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Back to CFA Overview
CFASF'S CFA® LEVEL I OFFERINGS
(June Exam)
INFORMATION SESSIONS |
REVIEW COURSE |
MOCK EXAM |
WORKSHOPS
For information on or to register for current offerings, visit the Events Page
The first exam in the CFA® series requires candidates to demonstrate a thorough comprehension on a broad range of topics within Fundamental Investment Tools and Concepts. Disciplined study is needed to master the volume of material and pass this multiple-choice question exam.
CFASF Review Instructors put together their own Study Session Notes and construct multiple-choice questions from the important learning outcomes in each session. Our instructors are experts on the material and how it can be asked.
Click on the link above for more details.
FREE INFORMATION SESSIONS
CFASF offers a free orientatioinformation sessions twice before each exam for Level I Candidaates, usually in Late spring and in summer (check CFA Candidate event page for details). All newly registered candidates, as well as those considering earning their CFA® charter should attend this orientation.
The process required to earn your CFA® Charter can be confusing, especially for new candidates. Without a clear understanding of how everything works, candidates run the risk of making very costly mistakes, both in terms of time and money. This session helps to clear up the confusion and put you on the right path. Come with your questions!
Orientation Includes:
- A short presentation on the CFA® Program and Exam process, as well as the 'must know' information for all new candidates.
- An overview of the major players, especially CFA Institute and SASF.
- Information about CFASF's review classes, workshops, study groups and the society itself.
- Answers to FAQs.
You must register for this event.
CFASF's CFA® MULTI-WEEK REVIEW COURSE
Two courses from which to choose:
18 week course starts early January
9 week course starts late February/early March
Each course meets 2 1/2 hours every week in SF’s Financial District
Registration begins online in October of the prior year
CFASF's multi-week review course provides candidates with a structured, classroom-based approach to preparing for the CFA® examination. The focus is on the comprehension of the assigned materials in the Study Guides from CFA Institute, with an emphasis on the Learning Outcome Statements (LOS).
In addition, problem solving and practical exam taking tips are incorporated into the program. Our "CFASF Review Notes," included with the course, are keyed to the learning outcome statements developed by CFA Institute and serve as an excellent tool for final preparation.
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BENEFITS AVAILABLE TO CANDIDATES IN THIS COURSE |
Discounts on Schweser Products and Services
Attend CFASF Events at member prices for one year (Member-only events excluded) |
NOTE:
This is a Review Course - candidates are expected to have completed the assigned readings as outlined in study guide from CFA Institute each week prior to attending class.
Tuition includes "CFASF Review Notes", however textbooks are not included in the course fee.
Register early to guarantee a spot – classes fill quickly
For more details or to register, Click Here
(Registration opens late summer/early fall)
CFASF's CFA® MOCK EXAM
Offered on a Saturday in May, approx. 3 weeks before the CFA® exam
Registration begins online in March.
Our 3-hour timed exams simulate exam conditions and cover all major areas of the assigned reading materials at each level. Questions on the exams were prepared by the instructors in our multi-week CFA® Review Program to reflect what they consider the important areas of CFA Institute’s study session.
ADDITIONAL CFA® WORKSHOPS
Workshops may be offered in May, based on interest.
Topics of previous workshops include:
Financial Statements, Accounting Fundamentals and Quantitative Methods
Registration begins online in March. Please check the registration page for details.
CFASF Reserves the right to cancel any course if minimum enrollment is not met and/or to make changes in times & dates of courses. Students will be notified of such changes.
"CFA Institute does not endorse, promote, review, or warrant the accuracy of the products or services offered by CFASF or verify or endorse the pass rates claimed by CFASF. CFA® and Chartered Financial Analyst® are trademarks owned by CFA Institute"

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