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​The CFA Society of Houston is pleased to offer discounted CFA exam preparation material, as well as continuing education resources and opportunities. Please note that the Society does not endorse or encourage one provider over another and would encourage each member to determine what material best suits their needs.

​ ​CFA Exam Preparation​ ​Continuing Education
CFA Members will receive 15% off Retail Price for the Kaplan University CFA Exam Prep Candidates can purchased discounted materials through the custom portal or by calling customer service. The ordering information is as follows,   click here for more details.
Portal access:
Discount code: HoustonCFA
Customer Service Call (800) 824-8742 or (608) 779-8301

Kaplan Schweser Materials Scholarship​
wiley.jpgFor over 200 years, Wiley has helped people and organizations develop the skills and knowledge they need to succeed. Wiley Finance builds the professional and technical skills learners of all levels must have to be competitive in today's job market. Our award winning, self paced e-learning platform provides the content, features, and support candidates need when preparing for challenging professional certification exams. We are also proud to publish official curricula in partnership with CFA Institute, the CMT Association, and the CAIA Association alongside hundreds of titles on emerging and established topics across Business, Finance, and Accounting. Through digital study solutions and an expansive portfolio of top tier books, Wiley is committed to helping students and professionals around the world advance their careers through the power of learning.​

Special Offer for CFA Houston Members
Whether you're studying for the CFA Program Exam or a confirmed Charterholder, the Official CFA Program Curriculum provides the latest information, best practices, and foundational knowledge impacting today's investment profession. CFA Society Houston Candidates and Members are entitled to a 20% discount on CFA Program Curriculum print sets via Add the current curriculum to your professional library now.

To save, enter code CFA20 in the promotional field in the shopping cart and click "Apply Discount"

Visit and search "CFA Curriculum"
Discount Code: CFA20

*Discount valid for newest curriculum year's print sets ordered from only.

​"The secret is out. Wiley's materials are a better way to study and prepare. Whether studying for the Level I or II, thousands of candidates from more than 100 countries have relied on our guides to pass the CFA® exam. Save 20% on Wiley's test prep as a member of the CFA Society Houston."

CFA Society Houston candidates save 20% on all Wiley's CFA® Exam Review materials. Designed by expert instructors to help busy candidates prepare to pass, you'll learn faster and retain more with comprehensive study materials and efficient, mini "bite-sized" lessons. Take a free trial and learn more.


Discount code: HOU15

​ ​ ​

 ‭(Hidden)‬ Special Offers

 ‭(Hidden)‬ CFA Educational Programs

December 2015 Level I Houston Live Weekly Classes
Kaplan University
Receive the best CFA® instruction to help you pass the December 2015 Level I CFA exam. Gain the knowledge, experience, and understanding you need in a structured 15-week class live in Houston. Classes start August 18!  Enroll today and use the discount code HoustonCFA to receive a discount.

Click here for more information

For additional information go to or call 877.599.2660 

3- Day Exam Workshop  June Level I, II, III
Kaplan University

3-Day Review and Exam Workshop
With a balanced mix of CFA® curriculum review and problem solving, Schweser's 3-Day Review and Exam Workshop is just the thing to get you exam-ready. After reviewing each topic, instructors use problems and exam-like questions to teach you key concepts and techniques. The course is designed to improve your exam-taking skill and speed, as well as your knowledge of important CFA curriculum material. It's exactly what you need during the last weeks before the exam.

3-Day Review and Exam Workshop Demo »

The 3-Day Review and Exam Workshop includes:
  • 3 full days of exam preparation
  • Thorough review of key topics
  • Extensive work with practice questions and answer techniques
  • Instructor exam tips and strategies
  • Exam Workshop Mind Maps book (Review slides)
  • Exam Workshop Questions book (Practice questions)

The 3-Day Exam Workshop is available live in select locations and is also available Live Online or OnDemand.

     Level I Order Now!        Level II Order Now!         Level III Order Now!   

USC/CFALA CFA Review Streaming Media Program

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 2014, we offered streaming media recordings of Levels I, II and III. For Fall 2014, we will offer streaming media recordings of our Level I Review Program. 

About Our 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.

Please click here to register

Computer Configuration Requirements Link

Streaming Media Sample Link

For questions concerning that or to volunteer please contact the CFAH Education Chair, Robert Tinnell, CFA at [email protected]


The CFA Levels I Exam will be administered by the CFA Institute
Visit for exam information.


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.