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 – Face-to-face or live online (6 hours)
  • Diagnostic Exam Feedback – Face-to-face or live online (3 hours)
  • Tutor support

Option 2
Live Education

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

Option 3
Live Education + Revision (Reta Final)

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

CFA Level I

Options 1, 2 and 3 available

CFA Level II

Option 1 available


Options 1 and 3 available

Study Options

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 is part-time (evenings) in Brazil on Av. Paulista, São Paulo, or live online from wherever you are in the world. Recordings are available in case you miss a class.

About the Program

The Chartered Financial Analyst (CFA) Program is a professional credential offered internationally by the US-based CFA Institute. The program 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.