Continuing Education
What we offer
Exam Success offers proprietary Financial Services Industry educational courses designed to help professionals acquire verifiable continuing education credits to satisfy the various professional organizations and industry regulators.
We can deliver Continuing Education courses live or recorded online or in-person onsite.
We currently offer the following continuing education courses
- » Ethics for Advisors
- » Financial Statement Analysis: What the Numbers Mean
- » Fundamental Equity Analysis
- » Fixed Income Security Analysis
- » Portfolio Theory
- » Fundamentals of Derivatives: Options, Futures and Forward Contracts
- » The Investment Management Process: Working With Clients
- » Retirement Planning
- » Insurance Planning
- » Wills and Estate Planning
- » Personal Tax Planning
Looking for something else?
Our renowned faculty of subject matter experts can create a customized Continuing Education course on virtually any financial topic.
Next Steps
Whether you are interested in consultative support or a full-service solutions, Exam Success can help clarify the best training options to suit your objectives.
We would be pleased to speak with you to determine where to start. Contact us to learn more.
CFA Institute does not endorse, promote or warrant the accuracy or quality of the products or services offered by Exam Success. CFA Institute, CFA® and Chartered Financial Analyst are trademarks owned by CFA Institute.
