CFA Society San Diego

A Member of the CFA Institute Global Network of Societies


 CFA Level I Review Course


 Course Materials & Fees

CFA Society San Diego understands how challenging the CFA® June Level I exam is. That's why we've partnered with Kaplan Schweser and the Institute for Finance Education and Research of the University of San Diego to offer a comprehensive review course for Level I candidates. Self-study may not be enough to succeed. Don’t miss out on this opportunity!

Register: click here​

Questions? Contact Michelle at 

For just $749, we’re offering candidates:

  • ​​​15 live classes taught by expert instructors (~40 hrs of live instruction)
  • Kaplan Schweser Workshop Workbook (to be distributed during week 1-2)
  • Live Mock Exam (25 hrs of video explanations)

For just $999, our Kaplan upgrade option, which includes Kaplan’s most popular study material, SchweserPro Qbank, offers candidates: 

  • ​15 live classes taught by expert instructors (~40 hrs of live instruction)
  • SchweserPro Qbank
  • Kaplan Schweser Workshop Workbook (to be distributed during week 1-2)
  • Live Mock Exam (25 hrs of video explanations)

Note: PASS PROTECTION is available to candidates who enroll in the course but do not pass the June exam. This offering does not include materials and is subject to available space. An administrative fee may apply. ​​​​

 Course Schedule - June 2018

Wed, Mar 21​7:00 PM - 9:00 PM​Ethics​KIPJ 222​
Wed, Mar 28​7:00 PM - 9:00 PM​FSA 1KIPJ 220​
Wed, Apr 4​7:00 PM - 9:00 PMFSA 2 KIPJ 222​
Wed, Apr 117:00 PM - 10:00 PMQuant 1KIPJ 222​
Mon, Apr 167:00 PM - 10:00 PMQuant 2 KIPJ 222​
Wed, Apr 18​7:00 PM - 9:00 PM​FSA 3​KIPJ 222​
Mon, Apr 23​7:00 PM - 10:00 PM​Quant & Equities 1KIPJ 222​
Wed, Apr 25​7:00 PM - 9:00 PMDerivativesKIPJ 222​
Mon, Apr 30​7:00 PM - 10:00 PM​Equities 2KIPJ 222​
Wed, May 9​7:00 PM - 9:00 PM ​Fixed Income 1KIPJ 222​
Wed, May 167:00 PM - 9:00 PM ​Fixed Income 2KIPJ 222​
Mon, May 217:00 PM - 9:00 PM ​​Corporate Finance 1KIPJ 222​
Wed, May 237:00 PM - 9:00 PM ​​Portfolio ManagementKIPJ 222​
Mon, May 287:00 PM - 9:00 PM ​Corporate Finance 2​KIPJ 222​
Wed, May 307:00 PM - 9:00 PM ​​Economics & All SubjectsKIPJ 222​
​Sat, Jun 9​9:00 AM - 4:00 PM​Mock Exam
Register here​​
PLRC-132 (Classroom)
​Sat, Jun 23​9:00 AM - 5:00 PM​​June Level I CFA Exam
Refer to CFAI for location details . ​

 Open House & FSA Workshop

CFA Society San Diego encourages Level II candidates to attend our Open House and Orientation on Thursday, February 8 from 7:00-9:00pm at Gordon Biersch in Mission Valley.

Register: Click here
Questions? Contact Michelle at 

CFA Society San Diego is also hosting a free FSA Workshop on Wednesday, February 21 at the University of San Diego, Olin Hall 225​. 

Register: Click he​​re​

Chris ​Girand, CFA, will lead the class and work through challenging FSA problems. Afterwards, Level I candidates are welcome to continue the discussion over a complimentary drink at Ballast Point on Linda Vista Road.​​ 

 Level I Mock Exam

​CFA Society San Diego has partnered with Kaplan Schweser and USD to host a mock exam that will better prepare candidates for the June Level I exam.  Kaplan Schweser will provide online video explanations of mock exam answers and Chris Girand, our CFA prep course instructor, will be onsite to answer questions. 

CFASSD is also holding a contest! The candidate with the highest score will receive complementary admission to our annual Forecast Dinner and a write up in the CFA Society newsletter. 

Register: Click here​

Date: Saturday, June 9, 2018

Time: 9:00-4:00pm​

Location: University of San Diego 
5998 Alcala Park, ​PLRC-132 (Classroom)​​​​
San Diego, CA 92110​​​​

 Become a Member

​Me​mbers receive access to countless events at discounted rates, networking opportunities and much more!

Student Membership Fee: $25​
Affiliate Membership Fee: $200

For more information, click her​e​​! ​

 Our Partners


Kaplan Schweser

Kaplan Schweser has helped tens of thousands of candidates pass their CFA exams.  We offer the broadest array of CFA exam preparation tools available anywhere and can also help you, whatever your individual learning style and educational needs.​

Kaplan Schweser Products Scholarship​​

Kaplan Study Solutions Discount!



KESDEE's Certification Tutorials are online training programs designed to train candidates seeking professional designations. With the advantage of accessing a training program 24/7, professionals have the convenience of learning from their home or office using a desktop or laptop.​​

 Review Provider 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.