OUR SERVICES
CFA Program Support – Level I, II & III Global CFA Services
We provide structured, professional support to candidates preparing for the CFA (Chartered Financial Analyst) Program, from initial registration through final charter application guidance.
Our services are designed for graduates, working professionals, and international candidates seeking clarity, structure, and exam-focused preparation.
CFA LEVEL I - SERVICES
Foundation of Investment & Financial Analysis
CFA Level I focuses on foundational knowledge in ethics, quantitative methods, economics, financial reporting, and investment tools.
What We Support at Level I
[01]
Registration & Exam Scheduling
✓ Step-by-step assistance with CFA Institute registration
✓ Exam window selection and test center scheduling
✓ Documentation and profile setup guidance
[02]
Study Materials & Curriculum Support
✓ Curriculum-aligned study materials
✓ Simplified notes for complex concepts
✓ Coverage of all Level I topic areas
[03]
Past Exam Questions & Upcoming Exam Q&A
✓ Topic-based practice questions
✓ Exam-style questions aligned with upcoming exams
✓ Guided review of key concepts
[04]
Mock Exams & Exam-Day Techniques
✓ Full-length mock exams
✓ Time management strategies
✓ Exam-day readiness guidance
[05]
Certification Guidance*
✓ Guidance on CFA Level I progression and documentation
✓ Certification with exams
✓ Certification without exams
✓ Official certificates are issued by CFA Institute
Ideal for:
Graduates, engineers transitioning to finance, junior finance professionals, accountants, and analysts.
CFA LEVEL II - SERVICES
Advanced Asset Valuation & Analysis
CFA Level II emphasizes deep application of concepts in equity, fixed income, derivatives, portfolio management, and valuation.
What We Support at Level II
[01]
Registration & Exam Planning
✓ Exam registration and scheduling assistance
✓ Guidance on exam windows and timelines
[02]
Advanced Study Materials
✓ In-depth materials focused on valuation and analysis
✓ Case-based learning aligned with Level II format
[03]
Item-Set Practice, Past Questions & Upcoming Exam Q&A
✓ Item-set style practice questions
✓ Exam-style questions aligned with upcoming exams
✓ Application-driven problem-solving support
[04]
Mock Exams & Performance Review
✓ Timed mock exams
✓ Performance feedback and improvement strategy
✓ Exam-day execution techniques
[05]
Certification Guidance*
✓ Guidance on Level II progression and exam planning
✓ Certification with exams
✓ Certification without exams
✓ Official certificates are issued by CFA Institute
Ideal for:
CFA Level I pass candidates, analysts, bankers, and investment professionals.
CFA LEVEL III - SERVICES
Portfolio Management & Wealth Planning (Final Level)
CFA Level III focuses on portfolio management, wealth planning, ethics, and real-world investment decision-making.
What We Support at Level III
[01]
Registration & Exam Scheduling
✓ Final-level exam registration support
✓ Scheduling and documentation guidance
[02]
Portfolio Management Study Materials
✓ Advanced portfolio management resources
✓ Wealth planning and ethics-focused materials
[03]
Essay (AM) / Item-Set (PM) Practice & Upcoming Exam Q&A
✓ Constructed-response (essay) practice support
✓ Exam-style questions aligned with upcoming exams
✓ Answer structuring and exam technique guidance
[04]
Mock Exams & Final Review
✓ Full-length mock exams
✓ Time management strategies
✓ Exam-day strategy and confidence building
[05]
Charter Application & Ethics Guidance*
✓ Certification with exams
✓ Certification without exams
✓ Official certificates are issued by CFA Institute
✓ Guidance on CFA charter application steps
✓ Ethics and professional conduct support
Ideal for:
Experienced CFA candidates preparing for the final stage of the CFA Program.
HOW THE CFA CHARTER IS OBTAINED
The CFA Charter is awarded only by CFA Institute after completing all official requirements.
CFA Charter Requirements
[01]
Pass CFA Level I, II & III
All three exams must be successfully completed.
[02]
Professional Work Experience
✓ Minimum 4,000 hours of qualifying professional experience
✓ Completed over at least 36 months
✓ Experience must be related to investment decision-making or financial analysis
[03]
CFA Institute Membership
✓ Apply for membership
✓ Agree to the Code of Ethics and Standards of Professional Conduct
[04]
Charter Approval
Once approved, the candidate becomes an official CFA Charterholder and may use the “CFA” designation.
Important:
Global CFA Services does not issue CFA certificates or the CFA Charter. All official certifications are awarded exclusively by CFA Institute..
CAREER & JOB SUPPORT (ADDED VALUE)
In addition to exam preparation, we provide:
CFA-related job vacancy updates
CFA-related job vacancy updates
CFA-related job vacancy updates
CFA-related job vacancy updates
[CFA]
WHY CHOOSE GLOBAL CFA SERVICES
✔ Support for CFA Level I, II & III
✔ Structured, exam-focused approach
✔ Flexible support for working professionals
✔ Global candidate reach
✔ Confidential and professional service
Global CFA Services
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Contact
Location
Global Support (USA & International)
Phone