Chartered Financial Analyst (CFA®) Exam Study Materials

Clear and concise resources - no fluff.

Radically simplified - study smarter, not harder.

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How we help you achieve Exam Success:

Step 1:

1

Start with a strategic assessment to benchmark what you did in the past and what you are going to do differently this time or if you're a first time writer we'll formulate a success strategy based on your personal skill set.

Step 2:

2

Attack the curriculum with our "Exam Focused Approach". Study Notes, Practice Questions, Core Lesson Videos and Student Support.

Step 3:

3

Layer in the extra marks needed to get over the passing score by filling your knowledge gaps with our unique, student driven, Tough Topic Teaching Videos.

Tough Topic Teaching Videos

Your "ace in the hole"!

Complete Study Package

Get all our CFA exam prep materials in one convenient money saving package.
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I don't think I'd have been successful without Prof. Gordon's CFA exam prep course. I've recommended it to many candidates, and will continue to do so.

Shiraz-Noor-Level-3-Cropped-150x150-1.jpg

Preparing with Exam Success was one of the best decisions I've made. Prof. Gordon's straight-forward, well-structured CFA study notes, videos and questions helped me focus and hit the key points.

Erica-Gai-150x150-1.jpg

Your CFA course was instrumental in my passing as it helped narrow down the scope of the material and focus on what was important, so thank you Prof. Gordon and Exam Success team!

Individual Products

Look in this section for specific product details and/or if you just want to purchase single products to round out your studies.

Study Notes

By: Prof. Brian Gordon, CFA, CFP, CIM, MBA, FCSI

The Exam Success Study Notes for the CFA exam is a concise 500+ page guide of detailed explanations of the exam essential technical points in the CFA curriculum. Written in easy to understand non-technical language, it includes 100+ practice questions and learning examples

DELIVERY FORMAT:

On demand (Printable PDFs).

IDEAL CANDIDATE:

CFA candidates who want the most streamlined and simplified summary notes to prepare for their CFA exams.

 

How does it work?

Watch Prof. Gordon demo the CFA study notes.

CFA1

Level 1 Study Notes Details
  • Learn what you need to know in just about 500 pages!
  • 100’s of learning examples, practice questions, full explanations, tips and insights
  • Read online or print copies for your personal use
  • Access granted from date of purchase and expires on your exam day
  • Click on the PDF below for a free sample of the CFA study notes
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CFA Level 1 Exam Study Notes
  $149
Level 2 Study Notes Details
  • Learn what you need to know in just about 500 pages!
  • 100’s of learning examples, practice questions, full explanations, tips and insights
  • Read online or print copies for your personal use
  • Access granted from date of purchase and expires on your exam day
  • Click on the PDF below for a free sample of the CFA study notes
demolink
CFA Level 2 Exam Study Notes
  $149
Level 3 Study Notes Details
  • Learn what you need to know in just about 500 pages!
  • 100’s of learning examples, practice questions, full explanations, tips and insights
  • Read online or print copies for your personal use
  • Access granted from date of purchase and expires on your exam day
  • Click on the PDF below for a free sample of the CFA study notes
demolink
CFA Level 3 Exam Study Notes
  $149

Core Lesson Videos

By: Prof. Brian Gordon, CFA, CFP, CIM, MBA, FCSI

The Exam Success Core Lesson Videos for the CFA exam are 50+ hours of on-demand instruction. Power through the curriculum at your own pace (hours, days, weeks or months) with the ultimate freedom to learn and review the content with Prof. Gordon as your guide.

DELIVERY FORMAT:

On demand (Online only, not printable).

IDEAL CANDIDATE:

CFA Program candidates who want focused lessons organized by study session to prepare for their CFA exam.  

How does it work?

Watch Prof. Gordon demo the CFA lesson videos.

CFA2

Level 1 Core Videos Details:
  •  120 videos
  • 50+ hours of video content
  •  Follow along through learning examples, practice questions, tips and exam insights
  • Access granted from date of purchase and expires on your exam day
CFA L1 Exam Core Videos
  $399
Level 2 Core Videos Details:
  • 105 videos
  • 45+ hours of video content
  •  Follow along through learning examples, practice questions, tips and exam insights
  • Access granted from date of purchase and expires on your exam day
CFA L 2 Exam Core Videos
  $399
Level 3 Core Videos Details:
  • 73 videos
  • 40+ hours of video content
  •  Follow along through learning examples, practice questions, tips and exam insights
  • Access granted from date of purchase and expires on your exam day
CFA L 3 Exam Core Videos
   $399

Power Review

By: Prof. Brian Gordon, CFA, CFP, CIM, MBA, FCSI

The Exam Success CFA Power Review will help you gauge your test-taking abilities, identify your strengths and weaknesses and tie together core concepts that you need to know to get ready for the real exam. It is a progress diagnostic tool of exam-like multiple choice, item set and essay style questions of varying difficulty. It includes comprehensive written answers and tutorial video solutions.

DELIVERY FORMAT:

On demand (Online only, not printable).

IDEAL CANDIDATE:

CFA Program candidates who are looking for more practice questions to rapidly reinforce and boost their knowledge, skills and confidence leading up to theie CFA exam.

 

How does it work?

Watch Prof. Gordon demo the CFA Power Review.

CFA3

Level 1 Power Review Details:

  • 10 Topic Specific Mini-Mock Exams (25 to 40 questions in each)
  • 300+ Stand-alone Multiple Choice Questions
  • Video Solutions (tutorials from the Prof.)
  • Unlimited Attempts
  • Ask the Prof. Support Forum (get support all the way to exam day)
  • Access granted from date of purchase and expires on your exam day
CFA L1 Exam Power Review
  $399

Level 2 Power Review Details:

  • Topic Specific Mini-Mock Exams
  • 27 Item Sets
  • Video Solutions (tutorials from the Prof.)
  • Unlimited Attempts
  • Ask the Prof. Support Forum (get support all the way to exam day)
  • Access granted from date of purchase and expires on your exam day
CFA L2 Exam Power Review
  $399

Level 3 Power Review Details:

  • Topic Specific Mini-Mock Exams
  • 22 Multi-part essay style questions
  • 10 Item Sets
  • Video Solutions (tutorials from the Prof.)
  • Unlimited Attempts
  • Ask the Prof. Support Forum (get support all the way to exam day)
  • Access granted from date of purchase and expires on your exam day
CFA L3 Exam Power Review
  $399

Private Tutoring

   

Live online study sessions.

 

It’s all about you.

Created and led by Prof. Brian Gordon, CFA, CFP, CIM, MBA, FCSI.

Bring Exam Success’ two decades of Financial Services Industry exam prep know-how to you, wherever you are, with Private Tutoring, our most personalized online exam prep option for your CFA exams. Prof. Gordon will devote as much time as you choose to the topics and areas of concern that best reflect your interests, ensuring each study session propels you closer to exam success. With a student-Prof. ratio of 1:1, and the powerful visual and interactive capabilities afforded by our virtual classroom, it doesn’t get more customized than this!

DELIVERY FORMAT & TIMING:

Live online, powered by Zoom. 2 hour minimum. All tutoring sessions are recorded so that you can go back and reference them many times over as you study.

IDEAL CANDIDATE:

CFA Program candidates who have lists of specific questions or want to crack the code on as much content as possible in the shortest amount of time possible without any distractions.    

How does it work?

Watch Prof. Gordon demo a zoom tutoring session.

How much does it cost?

Start with a free consultation or jump right in and book a paid hourly tutoring session. 15-Minute Consultation: Free Private Tutoring: $220 / hour (2-hour min)

Continue scrolling for FAQ

   
 

Frequently Asked Questions

 

The number of hours, from 2 on up, and where to spend them depends on your specific goals and the span of exam topics you need to cover.

Many Exam Success students use tutoring as a study supplement and they generally have a sense of what their strengths and weaknesses are and want to drill down on specific topics, concepts or questions they find challenging. With the focused attention tutoring delivers, they are able to get over the passing score.

The decision as to how many tutoring hours to take ultimately will come down to your specific situation and needs — there is no set tutoring syllabus.

If you think you might be interested in many hours of tutoring, it is suggested you start with one or two initial sessions to ensure that your coaching sessions are adequately useful.

You can work with Prof. Gordon (one of world’s best tutors for the CFA, CFP, CIM, CSC Program exams) no matter where you live thanks to online conferencing technology.

Exam Success’ live online tutoring provides a real-time, interactive experience, and is available to anyone with an internet connection from the comfort of any place at a time that is convenient for you (tutoring times are subject to availability). We use the Zoom platform to ensure you receive the best possible instruction in a highly engaging digital environment.

Exam Success is a leader in the Financial Services exam preparation industry and we feel we offer extremly high-quality preparation. That said, we also recognize that tutoring can be a big investment and student success and satisfaction are our top priorities. That’s why we offer the opportunity for your to get to know Prof. Gordon and his teaching style before you decide to book tutoring sessions.

Get a sneak peak of a tutoring session by watching the demo video of Prof. Gordon breaking down how the tutoring sessions works, or meet him live, face-to-face for a pre-tutoring session consulation to discuss your needs and expectations. Both options are free and a great way to get a walkthrough before you decide.

Booking is easy and fast (< 2 minutes):

1. Select the Free Consultation (15 minutes) or Paid Tutoring (min 2 hours) option.

Note: If you are unsure about jumping into tutoring, a consultation with Prof. Gordon will provide you the opportunity to get to know each other prior to you purchasing tutoring hours.

2. Select the date and time slot for your web conference (zoom meeting).

Due to high demand, we often have limited availability (especially in our busiest periods right before exams). We recommend you book 2-3 weeks in advance of your ideal meeting date.

3. Complete the contact/intake form.

Be sure to provide us with information about yourself, including the name of the exam you are preparing for, your planned exam date, your educational background, your previous study/exam experience… Please keep in mind that the more detailed the information the better we will be able to serve you.

4. Enter your credit card information (not required for a free consultation).

Payment Policy:

1. The total cost of the Exam Success tutoring depends on the number of tutoring hours booked. To receive Exam Success tutoring the student must pay the full amount at the time of booking, prior to the session.

2. All prices listed are in Canadian dollars. Taxes are extra.

Cancellation Policy:

1. Exam Success must receive written notification of the Student’s intention to withdraw from tutoring 48 hours or more prior to the initial tutoring session. If notification is received by 48 hours before the tutoring session a refund for that session less a fifty dollar ($50.00) nonrefundable administrative fee will be arranged.

2. For a Student currently being tutored who needs to reschedule or cancel a tutoring appointment, the Student must notify Exam Success 48 hours prior to the scheduled session. Otherwise, Student will be charged for the scheduled session.

Brian Teaching (57)

Learn from the best!

Prof. Gordon is one of Canada's most experienced exam prep experts!

Brian Y. Gordon, CFA, CFP, CIM, MBA, FCSI, is a former tenured Finance Professor teaching at numerous Canadian Universities.

Since 1999, Prof. Gordon has been a featured lecturer and workshop facilitator for CFP and CFA review programs offered across Canada.

Prior to entering academia, Prof. Gordon developed his expertise in the discount brokerage, full service brokerage and banking industries, specializing in investment management, business development, strategic sales and marketing, and wealth management training.

Prof. Gordon holds a BA in Economics from the University of Toronto, an MBA from Heriot-Watt University in the UK, and was awarded his CFA charter in 1999. In 1995, Prof. Gordon was granted a fellowship from the Canadian Securities Institute, earning the prestigious FCSI designation.

Prof. Gordon successfully challenged the CFP Professional Proficiency Examination and was awarded the right to use the CFP designation in 2005.

Considering the CFA Charter?

Becoming a CFA charterholder opens doors to career advancement in the investment profession.
Testimonials
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Jessica Mittler
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David Addo
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Shiraz Noor
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Phil Colussi
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Ting Liu
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Liliana Patino
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Oleg Ciabanu
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Alex Suddard
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James Orr
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Erica Gai

"I don't think I'd have been successful without Prof. Gordon's CFA exam prep. I've recommended it to many candidates, and will continue to do so."

"I passed thanks to your CFA exam prep course and study materials. I've recommended Exam Succcess to my colleagues."

"Taking your program was the best decision. Your straight-forward, well-structured study notes & online videos helped me focus and hit the key points. "

"Your aim-to-pass focus, realistic sample questions, and practical essay-writing drills and feedback helped me stay on track and pass with confidence and a lot less stress."

"You truly have a superior ability to explain complex material simply, clearly and succinctly. I highly recommend Exam Success."

“Can't say enough good things about Exam Success. From start to finish the Prof's CFA lessons and study materials are clear, engaging and make staying on track to pass so much easier."

"I am finding your material to be much more effective than other providers'. Expect referrals from all of my CFA and CFP colleagues.

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

"I wanted to let you know I passed my CFA exam. I definitely credit your CFA exam prep course and your great advice as a contributing factor to my successful result."

"Your CFA course was instrumental in my passing as it helped narrow down the scope of the material and focus on what was important, so thank you Prof. Gordon and Exam Success team!"

Strategic Assessment:

You pick the time, you pick the date. Available for all new students. After enrollment, you will have the opportunity to jump on a quick Zoom chat with the Prof. in a "get to know you" session that will allow us to discover the types of support best suited for you.

Success Guarantee:

If you are not successful on your exam, for any reason - not to worry. You get access to the study materials for a period of up to 2 years from your date of purchase (or when you pass your exam) whichever comes first - no "gotcha "... milestones or conditions to meet.

Email: info@examsuccess.ca
Phone: 416.843.4357, 1.800.558.9796