CFA Society Houston

A Member of the CFA Institute Global Network of Societies

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 Offerings

​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: portal.schweser.com
Discount code: HoustonCFA
Customer Service Call (800) 824-8742 or (608) 779-8301

Kaplan Schweser Materials Scholarship​
wiley.jpgWiley's Global Research business is a provider of content-enabled solutions to improve outcomes in research, education and professional practice with online tools, journals, books, databases, reference works and laboratory protocols. With strengths in every major academic, scientific and professional field, and strong brands including Wiley Blackwell and Wiley VCH, Wiley proudly partners with over 800 prestigious societies representing two million members.​

Already a CFA®? Enhance your technical finance and general business skills with professional guidance from experts. Candidates and Members of the CFA Society Houston are entitled to a 50% discount on most print books on Wiley.com*. Check out thousands of our leading-edge finance, investing, and leadership books…and order now! To save, enter membership code HOU15 in the promotion code field on our shopping cart and click the Apply Discount button.

Visit: www.wiley.com

Discount code: HOU15

​"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.

Visit: www.efficientlearning.com/cfa

Discount code: HOU15

​Wall Street Prep is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have the final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.learningmarket.org.
QuarticLogo.JPG

Quartic Training (London) offers Chartered Financial Analysts® CFA® Distance Courses for each level of the CFA Study and Examination Program and we are pleased to announce that from 2016, CFA Society Houston has negotiated a 35% discount for our members and local CFA candidates. Click here for brochure with details

 

Please contact Lucinda Barfoot-Saunt for additional information or to register for a program.

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The Streaming Media Program 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.

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Cost

The program cost per candidate is $200.  


​CFA Lead Instructor for Levels I, II and III, O. Nathan Ronen, CFA, has developed a highly successful Essay Writing Workshop for CFA Level III​ and an Item Set Solving Workshop for CFA Level II candidates. 

These workshops come as a result of decades of classroom instruction and are not offered by other prep providers.  We have noticed a substantial increase in the number of inquiries and sign-ups from candidates/members in your region.

 

 ‭(Hidden)‬ Special Offers

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: portal.schweser.com
Discount code: HoustonCFA
Customer Service Call (800) 824-8742 or (608) 779-8301

 2017 Educational Programs Listing

 

For questions concerning that or to volunteer please contact the CFAH Vice President of Education, Tim Hartzell, CFA at education@cfahouston.org     

 

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

 ‭(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 www.schweser.com/cfa 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.

Cost

$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 rtinnell@deloitte.com

 

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

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