Exam Preparation Resources

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.

Exam Preparation

Over the past 30+ years, Kaplan Schweser has helped more than 500,000 CFA® candidates prepare for their exams. Get the support you need to pass from the most respected and trusted name in CFA exam prep.

Customer Service Call (800) 824-8742 or (608) 779-8301

Masterclass for the February 2024 CFA® Exam

Formal instructor-led classes are available from Kaplan Schweser at a 10% discount in two formats—Live Online and OnDemand. With Live Online Masterclasses, you get:

  • 15 weeks of online classes led by expert instructors
  • Recordings of each session in case you miss a class
  • The ability to interact with instructors and fellow candidates

Live Online Masterclass Schedule: Tuesdays, September 12–December 19, 2023, from 6:30–9:30 pm ET

Schweser’s OnDemand Masterclass provides 45 hours of lectures that allow you to study whenever, wherever you want.

CTA1: Enroll in a Level I Masterclass

Navigation: After clicking the above link:

  1. Select your region
  2. Select your society
  3. Click the ‘Browse Offerings’ button in the top banner
  4. In the ‘Chartered Financial Analyst®’ box, choose ‘CFA Level I February’, and click ‘Continue’
  5. Select the ‘Seminars & Instructions’ tab
  6. Select either the ‘Live Online Masterclass (February 2023)’ or the ‘OnDemand Masterclass (February 2023)’

Study Packages for the February and May 2024 CFA Exam

Get step-by-step exam prep guidance with a comprehensive study package from Kaplan Schweser. These packages are available to you at a 10% discount. Each package includes training and study tools, including the popular SchweserNotes™, a masterclass, and realistic mock exams. Options are available that accommodate your schedule, learning style, and budget.

CTA2: Review Study Package Options

Navigation: After clicking the above link:

  • Select your region
  • Select your society
  • Click the ‘Browse Offerings’ button in the top banner
  • In the ‘Chartered Financial Analyst®’ box, choose your exam level and date (i.e., ‘CFA Level I February’, ‘CFA Level I May’, etc.), and click ‘Continue’
  • Select the study package of interest

Review Workshops for the November 2023 CFA Exam

The November CFA Level I exam is quickly approaching, and it’s time to think about your review plan during the final weeks of preparation. With a Schweser Review Workshop, you receive a thorough curriculum review, extensive practice, and insight into proven exam strategies. Workshops are available in both 3-Day Live Online and OnDemand formats at a 10% discount.

Live Online 3-Day Review Workshop Schedule: Friday–Sunday, October 13–15, 2023, from 8:30 am–5:00 pm ET

CTA3: Register for a Review Workshop

Navigation: After clicking the above link:

  1. Select your region
  2. Select your society
  3. Click the ‘Browse Offerings’ button in the top banner
  4. In the ‘Chartered Financial Analyst®’ box, choose ‘CFA Level I November’, and click ‘Continue’
  5. Select the ‘Seminars & Instructions’ tab
  6. Select either the ‘Live Online 3-Day Review Workshop (November 2023)’ or the ‘OnDemand Review Workshop (November 2023)’

Item Set Workshop for the November 2023 CFA Exam

The Level II exam may be the most difficult of the three levels because the item sets require a more complex approach than multiple-choice questions. This Live Online 1-Day Workshop will help you apply critical concepts to complete the item sets in a timely and efficient manner.

Schedule: Saturday, October 14, 2023, from 9:00 am–5:00 pm ET

CTA4: Register for Item Set Workshop

Navigation: After clicking the above link:

  1. Select your region
  2. Select your society
  3. Click the ‘Browse Offerings’ button in the top banner
  4. In the ‘Chartered Financial Analyst®’ box, choose ‘CFA Level II November’, and click ‘Continue’
  5. Select the ‘Study Materials’ tab
  6. Select the ‘Live Online Item Set Workshop (November 2023)’
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.

Getting the Most from Your 300 Hours of CFA Exam Prep

CFA Institute’s research shows that candidates spend an average of 300 hours preparing for the CFA exam. Here are seven tips to help you make the most of your valuable study time.

Get Tips

  1. Develop Your Study Plan 6 to 9 Months Before the CFA® Exam.
  2. Allot 90 to 120 Hours to Prepare, 120 to 150 Hours to Practice, and 60 Hours to Perform.
  3. Use CFA Exam Prep Courses and Study Groups to Stick to Your Plan.
  4. Make All Learning Outcome Statements Part of Your Plan.
  5. Know the Exam Weights.
  6. For Each Concept You Learn, Ask Yourself How It Applies in the Real World.
  7. As CFA Exam Day Approaches, Be Kind to Yourself.

CFA Exam Differences: Level II vs. Level III

Congratulations on passing the Level I and II exams! You’ve probably heard that the Level III exam is quite different from the Level I and II exams. Check out this article, which outlines the differences and how you should modify your preparation to be successful on the Level III exam.

Read Article