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A Member of the CFA Institute Global Network of Societies

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 Overview

Administered by CFA Institute, the Chartered Financial Analyst® (CFA®) Program is a graduate-level, self-study curriculum and examination program for investment specialists.

Established in 1962, the CFA Program sets the global standard for investment knowledge, standards, and ethics. Earning the credential can serve as a passport to entry or advancement within the investment profession around the world. The designation tells clients, employers, and colleagues that the charterholder has mastered a rigorous curriculum covering a broad range of investment topics and that he or she is committed to the highest ethical standards in the profession.

Our Society encourages its members to earn the CFA charter and supports candidates by sponsoring CFA exam study groups and other programs.

 ‭(Hidden)‬ CFA Exam Preparation Program-Fitch Learning

Fitch Learning

Fitch will be offering an exclusive 15% discount on their live instruction portal and tablet application for all three exam levels. Candidates have found the portability of the tablet application and the extensive library of video instruction to be a nice complement to traditional textbook-based study options.  Please see the attachment for instructions on how to register.

 Online portal includes the following and much more:

  • Over 120 hours of instructor recordings
  • Live classroom webcasts of our weekly New York classes
  • Global Instructor Helpdesk support from the largest full-time CFA faculty in the world
  • Over 3,000 practice questions with immediate, comprehensive explanations of your incorrect answer
  • Three full mock exams in online or pdf format

 CFA Exam Preparation Programs-Kaplan Schweser

Kaplan Schweser CFA Review Discount

Kaplan Schweser has helped tens of thousands of candidates pass their CFA exams.  They offer a broad array of CFA exam preparation tools that will help you, whatever your individual learning style and educational needs.   

  • Expert live, online, and multimedia instruction from the largest and most experienced staff of Finance PhDs and CFA charterholders
  • SchweserNotes™ for clear and concise explanations of every Learning Outcome  in the  CFA curriculum
  • A question  bank with thousands of exam-related questions
  • Six full (6-hour) practice exams for your final exam preparation
  • Review seminars (live and online) and mock exams for added confidence on exam day

Receive 15% OFF select Kaplan Schweser Study Solutions and Instruction for CFA Exam review; an exclusive discount for candidates of the CFA Society of Colorado footprint.

Conveniently order online through the custom PORTAL or call a Kaplan Schweser Customer Service Representative at 888-325-5072. Enter or provide the following discount code: CO-CFA

For complete Kaplan Schweser product information, please visit www.schweser.com.

 

 USC/CFALA CFA Review Program (Streaming Media)

Since 1984, CFA Society of Los Angeles, Inc. (CFALA), in partnership with the University of Southern California, Marshall School of Business (USC), has offered its Chartered Financial Analyst (CFA) Review Program to candidates studying for all three CFA examination levels. For Spring 2017, we are offering streaming media recordings of Levels I, II and III.

Please click here for the brochure and link to register.

About the Streaming Media Program

The USC/CFALA CFA Review Program features state-of-the-art secure access to streaming media  recordings of all study sessions.* Level I recordings offer over 60 hours of instruction with bonus classes in study/test-taking tips, Accounting Essentials, an Accounting Review and Quant Review. Level II offers over 50 hours of instruction and Level III offers over 34 hours. PDFs of each instructor's PowerPoint presentation are included. Recordings are of our "live" classes on the USC campus. The USC/CFALA CFA Review Program supplies secure log-in and passwords to the recordings and presentation material as well as email communication with faculty and program coordinators.

$200 per candidate.

Additional Information:

 

 CFA Program

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

 Talking Points

Here are some additional facts and talking points about the CFA designation you can share with others.

 Who is CFA Institute

CFA Institute is a global, nonprofit member organization of financial analysts, portfolio managers, and other investment professionals.

 ‭(Hidden)‬ FinQuiz

The society is partnering with prep provider FinQuiz to provide access to their question bank and mock exams at a 20% discount for all 3 levels. Please follow the below links for more information on their offerings and use discount code CFACO202016.

CFACO/FinQuiz Information 

Premium Package
Level 1, June 2016
Level 2, June 2016
Level 3, June 2016

Practice Only Package
Level 1, June 2016
Level 2, June 2016
Level 3, June 2016

 Access Scholarships

CFA Institute is offering a needs-based scholarships opportunity for those unable to afford the full price of the CFA Program enrollment and registration fees.

Access scholarship awards reduce CFA Program enrollment and exam registration fees to $250, including the CFA Program eBook. (Scholarship candidates are responsible for any additional costs for substituting or adding the print option, including curriculum and shipping costs plus any applicable taxes and import duties.)

  • The 2018 Access Scholarship period is open from 1 March through 15 September 2017.
  • The Access Scholarship application submission period is open from March through September. Last year 3,400 scholarships were awarded.
  • Access Scholarships are awarded on or before 1 December, to be applied to exams in the following year. Access Scholarship recipients may apply the award to the June exam (Levels I, II, and III) or December exam (Level I only)

You must wait until scholarship notifications occur in December before you register for the June exam, or you will be ineligible for the scholarship and your application will be voided

Because scholarship notifications occur after the early exam registration deadline has passed, CFA Institute offers a US$150 credit toward the June exam registration fee for those applicants who do not receive an Access Scholarship but who still wish to register for the June exam. The credit is applied during the exam registration checkout/payment process.*

  • After you submit your scholarship application, you cannot make changes.
  • If your financial situation changes, you may withdraw your application from consideration before 1 October of the year in which you applied.
  • If you receive a scholarship and register for the exam, you must sit for that exam or you may be ineligible for future Access Scholarships.

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