Chartered Financial Analyst (CFA®) Level I
Chartered Financial Analyst (CFA®) Level I
The Chartered Financial Analyst (CFA®) designation is the globally recognized standard for establishing professional credibility within the field of investment analysis. If you are a finance or investment professional, the CFA® credential will solidify your position as a competent and credible member of the finance profession, increase your marketability and salary potential, and certify your skills.
Florida Atlantic University’s CFA® review classes will help you focus and remain disciplined and on track to your goal of becoming a CFA® Charterholder.
Tuesdays
On Campus
Or Live Virtual
Jan. 23 - May 7, 2024
6:30pm - 9:30pm
42 Hours - PDUs
4.2 CEUs
14
$1,450
COURSE BENEFITS
The CFA Society of South Florida (CFA South Florida), in partnership with FAU, will help you meet the challenge of the Chartered Financial Analyst (CFA) Level I exam.
Our review programs feature:
- Top-notch instructors: Our classes are taught primarily by CFA charterholder senior executives, portfolio managers, and analysts from the South Florida investment community. We also use selected academics in those areas where we believe an academic perspective is important.
- Practicality and relevance: Because the majority of our instructors are CFA charterholders, they know from firsthand experience how to pass the exam.
- A disciplined approach: The review curriculum provides structure, along with in-depth coverage of topics, to maintain a disciplined pace of preparation. Convenience: Weekly programs are scheduled in accordance with the CFA Institute’s bi-annual exams.
Free Pass Guarantee
Students who attend a minimum of 70% of the review classes and complete 90% of the online question bank, may re-sit the review class free of cost excluding the cost of new study material (if needed). Parking Fees will apply.
CURRICULUM DESCRIPTION
Florida Atlantic University's Chartered Financial Analyst® (CFA) Level I Review program develops and reinforces a fundamental knowledge of investment principles.
Program Outline:
IDEAL CANDIDATE
- Portfolio Managers
- Money Managers
- Research Analysts
- Finance and Investment Professionals wishing to obtain the CFA® designation, increase earning power and achieve career advancement within the field
- SchweserNotes™ Volumes 1-5
- Schweser's QuickSheet
- Study Materials
- Practice Exams, Volumes 1 & 2 (6 Full Exams)
- SchweserPro™ Qbank
- Weekly Class Workbooks
- Mock Exam
- Books and Online materials are included in the course fee
About the CFA South Florida Society
CFA Society South Florida, Inc. (the Society), is a non-profit member organization dedicated to the highest standards of professional competence and integrity in the financial professions. The Society, founded in 1971, serves the investment community and its members by promoting active participation in the Society and by providing useful tools to advance personal and professional development among members.
FACULTY
MICHAEL MATTHEWS
Michael Matthews, CFA, is a managing partner at Financial Trust and is involved in all aspects of the firm’s business, including management of the firm’s proprietary investment strategies.
BLAIR SHEIN
Blair Shein is a Chartered Financial Analyst® (CFA®) and CERTIFIED FINANCIAL PLANNER™ (CFP®) professional and is the Vice President of Compass Financial Group, Inc.
ANTHONY MILANESE
Anthony J. Milanese is a Financial Advisor and Vice President in Bernstein’s Private Wealth Management practice. For 13 years with the firm, he has advised business owners and high-net-worth families.
FREDDIE SMITHSON
Freddie Smithson is a Managing Director at Strategic Liquidity Fund (SLFAQ, LLC), a leading investor in distressed assets.
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FAU Executive Education - Chartered Financial Analyst (CFA®) Level I
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