• Course Overview
  • Course Structure
  • Brisbane Schedule
  • Textbook and Materials
  • Why Participate?
  • Enrolment and Fees

CFA Society Sydney (CFAS) has a long history of providing prep courses for candidates of the CFA® Program. The aim of these courses is to provide candidates with the opportunity to be tutored by local practitioners in each topic area. Consistent with the CFA Institute® mission of promoting the highest standards of ethics, education, and professional excellence, our courses are designed for candidates who wish to achieve a high standard of excellence in the CFA Program.

Our Level I Prep Course follow a structured week-by-week schedule that culminates with the CFA Society Boston Practice Exam which we hold under full exam conditions two weeks before the actual exam.  This practice exam is prepared by a highly qualified team and has proven to be an excellent way to prepare for the CFA exams. 

Please note that our prep course is intended as a supplement to your private study, not a replacement. CFA Institute does not endorse, promote, or warrant the accuracy or quality of the products or services offered by CFA Society Sydney's review courses. CFA Institute®, CFA® and Candidate Body of KnowledgeTM are trademarks owned by CFA Institute. 

CFA approved prep provider CMYK small

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Our Level I prep course consists of 16 individual study sessions covering the 10 topic areas of the CFA Institute Candidate Body of Knowledge:

  1. Ethical & Professional Standards
  2. Quantitative Methods
  3. Economics
  4. Financial Reporting & Analysis
  5. Corporate Finance
  6. Portfolio Management
  7. Equity
  8. Fixed Income
  9. Derivatives
  10. Alternative Investments

Study sessions are held weekly at a venue tbc, Sydney, over the 4 months leading up to the exam. Sessions are either 2.5 or 3 hours in length, depending on the topic (refer Schedule in this brochure). The time committed to each study session reflects its weighting in the Level I curriculum and its complexity.

Our study sessions adopt an interactive ‘workshop’ approach with a mix of content, practice questions and worked examples to help candidates master the key concepts of the course. In general, half of each session will be a presentation of key concepts and half will be dedicated to a tutorial-style question and answer session.

The course will ensure candidates are able to pose their problems to experienced practitioners and discuss their studies with other candidates, removing the disadvantages of “distance-only” education. The course facilitates cross learning and communication with other candidates studying the CFA Program and working in the local financial services industry.

Our presenters are all CFA Charterholders with extensive Australian experience. They will provide candidates with a local insight into the subjects in the Candidate Body of Knowledge. As a worldwide program, the CFA Program is focused on the dominant markets of Europe and North America. An Australian perspective is important to ensure your studies have practical relevance in the local market. Full details are contained in our Prep Course Brochure

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Schedule for the CFA Level I Prep Course: 


Topic* Study Session Date Time  
Ethical and Professional Standards SS1  14-Feb 5:45 - 9.00  
Quantitative Methods SS2  21-Feb 5:45 – 8.30  
SS3  28-Feb 5:45 – 8.30  
Economics SS4  7-Mar 5:45 - 9:00  
SS5  14-Mar 5:45 - 9:00  
Financial Reporting and Analysis SS7 & 8  21-Mar 5:45 - 9:00  
SS9  28-Mar 5:45 - 9:00  
SS9 & 10  4-Apr  5:45 - 9:00  
Corporate Finance SS11  11-Apr 5:45 – 8:30  
Portfolio Management SS12  18-Apr 5:45 – 8:30
Equity SS13  26-Apr (Thurs) 5:45 – 8.30  
SS14  2-Apr 5:45 – 8.30  
Fixed Income SS15  8-May 5:45 – 8.30  
SS16  16-May 5:45 – 8.30  
Derivatives SS17  23-May 5:45 – 8.30  
Alternative Investments SS18  30-May 5:45 – 8.30  
BSAS Practice Exam  9-Jun 9.00 - 4.00  Sydney or via mail  

* The order in which topics are presented is subject to change. The topic timing will be finalised in conjunction with presenter availabiltiy.


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The textbook for our prep course is the Level I SchweserNotes™. All candidates are required to have access to a copy of the SchweserNotes™ which can be purchased from Kaplan Schweser.  

Materials will be provided for each study session. Candidates will be provided with a Dropbox link to access the course material on a weekly basis. 

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The key benefits of participating in our Level I review course are:

  1. Instruction from local practitioners in the investment management industry
  2. Comprehensive coverage of key topics
  3. Face-to-face learning complements the distance education structure of the CFA Program
  4. Focuses on complex topic areas that candidates generally have problems with
  5. Structured study program over 16 weeks helps keep your learning on track
  6. Provides a forum for you to discuss topics and get your questions answered
  7. Facilitates networking opportunities with other candidates and presenters
  8. Provides additional study materials
  9. Adopts a time-efficient weeknight format which will assist you to study when you otherwise wouldn’t
  10. CFA Society Boston practice exam included at end of course to finalise your preparation


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The cost of the course is $999 (including GST) which includes the CFA Society Boston practice exam. For a limited time we are offering a 15% discount, valid until Wednesday 31 January 2018. .Please use discount code EARLY15.


Other Information
Please note that our prep course is intended as a supplement to your private study, not a replacement.

Refund Policy
Refunds are allowed up until two weeks before the beginning of the first class.

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