CFA®

Exam Preparation

Overview

At a Glance

  • Format Online
  • Course Duration 2-4 Months
  • Course Fee From $695
  • Webinar
  • Stay in Touch
  • Course Start Date JUN 17

Review Schedule & Register

Master Techniques to Achieve Exam Success

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. Through this process you will identify personal knowledge gaps, and define areas of focus to maximize your study time. You will also learn how to develop a study plan, and learn critical examination tips and techniques that will assist with time management.

Delivered by a team of supportive, knowledgeable industry experts, the UBC CFA ® Exam Prep Course and Boot Camp deliver the necessary study tools and support to help improve students’ exam performance.

Who should apply?  

The UBC Sauder Chartered Financial Analyst (CFA ®) Exam Prep Program is designed for CFA ® candidates who would like to prepare themselves to challenge CFA ® Levels 1, 2 and 3.

For information on enrolment requirements for the CFA ® Program, visit the CFA Institute.

I recommend UBC’s CFA Test Prep and Boot Camp course bundle. The Prep Course kept me on track for learning large volumes of information and gave me a better understanding of the material. The Boot camp was a great 3-day intensive review that left me feeling more confident in the final lead-up to the exam.

Sarah Ford, Vice President, Internal Controls, Sandstorm Gold Ltd.

Program Benefits   

                                                                                   

  • Tips and study methods from subject-matter experts
  • Effective exam-writing and time-management skills
  • Learn the format and structure of the exam
  • Review practice exams
  • Overview of knowledge areas that will be tested on the exams
Schedule

Regular Program Required Courses

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. Due to COVID-19, we are delivering all upcoming classes online; in-person classes will be resumed at a later time once circumstances permit.

Title
Spring / Summer2021
Fall2021
Winter2022

Schedule may be subject to change.

Delivery Formats

UBC Sauder Continuing Business Studies offers 3 different delivery styles to fit your learning needs. Some courses are taught in multiple formats while others are delivered in one format only.

Delivery Scheduled Classes Location Features & Benefits
Blended
Presentatione-Learning
Yes On campus & Online  Learn in the classroom through in-person interaction with instructors and classmates and through self-paced online instruction. Blended learning combines all the benefits of the in-person classroom experience and allows for easy access to learning materials increasing the flexibility to learn at your own pace.
Live Online
Online Teaching
Yes Online Learn through online classroom-style interaction with instructors and classmates in real time from anywhere in the world.  Live Online creates a learning environment in which you collaborate and engage in live Q&A, webinars, and discussion forums.
Online
e-Learning
No Online Learn independently when it’s convenient for you, while having the flexibility to collaborate with your classmates.  Online coaching is available from our experienced industry professionals through virtual office hours and optional webinars to help assist you with course materials, assignments, and projects. 

 

Instructors
Celene Chan

Celene Chan

Hons. BA (UBC), MA (SFU), 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

BCom (UBC), MAFM (DeVry), CFA, PRM

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

BBA (CapU), CFA, CIM

Martin is a Portfolio Manager at Odlum Brown Limited. He provides discretionary portfolio management services to high-net-worth individual clients. Martin is a CFA Charterholder, earning this distinction in 2013 after successfully passing all three levels of the Chartered Financial Analyst program. Martin also holds the Chartered Investment Manager (CIM) designation. He was a finalist for the Investment Industry Association of Canada Top Under 40 award in 2018.

Mike Keyrouz

Mike Keyrouz

BCom (Johannesburg), 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

BSc, MSc (UBC), 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

BE (VTU), MSc (Michigan), 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

Hons. BBA (SFU), 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.  

Howard Ma

Howard Ma

Hons. BBA (SFU), 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.

 

Our Alumni
Sarah Ford

Sarah Ford

Vice President, Internal Controls

Sandstorm Gold Ltd.

CFA

I recommend UBC’s CFA Test Prep and Boot Camp course bundle. The Prep Course kept me on track for learning large volumes of information and gave me a better understanding of the material. The Boot camp was a great 3-day intensive review that left me feeling more confident in the final lead-up to the exam.

Gurdeep Janjua

Gurdeep Janjua

Equity Research Analyst, Mining & Energy

Canalyst Financial Modelling Corporation

CFA Level 2 Candidate

For me, both the UBC CFA Test Prep Course and Boot Camp were an essential component of passing the CFA Level 1 exam. It saved me so much time by providing simple problem solving techniques to some of the harder and/or longer questions. Time allocation is important when challenging the CFA, so getting guidance on how to create an effective study schedule based on topic difficulty was a big help.

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