Our reward is your success

As Financial Industry exam experts, we strive to deliver results by setting our students up for success. Word on the street is that Exam Success is the most Strategic, Stress-less and Streamlined choice in CFA, CIM, CFP, CSC exam prep, and we've got proof:

" I took the Level I CFA exam previously with another provider and failed, I thought I wasn't capable of becoming a Charterholder, even though I graduated with an econ degree. At first I was angry and disappointed after receiving my failing score (I definitely underestimated the exam) but this turned into an intense motivation to pass! I found the Exam Success program on the CFA Institute website and then asked around before I joined the course. Exam Success was great at taking complex topics and simplifying them and showing me exactly how to answer the exam questions to get awarded the most marks. I consider myself as someone with average intelligence who was never really great at taking tests but thanks to Exam Success’s guidance, I was able to get it done and in sweet time (definitely a lot fewer hours than expected)."
Eric P. BEcon Level II CFA Candidate

"I must stay that your study notes are truly concise and easy to understand. Thanks for taking the misery out out of trying to understand the CFA texts which make the concepts more complex and confusing than they really are."
Ranveer Singh, Level I CFA Candiate

I passed Level III!!! If it weren’t for you, I don’t think I could have ever cleared this exam (within this decade). Thank you Exam Success! I’m even thanking the guy who told me about you. You have no idea. Cheers,"
Michael Tofilis, CFA

"Hey Brian, long time since I attended your great CFA workshops and exam prep sessions ... It's been 12 years! Keep up the great work!"
Arman Kamran, CSM, PMP, CFA

"One of my friends (Alex) told me that your notes are awesome for L3!”
Nipun Madan, CFP, Level III CFA Candidate

"I passed level 1 first try! Your online study program and especially your final review class contributed a great deal in me accomplishing this. I just want to say thank you for the guidance and support through this CFA Level I process."
Spencer Holland, Plant Production Accountant at Inter Pipeline

"I really enjoyed using your AIS question bank it was great at helping me fill in the gaps for the wealth manager and Canadian context type questions without having to spend too much time with the text. I wrote the AIS exam this morning - computerized so i already know i passed. In fact I liked your AIS materials so much, I just signed up for your PMT question bank."
Remek Debski, Business Development and Relationship Management Professional: Focused on IIROC and MFDA advisor relationships

“Your CFA course was well worth it. I highly recommend it to all my friends over other prep course providers. You stay on track, and you're efficient with time, hitting all the key points needed to prepare candidates for exam day. No regrets. I certainly will be taking your class again for Level 3. See you soon and thanks again for all your help.”
Michael MacDonald, Product Research Analyst at Invesco Canada

"I just wanted to pass along the news that I passed the Level 1 exam! and also to thank you for your help. I found the online program and the in-class study sessions to be invaluable! Having used the Schweser program in the past, yours was refreshingly engaging and a nice respite from the dull CFA curriculum materials and the monotone, condescending Schweser approach. I've mentioned examsuccess to my friends...".
Brodie Woods, CFA Level II Candidate

"I chose Exam Success after comparing similar options for CFA L1. Why? Exam Success has taught the program for years, it's affordable and flexible, and gives you a lot for what you pay for: in class instruction, custom notes, recorded lectures, and sample quizzes. Years later and now an L3 candidate I know I made the right choice – the Exam Success program helped me keep on pace, explained the material in much simpler terms than the official curriculum, and played a huge part in my passing levels 1 and 2. I really appreciated there being multiple classes in case you missed a day, how the Instructor singles out critical portions of the material to focus on, and being able to learn in a classroom environment with like-minded people."
Greg O., Associate at Connor, Clark & Lunn Private Capital Ltd.

"Just a quick note to say thank you for the great support and ongoing help!! The questions, and the practice exams you designed were extremely beneficial to help get this pass. Not only were the questions beneficial but they really make you think things through so that you grasp the concepts. Nothing short of an awesome deal!!"
Chris Morrall, Aspiring Finanical Industry Professional

"Passed CFA Level 2. And from what I understand this is a pretty good pass. Your course really helped me focus on the right stuff. You pretty much called exactly what would be on the test. Looking forward to taking your level 3 review course next year in Calgary. Thanks!"
Jim Fairbairn, Business Development Analyst TAQA North Ltd.

“thanks for all your efforts during the level 2 class this year. I'm excited to share that I passed the exam and hope to register with your level 3 class in the coming weeks.”
John Peellegoda, Treasury Manager at Algonquin Power & Utilities Corp.

"I've been using the Exam Success materials to prepare for all three CFA exams. Work and personal life demands made it difficult to put in as many study hours as I had for level I and II. Your last minute intensive course gave me the edge I needed to catch up on lost study time and pass Level III."
David Wishart, Vice President, Global Training Client Management, RBC Capital Markets

"I did indeed pass! I enjoyed your course, and have recommended it to some friends taking level 2 in 2015. I feel like the long answer questions you crafted were a great way to focus my studies as the exam approached. To be honest only did 1 practice exam and just went through your booklet about 3 times really honing in on the key concepts. Hope to see you next year for level 3 prep!"
Joseph Hoover, Financial Advisor at TD Bank Group

"I am happy to inform that I have passed the Level III exam this year. Thank you so much for everything. The class and notes really helped in passing."
Garnet Callender, Senior Analyst at CGI

"I just received the result of AIS took last Saturday and I PASSED! I only had a week to study, and THANKS to your program, I had better idea before the exam, and many questions were similar to the Mock Exam. Also, great tips in Mock Exam regarding time allocation. It worked! Thank you once again for all your support. Have a great Easter Weekend!"
Shoko Sanchez, RBC Financial Services Professional

"I passed my CSC 1 exam! I was even worried after writing but I made it. Thank you for your help and encouragement. I even mastered bond calculations with your study guides. I found your site an excellent study tool."
Tara, Independant Financial Services Professional

"You are a find for those taking these exams, thx for everything you do."
Beverly McCaffrey, Independant Financial Services Professional

"Brian was a wonderful teacher! He really gave me the understanding of finance that I needed to succeed in the industry, and pass all levels of the CFA curriculum. He is very clear when explaining new or complex topics, and has the patience required to be an exceptional instructor and ensure we understood the material rather than memorized it. He engaged the class and made sure no one felt left out. Participation was encouraged. His sense of humour made those school days that seemed long more bearable. My friends and I looked forward to his classes and wished more teachers were as fun to learn from. Thanks Brian!"
Jonathan James (Student at Concordia University - MBA )

"Yippeee, I passed my PMT and couldn't have done it without Exam Success! The two question test banks that covered each chapter in book in addition to the two mock exams consisting of 50 questions each, were extremely helpful in my preparation to pass the PMT exam. Thanks Brian Gordon for all your encouragement and thank you to the team at Exam Success!"
Jessie Behan, CIM, Redwood Asset Management

"I’ve purchased the AIS + PMT aids + math workbook. I want to let you know that I’ve passed the AIS exam past Monday and I got 80% ! The exam was quite easy and the AIM aids + math workbook helped me a lot. Also because my native language is French, I choose to take all my CSI courses (WME 1 + 2 + CPH + option and commodities so far) in English so I have to work a little bit harder (the past 7-8 weeks to prepare the exam) Next step: PMT Dec 18th 2013...."Hello prof. Gordon Just a quick note to tell you that I passed my PMT exam Dec 18th (80% again just like the AIS) so will be a CIM in a couple of weeks. Thanks again."
Salomon Gamache, Pl.fin, Planificateur Financier chez MD Management ltd

"Brian understands how to effectively work with busy financial executives. I retained Brian to engage in discussions of complicated portfolio management concepts."
Mark Sack, Vice President at State Street

"Thanks to Exam success for helping me get through FPE1! I actually signed up to use Brian's resources fairly last minute but was able to use the test bank and the concise notes to help me prepare and pass the exam. Would recommend it to others preparing for it. I'm glad I will have these resources to help me through the Capstone and FPE2 as well!"
Shelley Maher, CFA, Financial Planner at Shelley Maher Financial

"I wanted to thank you for the excellent Question Test Bank for FPE1. I would say that I studied almost exclusively from the Test Bank and cleared the FPE1 in my first attempt. I would recommend this to everyone who preparing to challenge CFP.  I was pleasantly surprised to get email from him offering help.This is really like have a personal coach. Thank you Prof. Gordon."
Anil Manghani, Senior Financial Advisor at CIBC

"All that worrying was for nothing. Got the email less than a couple of weeks ago to let me know that I passed! Will start my preparations for the CFA Level II this coming Monday...Can't wait to use your material again to prepare for another successful go around..."
Roger Manzano Jr., Operations Analyst at Dassault Falcon Jet

"…thanks so much for y our help for Level-2 exam… Prof Gordon made it easy for us. His teaching style is simply fantastic as he starts with simple concept clarity to advance level with so much ease. Prof Gordon covers everything directly from LOS and class handouts which are vast enough to practice as well as handy enough for reference in last day of preparations...Moreover he is always charming and helpful in solving any question in any study area..."
Tejvinder Singh CFA, Business Analyst at RBC Capital Markets

“Thank you very much for the study material…it has really helped me condense the information required for the CFP exams… I will be sure to recommend you to employees & friends.”
Linsday Masson, CIBC

"I would like to thank Brian for his guidance and instruction in helping me challenge the level III CFA exam. All the practice we did in class for the essay questions definitely helped me cruise through the morning session and pass the level III CFA exam. I would recommend him to any one pursuing the CFA designation..."
Mahmood Hassan, CFA, CFP, MFin, Private wealth management professional at Nexus Investment Management Inc.

"I signed up for the Exam Success Question Test Bank a few weeks before writing L2 and it was extremely helpful to my preparation. My questions were responded to by email and very quickly. This personalized service definitely made a difference to me in my preparation. The question bank had a very good range of questions and covered all the major topics for L2. I’d definitely recommend Exam Success to other CFA writers! Thank you!"
Shelley Gupta, Executive Director of Finance at Easton's Group of Hotels

"Passed level 1. Couldn't have done it without your questions. Thanks so much!
Adam Ferguson, Commercial Underwriter at Northbridge Insurance

"Just like to let you know I passed Level II. Thank you for all the teaching and support this year, I found it to be invaluable come exam time. Look forward to Level III classes next CFA season.
Brad Muller, Associate – Business Development/Investment Analysis at Harmonic Fund Services Canada

"Second time is the charm! I could not have passed without your dedication and timeless effort sitting with me in the library until I got it! Last year I took another course and honestly, it was a waste of time compared to yours. Thank you...I will be back for Level 3!"
–T.C., CIBC Securities

"Brian is such a good teacher. He teaches not only the knowledge, but also the logic, most importantly how to figure out the solutions. He makes everything look so straightforward and explains the tricky concepts crystal clear. With his tips, I feel that memorizing formulas and confusing comparisons is so easy. I'm surprised that I can learn so much in the 4-day exam preparation session and conquer the CFA Level two exam.
–Stanley Wang, MFIN, Assistant Branch Manager at Assante Wealth Management

"We were very pleased with the weekly IFIC Mutual Funds course you delivered here at the Bank. The classes were well organized, the learning resources and exam tips you provided were invaluable."
–J.M., Scotiabank

"I just received the letter….and I PASSED! Your course was the difference. Thank you for providing such a well organized and focused study program. I’ll be back for Level 2!"
–T.M., TD Securities

" ...Outstanding instruction! I'd recommend it to anyone who is serious about passing. Your techniques helped me to focus and finish with extra time to review my answers...."
–A. K., Credit Suisse First Boston

"one of the best profs. very nice guy, takes time to explain problems thoroughly and ensures everyone understands. really cares about his students!"
–Ryerson University student

"(Brian)...I am happy to tell you that our 3 employees who attended your FPE1 review last May all passed! I will be glad to recommend your seminar when asked."
–S.O., Scotiabank

"Just writing to let you know I was successful on completing Level 2 of the CFA Program and your course was a big part of my success. Thank you."

"...I have passed the CSC exam. I really appreciate the excellent coaching you have given to make this possible..."
–D. M.

"Hands down the best professor I have ever had. This guy (Prof. Gordon) is awesome, he knows what he's talking about, doesn't try to screw people over and makes the class enjoyable. If you have to take FIN401 take it only with him. But don't expect a walk through, it's a tough course and you need to study."
–Ryerson University student

"...I am writing to inform you that I just received the result of the CPH exam and I have passed. I want to thank you for your advice and review strategies that you provided me with..."
–M. M.

"Having been out of school for 20 years, I found it very difficult to be able to study on my own. Your patience and guidance helped me to finally pass this dreaded exam! Thank you."
–K.L., Dundee Private Investors

"...I PASSED the CFP Exam! ...the course was great, the review questions allowed me to focus my study efforts and tie it all together..."
–M.N., Dundee Private Investors Inc.

"I would like to thank you for all your help with level 3. I was successful in passing the exam this year. Thanks again."
–N.C., Investors Group Securities Inc.

CFA Study Programs

Inclass & Online


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"Thanks for your level II Calgary class. I passed and I couldn't have done it without your to-the-point tips."


Edis Tupkovic

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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 CFA L1 & L2!"

Greg O.

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"Yippeee, I passed PMT- couldn't have done it without Exam Success! Your Q & A's by chapter, mock exams were extremely helpful!"

J. Behan, CIM

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"Your intensive weekend review course gave me the edge I needed to catch up on lost study time and pass Level III! Thank you."

David Wishart

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"Would recommend it to others preparing for it. I'm glad I will have these resources to help me through the Capstone and FPE2 as well!"

Shelley M.

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