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CFA Program Resources

Maximize your exam prep and connect with a community that’s invested in your success—explore exclusive tools, discounts, and guidance at every stage of the CFA Program.

Master the CFA Program Exam With Confidence

Earning the CFA® charter is a globally respected achievement—and a significant commitment. At CFA Society San Francisco, we’re here to support your journey every step of the way. Whether you’re just beginning Level I or preparing to sit for Level III, our local candidate resources are tailored to help you succeed on the exam and grow as an investment professional.

Through partnerships with leading providers like Kaplan Schweser, we offer exclusive discounts and access to high-quality prep materials that allow you to study smarter, not harder. From structured study tools and mock exams to free resources like daily practice questions and eBooks, we make it easier to customize your learning experience based on your goals, schedule, and learning style.

Beyond study support, we connect you with a broader community of fellow candidates, CFA charterholders, and industry mentors through events, newsletters, and career development programs. Explore the many ways CFA Society San Francisco can help guide your journey toward the charter and equip you for long-term success in the investment industry.