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Vancouver 2019 June CFA Level 3 Prep Course: 14-Weeks

Vancouver 2019 June CFA Level 3 Prep Course: 14-Weeks

This CFA prep course is ideal for candidates who like to start early, prepare over many months, and network with like-minded candidates.

Who will be teaching this class?  Daren E. Miller (earned the CFA designation in 1999; passed Level 3 on the first attempt and was a senior L3 exam grader in 2000 and 2001)

What is the secret to passing the morning session on L3?  Less is more!  Candidates tend to overthink both the difficulty of the questions and the complexity of their answers.  L3 questions are straightforward, with no hidden assumptions and no tricks.  By reading too fast or carelessly, candidates become their own worst enemy of the exam.  Daren will show you to slow down, read questions more carefully, and structure short answers, most of the time less then ten words.

What is your teaching style?  We are serious about the CFA Program and that is reflected in how we approach our teaching.  And we are also friendly, supportive, and a lot of fun to learn with.  We create a safe, supportive place for you to ask questions and get help when you need it, inside and outside the classroom.  We teach the official CFA curriculum because we believe that there are no shortcuts to CFA success.

What will be covered?  We teach the most challenging topics that are likely testable on the morning portion of the CFA Level 3 curriculum.  We call these difficult topics "red flags" and these are notated in our classes and course material.  You can learn the easier topics in your own time.  We teach the toughest topics first so that you have more time to practice them.  We believe that the "red flags" are minor inconveniences that you can eventually master with practice and repetition.

Should I do the readings before each class?  Yes.  In our experience, those who are better prepared for each class have the greatest chance of CFA success.  By being prepared, you can ask questions on items that are challenging you.

What if I miss a class?  Class is so much better when you attend!  We encourage you to attend every class, and if you are unable to attend, we will let you know what you missed and supply you with all of the in-class material that you missed.  We will follow-up on absences so that you know will be missed in class and to hold you accountable to your study goals.  

What will I get?  You will receive a PowerPoint slide deck for each class so you don't have to worry about taking notes.  We've done the note-taking for you!  Don't worry: unlike other prep course providers, we don't just read slide decks.  We engage with you so that you have fun while learning.

What about Daren's popular morning Level 3 mock exams?  One complete, original mock exam is included in your course fee.  Daren will grade it for you and provide you with his grading key so you get valuable feedback on your handwriting.  Most candidates write waaaaaay too much and are waaaaaay off target with their answers.

What to bring to class?  Your BA II Plus Professional calculator.  We recommend the "Pro" version because it has a couple of extra functions and you can easily replace the battery.

Will I get to practice what I learned in class?  Absolutely!  You will practice solving several exam-type questions and go over answer rationales with common exam traps to avoid.  Our classes are exam focused, so we put you under pressure so you know what to expect on exam day.

What if I have a question outside of class?  We moderate an exclusive, online community that brings together our instructors and candidates.  The community is organized by topics, so you can zero in on sticking points.

Do you offer Early Bird pricing?  Yes!  Register by November 30 and save $300.

2019 class schedule held on the following Sundays from 2:00 pm to 5:00 pm the Hotel Vancouver 

*** The first five weeks will focus on two of the toughest topics at Level 3.  Master these topics early so that you can move ahead with confidence. ***

Week 1: Sunday, Jan 13: Individual IPS and Behavioural Finance

Week 2: Sunday, Jan 20: Private Wealth Investors (select issues in taxes, estate planning, concentrated stock positions, risk management)

Week 3: Sunday, Jan 27: Institutional Investors IPS (DB pension plans, endowments and foundations)

Week 4: Sunday, Feb 3: Institutional Investors IPS (life insurance, property and casualty companies, banks)

Week 5: Sunday, Feb 10: Economics (Capital Market Expectations and Market Valuation)


Week 6: Sunday, Feb 24: Asset Allocation

Week 7: Sunday, March 3: Fixed Income

Week 8: Sunday, March 10: Fixed Income (yes, another FI week!  Be overprepared!)

Week 9: Sunday, March 17: Equity and Alternative Investments


Week 10: Sunday, March 31: Risk Management

Week 11: Sunday, April 7: Derivatives (futures, options, and swaps)

Week 12: Sunday, April 14: Trading and Rebalancing

Week 13: Sunday, April 21: Performance

Week 14: Sunday, April 28: Ethics & GIPS


Remember to stay connected in the online forum!

CFA exam date: Saturday, June 15, 2019

Starts Jan 13, 2019
Runs 2:00 to 5:00 PM
Ends Apr 28, 2019
Phone: 403-922-7344
Fairmont Hotel Vancouver
Vancouver, BC V6C 2W6
Regular Price CAD$ 2,250.00 + CAD$ 112.50 GST