Candidate Information Session
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Candidates for the Level I CFA Exam will be provided with an overview of the exam. Candidates will also be provided with an overview of the CFA Society San Francisco's review classes for the exam.

When: 09/12/2015
10:00 AM
Where: CFA Classroom
235 Montgomery St.
Suite 643
San Francisco, California  94104
United States
Presenter: Jiv Kale & Dave Bolt
Contact: Dave Bolt
415 814-7906

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EducationDiector Dave Bolt


Mastering the Level I CFA Exam - Candidate Information Sessions


All newly registered Level I CFA Exam candidates, as well as those considering earning their CFA® charter should attend an orientation. There are four dates to choose from. All events are in the CFA Classroom, 235 Montgomery St., Suite 643, San Francisco, CA 94104
The process required to earn your CFA® Charter can be confusing, especially for new candidates. Without a clear understanding of how everything works, candidates run the risk of making very costly mistakes, both in terms of time and money. CFASF's CFA Exam Information Sessions help to clear up the confusion and put you on the right path. Come with your questions!
Sessions Include:
  • A short presentation on the CFA® Program and Exam process, as well as the 'must know' information for all new candidates.
  • An overview of the major players, especially CFA Institute and CFASF.
  • Information about CFASF's CFA Exam Review Classes, workshops, study groups and the society itself.
  • Answers to FAQs.


For more information, contact Dave Bolt -



  • June 18, 2015 at 6 PM
  • July 25, 2015 at 10 AM
  • August 20, 2015 at 6 PM
  • September 12, 2015 at 10 AM
  • September 17, 2015 at 6 PM

235 Montgomery Street, Suite 725 | San Francisco, CA 94104 | P: 415.814.7900 | E:

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