A
GUIDE UNIVERSITY CFA PROGRAMS
Kaplan Schweser’s University CFA Program
CHECKLIST
TO DEVELOPING
®
Have you ever considered a CFA® review program at your college or university? With Kaplan Schweser’s help, starting a university CFA program is easy and will provide tremendous benefits to your students. Whether you are interested in live instruction, online
Determine program
instruction, or a blended learning program, we can provide insights
structure
and resources to assist you in developing a successful CFA program
Determine university
that fits the needs of your institution.
credit requirements Secure facilities and instructors
Program Structure Choosing the appropriate structure is key for a successful CFA review program.
Select instructional
For live instruction programs, we recommend:
materials from
› Following a multi-week program that coincides with
Kaplan Schweser Secure internal
the university calendar › T argeting undergraduate and graduate students, as well as non-student CFA candidates
university funding if
› Obtaining university course credit for the CFA program
available
› F or online instruction or a blended learning (live and online) program, we can provide:
Obtain support from
•A customized solution that complements the strengths
local CFA society Develop and execute marketing campaign
of your instructors and provides flexibility on which topics OR
are taught live or online
•O ne of our standard instruction-based solutions priced to suit the university market
FOR MORE INFORMATION Call: 608.779.5599 ext. 2322 Email:
[email protected]
A GUIDE TO DEVELOPING
UNIVERSITY CFA PROGRAMS ®
Instructional Resources
We recommend:
For a live instruction CFA
› Holding classes at university facilities to minimize costs
program, quality classrooms,
›U sing well-known professors who are also CFA charterholders
instructors, and instructional materials are essential.
as instructors ›U tilizing Kaplan Schweser’s instructor resources (PowerPoint slides, instructor guides, and other tools) › Including a complete Kaplan Schweser study solution to ensure candidates are ready for exam day
University and CFA Society Support Obtaining university and local CFA society support is essential for your CFA program to thrive.
Marketing Plan Raising awareness of your CFA program is the final piece of the puzzle.
We recommend: › Obtaining university course credit for the CFA review program › F inding financial support from university endowments, scholarship funds, or alumni donors ›P artnering with your local CFA society to help with marketing, sourcing instructors, and funding scholarships
We recommend: ›W orking with a local CFA society to deliver messaging to the right audience and endorse the program ›R elying on Kaplan Schweser to develop a marketing campaign and craft relevant messaging
This summary of our guide to developing a university CFA review program outlines many, but not all, of the items to consider in creating your program. Please reach out to us at
[email protected] to receive our full guide, samples of our instructor resources, and additional information.
CFA-515437
608.779.5599 ext. 2322 |
[email protected]
