For courses that will provide you with the academic core content needed to take the CFA® Review Course, please visit Investment Management.
The Chartered Financial Analyst® (CFA) designation, awarded by the CFA Institute, is a self-study, graduate-level program for investment professionals. The program requires candidates to study for and sequentially pass three levels of exams to earn charter status.
University of California, Irvine Extension offers three live CFA Review Courses that feature CFA Institute-accepted curriculum to prepare candidates for each level of the CFA exams—Levels I, II and III.
Who Should Attend
CFA Review courses are open to:
- All investment professionals
- Interested graduate and undergraduate students
- Students interested in portfolio management, investment research, advisory services, or investment banking
Program Benefits
UC Irvine Extension offers all three levels of the review series to help individuals prepare for the CFA exams, the most rigorous certification designation in the financial industry.
- Students prepare for the CFA Level I, II and III exams
- Courses are taught by Chartered Financial Analyst professionals
- Courses are offered throughout the year and feature Schweser study materials
CFA Level I review course
- Focuses on the broad topic areas involved in investor relations
- Familiarizes students with the Level I Learning Outcome Statements (LOS)
CFA Level II review course
- Emphasizes the application of the investment tools and concepts learned in Level I
- Teaches students to analyze specific equity and fixed-income securities and other investments; estimate expected investment return and risk; compare alternative investment choices; and make investment recommendations
- Focuses on asset valuation, providing candidates with a thorough understanding of industry and company analysis
CFA Level III review course
- Prepares students to calculate investor constraints; analyze capital-market expectations, and make asset-allocation decisions
