PART I. LECTURE SERIES

At the heart of this prep program is a set of 6-hour in-person intensive review sessions during which the high priority concepts from each of the topic areas will be taken up. The accumulation of 36 hours of in-class prep time is designed to maximize the amount of examinable material which may be covered.

     Location: University of Toronto (Downtown Campus)

     Time: 9:30am-4:30pm, with 1-hour lunch break.

PART II. ONLINE RESOURCES

Candidates will also be given access to our online portal, which includes:

• A comprehensive explanation for each Learning Outcome Statement (LOS)
• Use of a ‘ground-up’ approach to simplify even the most complex material
• Techniques on how best to answer CFA Exam questions
• Illustrations to help minimize the amount of formula memorization
• Step-by-step solutions for the more difficult questions in the CFA curriculum

PART III. TUTORIALS

Following the lecture series, we will be hosting a set of tutorial sessions during which candidates will go over a set of high priority practice questions as well as access our instructor to address specific problem areas. The dates are as follows:   

                Saturday August 22, 2026

                Saturday August 29, 2026

                Saturday September 5, 2026

                Saturday September 12, 2026

                Saturday September 19, 2026
                Saturday September 26, 2026
                Saturday October 3, 2026
                Saturday October 10, 2026

Time: 9am-5pm