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Consulting
Expert CFA consulting
One-to-one guidance from CFA charterholders: personalised strategies, custom study plans and support built around your own situation.
What you bookService
- FormatVideo, 1:1Zoom or Google Meet, recorded
- Session length60 minyou set the agenda
- Packages3from $199 to $1,499
- ConsultantsCharterholdersevery one holds the charter
- ReschedulingFreewith 24 hours notice, no charge
We do not publish satisfaction scores or session counts we cannot evidence. Everything above describes how the service is delivered.
How it works
What a consulting session actually is.
We do not publish satisfaction scores or session counts we cannot evidence. This is how the service is delivered.
- One-to-one, by video callSessions run on Zoom or Google Meet and are recorded, so you can review them afterwards.
- Led by CFA charterholdersEvery consultant holds the charter and has worked in the industry.
- Scheduled around youIncluding evenings and weekends; you pick the slot when you book.
- Focused on what you chooseBring specific topics, a study plan, or a mock-exam debrief; the session follows your agenda.
Services
§ 02Our consulting services
Whether you need help with a single topic or support across the whole syllabus, there is a service shaped for it.
One-on-One Sessions
Personal video sessions with a CFA charterholder who understands your unique challenges and learning style.
- Tailored to your specific needs
- 60 or 90-minute sessions
- Flexible scheduling
- Follow-up action items
Custom Study Plans
Get a personalized study roadmap based on your exam date, available study hours, and current knowledge level.
- Week-by-week breakdown
- Topic prioritization
- Built around your schedule
- Regular plan adjustments
Performance Reviews
In-depth analysis of your quiz results and mock exam performance to identify gaps and optimize your preparation.
- Detailed weakness analysis
- Topic-by-topic breakdown
- Improvement strategies
- Progress benchmarking
Topic Deep Dives
Struggling with derivatives, fixed income, or quantitative methods? Book focused sessions to master difficult concepts.
- Complex concept explanations
- Real-world examples
- Practice problem walkthroughs
- Memory techniques
Exam Strategy Coaching
Learn proven techniques for time management, question approach, and stress management on exam day.
- Time allocation strategies
- Question triage methods
- Educated guessing techniques
- Day-of preparation
Progress Check-ins
Regular accountability sessions to keep you on track and motivated throughout your preparation journey.
- Weekly or bi-weekly calls
- Goal tracking
- Motivation support
- Course corrections
Process
§ 03How it works
Getting started is straightforward. This is the process end to end.
01
Book a Discovery Call
Start with a free 15-minute consultation to discuss your goals, current status, and how we can help you succeed.
02
Assessment & Planning
We review your background, available study time, and target exam date to create a customized approach.
03
Consulting Sessions
Work directly with your consultant through video calls, covering topics and strategies specific to your needs.
04
Ongoing Support
Receive follow-up materials, email support between sessions, and plan adjustments as you progress.
Packages
§ 04Consulting packages
Choose the package that fits. Every one includes session recordings and follow-up materials.
Single Session
60 minutes
$199
Perfect for targeted help on specific topics or a one-time strategy consultation.
- 60-minute video session
- Topic of your choice
- Session recording provided
- Follow-up action items
- Email summary within 24 hours
Most Popular
Study Sprint
4 sessions
$699
Ideal for candidates who want structured support over a focused period.
- Four 60-minute sessions
- Custom study plan
- Performance review
- Email support between sessions
- Progress tracking
- Session recordings
Full Prep Package
10 sessions
$1,499
Comprehensive support from start to exam day for candidates who want the full experience.
- Ten 60-minute sessions
- Complete study plan
- Bi-weekly check-ins
- Unlimited email support
- All session recordings
- Mock exam analysis
- Exam day strategy call
Questions
§ 05Frequently asked questions
Answers to the questions candidates ask most often before booking.
How do sessions work?
Sessions are conducted via video call (Zoom or Google Meet). You can schedule sessions at times that work for you, including evenings and weekends. Sessions are recorded so you can review them later.
Can I get help with specific topics only?
Absolutely! Many candidates book single sessions or the Study Sprint package to focus on their weakest areas. You set the agenda for each session.
What if I need to reschedule?
We understand life happens. You can reschedule sessions with at least 24 hours notice at no charge. We are flexible and want to work around your schedule.
Is there a money-back guarantee?
Yes. If you are not satisfied after your first session, we will refund your payment in full. We are confident in the value we provide.
Ready to accelerate your CFA prep?
Book a free 15-minute discovery call to talk through your goals and see whether a consultant can help.
The discovery call is free and carries no obligation. Sessions are refunded in full if you are not satisfied after the first one.