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 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. Classes will be held at USD (Olin Hall 225) on Wednesday evenings, beginning February 13, 2019. Self-study may not be enough to succeed, register today. 

Register he​r​e​​. 

Additional events to register for:

  • Open House (FREE) - January 30, 2019 - Register here
  • FSA Workshop (FREE) - February 6, 2019 - Register here
  • Mock Exam - June 1, 2019 - Register here

For just $749, we’re offering candidates:

  • ​​​16 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 includes the SchweserPro Qbank (Kaplan’s most popular study material):

  • ​16 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)
  • SchweserPro Qbank

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. ​​​​

Contact our Managing Director here

 Course Schedule - June 2019

Wed, Fed 13​​7:00 PM - 9:00 PM​Ethics​Olin Hall 225
​Wed, Fed 20​7:00 PM - 10:00 PM​Quant 1Olin Hall 225
Wed, Feb 27​​7:00 PM - 10:00 PMQuant 2Olin Hall 225
​Wed, Mar 6​7:​00 PM - 10:00 PMEquities 1 Olin Hall 225
Wed, Mar 137:00 PM - 10:00 PMEquities 2 Olin Hall 225
​Wed, Mar 20​7:00 PM - 9:00 PM​FSA 1Olin Hall 225
Wed, Mar 27​7:00 PM - 9:00 PMFSA 2Olin Hall 225
Wed, Apr 3​7:00 PM - 9:00 PMFSA 3Olin Hall 225
​Wed, Apr 10​7:00 PM - 9:00 PMDerivativesOlin Hall 225
​Wed, Apr 17​7:00 PM - 9:00 PM ​Fixed Income 1Olin Hall 225
Wed, Apr 247:00 PM - 9:00 PM ​Fixed Income 2Olin Hall 225
Wed, May 17:00 PM - 9:00 PM ​​Portfolio Management​Olin Hall 225
Wed, May 87:00 PM - 9:00 PM ​Corporate Finance 1Olin Hall 225
​Wed, May 157:00 PM - 9:00 PM ​Corporate Finance 2​Olin Hall 225
Wed, May 227:00 PM - 9:00 PM ​​EconomicsOlin Hall 225
​Wed, May 29​7:00 PM - 9:00 PM​All Subjects ReviewOlin Hall 225
​Sat, Jun 1​8:30 AM - 4:00 PM
Mock exam begins
at 9:00am. 
​Mock Exam: Register hereOlin Hall 229
​Sat, Jun 15​9:00 AM - 5:00 PM​​June Level I CFA Exam
Refer to CFAI for locations. ​

 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.​


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.​​

 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. 

Date: Saturday, June 1, 2019
Time: 8:30-4:00pm​ (exam begins promptly at 9:00am)

Registration: Click here.
Cost: $69

5998 Alcala Park
Olin Hall 229
San Diego, CA 92110​​​​

Questions? Contact our Managing Director here.​

 CFA Open House

CFA Society San Diego invites Level I candidates to attend our annual Open ​​House and Orientation on Wednesday, January 30 from 7:00-9:00pm at Gordon Biersch in Mission Valley. 

Register here​

Cost: Free!

Questions? Contact our Managing Director here.​

 FSA Workshop

CFA Society San Di​ego invites Level I candidates to attend our free FSA Workshop​ on Wednesday, February 6 at the University of San Diego, Olin Hall 225​​. 

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

Register here​.


Questions? Contact our Managing Director here.​

 Become a Member

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

Student Membership: $25​
Affiliate Membership: $375
More info? Click her​e​​.

 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 the Society. The CFA Institute Logo, CFA® and Chartered Financial Analyst® are just a few of the trademarks owned by CFA Institute.