CFA® Program

The Chartered Financial Analyst® (CFA®) Program is the benchmark of excellence in the investment industry. Whether you’re buy-side or sell-side, asset manager or investment banker, analyst or advisor, gaining the CFA charter will give you the professional edge.

Being a CFA charterholder demonstrates to your clients and colleagues not only that you have succeeded in three challenging exams, but that you will support clients in an ethical and professional manner.

Over the three levels you will study a wide range of subjects, including analytical tools, asset valuation, wealth management and ethical standards. The knowledge you gain should set you up for a successful career.

Quartic has a passion for delivering an intuitive understanding of finance. We bring inspiration to our CFA Program delegates by providing vibrant and dynamic slides, insightful explanations, comprehensive question banks and personalised tutor support.

CFA® Level I
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Quartic has a passion for delivering an intuitive understanding of finance. We bring inspiration to our CFA Program delegates by providing vibrant and dynamic slides, insightful explanations, comprehensive question banks and personalised tutor support.

CFA Level I candidates come from many backgrounds: these range from those trying to build their knowledge from the ground upwards, all the way to seasoned finance professionals who now wish to add the most sought-after designation to their names.

We cater to all CFA candidates. To those with less experience in the financial world we include introductory courses – an Introduction to Financial Mathematics and an Introduction to Accounting. To the more experienced, our Quartic Online portal allows you to skip over topics with which you are already familiar. All candidates receive regular questions to test their level of knowledge.

CFA® Level II
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CFA Level II candidates have already succeeded in their first exam – however, some candidates begin their next challenge within moments of receiving their Level I result; others may have succeeded years earlier. At Quartic we cater to both, and all those in between.

This next level is often considered the technically most challenging and requires a huge leap of understanding. Our intuitive approach helps candidates grasp the concepts and address some of the trickier questions that can arise. To those candidates who are ahead of the curve, we aim to offer inspiration with insights that take the knowledge a step further.

Although the sound of multiple regression, pension accounting, binomial models and derivative valuation may make your hair stand up, we at Quartic enjoy the challenge of helping candidates get to grips with these concepts. Our tutors provide the intuition for you to understand not only how the methods and calculations work, but why.

CFA® Level III
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CFA Level III candidates have overcome the first two hurdles and have gained the extensive analytical and valuation skills included in Levels I and II.

Finally it is time to focus on the clients, both individual and institutional. What are their specific investment objectives and constraints? What behavioural traits do they exhibit and how do these affect the portfolio design?

Level III is all about portfolios and wealth management. Certain topics drop from the curriculum now (we know you will be sorry to see the back of Quants and Financial Reporting) and most other topics are from a portfolio perspective.

At Quartic you will be taught and guided by a CFA charterholder: we understand that CFA Level III poses specific difficulties you may not have found at the previous levels. But we have been there, passed the exam, and now provide the inspiration you need to succeed.

Exam Support
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We are here to help you succeed in your CFA® exams.

We design our materials to provide an intuitive understanding of technical financial concepts. However, when you need help it may be better to speak to a CFA charterholder tutor than to continue the head-scratching.

Our candidates receive unlimited personalised support: by phone, e-mail, Zoom or even in person! Whatever is best for you, we are on hand to provide assistance for your CFA exam from the moment you register up until exam day.

Free Resources
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Quartic offers candidates a range of free resources to help with their preparation for each level of the CFA Program. These include our free calculator tutorial, curriculum changes to the CFA exam, the Q Sheets (which contain all key formulae and concepts), not to mention regular blog posts where essential updates to the exam are described.

Testimonials

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