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

CFA® Level I WindsorWeek Review Program

CFA-2014-Level-1-WinsorWeek-Hall

Location:

The University of Windsor
401 Sunset Avenue
Windsor, ON, Canada

Dates:

May 3–9, 2014

WindsorWeek for CFA® Level I Candidates

Over 45 Years as the Gold Standard in CFA® Review!

Join hundreds of other candidates who come from all over the world to share in the spirit, excitement, and energy in CFA® education that can only be found at WindsorWeek! The all-inclusive, 7-day residential program completely immerses you in the CFA curriculum and brings you together with some of the best instructors in CFA education.

WindsorWeek includes:

  • 48+ hours of expert instruction by CFA charterholders (Saturday–Friday)
  • Schweser ClassNotes, Volumes 1 & 2
  • Full Schweser Library (online)
  • Schweser's Secret Sauce®
  • One-on-one tutoring sessions
  • Third-length Live Mock Exam
  • Lodging* and all meals included

*There is no lodging provided with the “No Lodging” WindsorWeek option

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.

WindsorWeek CFA® Level I Instructors

  • Dr. Andrew Holmes, CFA - Program Director (see bio below)
  • Jeffery Chang, CFA, CPA, CFE (see bio below)
  • Adam Hardi, CFA, CFP (see bio below)
  • John Harris, CFA, CPA (see bio below)

 

*Instructors are subject to change.

CFA® Level I WindsorWeek Details

  • Diagnostic Pre-Test: This 45-minute self-exam will be given when you register at WindsorWeek. The exam will not only provide a kick-start to your week, but it will also give you a baseline for your CFA® exam preparation.
  • Major Concept Reviews: Held during select evening sessions, instructors will provide you with several problems relating to designated Concept Review topics. After answering the problems, the instructor will then review the questions with you and answer any questions. The Concept Reviews are intended to provide an active learning environment, which will improve retention of topics discussed during the daytime lectures.
  • Participant-Driven Review: The name says it all. This is not a Q&A, but rather an open-ended review where you, the students, get to suggest the topics of discussion for each session.
  • Strength Assessment Third-Length Mock Exam: The popular end-of-the-week exam is 2.5 hours, constituting a third-length CFA mock exam. Topic coverage weights and difficulty will be as close to the CFA exam as possible to give you a realistic sampling of the actual exam.

CFA Level I WindsorWeek Schedule

June 2014 Level I WindsorWeek™ Schedule »

WindsorWeek Location

The University of Windsor
401 Sunset Ave.
Windsor, ON N9B 3P4
Canada

The University of Windsor is located near Detroit, Michigan.

Transportation from Detroit airport:

Detroit Metro Airport Taxi goes directly from the airport to the University of Windsor at a cost of about $80 U.S. plus toll (costs may vary, so check with your driver for actual charges.) It will take approximately 35 to 40 minutes to get to the University of Windsor form the Detroit airport.

Transportation from Windsor airport or railroad station:

The taxi will take about 15 to 20 minutes to get to the university from either the airport or railroad station at a cost of approximately $30 to $35 CDN.

Parking Permits

For those arriving by personal car, the University of Windsor will provide parking spaces at no additional charge. Please contact Cassie Jewell, WindsorWeek Assistant Director, at +1 608.779.5599, ext 2588, or 519.253.3000, ext 3143, to secure a parking permit.

As a traveler, what are some important things for me to know?

Canadian law requires that all persons entering Canada carry both proof of citizenship and proof of identity. A valid U.S. passport, passport card, or NEXUS card satisfies these requirements for U.S. citizens. Non-U.S. citizens: Please check with your travel agent to determine what documentation (passport, visa, etc.) will be required for entry to the U.S. and Canada. We strongly urge any candidates traveling by air to secure a passport.

Important Links:

Lodging

Enjoy a choice of residential housing in Alumni Hall on campus or a room at the Waterfront Hotel Downtown Windsor (approximately 3 km/2 miles from the University of Windsor). Many people find they get the greatest benefit from the Windsor program by staying on campus.

Early lodging (Friday, May 2 check-in after 3:00 pm) is available for an additional fee. Please contact Cassie Jewell, WindsorWeek Assistant Director, at +1 608.779.5599, ext 2588, or 519.253.3000, ext. 3143, for further details and to make arrangements.

Entertainment

Kaplan Schweser will host an end-of-week party to give candidates a little breather from the week of intensive reviews.

Complimentary Gifts

In appreciation for your attendance, registration includes a complimentary travel kit and umbrella.

WindsorWeek Alumni Discounts*

  • 5% off the 2014 WindsorWeek registration fee
  • 20% off the 2014 WindsorWeek registration fee if you attended WindsorWeek in 2013, but did not pass the 2013 CFA® exam and will be retaking the exam for the same level in 2014 (proof of failure and registration for the June 2014 exam are required)

Corporate, Society, and University Discounts

Corporate, society, and university discounts vary. Please call a Kaplan Schweser Customer Service Representative to determine which discounts are applicable to you.

WindsorWeek discounts can only be applied by calling a Kaplan Schweser Customer Service Representative.

Phone:

Toll Free (US & Canada Only): 877.311.9770
International: +1 608.779.8327

Email:

staff@schweser.com

* Alumni and Repeating Candidate discounts cannot be combined with any other WindsorWeek discount.

Call to Register:

Toll Free (US & Canada only): 877.311.9770
International: +1 608.779.8327

Purchase Options:

WindsorWeek is available for individual purchase only; not included in any package.

Cancellations:

Cancellations must be received in writing before April 1, 2014, to receive a refund less the non-refundable deposit of $250 US/$250 CDN. Refunds will not be issued for any cancellations received on or after April 1, 2014.

Questions?

Visit our FAQ page
Email: info@StudySeminar.com
Contact Cassie Jewell : +1 608.779.5599, ext 2588, or 519.253.3000, ext 3143

Ordering Closed

WindsorWeek was fantastic! We learned tricks and were able to build relationships with other participants from all over the world!        

Paulette L., 2013 Level I

You get the opportunity to go through every section, so you have the ability to get questions answered, as well as how to prepare for that section of the exam. That was very useful and definitely helped with my final preparations prior to the exam.        

R. Miller

Meet Your CFA® Instructors

Dr. Andrew Holmes, CFA

Andrew is a finance faculty member at Brigham Young University. Before returning to academia, he was the former Senior Editor of Kaplan Schweser's CFA Level II study notes and has worked with the CFA curriculum and CFA candidates for a number of years. In addition to his instruction with Kaplan Schweser, he has accumulated well over 15 years of full-time teaching experience and has published or presented numerous articles in several areas of finance, including banking, real estate, personal finance, and investments. Andrew brings substantial academic and industry experience as well as excellent teaching credentials. He is a sought-after presenter for CFA Level I and II preparation seminars.

Andrew obtained his doctorate from the University of Houston and has taught at the University of Houston, Sam Houston State University, and Brigham Young University. In addition to being the recipient of several teaching awards, he also has significant experience with executive MBA programs and executive development programs.

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.

John Harris, CFA, CPA

John has taught for Kaplan and affiliates since 1996. He has more than 20 years of experience in credit and financial management, with particular emphasis in the areas of commercial loan valuation and asset recovery. In addition to his accounting practice, John operates Financial Accounting Workshops, a provider of accounting education and training to business professionals. He has a comprehensive grasp of financial accounting issues, as well as the ability to make those issues understandable and applicable in daily practice.

John earned both an MBA and MS from the University of North Texas and a BBA from Texas Tech University. He is a Certified Public Accountant and CFA charterholder. John has lectured for dozens of universities and CFA societies.

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.

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