Prep Course Instructors
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CFA® Program Exam Prep Course Instructors


Our instructors are CFA charterholders, PhDs, or both. All are specialists in the subjects they teach. Learn more about our expert instructors and their experience by clicking on the links below.

Andrea Anthony, PhD

  • Golden Gate University

Brock McDonald, CFA

  • Blum Capital Partners - Blum Family Office

Crystal Boodoo, CFA, CPA

  • Securities and Exchange Commission

Curt Smith, CFA

  • Strategic Investment Solutions

Dan Beck, CFA

  • AXA Advisors, LLC

David Kaczorowski, CFA

  • Golden Gate University

Donald L. Davis, CFA

  • Santa Clara University

Jivendra Kale, PhD, CFA, CFP

  • Saint Mary’s College

Jonathan Masse, CFA

  • Perigon Wealth Management


Joseph Ori CFA, CPA

  • Paramount Capital Corporation

Kevin Okoeguale, PhD

  • Saint Mary’s College

Kirk Knapp, CFA, CFP

  • Saint Mary's College

Mariia Eroshin, CFA, CFP, CPA

  • Citi Private Bank

Mark Sherman, CFA, CPA

  • Van Strum & Towne, Inc.

Nitin M. Barve, CFA

  • Charles Schwab & Co

Suren Mansinghka, PhD, CFA

  • University of California, Irvine

Vera Klimkovsky

  • San Francisco State University
  • University of San Francisco
  • Canada College

Vincent Deluard, CFA

  • INTL FCStone Financial, Inc.