Varsity Tutors can set you up with an online class or private tutoring to aid your San Francisco-Bay Area CFA preparation. If you're seeking your Chartered Financial Analyst, or CFA, credential, expert-led test prep is available so you can demonstrate your proficiency in key areas. You've worked hard to earn your finance degree at the University of San Francisco or the University of California - Berkeley. However, obtaining your certification requires you to pass a series of three exams - CFA Level I, Level II, and Level III. Regardless of which level you are taking, professional guidance is available to help you review the content on each test and learn invaluable study and test-taking strategies.
What Topics Can San Francisco-Bay Area CFA Prep Help Me With?
To take the next exam in sequence, you must pass the one before it. The results of your performance are "pass" or "did not pass." An instructor can help you reach for your goals by covering exam content and the question format, which varies with the complexity of each level. You'll need to know about professional standards, ethics, investment tools, portfolio management, asset classes, and wealth planning, which can be covered in-depth by your instructor whether you choose to study as part of an online course or one-on-one with a mentor.
You can take Level I during your final year of college, if you have completed your bachelor's degree, or if you have worked professionally in the finance industry. You'll need to answer 240 multiple-choice questions over two 3-hour sessions. The test format consists of sentence completion and topical questions. There are three unique choices for each. If you've completed your bachelor's degree and passed Level I, you can now prepare for Level II. Your instructor can cover the types of case statements, or vignettes, and questions you will encounter. For Level III, San Francisco-Bay Area CFA prep can focus on your essay response and the types of vignettes and questions included on the exam.
Each test prep session contains up-to-date instruction and content. You will receive a review of topics such as ethical and professional standards, quantitative methods, economics, and financial reporting and analysis. Other topics you might cover include fixed income, equity investments, and alternative investments. In addition to a comprehensive overview of financial topics, your instructor will also discuss the format of the exam and strategies to help you answer questions correctly and efficiently. A focus on your study and test-taking skills can improve your confidence and help you reach for your full potential.
What Are the Advantages of San Francisco-Bay Area CFA Test Prep?
Both collaborative online courses and private instruction are available, and Varsity Tutors can set you up with both. Whether you prefer one method over the other, or benefit from both, you can select the options that work best. Each has unique benefits. For example, a San Francisco-Bay Area CFA prep course enables you to attend an online class with an online whiteboard and video chat, which are part of our intuitive Live Learning Platform. You can interact with your instructor and peers. You can answer questions, receive feedback, ask anything you need to, and assist your peers in learning and during collaborative projects, while studying anywhere you can comfortably work on the Internet. One-on-one help is available too. A San Francisco-Bay Area CFA prep class instructor can set up a time to work with you individually if you need extra help.
However, you can also choose to work with a San Francisco-Bay Area CFA tutor if you prefer private instruction. A tutor can spend as much time as you need on a topic and tailor each lesson to address your areas of opportunity. You are free to ask questions at any time. If one teaching method doesn't mesh with your learning style, your mentor will try something different. They can provide feedback at every step of the way, so you can focus on your opportunities and efficiently spend your time learning the topics that are most important.
How Do I Enroll in San Francisco-Bay Area CFA Prep?
Enrolling in the type of prep that works best for you is simple. Just contact Varsity Tutors to speak to an educational consultant. They can walk you through the entire process. Online courses are held at different times of the day, even weekends, to account for busy schedules, and in two- and four-week sessions. Private instructors are flexible as well and can address your unique scheduling needs. You can get the San Francisco-Bay Area CFA prep you need, starting as soon as today.
Andrew: San Francisco CFA test prep instructor
...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 well as in entrepreneurial hedge fund management across America (CA, CT, AL). Along the...
Education & Certification
- The University of Alabama - Bachelor in Arts, Finance
- The University of Alabama - Master of Arts, Economics
Subject Expertise
- CFA
- CPA
- Business
- High School Accounting
- +10 subjects
Brad: San Francisco 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
- Professional Certifications
- 12th Grade Math
- Math
- +36 subjects
Frederic: San Francisco CFA test prep instructor
...MA and PhD 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...
Education & Certification
- University of Pennsylvania - Bachelor in Arts, Economics
- University of Pennsylvania - Doctor of Philosophy, Economics
Subject Expertise
- CFA
- CPA
- Economics
- Business Statistics
- +28 subjects
Nicholas: San Francisco 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
- PMP
- Series 31
- Series 6
- +43 subjects
Hiba: San Francisco CFA test prep instructor
...and practice questions and have tutored O levels students with Math problems. Since graduation I have been involved in the field of finance and investments and have helped my co-workers understand the concepts of portfolio management and other finance related topics. I would love to pass on my knowledge to my students and help them...
Education & Certification
- GUST - Bachelor of Science, Finance
- Chartered Financial Analyst - Certificate, Finance
Subject Expertise
- CFA
- CPA
- Business
- College Business
- +12 subjects
Evan: San Francisco CFA test prep instructor
...level Finance, Economics, Math, or Accounting work, or CFA exam prep I graduated Summa Cum Laude (top 5% of my class) from Northwestern University with a degree in economics. I subsequently passed all 3 levels of the CFA examination process. I have worked in Investment Banking (Barclays Investment Bank) where I performed complex financial analyses...
Education & Certification
- Northwestern University - Bachelor in Arts, Economics
Subject Expertise
- CFA
- Series 65
- Series 66
- SIE
- +27 subjects
Ann: San Francisco CFA test prep instructor
...a strong background in the subject. I have been tutoring and mentoring for many years, and find that my own understanding of a subject is improved with each person I that I teach. I hold a BS in Accounting from the University at Buffalo (SUNY), an MBA from the University of Minnesota, am a Chartered...
Education & Certification
- SUNY College at Buffalo - Bachelor of Science, Accounting
- University of Minnesota-Twin Cities - Masters in Business Administration, Business Administration and Management
Subject Expertise
- CFA
- SEE - Special Enrollment Exam
- CPA
- Real Estate License
- +61 subjects
Allan: San Francisco CFA test prep instructor
...the Brandeis International Business School, and hold both CFA and CAIA Certificates. I can help you with anything in the field of economics or finance, as well as all three levels of the CFA exam and both levels of the CAIA exam. I have long had a passion for teaching and pride myself on being...
Education & Certification
- Brandeis University - Bachelor of Science, Economics
- Brandeis University - Master of Science, Finance
Subject Expertise
- CFA
- CAIA Level II
- CAIA Level I
- UK A Level
- +14 subjects
Mike: San Francisco CFA test prep instructor
Education & Certification
- Milwaukee School of Engineering - Bachelor of Engineering, Electrical Engineering
- Roosevelt University - Masters in Business Administration, Business Administration and Management
Subject Expertise
- CFA
- Series 7 - General Securities Representative Exam (Stockbroker)
- Real Estate License
- Series 63
- +84 subjects
Gordon: San Francisco CFA test prep instructor
...I chose a career in finance because I find it to be a very important, challenging and rewarding occupation. I have worked in the investment management and financial planning industry for 25 years. I currently work for a Registered Investment Advisory (RIA) firm that handles complex client relationships. I have also been an adjunct university...
Education & Certification
- University of Kansas - Bachelor of Science, Business Administration and Management
- Rockhurst University - Masters in Business Administration, Finance
Subject Expertise
- CFA
- CPA
- Real Estate License - New York
- CIMA
- +58 subjects
Christopher: San Francisco CFA test prep instructor
...a business valuation analyst and level 3 of the CFA program, I have taken some time to travel (before Covid) and begin teaching online. My expertise is in options, futures, forwards, swaps and other financial derivatives, which I studied both at Middle Tennessee State University and the London School of Economics. I gained valuable tutoring...
Education & Certification
- Middle Tennessee State University - Bachelor of Science, Finance
Subject Expertise
- CFA
- CPA
- Series 65
- Computer Programming
- +144 subjects
Brandon: San Francisco CFA test prep instructor
...to students. I have an excellent and well rounded mix of professional experience and educational foundation which allows me to bring context and examples to topics in order to help students fully understand the concepts being learned. I initially received an undergraduate degree in Information Systems from Texas Tech University and went to work for...
Education & Certification
- Texas Tech University - Bachelor in Business Administration, Information Technology
- The University of Texas at Austin - Masters in Business Administration, Business Administration and Management
Subject Expertise
- CFA
- Business Analytics
- Business
- Personal Finance
- +7 subjects
Thomas: San Francisco CFA test prep instructor
...Economics in order to explore practical applications. While I continued my studies in liberal arts, slowly but surely I developed a passion for finance which guided me beginning my career at a multi-family office advising clients in portfolio management. While working in a number of roles through my 20s, I attained my CFA Charter. It...
Education & Certification
- Fordham University - Bachelor in Arts, Mathematics
Subject Expertise
- CFA
- Business
- Macroeconomics
- Algebra
- +11 subjects
Tim: San Francisco CFA test prep instructor
I am a tutor with experience in Finance, Accounting and Economics. I am happy to help students learn and advance their professional and academic careers. Personally, I am married with three kids. I teach online in the subjects mentioned above. While working professionally in finance is my occupation, teaching is what I truly love.
Education & Certification
- Missouri State University-Springfield - Bachelor of Science, Finance
- Maryville University of Saint Louis - Masters in Business Administration, Business and Managerial Economics
Subject Expertise
- CFA
- Series 7
- CPA
- Technology and Coding
- +32 subjects
Alexander: San Francisco CFA test prep instructor
...or contemplating completing the CFA program, from which I 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...
Education & Certification
- Stanford University - Bachelor of Science, Political Science and Government
- University of Oxford - Master of Arts, Business Administration and Management
Subject Expertise
- CFA
- Professional Certifications
- Microeconomics
- Economics
- +6 subjects
Asif Mahmood: San Francisco CFA test prep instructor
...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 achieve the same results I did using the most suitable approach right from...
Education & Certification
- Jahangirnagar University - Bachelor in Business Administration, Finance
- University of Iowa - Masters in Business Administration, Investments and Securities
Subject Expertise
- CFA
- CPA
- Python
- ISEE
- +34 subjects
George: San Francisco CFA test prep instructor
...when they have that "aha moment," realizing they just understood a concept that had eluded them. Most of my teaching experience has been at the college level, teaching and tutoring business classes in finance, financial accounting, marketing and economics. My first job out of college was teaching a GED class at Cook County Jail, with...
Education & Certification
- University of Illinois at Urbana-Champaign - Master's/Graduate, Finance
Subject Expertise
- CFA
- Exam FM - Financial Mathematics
- Exam IFM - Investment and Financial Markets
- CLEP
- +30 subjects
Akanksha: San Francisco CFA test prep instructor
...of Business. I have levels 1 and 2 of the CFA and am working towards level 3. I have experience tutoring students for the CFA, finance, accounting, economics, algebra, SAT, and ACT. I take a hands-on, interactive approach to tutoring that is tailored to each student's needs. My hobbies and interested include dancing, traveling, and...
Education & Certification
- University of Connecticut - Bachelor of Science, Finance
Subject Expertise
- CFA
- Spelling Bee
- PSAT Critical Reading
- Math
- +40 subjects
Ryan: San Francisco CFA test prep instructor
...this passion with those looking for help and support along their academic and professional journey. I have a Bachelors degree in Accounting from Florida Gulf Coast University in sunny Florida and a Masters degree in Accounting from the Fischer School of Accounting at the University of Florida. (Go Gators!) Post graduation I obtained my CPA...
Education & Certification
- Florida Gulf Coast University - Bachelor of Accountancy, Accounting
Subject Expertise
- CFA
- Series 7 - General Securities Representative Exam (Stockbroker)
- CPA
- College Accounting
- +12 subjects
Christopher: San Francisco CFA test prep instructor
...and 2. The CFA is a professional exam for the gold standard in investment management and analysis. My degree is in financial calculus (management), economics, and entrepreneurship. Professionally I'm a equity trader, software business to business account executive (sales), and small business owner (music and art). I will work with you to find a study...
Education & Certification
- Western Kentucky University - Bachelor of Science, Financial Mathematics
Subject Expertise
- CFA
- Series 66
- Series 7 - General Securities Representative Exam (Stockbroker)
- Series 7
- +51 subjects