Program StructureChoosing the appropriate structure is key for a successful CFA

review program.

For live instruction programs, we recommend:

› Following a multi-week program that coincides with the university calendar

› Targeting undergraduate and graduate students, as well as non-student CFA candidates

› Obtaining university course credit for the CFA program

› For online instruction or a blended learning (live and online) program, we can provide:

• A customized solution that complements the strengths of your instructors and provides flexibility on which topics are taught live or online

OR • One of our standard instruction-based solutions priced

to suit the university market

Kaplan Schweser’sUniversity CFA Program

CHECKLIST Determine program

structure

Determine university credit requirements

Secure facilities and instructors

Select instructional materials from Kaplan Schweser

Secure internal university funding if available

Obtain support from local CFA society

Develop and execute marketing campaign

Have you ever considered a CFA® review program at your college

or university? With Kaplan Schweser’s help, starting a university

CFA program is easy and will provide tremendous benefits to your

students. Whether you are interested in live instruction, online

instruction, or a blended learning program, we can provide insights

and resources to assist you in developing a successful CFA program

that fits the needs of your institution.

GUIDE TO DEVELOPING UNIVERSITY CFA® PROGRAMSA

FOR MORE INFORMATIONCall: 608.779.5599 ext. 2322Email: upp@schweser.com

Instructional ResourcesFor a live instruction CFA

program, quality classrooms,

instructors, and instructional

materials are essential.

University and CFA Society SupportObtaining university and

local CFA society support

is essential for your CFA

program to thrive.

Marketing PlanRaising awareness of your

CFA program is the final piece

of the puzzle.

CFA-515437

We recommend:

› Holding classes at university facilities to minimize costs

› Using well-known professors who are also CFA charterholders as instructors

› Utilizing Kaplan Schweser’s instructor resources (PowerPoint slides, instructor guides, and other tools)

› Including a complete Kaplan Schweser study solution to ensure candidates are ready for exam day

We recommend:

› Obtaining university course credit for the CFA review program

› Finding financial support from university endowments, scholarship funds, or alumni donors

› Partnering with your local CFA society to help with marketing, sourcing instructors, and funding scholarships

We recommend:

› Working with a local CFA society to deliver messaging to the right audience and endorse the program

› Relying on Kaplan Schweser to develop a marketing campaign and craft relevant messaging

A GUIDE TO DEVELOPING UNIVERSITY CFA® PROGRAMS

This summary of our guide to developing a university CFA review program

outlines many, but not all, of the items to consider in creating your program.

Please reach out to us at upp@schweser.com to receive our full guide, samples

of our instructor resources, and additional information.

608.779.5599 ext. 2322 | upp@schweser.com