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Scholarships and Financial Assistance Opportunities

UBC Sauder Continuing Business Studies has several scholarship opportunities for new or current students. You may be eligible for a $500 - $1250 scholarship, in course-fee credit. Read more for details and eligibility.

CFA® Exam Prep Program – Prep Course & Boot Camp

Exam Preparation

Overview

The UBC Sauder Chartered Financial Analyst (CFA®) Exam Prep Program is designed for CFA® candidates looking for support and knowledge in preparing for the CFA® Levels 1, 2 and 3 exams.

Delivered by a team of supportive and expert instructors, the UBC CFA® Exam Prep Course and Boot Camp deliver necessary study tools and support to help improve students' exam performance. Exam-taking strategies to prepare for a successful exam performance are also provided.

The course curriculum covers:

  • Format and structure of the exam
  • Tips and study methods
  • Effective exam-writing and time management skills
  • Review practice exams
  • Overview of knowledge areas tested

Apply your learning to:

At the end of the course the participants will have learned to:

  • Prepare for the CFA® exams, Levels 1, 2 and/or 3
  • Identify personal knowledge gaps and define areas to focus on
  • Develop a study plan
  • Develop a list of examination tips and techniques to help with time management

If you have questions, please contact the UBC CFA® Exam Prep Program office at cfa@sauder.ubc.ca.

Check out our graduate testimonials, to hear what they have to say about our programs.

Details

Location

Real-time, face to face instruction in class at UBC Robson Square or UBC Point Grey.

Duration

Prep Course: 2-4 months

Boot Camp: 4 days

Schedule

Prep Course: 28 hours over 8 classes (6:00pm - 9:30pm)

Boot Camp: 25-28 hours over 4 days (9:00am - 5:00pm)

Tuition & Fees

  • Exam Prep Course: Level 1 | $695 + GST
  • Exam Prep Course: Level 2 | $695 + GST
  • Exam Prep Course & Boot Camp Bundle: Level 1 & 2 | $1195 + GST
  • Exam Boot Camp: Level 1 | $695 + GST
  • Exam Boot Camp: Level 2 | $695 + GST
  • Exam Boot Camp: Level 3 | $1295 + GST

Materials:  Summary lecture notes and other materials are included in the cost.

Register Now

Curriculum
Registrations will close 2 business days before the first class start date.

To register for the bundle, please select the "bundle" item on the registration list below.

If you would like to withdraw from a course, please submit written notice at least three business days before the course begins to be eligible for a refund (less a $50 administration fee). No refund will be made for cancellations received later than three business days before the course begins.

Due to COVID-19, we are prepared to deliver all upcoming classes online; in-person classes will be resumed at a later time once circumstances permit. The Fall 2020 schedule for all CFA Exam Prep offerings are as per below:

Click here for the Level 1 Prep Course and Boot Camp Schedule.
Click here for the Level 2 Prep Course and Boot Camp Schedule.
Click here for the Level 3 Boot Camp Schedule.

Regular Program Required Courses

Title
Fall2020
Winter2021
Spring / Summer2021

Program curriculum may be subject to change.

Instructors
Celene Chan

Celene Chan

CFA

Celene is currently the Vice President, Finance at Alabaster Homes, a Vancouver-based real estate development firm specializing in premier townhome and condominium projects. In her role, Celene oversees the finance team in corporate finance strategy and execution, business development, capital structure planning and analysis, financial reporting, treasury, risk management and regulatory compliance.
 
Prior to joining Alabaster, Celene was an institutional investment manager for a charitable foundation and its benefactor family, advising on a globally diversified portfolio of assets, including private equity, private debt, pooled funds and public securities. Celene has extensive investment experience in real estate, oil and gas, and marine transport sectors, and is a specialist in financial modeling and transaction due diligence.  In addition to advanced degrees in Economics from UBC and SFU, Celene has been a CFA charterholder since 2016 and completed the CIM designation in 2015.

Darren Degraaf

Darren Degraaf

CFA, CPA, PRM, MBA

Darren is currently an independent contractor for a number of international finance training companies.  His main responsibilities include lecturing, curriculum development, training instructors (train-the-trainers) on best practices, and business development.  In addition, Darren is a lecturer at the Sauder School of Business, University of British Columbia as well as the British Columbia Institute of Technology.

Before working in the education industry, he spent 5 years as a Senior Manager at HSBC Bank. In this position, he focused on the credit risk exposure of the bank's lending portfolio. Prior to that, Darren held various analytical and accounting positions in HSBC's Finance, Asset Management, and Insurance divisions - over some 13 years.

Emrul Hasan

Emrul Hasan

CFA, FRM, Ph.D.

M. Emrul Hasan has been training CFA exam candidates for over five years at different institutions. He is a full-time Lecturer at the Vancouver School of Economics of University of British Columbia, BC, Canada. Before joining UBC, Emrul taught economics and finance courses at Simon Fraser University (SFU), British Columbia Institute of Technology (BCIT), and Douglas College.

Before working in the education industry, Emrul spent several years as Investment Analyst and Consultant at different investment banks, manufacturing firms, and think-tanks such as Fraser Institute and Asian Tiger Capital Partners Ltd. He mostly worked on new venture and private equity valuation, M&A, and writing sector and industry reports while providing sound advice on investment and portfolio management. He is also an active academic researcher working on topics such as capital gains taxes, asset pricing, behavioral finance, IPO and SEO underpricing.

Martin McNish

Martin McNish

CFA

Martin McNish is a Portfolio Manager at Odlum Brown where he started his began his career in 2008. He was a finalist for the Investment Industry Association of Canada Top Under 40 award. He received his charter in 2013 and has been a Level III instructor since 2015.

Howard Ma

Howard Ma

CFA

Howard started his career in mergers & acquisitions but has ever since worked in the investment industry, in the areas of private equity, mezzanine finance and portfolio management. He holds an honors degree (first class standing) from Simon Fraser University, where he double-majored in Business Administration and Economics. Howard has been a CFA charterholder since 2007.

Mike Keyrouz

Mike Keyrouz

CFA

Mike has over 10 years of experience encompassing buy-side analysis and trading to sell-side prime brokerage and sales. He brings a global perspective having worked in both emerging and developed markets in the institutional as well as private client space. Mike’s competencies include hedge fund analysis and trading, prime brokerage distribution and sales, general management and portfolio and quantitative strategy.   He holds a Bachelor of Commerce Degree (Honours) in Investment Management and has been a CFA charterholder since 2011. Mike is also a volunteer with the CFA Vancouver Programs Committee.

Adam Herman

Adam Herman

MSc, CFA

Adam Herman is a commercial Realtor with RE/MAX Commercial, receiving the CFA designation in September of 2019. In his day-to-day, Adam uses cap rates, and comparative analysis to determine values of properties. Adam passed Levels I-III consecutively over a year and a half and can aid in test preparation and strategy, and will be teaching and will be teaching Ethics and other topics within the CFA curriculum between all three Levels. Prior to working as a Realtor, Adam completed a Master of Science degree in Experimental Medicine with UBC.

Anirudh Hegde

Anirudh Hegde

CFA

Anirudh has been working close to 10 years as part of the Trading team at a multi-billion dollar Institutional Mutual Fund. His experience encompasses Trading & Portfolio Analytics, Risk Management and development of multi-asset Trading System across exchange and OTC products. He holds an under-graduate degree in Engineering from India and a Masters in Financial Engineering from University of Michigan, Ann Arbor - USA. Anirudh is also a volunteer for the Candidates Committee at CFA Society Vancouver.

Cheryl Wu

Cheryl Wu

CFA, CPA

Cheryl started her career at one of the big four accounting firms. After spending three years in the audit practice, she transitioned to strategy advisory where she worked with senior management directly in supporting strategic decision making. Her expertise includes business valuation, acquisition and divestment analysis, capital structuring and liquidity management.

Cheryl holds an honors degree (distinction) in Business Administration from Simon Fraser University. She passed all three levels of CFA exams consecutively over a year and half and was awarded charter in 2018. Cheryl focuses on delivering test taking strategies and is excited to support students in their CFA journey.  

Requirements

It is strongly recommended that students be fluent in written and spoken business English.

For information on enrolment requirements for the CFA Program before you’re eligible to register for the Level 1, 2 or 3 Exam, visit the CFA Institute.

How to Register

Registration is done on a course-by-course basis.

Create an account and login to register for specific courses at any time. Visa or MasterCard accepted.

FAQ

Open All  

What are the enrolment requirements for the CFA Program before you can register for the Level 1, 2 or 3 Exam?

Refer to the CFA Institute for information on what’s required to qualify for the Level 1, 2 or 3 Exam: CFA Institute

Where are CFA Test Prep courses held?

CFA Test Prep courses are held at either the UBC Point Grey campus or the UBC Robson Square campus.

Who can I contact if I still have questions about the CFA Test Prep courses and/or Boot camp?

If you have any questions, please contact the UBC CFA Exam Prep office at cfa@sauder.ubc.ca.

What is the cost of each course?

A complete list of CFA Test Prep course and boot camp fees can be found here.

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