Educational Opportunities

Continuing Education

• Educational classes are offered to members at a discounted rate
• Classes are taught by knowledgeable and credible professionals who are dedicated to providing comprehensive and engaging classroom sessions
• Sessions typically include coffee, breakfast pastries, and snacks
• Courses include-
  • MBS Boot Camps
  • Financial and Valuation Modeling Boot Camps
  • Fixed Income Analysis Series
  • Alternative Investments Series

USC/CFALA CFA Review Program 

• Taught by practitioners from CFALA and academics from southern California universities, most of whom are holders of the CFA Charter
• Review Programs for Levels I, II and III are held annually from early January through May
• Registration for the course begins in mid-November
• Level I is also offered in the fall in time for the December exam

Claritas Review Program

• The Claritas Investment Certificate is designed as a self-study program.
• However, many prefer a "live" classroom experience with an industry professional available to answer any and all questions to help guide them through the process 
• We offer classes twice a year in a downtown or Westside location
• Instruction can be brought "in-house" to companies who wish to provide employees with a complete continuing education experience in the convenience of their offices