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 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 securitiesanalysis 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.


CFA candidates in the Oklahoma area are entitled to a discount on selected exam preparation products and packages.

December 2019 Level I CFA Program Study Packages

Save an Additional 50% on Schweser’s 2019 December Level I CFA® Program Study Packages

We are committed to providing you with the resources needed to earn the CFA® charter. That’s why we’ve partnered with Kaplan Schweser to offer an exclusive discount for our area-candidates.

Until August 31, CFA Candidates in Oklahoma qualify for an additional 50% off Schweser’s 2019 December Level I CFA Program exam prep packages. Use promo code CFA-PASS19 at checkout and get back to achieving your goal!

 To receive your discount simply follow these steps:

  1. Choose your area society
  2. Select a December Level I Essential, Premium, or PremiumPlus™ package
  3. Enter your promo code during checkout

Select Your Area Society »

June 2020 Level I, II, and III CFA Program Study Packages

Ready to begin preparation for the 2020 June exam? For a limited time, area-candidates are eligible to take an additional 10% off Kaplan Schweser’s 2020 Online Premium or PremiumPlus™ Packages.

 To receive your discount, simply follow these steps:

  1. Choose your area society
  2. Select a Premium or PremiumPlus™ Online Package
  3. Enter promo code CFA-SocietyEarlyBird during checkout

Select Your Area Society »


Quatric: Local candidates can enjoy a 50% discount on all CFA Distance Learning products. Click here for more 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.

 CFA Program

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








 Contact Us

​P. O. Box 14390
Oklahoma City, OK  73113
United States