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 Annual Candidate Open House


Each year in the Fall, we host a Candidate Open House for CFA Program candidates with our event partner Kaplan Schweser. We organize a panel of recent successful candidates from each level to discuss their exam strategies and best practice tips. It's an excellent opportunity for candidates to hear from experts on the strategy and tips for passing the exam as well as a chance to meet level-specific candidates and engage in study groups

 Additional CFA Exam 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 has been partnering with CFA societies for 15 years...developing candidates into CFA® charterholders and ultimately leaders in society communities. Schweser's study program has evolved over the years to create an engaging and motivating experience for candidates, guiding them to exam success in an efficient and adaptive manner.

Area candidates and members are eligible for discounted Kaplan Schweser exam prep. Visit and learn more about your available discounts!

Kaplan Schweser Free Resources

Schweser offers free resources to those interested in earning the coveted CFA® charter. From a daily email with CFA questions to eBooks to a mobile app, there is something for everyone. Learn More »

 Contact Us

 CFA Program

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

 Take the Next Step

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

Prepaing to take Level 2? Apply for our Level 2 Mentor Program. 

Have additional questions or looking for mock exam information? Email our education chair. 

 Exam Information

Program and Exam Fees

There is a one-time program enrollment fee when you register for the CFA Level I exam for the first time. The cost of each exam depends on when you register.


Exam Structure

CFA exam content, learning focus, and question format increase in complexity with each level.


Test Center Locations

CFA Progrom exams are offered in more than 400 locations globally.


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.