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University ofToronto
School of
Continuing
Studies
Passing the CFA®
Dear CFA® Candidate,
We have committed to ensuring that this is the
best CFA® preparation course in the market.
Your success, however, is also a direct function of
your personal commitment and the level of time
and effort you devote.
Once classes begin, history has shown that a time
commitment of between 15 and 20 hours per
week, each and every week, is required until the
CFA® examination. There are no shortcuts
to success.
If you have questions, please contact me by
calling Nattaya Chaimahawong at the School of
Continuing Studies at 416-978-7208 or email
info.cfa@utoronto.ca. Our staff will ensure that
we connect sooner rather than later.
Good luck with your decision!
Michael Hlinka
Passing the
CFA® Preparation
Since 2005, the University of Toronto School
of Continuing Studies has partnered with
award-winning instructor and CBC business
commentator Michael Hlinka to offer Passing
the CFA® preparation courses, designed to
prepare participants for the CFA® Level I, II, and
III examinations. In addition to preparation for
the traditional June exam sittings, we also have
a course for the Level I December exam. During
the past ten years, we’ve helped more than
1900 professionals prepare for the CFA® exams.
Success Rates
Our participants have been extremely successful.
Our pass rates regularly fall within the low to
high-80% range. We are proud of our students’
performance and post the pass rates on the
School’s website at learn.utoronto.ca/passrate.
“Michael Hlinka’s excellent‘Passing the
CFA®’series of courses hits all the key
factors required to succeed on the
CFA® exam including an early start in
October, use of the original CFA®
textbooks, keeping to a disciplined
study program through weekly classes
and tests, and exceptional teaching.”
Jody Maillet
Senior Underwriter,
The Guarantee Company of North America
Michael Hlinka
Instructor, Passing the CFA®
School of Continuing Studies
Building
Your Success
A significant part of our participants’ success is
due to the unique methodology of the Passing
the CFA® course. Each course in the CFA®
program is built on four pillars:
1. 	 An Early Start
	 Most CFA® preparation courses begin in 		
	 January, about five months before the CFA® 	
	 Examination. Our courses start in late
	 October, providing an extra 10 weeks for 		
	 preparation and practice.
2. 	Instructor Accessibility
	 Michael is available seven days a week via 	
	 e-mail and telephone and has regularly
	 scheduled office hours — three hours per
	 week every Saturday afternoon for the
	 duration of the course.
3. 	Augmented Source Material
	 Our notes and audio lessons are derived
	 from the CFA® prepared materials and
	 augmented by Michael based on his
	 expertise and experience.
4. 	Constant Testing
	 Each class begins with a quiz on the previous 	
	 week’s material. Throughout each course
	 there are three tests, a half-exam, and, at the 	
	 end of the course, a six-hour mock exam
	 allowing participants to measure their
	 ranking relative to their peers.
CFA_EN_brochure_layout__double_gate_85x14_V4.indd 1 2016-02-08 1:21:13 PM
“Passing the CFA® is an excellent
course that provides the necessary
rigor, practice and contextual
understanding needed to pass the
examinations.”
Arjun Kumar
Senior Investment Analyst,
Sprucegrove Investment Management Ltd.
Tuition for each course is $3,150 plus
applicable taxes.
Passing the CFA® Level I
Examination:
DECEMBER 2016 SITTING
SEPTEMBER 10 – NOVEMBER 19, 2016
Saturdays: 9:00a.m. to 4:00p.m.
NUMBER OF SESSIONS: 11
Instructors:
•	 Jason Phillips (Lead)
•	 Jenny Gao
Passing the CFA® Level I
Examination:
JUNE 2017 SITTING
OCTOBER 24 – DECEMBER 12, 2016
& JANUARY 2 – APRIL 3, 2017
Mondays: 6:30 to 9:15p.m.
NUMBER OF SESSIONS: 22 classes plus
5 test and exam sittings
Instructor:
•	 Michael Hlinka
Passing the CFA® Level II
Examination:
JUNE 2017 SITTING
OCTOBER 26 – DECEMBER 14, 2016
& JANUARY 4 – APRIL 5, 2017
Wednesdays: 6:30 to 9:15p.m.
NUMBER OF SESSIONS: 22 classes plus
5 test and exam sittings
Instructor:
•	 Michael Hlinka
Passing the CFA® Level III
Examination:
JUNE 2017 SITTING
OCTOBER 22 – DECEMBER 10, 2016
& JANUARY 7 – APRIL 8, 2017
Saturdays : 9:30 a.m.to 12:15p.m.
NUMBER OF SESSIONS: 22 classes plus
5 test and exam sittings
Instructor:
•	 Michael Hlinka
Our Guarantee
We are committed to your success. If, upon
completion of your in-class course, you write
the CFA® exam and do not pass, you may attend
the School’s next in-class Passing the CFA®
exam course at no tuition charge, paying only
the $500 materials and administrative fee.
University of Toronto School of Continuing
Studies meets the needs of adult learners
through expertly designed non­-degree courses
delivered by instructors who are recognized
leaders in their fields. Many of our programs can
lead to professional accreditation. Building on
the momentum of our students’ success, we’ve
earned a global reputation as innovators in
continuing education.
To register, or for more information, call
416-978-2400, email info.cfa@utoronto.ca,
or visit:
learn.utoronto.ca/passcfa
https://www.linkedin.com/company/university-
of-toronto-school-of-continuing-studies
Join our community of learners and instructors.
@UofTLearnMore
https://www.facebook.com/UofTLearnMore
Our Passing the
CFA® Exam Success
Methodology
We have a unique, customized methodology
designed to meet the special needs of
busy professionals.
Prior to each lecture, participants will receive
a 60-minute audio pre-lesson covering key
concepts and the most difficult material in the
forthcoming session.
During lectures, the instructor will focus on the
most difficult concepts.
After the lecture, participants are expected
to read the CFA® source material as directed,
followed by weekly self-tests designed to
help evaluate mastery of that session’s
study materials.
Support is provided by the instructor either
through an in-person meeting during scheduled
office hours, by email, or by telephone.
Finally, each week, participants are expected
to take time to review the key concepts from
previous study sessions.
Office Hours
Instructor office hours occur regularly on:
NOVEMBER 5 – DECEMBER 10, 2016
Saturdays: 1:00 to 5:00p.m.
JANUARY 7 – MAY 20, 2017
Saturdays: 1:00 to 5:00p.m.
Tests & Mock Exams
The schedule for the tests and mock exams,
an integral component of the program, will be
distributed at the first class. All tests and mock
exams will be written on Saturdays.
CFA_EN_brochure_layout__double_gate_85x14_V4.indd 2 2016-02-08 1:21:15 PM

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Passing the CFA Exam - Level I, II, and III

  • 1. University ofToronto School of Continuing Studies Passing the CFA® Dear CFA® Candidate, We have committed to ensuring that this is the best CFA® preparation course in the market. Your success, however, is also a direct function of your personal commitment and the level of time and effort you devote. Once classes begin, history has shown that a time commitment of between 15 and 20 hours per week, each and every week, is required until the CFA® examination. There are no shortcuts to success. If you have questions, please contact me by calling Nattaya Chaimahawong at the School of Continuing Studies at 416-978-7208 or email info.cfa@utoronto.ca. Our staff will ensure that we connect sooner rather than later. Good luck with your decision! Michael Hlinka Passing the CFA® Preparation Since 2005, the University of Toronto School of Continuing Studies has partnered with award-winning instructor and CBC business commentator Michael Hlinka to offer Passing the CFA® preparation courses, designed to prepare participants for the CFA® Level I, II, and III examinations. In addition to preparation for the traditional June exam sittings, we also have a course for the Level I December exam. During the past ten years, we’ve helped more than 1900 professionals prepare for the CFA® exams. Success Rates Our participants have been extremely successful. Our pass rates regularly fall within the low to high-80% range. We are proud of our students’ performance and post the pass rates on the School’s website at learn.utoronto.ca/passrate. “Michael Hlinka’s excellent‘Passing the CFA®’series of courses hits all the key factors required to succeed on the CFA® exam including an early start in October, use of the original CFA® textbooks, keeping to a disciplined study program through weekly classes and tests, and exceptional teaching.” Jody Maillet Senior Underwriter, The Guarantee Company of North America Michael Hlinka Instructor, Passing the CFA® School of Continuing Studies Building Your Success A significant part of our participants’ success is due to the unique methodology of the Passing the CFA® course. Each course in the CFA® program is built on four pillars: 1. An Early Start Most CFA® preparation courses begin in January, about five months before the CFA® Examination. Our courses start in late October, providing an extra 10 weeks for preparation and practice. 2. Instructor Accessibility Michael is available seven days a week via e-mail and telephone and has regularly scheduled office hours — three hours per week every Saturday afternoon for the duration of the course. 3. Augmented Source Material Our notes and audio lessons are derived from the CFA® prepared materials and augmented by Michael based on his expertise and experience. 4. Constant Testing Each class begins with a quiz on the previous week’s material. Throughout each course there are three tests, a half-exam, and, at the end of the course, a six-hour mock exam allowing participants to measure their ranking relative to their peers. CFA_EN_brochure_layout__double_gate_85x14_V4.indd 1 2016-02-08 1:21:13 PM
  • 2. “Passing the CFA® is an excellent course that provides the necessary rigor, practice and contextual understanding needed to pass the examinations.” Arjun Kumar Senior Investment Analyst, Sprucegrove Investment Management Ltd. Tuition for each course is $3,150 plus applicable taxes. Passing the CFA® Level I Examination: DECEMBER 2016 SITTING SEPTEMBER 10 – NOVEMBER 19, 2016 Saturdays: 9:00a.m. to 4:00p.m. NUMBER OF SESSIONS: 11 Instructors: • Jason Phillips (Lead) • Jenny Gao Passing the CFA® Level I Examination: JUNE 2017 SITTING OCTOBER 24 – DECEMBER 12, 2016 & JANUARY 2 – APRIL 3, 2017 Mondays: 6:30 to 9:15p.m. NUMBER OF SESSIONS: 22 classes plus 5 test and exam sittings Instructor: • Michael Hlinka Passing the CFA® Level II Examination: JUNE 2017 SITTING OCTOBER 26 – DECEMBER 14, 2016 & JANUARY 4 – APRIL 5, 2017 Wednesdays: 6:30 to 9:15p.m. NUMBER OF SESSIONS: 22 classes plus 5 test and exam sittings Instructor: • Michael Hlinka Passing the CFA® Level III Examination: JUNE 2017 SITTING OCTOBER 22 – DECEMBER 10, 2016 & JANUARY 7 – APRIL 8, 2017 Saturdays : 9:30 a.m.to 12:15p.m. NUMBER OF SESSIONS: 22 classes plus 5 test and exam sittings Instructor: • Michael Hlinka Our Guarantee We are committed to your success. If, upon completion of your in-class course, you write the CFA® exam and do not pass, you may attend the School’s next in-class Passing the CFA® exam course at no tuition charge, paying only the $500 materials and administrative fee. University of Toronto School of Continuing Studies meets the needs of adult learners through expertly designed non­-degree courses delivered by instructors who are recognized leaders in their fields. Many of our programs can lead to professional accreditation. Building on the momentum of our students’ success, we’ve earned a global reputation as innovators in continuing education. To register, or for more information, call 416-978-2400, email info.cfa@utoronto.ca, or visit: learn.utoronto.ca/passcfa https://www.linkedin.com/company/university- of-toronto-school-of-continuing-studies Join our community of learners and instructors. @UofTLearnMore https://www.facebook.com/UofTLearnMore Our Passing the CFA® Exam Success Methodology We have a unique, customized methodology designed to meet the special needs of busy professionals. Prior to each lecture, participants will receive a 60-minute audio pre-lesson covering key concepts and the most difficult material in the forthcoming session. During lectures, the instructor will focus on the most difficult concepts. After the lecture, participants are expected to read the CFA® source material as directed, followed by weekly self-tests designed to help evaluate mastery of that session’s study materials. Support is provided by the instructor either through an in-person meeting during scheduled office hours, by email, or by telephone. Finally, each week, participants are expected to take time to review the key concepts from previous study sessions. Office Hours Instructor office hours occur regularly on: NOVEMBER 5 – DECEMBER 10, 2016 Saturdays: 1:00 to 5:00p.m. JANUARY 7 – MAY 20, 2017 Saturdays: 1:00 to 5:00p.m. Tests & Mock Exams The schedule for the tests and mock exams, an integral component of the program, will be distributed at the first class. All tests and mock exams will be written on Saturdays. CFA_EN_brochure_layout__double_gate_85x14_V4.indd 2 2016-02-08 1:21:15 PM