About the programme

The Chartered Financial Analyst (CFA) Program is a professional credential offered internationally by the US-based CFA Institute. The programme covers Ethics, Quantitative Methods, Economics, Financial Statement Analysis, Equity, Fixed Income, Derivatives, Alternative Investments and Portfolio Management.

The credential is recognised by the UK NARIC (National Academic Recognition Information Centre) as equivalent to a Master’s Degree.  Successful candidates take an average of four years to earn their CFA charter. Around 9% of candidates have consecutively passed all three levels in the past decade. At approximately R$20,000 (course and exam fees), the investment is a lot lower than a Master’s degree usually is and you can obtain it without quitting your job or leaving Brazil!

There are more than 160,000 CFA Charterholders globally, and about 1,200 in Brazil. The relative scarcity of CFA Charterholders in Brazil gives a competitive advantage to those who want to get a better position and salary in the local market.  Locally, Banco Itaú is the financial institution with the most CFA Charterholders – currently 159 professionals.


SHP Financial Training has teamed up with CFA Prep Provider Quartic Training and is delighted to offer training for CFA Levels I, II and III of the Chartered Financial Analyst Program using Quartic Online content.

SHP prides itself on the individual support given to each student and its flexible learning options.

For more than a decade Quartic has worked with some of the biggest names in the industry, providing them and their employees with the unique style of Quartic education.

Study options

Option 1

Guided Self Study

  • 1-to-1 Orientation (1 hour)
  • Quartic Online (70 hours)
  • Printed Education Workbooks
  • Printed Education Question Bank
  • Printed Revision Workbooks
  • Printed Revision Question Bank
  • Diagnostic Exam – Live online (6 hours)
  • Diagnostic Exam Feedback – Live online (3 hours)
  • Tutor support

Option 2

Live Education

  • Everything in Guided Self-Study plus the following:
  • Level I Education – Live online classes (36 hours – 12 classes x 3 hours)
  • On-demand catch up recordings

Option 3

Live Education + Revision (home straight)

  • Everything in Live Education plus the following:
  • Level I live online revision classes (21 hours – 7 classes x 3 hours)
  • Level III live online constructed response exam technique classes (12 hours – 4 classes x 3 hours)
  • On-demand catch up recordings
Where we are

All of our classes are offered live online currently being replaced by live online classes until further notice. We would like to thank all of our students for their flexibility as we react to this new reality, it is much appreciated. Recordings are available in case students miss a class. 

CFA Institute does not endorse, promote or warrant the accuracy or quality of SHP Financial Training. CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.

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