Chartered Financial Analyst (CFA®)
The CFA® qualification is the gold standard for the investment industry. Acquire it and you'll significantly enhance your career prospects across the global marketplace.
At BPP we have over 15 years of experience in training candidates towards these exams. We provide a suite of courses and learning materials to suit any budget and learning style, from individual question banks and mock papers through to full In Centre Face to Face classroom and Revision Courses.
For those who prefer to study online, our Online Classroom Live study programme is truly unique, being interactive online delivery designed around the online user.
If you need a final push towards the exam, we offer question based Revision Courses, or a Mock Exam Day to hone your exam skills and get some last minute tutor guidance.
We are so confident that our approach will work that we offer Pass Assurance at all Levels - attend a Classroom or Online course and you can attend the course again for free should you fail. Even if you don't qualify for Pass Assurance, retaking BPP CFA® students can attend another course or buy study materials for 50% of the brochure price. See the retake options below for full terms and conditions.
BPP Professional Education prepares you for exams that are assessed and awarded by the CFA® Institute.
- Boost your career prospects with the prestigious CFA® designation
- Daily questions by email and twitter
- Extensive question banks with thousands of exam standard questions
- Comprehensive and prioritised study materials
- Online Classroom Live - unique interactive webinar based online course
- Pass Assurance at all three levels – repeat the course free of charge if you don't pass
- Tutors who have all passed the exams they teach towards
- Downloadable lecture recordings to watch on iPads and Android devices
- Introductory, taught , revision and mock day courses
- Free Intro course for the next level with every course booking
Outstanding flexibility and study options
You can choose from In Centre Face to Face classroom courses, our Online Classroom or Online Classroom Live – whichever you choose, you benefit from the same dedicated tutor support and course materials. Our taught plus revision courses ensure you have both the knowledge and application skills to success at these challenging exams.
We can guarantee that our experienced tutors have already sat and passed the exams they will be teaching you towards and they understand the challenges of balancing work and studying commitments. That's why they've created a proven study programme that helps focus your studies on the areas you really need to pass these challenging exams.
The latest learning materials
Throughout your exam training, we'll provide the most up-to-date study materials and guides. We'll give you recorded lectures, downloadable to mobile and tablet devices, daily emails, PowerPoint course slides and tutor support via phone and email. Crucially, all students will receive the CFA® Basics suite of supporting learning material – including passcards, mock exams and an extensive online and physical question bank.
How the CFA® program can enhance your career
The CFA examinations are administered by CFA® Institute, which has nearly 110,000 members and 136 societies around the world. As a measure of its global credentials, over 144,900 candidates from 162 countries registered for the CFA® exam in June 2011.
Pass the CFA® examinations and as a CFA® Institute member you'll be able to tap into an exclusive network and uncover unique employment opportunities worldwide.
For more information on the syllabus, entry requirements, or work experience, see the CFA Institute website.
Dates and prices
We offer a range of study options in various locations around the UK to suit your schedule, from online, evening, weekday, revision and math booster classes. See dates and prices below for details.
December 2013 Exam Sitting
June 2014 Exam Sitting
Courses available at London City, Canary Wharf and Edinburgh.
BPP Online Classroom
With our Online classroom you can study at your own pace, with all lectures, online and printed study resources available from the moment you sign up. To add structure to your studies, we have two start dates for a suggested work programme where you will receive weekly emails and scheduled tests to keep you on track.
With expert tutor support and outstanding learning materials, we’ll give you the best possible chance of success. However, should you fail your exam, you can attend an equivalent course free of charge (see terms and conditions below).
To qualify you’ll need to provide:
- Proof of exam result
- A full attendance record
Please note, new learning materials are not included but are available at a discounted price. A deferral is not eligible. Pass Assurance can only be redeemed once per each participated training course. The course must be completed within the next available sitting by applicable delegates. Proof of exam result required. A full attendance record is required.
To qualify you must have attended all class sessions on a taught and revision course. You must have attempted the examination and provide us with a copy of your results notification.
Classroom course students will be eligible to attend any BPP taught and revision course towards the next sitting free of charge. Online access will be included. An updated set of study materials will be available at 50% of the full price For June Level I candidates resitting in December there is no requirement to pay for new study materials.
Online classroom students can re-attend the OCR free of charge for the following sitting. As above, updated study materials will be available at a 50% discount.
Not eligible for Pass Assurance
All BPP online and classroom course students who sit and fail a CFA examination automatically qualify to attend any BPP course at the next sitting for a 50% discount off the full published price. This covers online classes, taught and revision classes. Material-only packs are also available at a 50% discount (£175 + VAT, full price £350 + VAT).
The offer does not apply if a student has only attended a 1 day course (i.e. an intro course or a mock day).
For the June Level I sitting only, we also provide a revision retake pack which includes access to the December Level I online content, full tutor support, and attendance at a 3 day revision course. This is priced at £205 + VAT.
To arrange your next course, please contact customer services on email@example.com
Our Retake options
If you took a CFA course with us and sat and failed your exam, we can offer you either a free course through the Pass Assurance scheme, or 50% discount off a BPP course or materials pack for the next sitting.
When you sign up for the exam you receive the CFA Official Curriculum. Our study materials complement these texts, providing a combination of question resources and consolidation tools. You can also opt to buy a discounted Schweser package, which summarises the CFA Official curriculum and provides additional mock exams.
View a video introduction to the online materials supporting our programmes here.
Through BPP’s Exam Navigator package you can also buy the physical study materials individually or as a package.
A unique document that guides you through the Official Curriculum, highlighting the key areas and important questions.
Our popular visual, easy to carry summaries of the curriculum.
Question banks, progress tests and course exams
Thousands of questions in exam format available in hard copy and online.
Study Session Overviews
One page summaries of each study session in a format designed to let you create your own mind maps.
All the important formulae in one document.
Calculator and Guide
Our level I pack includes your exam calculator and a user friendly guide.
Our pre-recorded lectures are available to watch online or download to laptops, Android or apple devices.
Introductory and refresher modules
Introductory modules on maths, economics and accounts.
We will keep your studies on track with a question sent to your inbox every day
Tutor guidance and query service
You will always be supported by our qualified tutor team with regular guidance and a query service.
Taught course: Study over eight days or 16 evenings
Choose from weekdays (four phases of two days, which can be combined as two phases of four days), Fridays, Saturdays or evenings. We also offer one-day introductory courses in financial maths.
Revision course: 3 days (6 evenings)
You can choose between weekdays, Fridays, Saturdays or evenings. We are now running Online Classroom Live Revision Courses, they will be taking place on Saturdays, held over 4 sessions from 9-1pm. Courses start on the 9th November.
All course dates are interchangeable, so if you want to attend phase one on Saturdays then switch to evenings for phase two (or even just one evening), you can.
Mock Exam Days: 3 hour exam followed by tutor debrief
Sign up for a Mock Exam Day to hone your exam skills and get some last minute tutor guidance.
Level I course structure
Taught course: Study over seven days or 14 evenings
Choose from weekdays (phases of three days + two days + two days), Fridays, Saturdays or evenings. You can also take a one-day refresher course to ensure that the foundations of Level I knowledge are solid before moving on to Level II.
Revision course: 3 days (6 evenings) plus one mock day
Our 3 day revision courses run on weekdays, Fridays, Saturdays or evenings. All courses include a mock day with tutor debrief session. You will be notified of the mock dates later in the course.
All course dates are interchangeable, so if you want to attend phase one on Saturdays then switch to evenings for phase two (or even just one evening), you can. Please note that all online classroom resources are also provided to classroom students.
Level II course structure
Taught course: Study over six days or 7 evenings
Choose from weekdays (phases of three days + two days + two days), Fridays, Saturdays or evenings. You can also take a one-day refresher course to ensure that the foundations of Level I and II knowledge are solid before moving on to Level III.
Revision course: 3 days plus one mock day
Our 3 day revision courses run on weekdays, Fridays or Saturdays. All courses include a mock day and the opportunity to have your essay paper tutor marked. You will be notified of the mock dates later in the course.
All course dates are interchangeable, so if you want to attend phase one on Saturdays then switch to evenings for phase two (or even just one evening), you can. All online classroom resources are also provided to classroom students.
Level III course structure
Regardless of how you’re studying for your CFA® exam, there’s no substitute for thorough preparation. With BPP’s choice of In-centre Face to Face classroom or Online question-based Revision Courses, you can focus your efforts on the areas which will be core to your success in the exam.
Weekday, evening, Friday and Saturday courses are available in London, and a weekday option is also available in Edinburgh. Online courses run on Saturdays.
Courses are open to all, no need to have already attended a BPP Taught course.
|Level I||Level II||Level III|
|Summary course notes||✓||✓||✓|
|Revision question bank||✓||✓||✓|
|Regular tutor emails and daily questions||✓||✓||✓|
If you are joining us for the Revision Course only, we recommend that you also purchase the practice exams book with 3 full length (6 hour) exams for additional question practice. Please request this at the point of booking.
|Level I||Level II||Level III|
|Day 1||Quants, Ethics, Economics||FRA, Portfolio mgt, Economics||Study sessions 1-7|
|Day 2||FRA, Corporate finance||Equity, Alternatives, Quants||Study sessions 8-13|
|Day 2||Asset valuation, Portfolio management||Derivatives, Corporate finance, Ethics||Study sessions 14-18|
Mock Exam Day
Sit a 3 hour exam paper under exam conditions in the morning, followed by a tutor debrief in the afternoon where the questions will be reviewed and you will benefit from exam tips, technical support and final study advice. This Mock Exam Day can be purchased separately. For Level 2 you will be provided with both the morning and afternoon paper. For Level 3 the 3 hour paper will be a morning (essay) paper.
We also provide an Online Mock Exam Day where you sit the exam paper in your own time then join in an interactive online tutor debrief.
Financial Maths Booster Course
We highly recommend sitting this one-day course to prepare you for some of the financial maths that you will encounter within the syllabus.
As well as enhancing your maths skills, it will give you confidence in using the Texas Instruments BAII Plus calculator, which you need for your exam.
Topics covered are:
- Location and Dispersion (measuring averages, standard deviation)
- Compounding and Discounting (time value of money, applying formulae, common mistakes)
- Project Appraisal Applications (NPV and IRR)
- Investment Valuation Applications (using discounting)
- Risk and Return (calculation methods)
Ways to study
At each level of CFA®, our courses are structured as follows:
- Optional introductory courses (1 day)
- Teaching Phase – In-centre Face to Face classroom or Online options
- Revision Course - In-centre Face to Face classroom or Online options
- Mock Exam Day - In-centre Face to Face classroom or Online options
The courses are modular so you can choose the elements that suit you. All Teaching Phase courses (Online and In-centre Face to Face classroom) are backed up by our full suite of online and hard copy learning materials including question banks, exams, passcards, study guides and downloadable lectures.
We have two options for online studies. For the fully interactive experience, join our Online Classroom Live. If you wish to study at your own pace with less direct tutor contact, you can choose the Online Classroom.
Online Classroom Live
Our unique Online Classroom Live course is designed for the online user. Using interactive webcast technology you will receive the same level of support as you would in a traditional classroom environment. Through the use of questions, polls and chats, our tutors can monitor progress and understanding and we guarantee you will feel just as involved as if you were face to face in a classroom.
Online Classroom Live courses are provided for the Teaching and Revision Phases of the course as well as for an online mock day.
See below for an example of a live online lecture
For more information on our Online Classroom Live please click here
If you wish to study independently using our hard copy and online learning resources, the traditional Online Classroom is the course for you. You will be fully supported with weekly guidance from your course tutor and we also provide a forum for you to interact with other students so you won't feel that you are on your own.
Online Classroom courses are provided for the teaching phase. If you wish to attend a Revision Phase or a Mock Exam Day, we have Online Classroom Live and In-centre Face to Face options available.
In-centre Face to Face
Our In-centre Face to Face Teaching Phase courses will teach you the core syllabus content in a structured, engaging and interactive way. In the month before the exams you can also attend our revision courses, which focus on application and exam practice. The Revision Courses comprise 3 days of question-based tuition and exam practice.
Our philosophy throughout is to focus on what you need for the exam, and to engage you in every step of the learning process. We assume no prior knowledge, although you may find that the optional 1 day introductory courses smooth the transition to each level.
Face to Face courses are available in daytime, evening, weekend and Friday course options for both Teaching and Revision Phases. You can choose a combination that works best for you, even mixing and matching different parts of the course to fit around holiday or work commitments.
We strongly recommend that you attend the Teaching and Revision Phases of the course for full exam preparation.
Any further questions?
See our frequently asked questions page.
The Chartered Financial Analyst Program (CFA®) has specific entry requirements.
To enrol, you must meet one of the following:
- have a Bachelor's degree or be in the final year of your bachelor's degree
- have four years of qualified, professional work experience
- have a combination of work and college experience of at least four years
In addition you must:
- meet the CFA® professional conduct admission criteria
- be prepared to take the examinations in English
- have a valid international travel passport.
Note that there are no exemptions available from any level of the CFA® program.
See our frequently asked questions page.
CFA® Institute does not endorse, promote or warrant the accuracy or quality of the products or services offered by BPP Professional Education. CFA® Institute, CFA® and Chartered Financial Analyst® are trademarks owned by the CFA® Institute.
BPP courses and study materials are developed to complement the core curriculum and to facilitate the learning process and are not to be used as a substitute for study of the prescribed curriculum.
For more details, please see CFA Institute website.