Chartered Financial Analyst (CFA®) Level I Review Program

Florida Atlantic University's Chartered Financial Analyst® (CFA) Level I Review program develops and reinforces a fundamental knowledge of investment principles.

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.

Program Details

  • Format: Tuesdays | On-Campus or Live Virtual
  • Dates: Jan. 23 - May 7, 2024
  • Time: 6:30pm - 9:30pm EST
  • Hours: 42 Hours / 4.2 CEUs
  • Sessions: 14
  • Location: Boca Raton Campus or Live Virtual
  • Fee: $1,450


Program Outline

  • Introduction & Ethical Standards
  • Quantitative Methods
  • Economics
  • Financial Reporting and Analysis
  • Corporate Finance
  • Equity Investments
  • Debt Investments
  • Derivatives
  • Portfolio Management

Instructional Method

  • Instructor-led
  • Weekly review of materials, assignments and discussion of specific investment principles in preparation for the exam.
  • Curriculum follows the CFA Institute’s guidelines and Learning Outcome Statements for each respective discipline

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.


Click here for more information regarding the CFA examinations and the CFA South Florida Society.


Contact Us

Robert Munoz
Program Coordinator

phone: (561) 297-2571
map: Bldg. 103, SF 129