CFA Exam Strategy and Support

Not prep. Not a cram course. Not motivation. Pure strategy.

There’s no shortage of boisterous CFA exam prep providers offering shortcuts, memory tricks, and video bundles. But what happens when those don’t work? Or when they leave you exhausted and unsure if you’ve learned anything at all?

I work with buy-side CFA candidates who want to take a different approach. One that’s quieter, more disciplined, and focused on long-term learning — not just a passing score.

Who I Work With

I support candidates who are:

  • Preparing for CFA Level I, II, or III and want a structured, strategic plan

  • Overwhelmed by the breadth of the CFA curriculum and unsure where to focus

  • Repeating an exam and need help analyzing what went wrong

  • Working professionals with limited study time and high expectations

  • Looking for a constant guide to keep them grounded and committed — not another commoditized third-party prep platform

This isn’t a bootcamp. It’s a confidential, one-on-one partnership designed around how you learn best, how much time you actually have, and where you’re headed.

What I Offer

Every engagement is customized. Common areas of focus include:

  • Exam Study Strategy: A tailored plan based on your strengths, weaknesses, and goals

  • Forensic Review: Deep analysis for those who didn’t pass — what to fix, what to keep

  • Level III Essay Support: Learn how to write what graders actually want to see

  • Curriculum Guidance: How to make the most of the CFA Institute materials

  • Decision-Making Support: When to defer, when to push, when to adjust course

My approach is quiet, direct, and strategic. I’ve worked with candidates globally for almost 30 years at all three levels and understand the hidden pitfalls most prep providers ignore. I don’t offer group classes or prep packages. I offer quiet, personal, one-on-one support for those serious about doing this right.

Why This Matters

Passing the CFA exams is important. But how you pass — and what you learn along the way — matters even more.

This program was never meant to be easy. It’s meant to shape professionals who can think independently, manage complexity, and work under pressure. If you’re willing to put in the effort, I’ll help you make it count.