Level I CFA® Preparation

Level I CFA® Preparation

Top 5 Global CFA Charterholder roles:

  1. Portfolio Manager
  2. Research Analyst
  3. Chief Level Executive
  4. Consultant
  5. Risk Manager


  • Advanced English, as all materials and exams are in English. If you are not confident about your English, contact us for some free resources that may help you.
  • Undergraduate degree (or equivalent experience) or in the last year of undergraduate degree.
  • Registration with CFA Institute.

Regulatory Waivers

  • From Brazil to South Africa and Vietnam to the United Kingdom, the CFA Program is formally recognised by regulators and certification programs in 40 countries and territories. Click here for more information.

Click here to access the CFA Institute CFA Program Fact Sheet.

Getting Started

Surveys show that candidates who start to prepare earlier have a higher chance of success in the exam.

How to pass first time?

Why study with Quartic?

  • Course coordination by the coordinator of the first CFA Society preparation course at ANBIMA.
  • All material included in course fee.
  • Unbeatable support for students, with groups of approximately 10 students. We guarantee that you will receive the individual attention that you need.
  • Highly qualified tutors (all have passed the exams that they prepare students for) with relevant professional experience.
  • Proven teaching methodology, focusing on the most highly examined topics in class, and additional support for home study and pre-course reading.
  • Classes given in English.
  • Flexible learning options: live online, from wherever you are in the world.


“I recommend the course to anyone who wants to pass the test. It is very complete and gives you all the conditions to prepare yourself very well. It is important to imprint an adequate study rhythm, discuss doubts and broaden understanding and knowledge. In addition to the teachers knowing a lot about the content, very important and fundamental tips and strategies are given for the study and successful execution of the test. The material is very comprehensive and more than enough for any candidate to be very well prepared.”

Eduardo Campos, Lead Partner Vista Finance, CFA® Program Level I Classroom Course student


Extra support for Home Study

  • Study Plan.
  • Getting Started Guide.
  • Question surgery via e-mail and WhatsApp.
  • Exam countdown emails and guidance from teachers.
  • Class recordings available for one week after each class in case you miss a class

Academic Coordinator

Susan Hawkins, CFA, is the founder of SHP and the course coordinator. She has 5 years of full-time training experience and 10 years of professional experience at EY in the United Kingdom and Brazil and at the Bank of England (UK Central Bank) in internal and external assurance, contingency planning for financial institutions and business valuation. She has an undergraduate degree in Economics and Management from the University of Oxford in the United Kingdom, she is a CFA Charterholder and a member of the CFA Society Brazil. She qualified as a Chartered Accountant with ICAS (Institute of Chartered Accountants of Scotland) and has passed the American Society of Appraisers ASA 1 and ASA 2 exams.


All tutors have passed the exams that they prepare students for. They are also accredited as teachers through the SHP Financial Training Academy. Feedback from one of our students: “The teachers are exceptional, real “coaches” during the preparation for the exam” Lucas Zampieri, Investor Relations Professional, CFA Levels I and II student. 


 Live online: from wherever you are in the world, on your laptop, tablet or smartphone.


How do the live online classes work?

The aim of offering classes online in real time (the classes are also recorded and can be watched later) is that you can join the class wherever you like and still count on the support of the teachers to get your questions answered. The difference between live online and face-to-face classes is just convenience, as you watch the classes together with the face-to-face students in the classroom, joining remotely.


Main benefits of the live online classes:

  • Support: students interact with teachers in real time, participating in exactly the same classes like they were face-to-face students, enabling them to ask questions and interact during the class through the online learning platform.
  • Flexibility: class recordings are also available, enabling students to access the classes at any time from anywhere. This can be an advantage if students want to watch a class again or if they miss a class.
  • Networking: all students interact in an online classroom.
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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