If you have been working as a professional in the investment industry and are looking to make the move to become a chartered financial analyst, Varsity Tutors is here to offer multiple approaches to Houston CFA preparation that could help you head into exam day with the skills and confidence you need to succeed. Before attempting to earn your credential by taking the CFA exams, you must have a bachelor's degree, as well as four years of full-time experience as a professional in a job that involves making investment decisions. Once this requirement has been met, you are permitted to take the first of three Levels of the CFA exams, which are designed to ensure that you have a strong grasp of portfolio management skills and advanced investment analysis.
What types of subject and skills can Houston CFA prep cover?
There are a variety of topics covered by the three Levels of the CFA but 10 major subject areas that all of the questions fall into, including economics, quantitative methods, ethical and professional standards, and corporate finance. Our CFA review options can help you go over all of this material and anything else that may be useful when exam day rolls around. One of the best ways to supplement your formal education, whether it occurred locally at a school like the University of Houston or elsewhere around the country, is by taking part in additional instruction that will keep the relevant material fresh in your mind.
No matter which prep approach you choose to go with, an experienced instructor can also help you learn what to expect from each Level of the exam, as well as the format and rules surrounding its administration. Levels I, II, and III of the CFA are taken sequentially, and you must pass the previous Level before moving onto the next. The first two Levels are made up of multiple choice questions, while the third also contains essays responses. Our services can help you improve your confidence with all the different question types you will see on the CFA, and you can also learn tips and strategies that often prove useful if you encounter a particularly tricky or difficult question.
What are the benefits to the different styles of Houston CFA prep?
There are two main services offered by Varsity Tutors: online courses and private instruction which can also be carried out in a virtual setting. They each have distinct benefits that you have the ability to decide between. Some individuals even combine them for a multi-layered approach.
For those who want something familiar and enjoy working as part of a class, there is a Houston CFA prep course. Courses take place entirely online, so they can be accessed from wherever you have an internet connection. Students and the instructor can share various perspectives and take part in discussions to help them determine the best ways to prepare. When you participate in a course, you also have the opportunity to request a one-on-one meeting with your instructor.
If you would prefer a more personalized learning environment, you might want to work with a Houston CFA tutor instead. This can be done over our Live Learning Platform which allows you the use of video chat and a virtual whiteboard. Otherwise, you can work with your instructor to schedule face-to-face sessions. Either way, they have the ability to evaluate your skills and customize their lesson plans to make sure your study time is spent as efficiently as possible. With this approach, you can work at your personal pace and receive regular feedback.
How do I sign up to get started with my Houston CFA prep option?
Any career that you attempt to establish yourself in will have certain barriers of entry, and one of the major barriers as you attempt to become a chartered financial analyst is earning a passing grade on the three levels of the CFA exams. As you go through the process of preparing for something that can have this big of an impact on the rest of your life, you will want to do everything in your power to give yourself the best chance at success. This includes seeking out assistance if you so desire. If either of the approaches to Houston CFA prep that are offered by Varsity Tutors appeals to you as exam day nears, please contact us online or by phone to get the ball rolling. You can get answers to any questions you have from our educational consultants, who can also help you get signed up for the option of your choosing. Do not hesitate. Reach out today to get started.
Mark: Houston CFA test prep instructor
...Health and P&C Insurance test The Real Estate Agent and the Real Estate Broker test TEST TAKING SKILLS are a vital part of passing any test I will demonstrate how. PRACTICE QUESTIONS - The more the better. As you are taking the test... I will show you how to build a POSITIVE ATTITUDE. The key...
Education & Certification
- University of Houston-Downtown - Associate in Science, Business Administration and Management
Subject Expertise
- CFA
- Series 87
- Series 66
- Series 57
- +73 subjects
Joe: Houston CFA test prep instructor
...I am enthusiastic about helping students with the Finance-related questions. Also, I have passed all sections of CPA exams, and I am confident in solving accounting related problems. Quickbooks is the concentration of my professional practice. I am a QuickBooks Pro-advisor and I am ready to help clients with the software as well related accounting...
Education & Certification
- Capital University - Bachelor of Accountancy, Accounting
- Fordham University - Master of Science, Accounting
Subject Expertise
- CFA
- Exam FM - Financial Mathematics
- CPA
- Insurance License
- +33 subjects
Damion: Houston CFA test prep instructor
...involves intense collaboration, is conducive to helping students succeed. My ability to prepare and explain subject matter is of utmost quality. Moreover, my penchant for connecting with students on a personal level makes the tutoring experience enjoyable for everyone. I currently hold a Master's Degree in Accounting from the University of Texas and a Bachelor's...
Education & Certification
- Saint Edward's University - Bachelors, Accounting
- The University of Texas at Austin - Master of Science, Accounting
Subject Expertise
- CFA
- Insurance License
- CPA
- Series 7
- +114 subjects
Andrew: Houston CFA test prep instructor
...University of Alabama where I received my Bachelor of Arts in Finance (summa cum laude) and Master of Arts in Economics. I also am Eagle Scout and hold the Chartered Financial Analyst designation. I have worked and traveled the globe, including time spent in institutional money management at Citigroup and UBS in London, England as...
Education & Certification
- The University of Alabama - Bachelor in Arts, Finance
- The University of Alabama - Master of Arts, Economics
Subject Expertise
- CFA
- CPA
- GMAT Verbal
- Business
- +10 subjects
Brad: Houston CFA test prep instructor
I enjoy helping students learn material in a way they can remember and apply in future coursework.... Perseverance trumps brilliance every time. Ask questions and work hard, and there's nothing you won't be able to understand.... I would begin by asking a few questions to see where a student is. I would then provide a useful note sheet and go over a refresher of some of the concepts we would be focusing on.
Education & Certification
- University of Minnesota-Twin Cities - Bachelors, Economics
Subject Expertise
- CFA
- AP Physics 1
- 11th Grade
- College Math
- +36 subjects
Sreenish: Houston CFA test prep instructor
A Master's in Financial Analysis from Rutgers University. I have 7+ years of experience in Finance and Technology. Professional Skills: ------------------- Accounting (GAAP) Financial Planning & Analysis Technology (SQL, SAP, SAS, Tableau,R etc.) ERP P&L Management Budgeting & Forecasting Project Management (PMP, AGILE) Risk Management
Education & Certification
- SRES, Pune University - Bachelor of Science, Electrical Engineering Technology
- Rutgers University-New Brunswick - Master of Science, Accounting and Finance
Subject Expertise
- CFA
- CPA
- PMP
- FRM
- +46 subjects
Patrick: Houston CFA test prep instructor
...and I am thrilled to share my passion for tutoring with you. With a diverse academic background and a deep understanding of test-taking strategies, I am dedicated to helping ambitious students excel in their studies and reach their full potential. I began my educational journey at Harvard College, where I pursued a major in Neurobiology...
Education & Certification
- Harvard University - Bachelor, Neurobiology
- Yale University - Professional (JD, MD, DMD, etc), MBA
Subject Expertise
- CFA
- Finance
- Personal Finance
- College Accounting
- +19 subjects
Paul J : Houston CFA test prep instructor
...- Proven track record in investment banking and commodity exchange settings. - Insightful CFA exam grader with deep understanding of exam requirements. - Successful stint in hedge fund environment, enhancing market insight. - Former Head of Trading Risk at major clearing house, overseeing significant operations. - Aims to mentor CFA candidates, combining rich industry background...
Education & Certification
- Pace University-New York - Masters in Business Administration, Business, General
Subject Expertise
- CFA
- Series 56 - Proprietary Trader Qualification Exam
- CRM - Certified Risk Manager
- Series 3
- +58 subjects
Michael: Houston CFA test prep instructor
...graduate of the Wharton School where I received an MBA and Johns Hopkins School of Advanced International Studies where I received a Master's in International Economics and International Political Economy. I received a B.S. in Business Administration-Finance from the University of Southern California. I am passionate about macroeconomics, finance, investing, statistics and enjoy tutoring in...
Education & Certification
- University of Southern California - Bachelor of Science, Finance
- The Wharton School UPENN - Masters in Business Administration, Finance
Subject Expertise
- CFA
- IB Economics
- ACT
- Study Skills and Organization
- +30 subjects
Amit: Houston CFA test prep instructor
Education & Certification
- CUNY Bernard M Baruch College - Masters in Business Administration, Business Administration and Management
- State Certified Teacher
Subject Expertise
- CFA
- SIE
- CPA
- UK A Level Economics
- +18 subjects
Timothy: Houston CFA test prep instructor
...opportunities in education instruction. Has a deep passion for mathematical applications to financial and economic analyses. Comes with a proven successful history of rising in duties and responsibilities throughout career. Have worked within investment and actuarial consulting firms. Able to analyze market data to support valuation conclusions primarily related to equity and debt investments. Several...
Education & Certification
- Illinois State University - Bachelor of Science, Mathematical Statistics and Probability
Subject Expertise
- CFA
- Exam P - Probability
- Exam IFM - Investment and Financial Markets
- Exam STAM - Short-Term Actuarial Mathematics
- +17 subjects
Jason: Houston CFA test prep instructor
...am an extrovert and my teaching style is conversational. I am a certified public accountant and chartered financial analyst. I enjoy teaching others about difficult subjects.I have an undergraduate degree in management and accounting and a masters in business with a concentration in accounting. I also have extensive knowledge and experience tutoring macro and micro...
Education & Certification
- Samford University - Bachelor in Business Administration, Business Administration and Management
Subject Expertise
- CFA
- Series 7
- CTP - Certified Treasury Professional
- CAIA Level II
- +47 subjects
Asif Mahmood: Houston CFA test prep instructor
...years of experience working in different industries as a finance professional. I love to break down complex concepts into simple language and teach students in an easy-to-understand manner. I am also an MBA graduate with a GMAT score of 660 and an IELTS score of 8. I look forward to teaching students to help them...
Education & Certification
- Jahangirnagar University - Bachelor in Business Administration, Finance
- University of Iowa - Masters in Business Administration, Investments and Securities
Subject Expertise
- CFA
- CPA
- Programming Languages
- Art
- +34 subjects
Ben: Houston CFA test prep instructor
Experienced portfolio manager, strategist and published author with a demonstrated history of working in the financial services industry. Skilled in Asset Management, Equities, Bonds, Investment Strategies, and Capital Markets. Strong finance professional with a MBA focused in Finance, General from University of Southern California - Marshall School of Business. Series 65, 7, 63, 24, CFA,...
Education & Certification
- University of Amsterdam - Bachelor of Economics, Economics
- University of Southern California - Masters in Business Administration, Economics
Subject Expertise
- CFA
- FRM
- Series 26
- Series 24
- +39 subjects
Frederic: Houston CFA test prep instructor
...in Economics from the University of Pennsylvania. I also am a Chartered Financial Analyst (CFA) with extensive experience in the financial and investment industries. Before entering industry, I was an Assistant Professor of Economics at Rutgers University. I have a passion for helping make complex topics understandable to students and applying concepts to real life...
Education & Certification
- University of Pennsylvania - Bachelor in Arts, Economics
- University of Pennsylvania - Doctor of Philosophy, Economics
Subject Expertise
- CFA
- CPA
- Microeconomics
- Personal Finance
- +28 subjects
Sebastian: Houston CFA test prep instructor
I'm here to help you pass in a fun way. I have over 20 years of Wall Street experience. I have worked as a trader, analyst, investment product specialist, portfolio manager and investment strategist.
Education & Certification
- University of Essex - Bachelor in Arts, Economics
Subject Expertise
- CFA
- Series 6
- Series 7
- SIE
- +14 subjects
Sang-Hoon: Houston CFA test prep instructor
I graduated from Columbia College in Columbia University in 1996 with a degree in Economics. I look forward to teaching students and learners and have a positive influence in your education and experience.
Education & Certification
- Columbia University in the City of New York - Bachelor of Science, Economics
Subject Expertise
- CFA
- SIE
- Series 7
- Exam FM - Financial Mathematics
- +96 subjects
Nicholas: Houston CFA test prep instructor
Have been tutoring on and off in a variety of subject areas since the 7th grade. My areas of specialty are in the science and in money-related topics such as securities, insurance, economics, finance, and accounting.
Education & Certification
- SIUCarbondale - Bachelor of Science, Management Science
- Walden University - Doctor of Philosophy, Finance
Subject Expertise
- CFA
- Series 31
- CFP
- Series 63
- +43 subjects
Alexander: Houston CFA test prep instructor
...successfully obtained my Charter. I have spent the entirety of my professional career in corporate finance, accounting/controlling, and investing, specifically in technology, media/internet, and telecommunications, from startups to multinational corporations, domestically and internationally. Along the way, I have worked for FTI Consulting, ProSiebenSat.1, BBC Studios, and Whitman Capital (a tech-focused hedge fund). In addition to...
Education & Certification
- Stanford University - Bachelor of Science, Political Science and Government
- University of Oxford - Master of Arts, Business Administration and Management
Subject Expertise
- CFA
- Business
- Macroeconomics
- Microeconomics
- +6 subjects
Cheryl: Houston CFA test prep instructor
...from point A to point B and making sure that they understand their subject areas of focus. I am a hands on coaching through encouragement type of tutor. I use 7 different formats to reach the students at their point of need. I also have experience tutoring students on the ACT and SAT. I look...
Education & Certification
- Atlanta Metropolitan College - Associates, Mathematics
- American InterContinental University-Atlanta - Masters in Business Administration, Accounting and Finance
Subject Expertise
- CFA
- COMPASS Reading
- Arithmetic
- ASVAB
- +42 subjects