If you are interested in taking the CFA, you may want to reach out to 51Թ to enroll in Charlotte CFA prep. The Chartered Financial Analyst is a credential that is given by the CFA Institute. In order to take the exam, you have to have a bachelor's degree and four years of work experience involving investment decision making. The CFA is designed to measure whether you have a strong understanding of investment analysis and practical portfolio management skills. The exam is divided into three levels and you must pass each one in sequence. For each level, you can get either a passing or failing score. If you earn a passing score, you will be eligible to sign up for the next level. If you could use some guidance as you review for the CFA, you should consider enrolling in Charlotte CFA prep.
What topics can Charlotte CFA prep cover?
There are a variety of topics Charlotte CFA prep can cover. While the curriculum for the CFA changes every exam cycle, there are some topics that show up on all three levels of the exam every year. Some of these include ethical and professional standards, corporate finance, and alternative investments. While some of the topics are the same across all three levels of the exam, the types of questions provided are different. The Level 1 exam only has multiple choice questions, the Level 2 exam contains both multiple choice and short answer questions, and the Level 3 exam has a combination of short answer and essay questions.
Reviewing content is a pivotal part of preparing for the CFA, but it can also be beneficial to go through various test-taking strategies. Time management is one of the most important skills because it can be utilized in many different ways. Taking practice tests can give you an idea as to exactly how much time you can spend on each question. This ensures that you don't spend too much time on one question and run out of time. It can ensure that you don't rush too much and make careless mistakes. It can also be helpful to skip the more difficult questions and come back to them later if you have time. This gives you a chance to answer the easier questions, which can also help you build confidence.
What are the advantages of the two types of Charlotte CFA prep?
There are two types of Charlotte CFA prep: a Charlotte CFA prep class and private instruction. Many students only pick one option, but there are some students who pick both. Whichever option you pick, you will receive instruction from a knowledgeable instructor.
If you prefer studying with others, you might want to enroll in a Charlotte CFA prep course. Prep courses resemble traditional classes because you can learn from your instructor and practice your skills with your classmates in discussions and activities. Class discussions may be especially helpful with the essay section because you may be able to hear different perspectives and different strategies for writing them. If there are topics you just can't seem to grasp, you can connect with your instructor after class to ask questions.
If you are someone who prefers studying in an individualized environment, you may want to reach out to a Charlotte CFA tutor. Private instruction offers more opportunities for you to control which topics you review, so you can spend more time reviewing concepts you don't know and less time reviewing those you do. Your private tutor can also change the way they present concepts based on your learning style. If you are more of a visual learner, they can provide flashcards for you to review, for example. Your instructor can also relate exam topics to your interests to help you stay engaged in your sessions.
How can I get set up with Charlotte CFA preparation?
Whether you are a student at Queens University of Charlotte or the University of North Carolina at Charlotte or a working professional in the investment industry, you likely have a hectic schedule. You may have school, family, or work commitments that take up most of your time. If this is the case, you may feel like there isn't enough time for you to study for the CFA. However, the online nature of Charlotte CFA prep means that you can attend prep sessions from your home or any other location with Internet access. If you want some extra assistance as you prepare for the CFA, contact 51Թ today.

Brad: Charlotte 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
- AP Microeconomics
- Calculus
- College Business
- +36 subjects

Andrew: Charlotte CFA test prep instructor
...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 path, I taught college-level finance classes...
Education & Certification
- The University of Alabama - Bachelor in Arts, Finance
- The University of Alabama - Master of Arts, Economics
Subject Expertise
- CFA
- CPA
- GMAT Analytical Writing Assessment
- GMAT
- +10 subjects

Sung Ho: Charlotte CFA test prep instructor
I am passionate about teaching and mentoring. I have been teaching students from middle school to college and covered many different subjects including but not limted to pre-algebra, algebra, geometry, statistics, admision exams such as SAT and GRE, various languages such as Korean and Mandarin.
Education & Certification
- University of Michigan-Ann Arbor - Bachelor of Science, Electrical Engineering
Subject Expertise
- CFA
- SAT Subject Tests
- Korean
- Languages
- +29 subjects

Ryan: Charlotte CFA test prep instructor
...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 while working in Big 4 public...
Education & Certification
- Florida Gulf Coast University - Bachelor of Accountancy, Accounting
Subject Expertise
- CFA
- Series 7 - General Securities Representative Exam (Stockbroker)
- CPA
- College Math
- +12 subjects
Education & Certification
- Florida State University - Bachelor of Science, Finance
- University of Miami - Master of Science, Finance
Subject Expertise
- CFA
- SIE
- Series 66
- CPA
- +35 subjects

Tanvi: Charlotte CFA test prep instructor
...to effectively tutor the students. I possess a Master of Business Administration degree and have also completed Specialized Corporate finance courses from UC Berkeley. I have taught Finance specialization courses at the college level to MBA students and to corporate professionals for a specialized part-time MBA program. I have more than 10 years of working...
Education & Certification
- Gujarat Technological University - Master of Science, Finance
- University of California, Berkeley - Professional (JD, MD, DMD, etc), Finance
Subject Expertise
- CFA
- Exam IFM - Investment and Financial Markets
- College Economics
- Finance
- +9 subjects

Vikram: Charlotte CFA test prep instructor
...(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 is a gift to me.
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
- Series 65
- Exam SRM - Statistics for Risk Modeling
- Exam IFM - Investment and Financial Markets
- +29 subjects

Michael: Charlotte CFA test prep instructor
I believe in working hard to meet students where they are in their academic / professional careers and relate content to the things they are passionate about. I enjoy learning about everyone's unique background and the reasons they are seeking to further advance their knowledge.
Education & Certification
- Carthage College - Bachelor of Science, Finance
Subject Expertise
- CFA
- Macroeconomics
- Calculus
- Economics
- +11 subjects

Olubunmi: Charlotte CFA test prep instructor
...I love entrepreneurship and enjoy teaching business-related topics such as Finance and general management. I was a teaching assistant for general management while in business school. I have an MBA in Finance from University of Maryland, College Park. I also hold the CFA and CAIA designations. I look forward t connecting with you.
Education & Certification
- University of Maryland-College Park - Master of Arts, Business, General
Subject Expertise
- CFA
- Professional Certifications
- Business
- AP Microeconomics
- +5 subjects

Christopher: Charlotte CFA test prep instructor
...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 style that meets your needs, help...
Education & Certification
- Western Kentucky University - Bachelor of Science, Financial Mathematics
Subject Expertise
- CFA
- CRM - Certified Risk Manager
- Series 66
- Exam FM - Financial Mathematics
- +51 subjects

PAUL: Charlotte CFA test prep instructor
...15+ years experience performing financial analyses on firms, building 3-statement financial models, analyzing treasury and derivative instruments, performing treasury accounting, analysing financial statements, and conducting long and short-term financial forecasting. From my background and formal training over many years, I have become an Microsolf Excel Power user and also a superior user of Power BI...
Education & Certification
- Pace University-New York - Master of Science, Finance
Subject Expertise
- CFA
- Quantitative Methods
- CFA - Chartered Financial Analyst - Level 1
- Math
- +29 subjects

Allan: Charlotte CFA test prep instructor
...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 able to distill complex topics into...
Education & Certification
- Brandeis University - Bachelor of Science, Economics
- Brandeis University - Master of Science, Finance
Subject Expertise
- CFA
- CAIA Level II
- CAIA Level I
- CFA - Chartered Financial Analyst - Level 2
- +14 subjects

Alexander: Charlotte CFA test prep instructor
...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 Whitman Capital (a tech-focused hedge fund)....
Education & Certification
- Stanford University - Bachelor of Science, Political Science and Government
- University of Oxford - Master of Arts, Business Administration and Management
Subject Expertise
- CFA
- Economics
- CFA - Chartered Financial Analyst - Level 3
- CFA - Chartered Financial Analyst - Level 2
- +6 subjects

George: Charlotte CFA test prep instructor
...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 a focus on math and English....
Education & Certification
- University of Illinois at Urbana-Champaign - Master's/Graduate, Finance
Subject Expertise
- CFA
- Exam IFM - Investment and Financial Markets
- Exam FM - Financial Mathematics
- Macroeconomics
- +30 subjects

Asif Mahmood: Charlotte CFA test prep instructor
...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 the get-go.
Education & Certification
- Jahangirnagar University - Bachelor in Business Administration, Finance
- University of Iowa - Masters in Business Administration, Investments and Securities
Subject Expertise
- CFA
- CPA
- Business
- Professional Certifications
- +34 subjects
Education & Certification
- Milwaukee School of Engineering - Bachelor of Engineering, Electrical Engineering
- Roosevelt University - Masters in Business Administration, Business Administration and Management
Subject Expertise
- CFA
- NMLS - Nationwide Mortgage Licensing System
- Exam IFM - Investment and Financial Markets
- Exam FM - Financial Mathematics
- +84 subjects

Hiba: Charlotte CFA test prep instructor
...the teaching assistant for my Finance professors and helped my fellow students understand concepts that were not clear. I have also helped my fellow CFA candidates with concepts 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...
Education & Certification
- GUST - Bachelor of Science, Finance
- Chartered Financial Analyst - Certificate, Finance
Subject Expertise
- CFA
- CPA
- Algebra
- Pre-Algebra
- +12 subjects

Timothy: Charlotte CFA test prep instructor
...successful history of rising in duties and responsibilities throughout career. Have worked within investment and actuarial consulting firms. Able to analyze market data to support valuation conclusions primarily related to equity and debt investments. Several years of experience performing valuation of pension liability amounts based on projected future cash flows. Excellent communication, presentation and interpersonal...
Education & Certification
- Illinois State University - Bachelor of Science, Mathematical Statistics and Probability
Subject Expertise
- CFA
- Exam STAM - Short-Term Actuarial Mathematics
- Exam P - Probability
- Exam LTAM - Long-Term Actuarial Mathematics
- +17 subjects

Fan: Charlotte CFA test prep instructor
...* Derivatives pricing, analytics, and portfolio management * Investments in equity, fixed income and alternatives * Financial statement analysis and corporate finance * Investment management and risk management I graduated from Yale School of Management with an MBA and had a Master of Science in Computational Finance from Tepper School of Business, Carnegie Mellon University. I...
Education & Certification
- Yale University - Master of Science, Business Administration and Management
Subject Expertise
- CFA
- Exam SRM - Statistics for Risk Modeling
- Exam FM - Financial Mathematics
- Exam IFM - Investment and Financial Markets
- +5 subjects

Frederic: Charlotte CFA test prep instructor
...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 to real life situations.
Education & Certification
- University of Pennsylvania - Bachelor in Arts, Economics
- University of Pennsylvania - Doctor of Philosophy, Economics
Subject Expertise
- CFA
- CPA
- Business
- Econometrics
- +28 subjects