If you've been worried about your upcoming CFA exam, Varsity Tutors can help you enroll in a San Francisco-Bay Area CFA course that can help you to maximize your preparation efforts with confidence. The Chartered Financial Analyst (CFA) is a series of three exams that must be taken sequentially. To sit for this test, you must have four years of experience in the industry as well as a bachelor's degree.
All levels are offered in June, and the CFA Level 1 Exam is also offered each December. You will receive a pass or did not pass notification. Once you receive a pass notification, you are free to register for the next exam. Since the exams are given infrequently and sequentially, it's crucial to prepare for each one thoroughly. Failing to do so can mean you won't have another opportunity to pass a specific level for another year, which also delays your certification. Continue reading to learn more about what is covered on the various levels of the CFA exams and how Varsity Tutors can help you prepare for your upcoming test with less stress.
What can a San Francisco-Bay Area CFA course cover?
A San Francisco-Bay Area CFA course can cover any of the topics on the CFA exams. The questions and format vary from one level to the next, and the curriculum is updated with each exam cycle. However, all three levels of the CFA are centered around the same topic areas, which include ethical and professional standards, economics, corporate finance, equity investments, derivatives, quantitative methods, financial reporting and analysis, portfolio management, fixed income, and alternative investments.
Depending on the level you'll be sitting for, you could have a testing format that is focused on multiple choice, or you may need to provide short answer or essay-style responses. A course can not only help you prepare for the subject area content, but it can also help you become more familiar with the testing format. If your test includes a writing requirement, you may also need to practice your timed writing techniques.
What are some of the advantages of taking a San Francisco-Bay Area CFA class?
A San Francisco-Bay Area CFA class can provide you with a systematic approach to preparing for your exam and may make it easier to regularly integrate your studies into your life.
One advantage of taking a CFA class is that it is an online learning experience. This reduces your overall time commitment to preparing for your test by removing the commute time to and from a physical classroom. To log in to your classroom, you just need to have a digital device and a reliable internet connection. Once there, you'll be able to see and hear your teacher just as if they were sitting across the table from you.
Another key advantage of taking a class is the supportive group environment of other professionals who are on a similar professional journey. When working towards a prestigious career certification, many students report feeling isolated in their daily life because no one else is going through the same experience. In your class, you'll be surrounded by people who understand the dedication and pressure you may be feeling. Plus, working with peers can help learners to understand the material better.
If you have questions during your class, you can ask for assistance. If you feel like it is something that is beyond the scope of what a teacher can address with the rest of the class, you can also request individual time with an instructor outside of your group session.
Finally, when you include a professionally developed class into your preparation strategy, you can save both time and money, and for many people, time is the more valuable of the two commodities. Taking a class means you won't have to spend hours looking for the right preparation resources on your own. You'll have access to high-quality instruction with none of the research.
How can I get started with a San Francisco-Bay Area CFA prep course?
The experts at Varsity Tutors make enrolling in a San Francisco-Bay Area CFA course easy. You earned your degree and have spent years working in the industry to earn the right to take these exams. These are not tests that you can take whenever you feel like it since testing dates are so limited, so it's important that you pull out all of the stops to do your best. If you're ready to prioritize your test prep so you can work towards taking your career to the next level, a San Francisco-Bay Area CFA class is a great option. Contact Varsity Tutors today to learn more or enroll.

Andrew: San Francisco CFA course instructor
...enjoy teaching the most when I see the light of understanding turn on in the student and not just academically but with real-world applicability whenever possible (especially regarding investing). I listen to the student's needs within the context of the exam in question, explain the complex in easy-to-understand terms, and seek feedback. In my other...
Education & Certification
- The University of Alabama - Bachelor in Arts, Finance
- The University of Alabama - Master of Arts, Economics
Subject Expertise
- CFA
- CPA
- Graduate Test Prep
- GMAT Verbal
- +10 subjects

Alexander: San Francisco CFA course instructor
...particularly those currently seeking 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,...
Education & Certification
- Stanford University - Bachelor of Science, Political Science and Government
- University of Oxford - Master of Arts, Business Administration and Management
Subject Expertise
- CFA
- CFA - Chartered Financial Analyst - Level 2
- Economics
- CFA - Chartered Financial Analyst - Level 1
- +6 subjects
Education & Certification
- CUNY Bernard M Baruch College - Masters in Business Administration, Business Administration and Management
- State Certified Teacher
Subject Expertise
- CFA
- SIE
- CPA
- CPA REG - CPA Regulation
- +18 subjects

Ryan: San Francisco CFA course instructor
...graduation I obtained my CPA while working in Big 4 public accounting. Since then I've worked in back and middle office roles at some of the largest banking institutions in the world. I'm excited to bring my education and 10+ years of professional experience to help others learn accounting, finance, and other business disciplines.
Education & Certification
- Florida Gulf Coast University - Bachelor of Accountancy, Accounting
Subject Expertise
- CFA
- CPA
- Series 7 - General Securities Representative Exam (Stockbroker)
- Macroeconomics
- +12 subjects

Joe: San Francisco CFA course instructor
...is another area of my expertise, as I have nailed the exam after fairly short period of preparation. I pass all of the aforementioned examinations at the first attempt with top percentile scores, and I would like to share all of the fundamental knowledge and practical testing skills you need to pass the exams.
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

Sang-Hoon: San Francisco CFA course 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
- PRAXIS
- Series 7
- CAIA Level I
- +103 subjects

Vikram: San Francisco CFA course instructor
I am a seasoned Investment Professional holding MBA (Fin) and CFA qualifications. Teaching is my hobby and I taught nearly 60 CFA level 1 students. I have 18 years of professional experience as an investment professional. Completed FINRA Exams, Series 7 and Series 66. Making difficult concepts easy to understand with examples from day-to-day life...
Education & Certification
- ICFAI - Master's/Graduate, Investment
- CFA Institute - Professional (JD, MD, DMD, etc), Investment
- London Business School - Master of Arts, Finance
Subject Expertise
- CFA
- Exam FM - Financial Mathematics
- Exam IFM - Investment and Financial Markets
- Exam SRM - Statistics for Risk Modeling
- +29 subjects

Gordon: San Francisco CFA course instructor
...of Kansas in Lawrence. I do hold the Chartered Financial Analyst (CFA) designation. I have also been a grader of the level III CFA exam many times. I also am a Certified Financial Planner (CFP). I do enjoy tutoring investment management, corporate finance and financial planning. I believe finance is an art form that may...
Education & Certification
- University of Kansas - Bachelor of Science, Business Administration and Management
- Rockhurst University - Masters in Business Administration, Finance
Subject Expertise
- CFA
- CIA - Certified Internal Auditor
- CFP
- CIMA
- +58 subjects

Daniel: San Francisco CFA course instructor
Learn from a finance industry professional with nearly 2 decades of experience. Formally trained in Economics with an MBA in Finance. I am also a CFA Charterholder. My talent in explaining difficult concepts easy to understand!
Education & Certification
- Boston University - Bachelor in Arts, Economics
- FGV - Fundação Getulio Vargas - Masters in Business Administration, Finance
Subject Expertise
- CFA
- Series 6
- Series 3
- Series 7
- +10 subjects

Taiwo: San Francisco CFA course instructor
...outstanding success. Why do I love Tutoring? Tutoring helps me to inculcate confidence, diligence and competence in students and professionals, in their quest to achieve progression and mastery of their academic and career endeavors. I am ready to connect with the brightest minds, potentials, skill-sets and talents. Learning is a virtuous cycle.
Education & Certification
- Covenant University - Bachelor of Science, Accounting and Finance
- Pace University-New York - Masters in Business Administration, Finance
Subject Expertise
- CFA
- Real Estate License - Arizona
- Real Estate License - Washington
- Real Estate License - Virginia
- +44 subjects

James: San Francisco CFA course instructor
...I tutor Finance students and CFA candidates preparing for the Levels 1 and 2 exams. Having had careers in finance and education, my objective as a finance tutor is to explain concepts in straightforward terms with everyday examples. I aim to give life to the dynamics and calculations and enable students to apply the tools...
Education & Certification
- Whitman College - Bachelor in Arts, Biology, General
- University of Southern California Marshall School of Business - Masters in Business Administration, Finance
Subject Expertise
- CFA
- Series 7
- SIE
- Series 79
- +20 subjects

Ann: San Francisco CFA course instructor
...student who doesn't have 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...
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
- CPA
- SEE - Special Enrollment Exam
- Real Estate License
- +63 subjects

Joshuah: San Francisco CFA course instructor
...65, and 7 on the first attempts, and have passed the Level I CFA exam. All of which are completely unimportant because it's not about me, it's about how I can help you (and I can)! Whether you know what you need to know, or are completely lost, I will make sure that we progress...
Education & Certification
- Excelsior College - Bachelor of Science, Biology, General
Subject Expertise
- CFA
- Series 6
- Series 66
- Series 86
- +14 subjects

Ramesh: San Francisco CFA course instructor
...(certified internal auditor). My favorite subjects are Financial reporting and Auditing as I have practical exposure along with theoretical. My philosophy is mutual participation by myself and student as I do not want one-way discourse but input from students during class in order to ensure what is being delivered is actually digested by student.
Education & Certification
- california board of Accountancy - Master of Science, Accounting
Subject Expertise
- CFA
- CPA
- CIA - Certified Internal Auditor
- CPA BEC - CPA Business Environment and Concepts
- +18 subjects

Christopher: San Francisco CFA course instructor
...help you define a program, and determine steps for your mastery. I'm easy to talk to, a good listener, and have a good sense of humor. I will try to make learning fun and rewarding for you. I have taught all ages across all demographics, from K-12 special education to fortune 500 executives.
Education & Certification
- Western Kentucky University - Bachelor of Science, Financial Mathematics
Subject Expertise
- CFA
- Series 7
- Exam IFM - Investment and Financial Markets
- Series 66
- +51 subjects

Nicholas: San Francisco CFA course 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
- Series 63
- PMP
- +43 subjects

John: San Francisco CFA course instructor
...encouraged, and success becomes inevitable. I believe that education is not just about acquiring knowledge; it's about unlocking potential and fostering growth. With my diverse skill set, comprehensive knowledge, and unwavering dedication, I am confident in my ability to inspire, motivate, and mentor the next generation of finance professionals. Together, let's embark on a journey...
Education & Certification
- Cornell University - Master of Science, Finance
- CFA Institute - Associate in Science, Finance
Subject Expertise
- CFA
- Series 27
- CLU - Chartered Life Underwriter
- FAA - Federal Aviation Administration examination
- +620 subjects

Frederic: San Francisco CFA course instructor
I graduated with a BA, 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...
Education & Certification
- University of Pennsylvania - Bachelor in Arts, Economics
- University of Pennsylvania - Doctor of Philosophy, Economics
Subject Expertise
- CFA
- CPA
- Accounting
- Personal Finance
- +28 subjects

Ben: San Francisco CFA course 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
- Series 79
- CPA
- WMCP - Wealth Management Certified Professional
- +39 subjects

Evan: San Francisco CFA course instructor
...performed complex financial analyses before subsequently working in Private Equity. Most recently, I served as a Director of Finance for a Private Equity owned enterprise. I have helped many students in statistics, economics, managerial accounting, financial accounting and finance. I enjoy tutoring and it gives me the opportunity to teach location independent.
Education & Certification
- Northwestern University - Bachelor in Arts, Economics
Subject Expertise
- CFA
- Series 65
- FINRA - Financial Industry Regulatory Authority
- Series 24
- +27 subjects