CFA Thought Leadership
February 25, 2025
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There are multiple ways for organizations to support their CFA® candidates in their endeavor to achieve the CFA charter. One valuable way is to offer a CFA exam review workshop hosted exclusively for your company.
A CFA exam review workshop is an ideal way for CFA candidates to complete their studies and build confidence during their final weeks of preparation. It’s a three- to five-day event led by an expert instructor, and it is designed to reinforce knowledge, work on exam techniques, and improve your exam-taking skill and speed. It provides:
a review of the CFA Program curriculum
access to an instructor to resolve any questions the candidate may have
extensive practice and problem-solving
Kaplan Schweser is the only major CFA exam prep provider with the reach and resources to offer private CFA exam review workshops, including both live in-person and live online review workshops.
Below are our top reasons why companies should offer private review workshops for their CFA candidates.
The CFA curriculum for each exam level is massive, and many candidates start preparing six to eight months before the exam. As the exam approaches and time becomes more precious, it’s no wonder that most candidates need to review the curriculum in the final weeks before the exam.
A live review workshop provides a structured approach for candidates to review the materials over a concise period, while getting answers to any lingering questions. This approach saves time and helps build candidates’ confidence.
As your employees draw closer to exam day, it’s clear from our 35+ years of experience in CFA exam prep that a solid curriculum review with considerable CFA question practice are two critical elements for success on the CFA exam. It’s that simple.
If your organization currently reimburses tuition for CFA exam prep and CFA Institute’s exam enrollment fees, a three-day private review workshop with 20 or more participants can be a cost effective solution for your organization. Such an event is less costly and more productive than if these employees attended a publicly scheduled event individually.
And whenever candidates pass their CFA exams the first time, the registration fees to retake the exam ($940 early registration fee, $1,250 standard registration) are eliminated, saving your organization money and saving your employees time.
Our research indicates that organizations that cover their employees' costs for CFA exam preparation benefit with increased employee loyalty, tenure, and satisfaction.1 Offering a dedicated CFA Review Workshop provides your organization with a unique opportunity to proactively support your CFA candidates beyond a simple tuition reimbursement program.
From the employee’s perspective the workshop will enhance their chances of success on the CFA exam, thereby helping them achieve their career goals. This signals that their development and success on the CFA exams are priorities for you. Additionally, employees, who successfully complete the CFA program, strengthen your organization’s talent and help close organizational skill gaps.
This is how your organization and employees both win.
During this portion of your study plan you should dedicate some of your schedule for reviewing curriculum topics.
Kaplan Schweser is the most respected and trusted CFA exam prep provider in the industry. For more than 30 years Kaplan Schweser has helped more than 700,000 candidates prepare for the CFA exam while supporting hundreds of financial services organizations.
1 This is one of the findings of a quantitative survey conducted by Kaplan between October 2 and 13, 2023. For this survey, a sample of 300 CFA Charterholders or CFA Candidates who had taken the CFA Level III exam in the past 12 months; who had used an exam prep provider to prepare for at least one of their CFA exams; and who are currently working in the investment management or financial services industries, were interviewed online in English. The sample includes 150 individuals whose CFA exam prep was paid for in part or in full by their employer, and 150 individuals who paid for their CFA exam prep themselves.