Kaplan University School of Professional and Continuing Education Kaplan University School of Professional and Continuing Education

3-Day Review Courses for CFA® Level I Exam


CFA® Level I 3-Day Review and Exam Workshop Dates and Locations

April 25-27, 2014

May 2-4, 2014

May 9-11, 2014

May 16-18, 2014

May 23-25, 2014

  • Chicago
  • Houston
  • Live Online
  • Atlanta
  • Chicago
  • New York - Times Square
  • Washington, D.C.
  • Boston
  • New York - Times Square
  • Philadelphia
  • Washington, DC
  • Los Angeles
  • San Francisco
  • Toronto, ON (Must call to order)
  • New York - Downtown


CFA Seminar Details:

3-Day Review and Exam Workshop

With a balanced mix of CFA® curriculum review and problem solving, Schweser's 3-Day Review and Exam Workshop for the CFA Level I exam is just the thing to get you exam-ready. After reviewing each topic, instructors use problems and exam-like questions to teach you key concepts and techniques. The course is designed to improve your exam-taking skill and speed, as well as your knowledge of important CFA curriculum material. It's exactly what you need during the last weeks before the exam.

3-Day Review and Exam Workshop Demo »

The 3-Day Review and Exam Workshop includes:

  • 3 full days of exam preparation
  • Thorough review of key topics
  • Extensive work with practice questions and answer techniques
  • Instructor exam tips and strategies
  • Exam Workshop Mind Maps book (Review slides)
  • Exam Workshop Questions book (Practice questions)

The 3-Day Exam Workshop is available live in select locations and is also available Live Online or OnDemand.


The Online 3-Day Review and Exam Workshop (Live Online and OnDemand) includes:

  • 20+ hours of expert instruction and review in live a online webcast, then archived online for OnDemand viewing
    • Live Online dates and times:
      • Friday, April 25, 2014:  8:30 am – 5:00 pm CT
      • Saturday, April 26, 2014:  8:30 am – 5:00 pm CT
      • Sunday, April 27, 2014:  8:30 am – 4:30 pm CT
  • Thorough review of key topics
  • Extensive work with practice questions and answer techniques
  • Instructor exam tips and strategies
  • Exam Workshop Workbook Set (printed)
    • Exam Workshop Mind Maps - book of slides that are used in the Exam Workshop presentations to help with student note-taking.
    • Exam Workshop Questions - book of practice questions that are used in our Exam Workshops to help you apply and retain the information you learn.

3-Day Review and Exam Workshop Details (all locations)


  • Friday and Saturday: 8:30 am – 5:00 pm (local time)
  • Sunday:  8:30 am – 4:30 pm (local time)




Dates and Locations*

April 25-27, 2014

Hyatt Regency McCormick Place
2233 So. Martin Luther King Drive
Chicago, IL 60616

Norris Conference Center - Houston/Westchase
9990 Richmond Ave., Suite 102
Houston, TX 77012

May 2-4, 2014

American Management Association - AMA Executive Conference Center
1170 Peachtree St., NE
Atlanta, GA 30309

University Center Conference Chicago
525 S. State St.
Chicago, IL 60605

New York - Times Square:
The Westin New York At Times Square
270 West 43rd St.
New York, NY 10036

Washington, D.C.:
Holiday Inn Capitol
550 C Street, SW
Washington, DC 20024

May 9-11, 2014

Boston Convention and Exhibition Center
415 Summer Street
Boston, MA 02210

New York - Times Square:
The Westin New York At Times Square
270 West 43rd St.
New York, NY 10036

Pennsylvania Convention Center Authority
One Convention Center Place
1101 Arch St.
Philadelphia, PA 19107

Washington, D.C.:
Holiday Inn Capital
550 C Street SW
Washington, DC 20024

May 16-18, 2014

Los Angeles:
The Westin Bonaventure
404 So. Figueroa St.
Los Angeles, CA 90071

San Francisco:
DoubleTree By Hilton San Francisco Airport Hotel
835 Airport Blvd.
Burlingame, CA 94010

Toronto, ON: (Must call 877.311.9770 (U.S.) or +1 608.779.8327 (Int’l.) to order)
University of Toronto
321 Bloor St. West
Woodsworth College Residence Bldg.
Toronto, ON M5S1A9

May 23-25, 2014

New York - Downtown:
Kaplan Financial
61 Broadway
Suite 700
New York, NY 10006

*Locations are subject to change.


Purchase Options 

  • The Live 3-Day Review and  Exam Workshop can be purchased individually or as an option as part of the PremiumPlus Package
  • The Online 3-Day Review and  Exam Workshop can be purchased individually or as part of the Final Review Pack

Kaplan Schweser CFA® Instruction

Your success on the CFA® exam depends on quality instruction...and Schweser's classes are presented by the best in the business. All of our full-time instructors are CFA charterholders with years of experience teaching CFA-related courses. These award-winning professional editors and authors have been published and referenced in numerous trade publications and are true stars in the industry.

Level I 3-Day Review and Exam Workshop Intructors:

  • Atlanta:  Darren Lee, CFA FRM, CPA, CA (see bio below)
  • Boston:  Dr. Joseph Vu, CFA (see bio below)
  • Chicago (April 25-27):  Dr. H. Kent Baker, CFA, CMA (see bio below)
  • Chicago (May 2-4):  Susan Lakatos, CFA, CFP (see bio below)
  • Houston:  Jeffery Chang, CFA, CPA, CFE (see bio below)
  • Los Angeles:  Dr. H. Kent Baker, CFA, CMA 
  • New York - Times Square (May 2-4):  Dr. Joseph Vu, CFA
  • New York - Times Square (May 9-11):  Dr. H. Kent Baker, CFA, CMA
  • New York - Downtown (May 23-25):  Susan Lakatos, CFA, CFP
  • Philadelphia:  Bill Campbell III, CFA (see bio below)
  • San Francisco:  Adam Hardi, CFA, CFP (see bio below)
  • Toronto:  Dr. Joseph Vu, CFA
  • Washington, D.C. (May 2-4):  Dr. H. Kent Baker, CFA, CMA
  • Washington, D.C. (May 9-11):  Susan Lakatos, CFA, CFP
  • Live Online/OnDemand:  Dr. H. Kent Baker, CFA, CMA


*Instructors are subject to change.

Ordering Closed

The Schweser exam material was a vital part of my study program, providing the structure and content that enabled me to get through the material. The 3 day review course was the perfect way to transition from the study materials, review, and sample exams.        

Adele Y., 2012 Level I

Meet Your CFA® Instructors

Dr. H. Kent Baker, CFA, CMA

Kent is University Professor of Finance in the Kogod School of Business at American University. He served as the Chair of the Department of Finance and Real Estate for 11 years and headed the Finance Center of Excellence for 8 years. Kent has more than 35 years of teaching experience at the university level and has received numerous teaching awards. Kent has presented more than 100 CFA prep programs in the United States, Canada, Germany, and the United Kingdom, and he currently coordinates CFA programs for Kaplan Schweser in Washington, D.C. He has consulting and training experience with more than 100 organizations and has presented more than 650 training and executive programs on such topics as asset allocation, quantitative methods, credit analysis, and financial management. Kent has authored or edited 22 books and has more than 250 publications. He has also presented 165 papers at professional meetings and currently serves on six editorial boards. The Journal of Finance Literature recognized him as among the top 1% of the most prolific authors in finance during the past 50 years, while The CFA Magazine profiled him as “most credentialed.”

Kent received a BSBA (Management) from Georgetown University; an MBA (Finance), MEd (Educational Administration), and DBA (Finance) from the University of Maryland; an MS (Quantitative Methods), MA (Training and Career Development), PhD (Educational Administration and Organizational Development), and PhD (Counseling and Student Development) from American University. He also holds CFA and CMA designations.

Bill Campbell III, CFA

A mathematician by education, Bill has worked in software development, finance, risk management, and the defense industry-he really is a rocket scientist! Bill has taught university mathematics and finance for over 20 years; his CFA teaching with Stalla, and now with Schweser, has taken him to Zürich, Frankfurt, Los Angeles, Washington, Toronto, Vancouver, and Paris. In his free time, Bill is also a professional magician and amateur horseman.

Jeffery Chang, CFA, CPA, CFE

Jeff Chang has over 10 years of experience in the financial services and investment management field. During his professional career, he has worked as a consultant, investment manager, and securities trader. Jeff is currently the co-founder and managing director of Convexcel Asset Management. He started his career at the World Bank in its East Asia Pacific sector. He continued his career at Freddie Mac and Primatics Financial Consulting, developing an expertise in fixed income and mortgage securities, as well as risk management. Jeff also worked for FBR, a middle-market investment bank, where he worked with their trading platform.

Jeff is a CFA charterholder, a Certified Public Accountant (CPA), Certified Fraud Examiner (CFE), and holds Series 7 and Series 63 securities licenses. He attended the United States Naval Academy and Georgetown University.

Adam Hardi, CFA

Adam currently works on the Treasury side of investment banking at TD Securities in Toronto. He has been teaching the Toronto weekly CFA classes since 2007 and the WindsorWeek™ study seminar since 2009, primarily in the areas of finance, securities, derivatives and portfolio management. In addition, he has assisted with content and authoring questions for the SchweserNotes™ and the online question bank.

Adam holds an MBA in Finance from the Rotman School of Management. Prior to completing his MBA, he had over seven years of experience in finance at CIBC Wealth Management, both in equity and derivatives trading. He spent long hours on the trading desk as an institutional trader and was most recently managing a team of equity and fixed income traders. In his spare time (when not travelling) Adam is an avid sports enthusiast and enjoys kayaking, martial arts, and all winter sports.

Susan Lakatos, CFA, CFP

Susan is a market professional specializing in equity and fixed income valuation, corporate finance, economics, and wealth management, with a focus on statistical and analytical methods and techniques. Susan previously was the global director, securities, at the New York Institute for Finance, where she was in charge of all global training on the financial markets and investments. In this capacity she supervised the development of materials and programs by the staff of instructors and trained personally for key clients.

Her background as an investment analyst and advisor encompasses covers a wide range of financial instruments and clients. Her positions include managing editor street insight for TheStreet.com, director of research for Veronis Suhler, a merchant/investment bank; president of Ananda Advisors in New York; vice president in investment strategy for Kidder, Peabody & Co.; and economist for Washington Analysis Corp., then a subsidiary of Prudential Securities.  Susan was appointed by the United States Secretary of Labor to the U.S. Department of Labor Business Research Advisory Council, which oversees construction and release of economic indicators, including the Consumer Price Index and employment data, and served for ten years. She was invited to the White House in recognition of her service.

A specialist in Wealth Management and the Capital Markets, Susan has more than a decade of teaching experience and has delivered programs worldwide, including an international economic conference on financial markets and corporate restructuring, with speakers including: Hon. Alan Greenspan, Chairman of the Federal Reserve; Hon. Janet Yellen, Chairman of the Council of Economic Advisors; Ambassador Charlene Barshefsky, U.S.Trade representative; and other key players in world financial markets.

Darren Lee, CFA, FRM, CPA, CA

Darren operates his own consulting practice in Toronto, dealing primarily with finance and tax solutions for both corporate and personal clients. He was formerly a tax manager with KPMG, an auditor with Deloitte, and an account manager at the Royal Bank of Canada.

Darren has extensive experience in lecturing and grading activities relating to professional finance and accounting programs. He has taught for Kaplan Schweser since 2004 and currently manages and teaches in the Schweser weekly CFA® exam preparatory course in Toronto, as well as authoring/editing their FRM® study materials. Darren has also taught courses for the University of Toronto and the Institute of Chartered Accountants of Ontario.

In addition to these activities, Darren maintains part-time careers as a real estate broker and a concert pianist. An avid runner, he has completed several marathons around the world, including Berlin, London, Paris, Boston, Chicago, Houston, and Fukuoka. Darren graduated from the University of British Columbia with a Bachelor of Commerce degree.

Dr. Joseph Vu, CFA

Joseph earned his MBA and PhD, both in finance, from the University of Chicago. He has taught CFA review courses at all three levels for more than 20 years in Chicago and around the world. He is an Associate Professor of Finance at DePaul University in Chicago teaching investment, corporate finance, options, and mergers and acquisitions courses. He has published articles in both academic and professional journals, including the Journal of Financial Economics, the Financial Analyst Journal, the Financial Management, the Financial Review, the Journal of International Finance, and the Review of Futures Markets. Joseph also serves as an arbitrator for FINRA in Chicago.

About our eBooks

Kaplan Schweser is proud to announce we have teamed up with VitalSource® to offer eBook versions of our popular SchweserNotes, Secret Sauce®, and QuickSheet. For more information regarding VitalSource and our new eBooks, please visit our FAQ Page.

Note: Access to online products expires on exam day. Schweser releases a new version of products every year as the CFA® curriculum changes. Shared use is strictly prohibited.

For information regarding domestic and international shipping, please see our FAQ Page.