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Prep Course Instructors
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CFA® Program Exam Prep Course Instructors

Daniel Beck, CFA

Financial Advisor; AXA Advisors
CFA Charterholder Since 2017

"The key to passing the CFA exam is to make your learning experience interactive by creating your own problem sets and teaching the material to others."

Crystal Boodoo, CFA, CPA, CFE

Enforcement Staff Accountant; U.S. Securities and Exchange Commission
CFA Charterholder Since 2016

"The most important investment you can make is in yourself” - Warren Buffett

Donald Davis, CFA

Professor of Practice; Santa Clara University
CFA Charterholder Since 1999

"My advice is first, do lots and lots of practice questions - you don’t really know what you know until you have tested and re-tested yourself. And second, your calculator is your best friend. Be able to do time value of money and bond value problems without having to stop and think how to use your calculator."

Vincent Deluard, CFA

Director of Global Macro Strategy; INTL FCStone Financial
CFA Charterholder Since 2010

"Start practice tests early and complete post-mortems: you will realize that a lot of points are wasted by inattention and failing to read questions properly rather than insufficient knowledge of the material."

David Kaczorowski, CFA

Professor of Finance; Golden Gate University
CFA Charterholder Since 2016

"I love investing. The CFA exam is tough and can really fray the nerves. I approach teaching the CFA material with passion and enthusiasm that I hope makes the material a little easier for students to take."

Jivendra Kale, PhD, CFA, CFP

Professor of Finance; St. Mary’s College of California
CFA Charterholder Since 2003

Vera Klimkovsky

Professor of Mathematics; Golden Gate University

"In quantitative analytics, it’s easy for students to get lost in the equations. My lessons go deeper than the standard textbook explanations, into the core concepts behind the numbers. This makes it easier to understand questions on the exam that may be presented in a different way than was in the material."

Kirk Knapp, CFA, CFP

Director of the MS-FIAM Program; St. Mary’s College of California
CFA Charterholder Since 2007

"After studying the CFA content and practice problems, ensure you spend 2 to 4 weeks before the exam doing at least 1,000 or more practice problems to help identify and strengthen your weaknesses."

Marie LaRiviere, CFA

Investment Strategist; Chevron
CFA Charterholder Since 2019

"My teaching style is to encourage holistic understanding of the concepts as opposed to memorization so that on exam day the student can be prepared for any curve balls because their deep understanding of the theory is applicable no matter how the material is tested."

Margaret Lee, CFA

Managing Director; Charles Schwab
CFA Charterholder Since 2007

"The tried and true formula for me was studying 20-30 hours per week (after work and weekends) in the library and doing as many practice problems and tests as possible."

Anitha Manohar, PhD

Professor of Finance; Golden Gate University

"I love investing. The CFA exam is tough and can really fray the nerves. I approach teaching the CFA material with passion and enthusiasm that I hope makes the material a little easier for students to take."

Jonathan Masse, CFA

Investment Strategist; Perigon Wealth Management
CFA Charterholder Since 2005

"I was dedicated to getting through the material in 3 years and have been teaching for the past 12+ years as an instructor with the goal to get you through the material in 3 years. I create my own unique notes with their own unique spin to make the reading AND the class memorable."

Brock McDonald, CFA

Chief Financial Officer; Blum Capital Partners
CFA Charterholder Since 2008

"Think you can pass the exams with an abbreviated study program? Don't count on it. Even natural gifts are no substitute for doing the work."

Kevin Okoeguale, PhD

Assistant Professor of Finance; St. Mary’s College of California

"My teaching approach for the CFA exam review is first focused on elevating your fundamental understanding of the conceptual and mathematical principles of finance that underpin the workings and valuation of financial assets or instruments. We then show you how to effectively apply these principles in solving CFA exam problems."

Joseph Ori, CFA, CPA

Executive Managing Director; Paramount Capital
CFA Charterholder Since 1995

"Begin studying March 1st and try to study 20 hours per week until the exam."

Barkha Punjabi, CFA

VP and Equity Portfolio Manager; Wells Fargo
CFA Charterholder Since 2019

"Make sure to do a lot of practice tests before the actual exam."

Mark Sherman, CFA

Principal; Van Strum & Towne, Inc.
CFA Charterholder Since 2001

"It is often said that practice makes perfect, although one may also say that practice makes permanent. Developing the proper, ongoing permanent study habits can lead to success both in life as well as the exam."

Curt Smith, CFA

Director of Private Markets; Strategic Investment Solutions
CFA Charterholder Since 1986

"My tip for passing the exam is to understand the material and then go through the practice problems and examples as a way to develop competence in taking (and passing!) the exam."

235 Montgomery Street, Suite 725 | San Francisco, CA 94104 | P: 415.814.7900 | E: info@cfa-sf.org

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