Offered 100% virtually so you can attend from anywhere, the McGill CFA® Workshop is a lean and smart Level I exam preparation workshop designed to help you get the knowledge, tools, and strategies to maximize your chances of passing the exam on the first try.

Comprised of 15 group and individual sessions over 4 ½ months, the workshop uses a highly personalized approach and practical exercises to help you uncover and correct your weak spots, fill in your knowledge gaps, and devise strategies to tackle challenging test questions.

As part of this workshop, you will benefit from a unique learning approach called Memory-Cycle. Based on the latest research in cognitive psychology, Memory-Cycle helps you design your own personal study strategy to supercharge your efficiency and effectiveness.

About the CFA® Designation

The CFA® designation is one of the most sought-after designations in business. Financial institutions such as investment banks, asset managers, pension funds, mutual funds, and insurance companies are increasingly considering the CFA® designation to be among one of the required credentials for advancement in their organizations. The demand for professionals holding a CFA® designation has risen significantly as financial institutions adapt to more complex operating environments that increasingly rely on the type of competencies acquired in the CFA® Program. Furthermore, the CFA® designation is widely recognized globally, making it a transferable designation that opens global employment opportunities to CFA® Charterholders.

* CFA® Institute does not endorse, promote, or warrant the accuracy or quality of the products or services offered by McGill University. CFA® Chartered Financial Analyst® are trademarks owned by CFA® Institute.



Topics Covered

CFA® Level I Curriculum topics:

  • Quantitative Methods
  • Economics
  • Financial Reporting and Analysis
  • Corporate Issuers
  • Equity Investments
  • Fixed-Income Investments
  • Alternative Investments
  • Derivatives
  • Portfolio Management
  • Ethics

Learning Outcomes

The workshop aims to prepare you to:

  • Understand the underlying concepts for every topic in the CFA® Level I Curriculum, and retrieve such concepts under high-pressure exam conditions
  • Read CFA® Level I Exam questions objectively and answer them correctly within 1 ½ minutes per question allotted during the exam


Key Benefits

Individual Coaching

Students will be entitled to schedule five one-hour individual coaching sessions, strategically scheduled to help them get the most out of the workshop

Group Collaboration

Students will be invited to ten facilitated group meetings (for a total of 20+ hours).

Memory-Cycle Methodology

Memory-Cycle methodology consists of a study strategy based on current neuroscientific knowledge regarding how the human memory works and how we learn. It applies cognitive psychology to studying activities with the objective of effectively and efficiently retaining and retrieving CFA® material information.

Partner Materials Discount

Students who sign up for the McGill CFA® Workshop will receive a deep discount on the exam preparation materials produced by one of our partners (Wiley and AnalystPrep).


Frequently Asked Questions

Do I need to be in Montreal to participate in the McGill CFA® Workshop?

No. The McGill CFA® Workshop is delivered 100% virtually, using Zoom for both group meetings and interviews, and using e-mail for other communications.

Is there a requirement to participate in the McGill CFA® Workshop?

There’s no formal requirement (academic or work experience). However, students should consider that to be adequately prepared for the CFA® Level I Exam they will need approximately 300-400 hours of studying over a period of 4.5 months, averaging about 20-25 hours per week.

When should I sign up for the McGill CFA® Workshop?

If you are writing the CFA® Level I exam, our recommendation is that you should start studying about 4.5 to 5 months prior to your exam date. For instance, if you are planning to write the February 2023 CFA® Level I exam, you might want to sign up for the McGill CFA® Level I Exam Preparation Workshop that starts in September 2022.

If you have any questions, please get in touch with us at cfaworkshops.scs@mcgill.ca so we can advise you on the best approach given your situation.

Who Should Attend?

Individuals who are planning to write the CFA® Level I examination (offered by the CFA Institute).

Discounts: McGill alumni and current students, as well as corporate groups of 3 or more participants, benefit from a 15% discount.

Thank you for your interest in McGill University!

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