CFA® Program

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
Pitch Speech

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.

Level I
CFA® Level II
Pitch Speech

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.

Level II
CFA® Level III
Pitch Speech

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.

Level III
Exam Support
Pitch Speech

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.

Exam Support
Free Resources
Pitch Speech

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.

Free Resources

Testimonials

Ana Bachurova
Associate Climate Strategy Delivery EBRD

The CFA Institute’s ESG Certificate lays the foundation to understanding the multi-faceted and dynamic ESG landscape. I prepared for it with Quartic, which helped me a lot by providing structure to the content, setting a learning pace to keep me on track and providing additional learning materials like practice questions to test my knowledge.
Most importantly, I got tailored support by an excellent trainer (Dianne) who was responsive, experienced, knowledgeable and clearly passionate about the topic.

Esteban Xavier Espin

ESG Investing – I want to share how pleased I am the product that I bought from you guys. Within a short week I was able to narrow down my studies and focus with your videos and questions.

Daniel Beheshti
Merrill Lynch

I am extremely happy with the course and also with Nicholas. All in all great course and great material. Completely the opposite of what’s out there. Helps me understand the concept. Thank you!!

Izabela
Allianz Global Investors

My experience with Quartic was great. Quartic resources really helped me to save time and concentrate on the most important content of the CFA Curriculum that is necessary to pass the exam. I would definitely recommend Quartic.

Svitlana Pyrkalo
EBRD

A huge thanks from me to all the tutors and to Nick for an outstanding preparation, literally from zero.

Niha Islam
Centrica

I passed the CFA Level III Exam. I just wanted to say thank you so much for all your help. You were great tutors and went beyond answering all my questions very promptly.

Natalya Zhdanova
Market Research & Analysis

In the space of four months I have pursued and successfully completed both of the exams comprising IMC qualification on the first trial thanks to my studies based on the Quartic training materials. The tutor had a lot of the real life experience and was able to relate the information in a succinct and interesting manner. I look forward to moving into the financial services and so far IMC has opened quite a few doors for me to realise that.

Leena Elsamra
EBRD

I would like to thank you for your support – the Quartic programme is a huge contributor to my success.

Philipp Orlik
Investment Associate

The IMC course at Quartic provided me with a necessary insight about an industry that I wanted to get into. In particular, it allowed me to make a shift from law to asset management and made my studies towards the CFA qualification less stressful. The tutor’s support was always there and all stumbling blocks were substituted with understanding of both theoretical and practical concepts. Thank you Quartic!

Alice Pezzo
MFS Investment Management

The course was great and I feel a lot more confident about the exams.

Abdulla
Mubadala GE Capital

I took the distance learning program for both CFA Levels I and II. I’m from the UAE and have recommended the Quartic distance learning program to my friends.

Ines Cebic-Habibija
EBRD

hank you again for an amazing revision course, I truly believe it was the turning point in passing this exam.

Jamie Dorricott
BNP Paribas

Your teaching methods are outstanding – hope to see you at level 3!

Terence Darko
Institutional Sales, Investment Management

I did a lot of research before choosing to partner with Quartic and that’s exactly what it is; a partnership. Their tutors would take you through from the beginning to the end and you can see the passion and their interest in your wellbeing. Quartic structures their classes and curriculum around the feedback they receive from candidates like us to help make it easier, smoother and better for our time with them on this difficult journey. Credit where it’s due, thank you to the team for taking me through my Level 1 2017 and Level 2 2018; only 1 to go! Just to make a point, I tutored colleagues studying with other trainers.

Shanshan Song
LSE Political Sciences

I would like to thank the Quartic Team for the effort in helping to make sure our classes went on smooth and for the wonderful teaching. It was very impressive. I would also like to thank the tutors for teaching us and for being very helpful in the whole process of preparing for the exam. Overall, it was a great experience having spent the past months with you.

LD.
PwC

A big thank you to Quartic without whose help I would not have passed CFA Level I first time. Classes were interactive and entertaining, the material easily digestible and very relevant to the exam, and the videos were extremely useful too. I would definitely recommend Quartic.

Alroy Dcruz, CFA
Business Consultant

Nicholas is one of the best tutors I have ever studied under. His unique ability is to explain
complicated concepts in simple words and graphics, passing on his excellent grasp of the
subject.

Kate Kalashnikova, CFA ACA
Analyst

The tutors were enthusiastic, the classes enjoyable, the explanations clear and intuitive, and with excellent teaching materials Quartic helped me to pass each level at first attempt.

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