Chartered Financial Analyst (CFA®) Level II

Chartered Financial Analyst (CFA®) Level II

Chartered Financial Analyst (CFA®) Level II

FAU’s Chartered Financial Analyst® (CFA) Level II 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 II exam.

 

Format:
Fri./Sat./Sun.
On Campus
Or Live Virtual
Date/Hours:
TBD
8:30am - 5:00pm
22.5 Hours
2.2 CEUs
Sessions:
3
Price:
$499

 

COURSE BENEFITS

The only live CFA exam review programs in South Florida, 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.

  • 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: Weeknight 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

Program Outline:

  • Introduction
  • Quantitative Methods
  • Economics
  • Financial Reporting and Analysis
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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
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BOOKS AND MATERIALS

This accelerated review class includes*:

  • Comprehensive, condensed review lead by CFA charterholders (Friday-Sunday)
  • Thorough coverage of fundamental topics
  • Extensive work with practice questions and answer breakdown
  • 3-Day Review Mind Maps
  • 3-Day Review Questions
  • Instructor exam tips and strategies
  • Books and Online materials are included in the course fee

** Students are required to obtain comprehensive CFA Level II study materials before attending this accelerated review course.

AFFILIATION

CFA Society South Florida

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

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.

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Blair Shein

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.

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Anthony Milanese

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.

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Freddie Smithson

FREDDIE SMITHSON

Freddie Smithson is a Managing Director at Strategic Liquidity Fund (SLFAQ, LLC), a leading investor in distressed assets.

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REQUEST INFORMATION NOW

FAU Executive Education - Chartered Financial Analyst (CFA®) Level II

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Robert Munoz

Program Coordinator

(561) 297-2571


Email

 

 

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