to succeed, let CFA Society San Diego and its partners help you pass the exam! 

Register >>>

Pass Protection is available to candidates who enroll in the course but do not pass the June​ exam. This offering does not include materials and is subject to available space. An administrative fee may apply. ​​​​

Questions? Contact our Managing Director here

 Course Materials & Fees


For $749, Package A offers candidates:

  • ​​​12 live classes taught by expert instructors (~30 hrs of live instruction)
  • Kaplan Schweser Workshop Workbook (to be distributed during week 1-2)
  • Live Mock Exam (~25 hrs of video explanations)

For $999, Package B includes the SchweserPro Qbank (Kaplan’s most popular study material):

  • ​12 live classes taught by expert instructors (~30 hrs of live instruction)
  • Kaplan Schweser Workshop Workbook (to be distributed during week 1-2)​
  • Live Mock Exam (~25 hrs of video explanations)
  • SchweserPro Qbank

 Course Schedule - June 2020

Wed, Feb 26​​7:00 PM - 9:30 PM​Ethics​ & FSA 1Olin Hall 226
​Wed, Mar 4​7:00 PM - 9:30 PM​FSA 2Olin Hall 226
Wed, Mar 11​​7:00 PM - 9:30 PMFSA 3Olin Hall 226
​Wed, Mar 18​7:​00 PM - 10:00 PMQuant 1 Olin Hall 226
Wed, Mar 257:00 PM - 10:00 PMQuant 2 & Equities 1Olin Hall 226
​Wed, Apr 1​7:00 PM - 10:00 PM​Equities 2 & Portfolio Mgmt Olin Hall 226
Wed, Apr 8​7:00 PM - 9:30 PMDerivativesOlin Hall 226
Wed, Apr 15​7:00 PM - 9:30 PMFixed Income 1Olin Hall 226
​Wed, Apr 22​7:00 PM - 9:30 PMFixed Income 2 & Portfolio MgmtOlin Hall 226
​Wed, Apr 29​7:00 PM - 10:00 PM ​Corporate Finance Olin Hall 226
Wed, May 67:00 PM - 10:00 PM ​​Economics Olin Hall 226
Sat, May 16​8:30 AM - 4:00 PM
Mock exam begins 
at 9:00am. 
Mock Exam: Register>>>Olin Hall 229
Wed, May 20​7:00 - 9:30 PM

Alternative Investments​ & ReviewOlin Hall 226
Sat, June 6​8:00 AM - 5:00 PM​​June Level I CFA Exam
Refer to CFA Institute for locations. ​

 Our Partners

Kaplan Schweser

Kaplan Schweser has helped tens of thousands of candidates pass their CFA exams.  We offer the broadest array of CFA exam preparation tools available anywhere and can also help you, whatever your individual learning style and educational needs.​


KESDEE's Certification Tutorials are online training programs designed to train candidates seeking professional designations. With the advantage of accessing a training program 24/7, professionals have the convenience of learning from their home or office using a desktop or laptop.​​

 CFA Open House

Interested in learning how to better prepare for the June 2020 CFA exam? Join CFA Society San Diego on Tuesday, February 11 from 6:00-8:00pm for a free CFA Candidate Open House at LatchKey Brewing

Enjoy bites and brews while hearing from Kaplan Schweser and Kesdee and learning more about the CFA Program and how to best tackle the curriculum. Connect with Chris Girand, CFA, our lead instructor, as he discusses the prep course structure and provides candidates with key strategies for passing the exam. This event is free and open to all candidates, so take advantage today. 
Register >>>

 Contact our Managing Director​.​

CFA Society San Diego invites Level I candidates to attend our annual FSA ​​Workshop on Wed, Feb 19 from 7:00-9:00pm in Olin Hall (Room 226) at USD. 

Chris ​Girand, CFA, wil
l lead the FSA Workshop and solve challenging FSA problems. Afterwards, candidates are welcome to continue the discussion over a complimentary drink at Ballast Point on Linda Vista Road.​​ Register >>>

Questions? Contact our Managing Director.​

 Mock Exam

CFA Society San Diego has partnered with Kaplan Schweser and the University of San Diego to host a live mock exam to better prepare candidates for the June exam. The exam is open to all candidates and will be held in Olin Hall at USD (Room 229on Saturday, May 16 from 8:30-4:00pm.

Kaplan Schwes​er will provide online video explanations of mock exam answers and Chris Girand, our CFA prep course instructor, will be onsite to answer questions. We're also holding a contest! The candidate with the highest score will receive complementary admission to our 2021 Forecast Dinner. Register >>>

 Contact our Managing Director.

 Become a Member

Me​mbers receive access to countless events at discounted rates, networking opportunities and much more!

Student Membership: $25​
Affiliate Membership: $375
More info her​e​​.

 Review Provider Disclaimer

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 the 
Society. The CFA Institute Logo, CFA® and Chartered Financial Analyst® are just a few of the trademarks owned by CFA Institute.