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Westport, CT
I am a CFA Charterholder who has also tutored and instructed those taking the CFA exam. As a learning and finance professional, I am constantly staying up to date with the required bodies of knowledge covered by the CFA exam....
I am a CFA Charterholder who has also tutored and instructed those taking the CFA exam. As a learning and finance professional, I am constantly staying up to date with the required bodies of knowledge covered by the CFA exam....
Wellesley, MA
I passed all three CFA exams on my first try while working in the financial industry and enrollment in a master’s program. I am happy to provide insights on how to study for the CFA exam while balancing other responsibilities. I...
I passed all three CFA exams on my first try while working in the financial industry and enrollment in a master’s program. I am happy to provide insights on how to study for the CFA exam while balancing other responsibilities. I...
I had a great experience working with Adrian for CFA prep. In just one meeting, he helped me build a clear, realistic, and flexible study plan that fits my schedule. Adrian really knew the CFA curriculum and offered advice on ba... - Andrew
Groton, MA
The program’s Body of Knowledge requires candidates to master a very broad and detailed curriculum of finance and economics. With a program completion rate of only 16.0 percent, the CFA designation is regarded as the gold standard of...
The program’s Body of Knowledge requires candidates to master a very broad and detailed curriculum of finance and economics. With a program completion rate of only 16.0 percent, the CFA designation is regarded as the gold standard of...
Allen was a pleasure to work with. He is very easy to learn from and make arrangements with. Allen is extremely knowledgeable in the CFA subject matter. He spent a ton of time preparing for our sessions and made complex subjects e... - Tim, 12 lessons with Allen
Boston, MA
I am CFA level III candidate. Passed level I and II in the first try. I hold a Ph.D. in finance from Boston College. I teach various finance courses at Suffolk University.
I am CFA level III candidate. Passed level I and II in the first try. I hold a Ph.D. in finance from Boston College. I teach various finance courses at Suffolk University.
My professional background includes three years of experience at the Federal Reserve Board of Governors, conducting policy work and research spanning the subject areas of the CFA exams, years of private tutoring across almost all of the...
My professional background includes three years of experience at the Federal Reserve Board of Governors, conducting policy work and research spanning the subject areas of the CFA exams, years of private tutoring across almost all of the...
Lewis is a tremendous tutor. He makes certain of your comprehension of the material. He sends a nice summary of the lesson after. Well worth it! Thanks Lewis. - Brian, 4 lessons with Lewis
Successfully passed the December 2011 CFA Level 1 exam on the first try.
Successfully passed the December 2011 CFA Level 1 exam on the first try.
We worked on Excel sheets for my CFA level 1 quant class. He caught up to speed really quickly after reviewing each problem and was able to guide me to the answers. Would highly recommend. - William
.... This time includes experience auditing investment companies and private practice at an investment manager. I am also a CFA program participant having completed the three levels of the exam. ...
.... This time includes experience auditing investment companies and private practice at an investment manager. I am also a CFA program participant having completed the three levels of the exam. ...
I am a CFA charterholder since 2004. Also an MBA with major in Finance and Accounting from NYU (GPA 3.94, Dean's awards) Helped multiple CFA test takes pass the CFA level 1, 2, 3 tests
I am a CFA charterholder since 2004. Also an MBA with major in Finance and Accounting from NYU (GPA 3.94, Dean's awards) Helped multiple CFA test takes pass the CFA level 1, 2, 3 tests
Peter is an outstanding tutor! He helped my daughter improve her math score for the SAT significantly! In just a few weeks her score went from a 710 to a 780 thanks to Peter! He has a clear strategy and approach that includes his ... - Laurent, 12 lessons with Peter
I help CFA Level 1 candidates master the core finance concepts that make or break the exam — Corporate Finance, Financial Statement Analysis, Equity Valuation, and Portfolio Management. As an NYU Stern graduate, I earned A's in all...
I help CFA Level 1 candidates master the core finance concepts that make or break the exam — Corporate Finance, Financial Statement Analysis, Equity Valuation, and Portfolio Management. As an NYU Stern graduate, I earned A's in all...
Sam was very helpful and thorough as always. He is always available to meet when needed and is always thoroughly prepared for whatever the lesson involves - Noah, 15 lessons with Sam
I have passed the CFA Level 1 and also hold the Chartered Alternative Investment Analyst (CAIA) designation which has a lot of material crossover. I also have worked as a portfolio manager utilizing many of the CFA concepts for the...
I have passed the CFA Level 1 and also hold the Chartered Alternative Investment Analyst (CAIA) designation which has a lot of material crossover. I also have worked as a portfolio manager utilizing many of the CFA concepts for the...
Steven has helped deepen my son's understanding of complex topics, which also increased his confidence to efficiently and correctly solve problems. Steven has been flexible with scheduling and was highly knowledgeable and patient... - Karen, 17 lessons with Steven
I have completed all 3 levels of the CFA exam. I operate in the financial services industry (specifically asset management) performing portfolio analytics and risk measurement for diverse asset classes including bonds, loans, equities,...
I have completed all 3 levels of the CFA exam. I operate in the financial services industry (specifically asset management) performing portfolio analytics and risk measurement for diverse asset classes including bonds, loans, equities,...
I have taken and passed both exams. I have also taken and passed two other finance professional designations, the CAIA and the FRM.
I have taken and passed both exams. I have also taken and passed two other finance professional designations, the CAIA and the FRM.
Sebastian is a great tutor. He is a very professional and fun person to work with! He is very knowledgeable of both the FRM and CFA exam. I have taken two lessons with him. Highly recommended! - Manni, 2 lessons with Sebastian
I have a CFA and teach/tutor all aspects of the curriculum. Plus, I have worked in the field 35 years as a credit analyst and equity analyst.
I have a CFA and teach/tutor all aspects of the curriculum. Plus, I have worked in the field 35 years as a credit analyst and equity analyst.
I am studying for a CFA level I exam and Lisa has been a wonderful tutor. Given her credentials and work experience I was a bit nervous but she has been really patient and also very knowledgeable in areas of finance and economics... - Raj, 38 lessons with Lisa
I have 10 years experience in Corporate Banking and CFA Level III candidate 2020. I have extensive experience helping student for CFA Level 1 and 2.
I have 10 years experience in Corporate Banking and CFA Level III candidate 2020. I have extensive experience helping student for CFA Level 1 and 2.
Waqqas was able to tutor me for some last minute CFA level 1 concepts. I told him what I wanted to cover and he came prepared every time we met. He is knowledgeable, has lots of energy, and had a genuine interest in my success for... - Matthew, 3 lessons with Waqqas
I passed CFA level 2 exam and tutored level 1 and 2 CFA candidates taking the exam. I have been helping candidates in Financial Statement Analysis, Fixed Income, Equities, Markets and Economics. I have helped candidates with...
I passed CFA level 2 exam and tutored level 1 and 2 CFA candidates taking the exam. I have been helping candidates in Financial Statement Analysis, Fixed Income, Equities, Markets and Economics. I have helped candidates with...
Always informative and teaches the basics as well as advanced knowledge. Even in the setting of an urgent and short meeting he can quickly adapt lessons to get students to the right place! - R, 24 lessons with Tihamiyou
Throughout the years I have tutored finance, economics, quantitative courses covered in the CFA exam. These includes micro and macroeconomics, intermediate financial accounting, intermediate corporate finance and investments among many...
Throughout the years I have tutored finance, economics, quantitative courses covered in the CFA exam. These includes micro and macroeconomics, intermediate financial accounting, intermediate corporate finance and investments among many...
His explanations are spot on. So clear. Makes complex problems crystal clear. I started with Mo for my MBA Economics class. He has since tutored me in Finance and now managerial accounting. And such a good humble guy! - Lana, 16 lessons with Mohamed
I passed all three levels of CFA exam in consecutive years. Spent 6 years in the financial services industry (Private Equity) before completing my MBA at Columbia Business School.
I passed all three levels of CFA exam in consecutive years. Spent 6 years in the financial services industry (Private Equity) before completing my MBA at Columbia Business School.
Enrique is highly knowledgeable and hands on. He not only helps you succeed but makes sure you are on track. I was highly impressed how Enrique kept following up with me that I was on track even after our tutoring sessions. I will... - Raj, 8 lessons with Enrique
This provided me with a deep, practical understanding of Financial Statement Analysis and Corporate Finance, core topics on the CFA exam. I also possess a strong academic foundation from my dual degrees in Accounting and Economics and have...
This provided me with a deep, practical understanding of Financial Statement Analysis and Corporate Finance, core topics on the CFA exam. I also possess a strong academic foundation from my dual degrees in Accounting and Economics and have...
The simplicity and ease at which Kyle explains complex matters to laymen like me is nothing short of extraordinary. Kyle is nice, patient, dedicated and empathetic. He is one of the few tutors who is more enthusiastic about teachi... - Yazeed
For Levels 2 and 3 I passed the exam with over 70% in nearly every section of the multiple choice sections. I have been an active CFA charter holder since 2017.
For Levels 2 and 3 I passed the exam with over 70% in nearly every section of the multiple choice sections. I have been an active CFA charter holder since 2017.
George is an excellent tutor. He is articulate, organized, responsive, and does a fabulous job explaining concepts. I highly recommend him. - Dot, 4 lessons with George
I have provided dedicated tutoring for candidates preparing for the Chartered Financial Analyst (CFA) exams, with a focus on all three levels of the program. My tutoring approach combines deep subject-matter expertise with practical...
I have provided dedicated tutoring for candidates preparing for the Chartered Financial Analyst (CFA) exams, with a focus on all three levels of the program. My tutoring approach combines deep subject-matter expertise with practical...
Cindy is an awesome tutor! She takes her time to explain everything and makes sure you understand. She is kind and patient. Working with Cindy you will be in a no judgement zone! She is so intelligent, but will never make you feel... - Tania, 8 lessons with Cindy
Active CFA charterholder since 1994; continuous work experience in retirement plan and corporate investments and commercial banking. Have kept current with the CFA Body of Knowledge.
Active CFA charterholder since 1994; continuous work experience in retirement plan and corporate investments and commercial banking. Have kept current with the CFA Body of Knowledge.
Jim was great at talking through components of the CFA exam at a conceptual level, and helping to see the big picture of why we're being tested on different areas. I greatly enjoyed working with him, and will look forward to worki... - Catherine, 12 lessons with Jim
I have completed level I and II of the CFA, both on the first attempt, and still have the study material which I know very well. To further corroborate to my ability to tutor CFA material, I have worked in equity research for 8...
I have completed level I and II of the CFA, both on the first attempt, and still have the study material which I know very well. To further corroborate to my ability to tutor CFA material, I have worked in equity research for 8...
I was struggling so badly to pick up on options, munis and fixed income but he made it so easy for me to learn what I was doing wrong and fix it right away! I picked up on it so much faster than I ever imagined. Great teacher! Def... - Nirvana
With over 7 years of experience in finance and investment analysis, I've successfully passed all three levels of the CFA exam. My comprehensive understanding of the CFA curriculum, coupled with my practical application of...
With over 7 years of experience in finance and investment analysis, I've successfully passed all three levels of the CFA exam. My comprehensive understanding of the CFA curriculum, coupled with my practical application of...
I passed all 3 parts of the exam and fulfilled all requirements for my charter on August 22 2019
I passed all 3 parts of the exam and fulfilled all requirements for my charter on August 22 2019
Jason is a great teacher. He helped me focus on areas that I needed to polish and spent a great deal of time fine tuning my understanding of some more complex topics. I was much more ready for the CFA level 1 because of his help a... - Christopher, 7 lessons with Jason
Over a 5 year period, I spent 300+ hours studying for the 3 CFA Exams, passing both Levels I and II on the first try and passing Level III on the second try. I also tutored Columbia MBA students on CFA topics as well as related...
Over a 5 year period, I spent 300+ hours studying for the 3 CFA Exams, passing both Levels I and II on the first try and passing Level III on the second try. I also tutored Columbia MBA students on CFA topics as well as related...
38 CFA lessons
1 CFA lesson
3 CFA lessons
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CFA tutors in Massachusetts, including in the Boston area, offer in-person and online prep services to help investment professionals pass all three levels of the Chartered Financial Analyst exam. These skilled instructors provide targeted guidance on exam content, study strategies, and financial analysis techniques.
The CFA exam prepares candidates to demonstrate expertise in investment management, financial analysis, and ethical practices. Learning to approach the exam’s complex questions with confidence and clarity is essential for success, and personalized instruction makes the process more manageable.
Wyzant connects learners with experienced CFA tutors across Massachusetts, providing flexible, affordable lessons tailored to individual schedules and learning goals. With expert support and dedicated mentorship, students can confidently take on this challenging exam and advance their finance careers.
We have the largest network of qualified private tutors, so it is easy to choose your ideal tutor (and rates) from the best of the best across Massachusetts.
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