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  
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