CFA Society Madison

A Member of the CFA Institute Global Network of Societies


 CFA Preparation

Our society supports the efforts of local CFA candidates by sponsoring a variety of CFA exam preparation and review opportunities.  Experienced and respected academicians and investment practitioners coach candidates on CFA curriculum topics, such as securities analysis and investment valuation, financial accounting, quantitative analysis, economics, asset allocation, and portfolio management. Participation in an organized program can complement the self-study design of the CFA Program.

 Kaplan Schweser Review Programs

CFA Society Madison has established partnerships with CFA prep course provider Kaplan Schweser. Kaplan Schweser is a participant in the CFA Institute Prep Provider Guidelines Program.   CFA Society Madison’s partnership with this organization allows Madison region CFA candidates to obtain discount pricing on study materials and review courses. Below is a link to the organization’s website, as well as discount information for Madison region CFA candidates.

With over 25 years of proven success, Kaplan Schweser takes pride in its place as the leading global provider of financial education for hundreds of thousands of students and business professionals around the world.​  ​With Kaplan Schweser you can maximize your exam prep time, learn with confidence from study tools that are clear, concise, and up-to-date, study anytime, anywhere with guidance from expert instructors, and work through thousands of quality practice questions – a critical drill for all CFA candidates.  Additional information can also be obtained at Schweser's website.

Madison region CFA Candidates are eligible for a 15% discount on select Kaplan Schweser products and packages, which are outlined in the attached​ document​​.  Kaplan also offer a 15% discount on CAIA®, FRM®, and CFA Institute​ Investment Foundations Program exam prep materials.  Visit Kaplan's website and enter code: MadisonCFA ​to learn more.  

Please feel free to direct any questions regarding this opportunity to Jaime Daoust at Kaplan Schweser.
Contact Information:
Jaime Daoust
Society & Academic Account Manager
ext. 2244​


CFA Society Madison candidates save 20% on all Wiley's CFA® Exam Review materials

Use Code MADISON when your order at

Designed by expert instructors to help busy, real-world candidates prepare to pass, you'll learn faster and retain more with comprehensive study materials and efficient, mini "bite-sized" lessons that can be taken in as little as 40 minutes. Trusted by thousands of candidates from over 100+ countries, Wiley's CFA Review Platinum course includes:

  • Pay Once Until you Pass Guarantee – 100% free course repeats and updates including live online classes until you pass the CFA exam
  • Weekly live virtual classes supported by professional online mentoring
  • 110+ hours of video lectures with top instructors (50+ hours for Level III), study guide and thousands of practice questions
  • 3 Full-length mock exams 
  • Adaptive study planner, dashboard and metrics to track your progress right up to exam day
  • 11th Hour Final Review course that condenses the readings for the final few weeks of study

"had a HUGE impact on my studies... I would recommend it to everyone." –  Christopher, USA

FREE STUDY RESOURCES AVAILABLE! Download your free "How to Pass the CFA exam" ebook, calculator guide, Level III exam tips and more at

 CFA Program

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

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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.