CFA® Program Exam Prep FAQ

Frequently Asked Questions

The simplest path to a pass in CFA Program prep.

The prep must go on, even during COVID-19!

We know that the pandemic is deeply disrupting your life. To support you during these tough times while prioritizing health, we’ve moved Exam Success' in-person prep for the CFA exams to an online learning model.

While the pandemic has forced certain practical adjustments, it has also motivated the Exam Success team to get even more innovative. Since taking our in-person programming virtual in March of 2020, students and Exam Success staff have been making amazing progress and discoveries with amazing results, all at a safe distance and commute-free!

Thank you to all of our students who have been so game to try new things with us!

Product Access Extensions:

The pandemic and stay-at-home orders brought an abrupt and frustrating end to the June 2020 and December 2020 CFA exams. Due to the uncertainty around future CFA exam schedules, and being mindful of the concerns we've been hearing from candidates, we are providing free extended online access on any Exam Success CFA Program prep purchase made for a 2020 or 2021 CFA exam sitting that is cancelled due to the Coronavirus pandemic. Please contact us with any questions.


Be halfway to a pass before you even start.

Exam Success can help you put your prep EXACTLY where you need it and when you want it ‐ so you don't spend any more time prepping than absolutely necessary.

We do the hard work for you.

Our powerful study solutions by Prof. Brian Gordon, CFA, CFP, CIM, MBA, FCSI leverage his 20+ years of proven CFA Program prep know-how, and practically do all the hard work for you. They cut the fat, simplify the material and actively show you exactly where to invest your time, efficiently guiding you through every learning objective with a strategic roadmap to exam success.

It's that simple;

  • No-nonsense
  • No guesswork
  • No wasted time

Turning prep chaos into order since 1999.


Exam Success is a CFA Institute Approved Prep Provider. This respected accreditation speak volumes. We have been vetted by CFA Institute and we follow the rigorous CFA Institute best practices in exam prep services and products. This means you can feel confident that with Exam Success as your learning partner you're getting the profession's best!

Exam Success is also fully accredited as a Certified Educational Institution by the Government of Canada (ESDC) and is award-nominated. Our students come from leading organizations including Manulife Securities, Mackenzie Financial, National Bank of Canada, Aon, Husky Engery, HSBC, OMERS, Deloitte, Desjardins Group, Scotiabank Group, University of Toronto...

Exam Success has been in business more than 20 years; making us the longest-serving Canadian CFA Institute Approved Prep Provider.

Prof. Brian Gordon, CFA, CFP, CIM, MBA, FCSI, introduced the first Exam Success CFA Program exam prep course in Toronto in 1999, sparking a national CFA Program exam prep industry transformation.

What began with just a handful of students has since engaged, motivated and empowered 1000s of CFA, CFP, CIM, CSC Program candidates, from more than 30 countries and 100s of organizations, to pass their exams and advance in their careers.

We are honoured to have garnered a strong following of Exam Success alumni and students from some of the most recognized organizations including: HSBC, Morgan Stanley, Scotiabank, Citigroup, Harvard, University of Toronto (U of T) and Queen's University... to name only a few.

Exam Success is also incredibly proud to be 5-star Google rated, award nominated and a Canadian Government Certified Educational Institution.

Prof. Brian Gordon, CFA, CFP, CIM, MBA, FCSI, is a top CFA Program exam prep authority who is known for his his enthusiastic teaching style and no-nonsense, exam-focused approach to passing.

Brian founded Exam Success in Toronto, Canada in 1999 with the motivation to create CFA Program exam prep training that would set students free from their study struggles and actively engage and empower them to pass the increasingly competitive and challenging CFA exams.

Today, more than two decades later, combined with a passion for people and learning, prep dynamo Prof. Gordon continues to lead Exam Success, and is hands-on in almost every aspect of the organization's operation; from content creation and prep program design to delivery and student support.

So whichever Exam Success product, course and delivery format you choose, you can trust that the teaching style, substance, activities and energy remains consistent throughout your entire Exam Success CFA Program prep process.

Meet Prof. Gordon

As a CFA Institite Approved Prep Provider, we are not permitted by CFA Institute to quote our CFA exam pass rates (pass rates can be misleading).

We don't mean to toot our own horn But...

Here are a few compelling facts about Exam Success for you to consider:

  • 1. We're proven. We're Canada's longest-serving CFA Program Exam Prep Provider, since the introduction of the Euro.
  • 2. We're respected. We're voted #1 in the business.*
  • 3. We're trusted. We're recommended by more than 98% of our students**.

And if that's not enough, we're also easy on the wallet!

Our prices are in Canadian Dollars, not USD (meaning we are a better bargain than most others), and we offer free and discounted repeat privileges with our Success Guarantee!***

*Top Choice Award Nominee 2019.**98% is based on >1000 surveys of students who attended an Exam Success CFA Program exam prep course between 2014 and 2019. ***Available on select courses.

We're not for everyone.

Exam Success is best for CFA Program candidates who:

  • 1. Want to follow a no-nonsense, streamlined CFA Program prep process;

  • 2. Want to reduce their CFA Program study hours and stress;

  • 3. Are recent business grads or have foundational skills in key CFA Program curriculum topic areas like Accounting, Finance, Economics or Statistics;

  • 4. Want to get just enough marks to confidently clear the CFA exam.

And, did you know that all our prices are in Canadian Dollars? With us, exam success doesn't come with a hefty USD price tag!

More time for you :)

Payments & Policies

Exam Success is proud to be a Canadian company and our prices reflect that, making our CFA Program prep an even better bargain (most providers price in USD). So with Exam Success, you are actually keeping money in your pocket, which is nice for a change.

All fees are charged in Canadian Dollars and are subject to applicable taxes. If you are from outside of Canada, your payment will calculate the exchange rate and your final charge will be shown in Canadian dollars on either your receipt or credit card statement.

Exam Success CFA Program prep doesn't come with a hefty USD price tag!


We recognize that exam prep can be a big investment. Exam Success is a leader in the Financial Services exam preparation industry and student success and satisfaction are our top priorities. We are committed to giving all of our customers a fair experience. That's why we provide plenty of opportunities to get a feel for Prof. Gordon's teaching style and materials totally free of charge, before you decide to continue. Try our proven online CFA Program exam prep for Free.

After you've gotten to know us, we think you'll agree we offer the best CFA Program exam prep around.

Ordering is as easy as 1 2 3:

1. Use our secure payment system (NO membership required) to checkout and get immediate credit card payment confirmation on your order status.

2. Receive your personal login credentials by email from Exam Success, usually immediately or within 30 minutes (for orders made during business hours). Late-night orders will be processed the following business day, during business hours. Otherwise, check your spam and bulk folders to see if the email has been delivered there. Contact us if you require access sooner, or are experiencing any difficulties.

3. Login and start accessing your Exam Success study solution at your convenience. Unlimited access is available all the way to them date that corresponds with your purchase and, if you've purchased our most comprehensive CFA Program prep course, even beyond.

Note: If you purchased a PDF resource, it is yours to save, print, use and re-use.


A full refund of your Exam Success online digital product fee less a $49 admim fee is available within 48 hours of your purchase, as long there have been no logins. Following 48 hours your purchase is non-refundable and non-transferable. See full terms here.

We recommend that you Try Us For Free before you decide to prepare with us so you can choose Exam Success with full confidence.

We offer free course trials, product demos, samples and tips... Take your pick. (You can't go wrong.) We also provide generous, repeat privileges with our Success Guarantee.

Exam Success really wants and expects you to succeed on your CFA exam with our help.


Our aim is to make it easier to pass, no matter what life throws your way. That's why we offer our Success Guarantee free repeat privilege.

And, in contrast to most CFA Program prep providers, Exam Success provides this perk for ANY REASON — not just a CFA exam fail!* And as expected, all your materials that are in PDF format are yours to keep.

There's no substitute for peace of mind.

*Success Guarantee free repeat privilege is a perk exclusively provided with our most comprehensive course and is valid for a new exam attempt that falls within a year of the exam date that corresponds to the original purchase. View course pages for details.

All Exam Success materials and Online Access are for your personal use only, and are non-transferable. Please see our terms & conditions page for more information on our sharing policy.


Our web-based Online Access is possible using just about any type of devise (all laptops, Android powered tablets and phones, Apple products), one devise at a time, and from anywhere with an internet connection; which makes our online products extremely portable and a great fit for busy candidates. Many of our online resources are offered in a PDF format which means you can print them, and afterwards no internet access is required.

It's our pleasure to help you

Whether you’re already an Exam Success student or new to our network, if you still have questions or need our help, please let us know. An Exam Success team member will get back to you as quickly as possible.

Contact Us

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Exam Success® is a member of the CFA Institute Approved Prep Provider Program. CFA Institute does not endorse, promote or warrant the accuracy or quality of the products or services offered by Exam Success. CFA Institute, CFA® and Chartered Financial Analyst are trademarks owned by CFA Institute.

"Your classes were incredibly helpful! Thanks for answering my many questions and being so encouraging. You're the best! "

Alifiya Sohail

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"I passed...first try! Your online study program & final review class contributed a great deal."

S. Holland

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"Your course kept me on pace, explained the material in much simpler terms than the CBOK, played a huge part in my passing L1 & L2!"

Greg O.

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"What a great value! The investment was worth it all...your materials helped me pass."

T. Lee

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"Access to the Professor was worth the price alone. I will tell my co-workers to use it!"

W. Zhuang

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"Having written Level 1 twice before, I can confidently say I wouldn't have been able to do it without your classes."

Alex Suddard

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