CFA Level 1 Exam Prep
Academic Noncredit
This course prepares students for the CFA Level 1 exam, the first step in the CFA Program administered by CFA Institute. The program consists of three exams covering investment tools, asset valuation, portfolio management, and wealth planning, providing a strong foundation in advanced investment analysis and real-world portfolio skills. Students learn the exam format and gain insight into likely topics, as CFA Institute does not release prior questions. The University of Utah participates in the CFA Institute University Affiliation Program (UAP), giving instructors access to the CFA learning ecosystem and offering student scholarships. The University also partners with test prep providers to offer discounted materials. Taught by an investment management professional and CFA charterholder, the course combines expert instruction with resources to help students succeed on the exam.
This noncredit class meets with a regular University of Utah credit course. Students can purchase any assigned hardcopy textbooks through our Campus Bookstore.
Questions? Call Academic Programs at 801-585-9963 or use our online form.
Class Sections For CFA Level 1 Exam Prep (FINAN 460)
Fall 2026 Section 1, Starting on: 08/24/2026
*Tuition for this course is $525. This course is designed to prepare students to sit for the Chartered Financial Analyst (CFA) Level 1 exam. Approximately half of the topics and learning outcomes will be covered in this course. Students will become familiar with the style of questions asked on the exam, and, since CFA Institute does not publish prior exams, students will be offered insight into what is most likely going to show up on their exam. The CFA Program is a three-part exam that tests the fundamentals of investment tools, valuing assets, portfolio management, and wealth planning. The CFA Program provides a strong foundation in advanced investment analysis and real-world portfolio management skills. The University of Utah participates in the CFA Institute University Affiliation Program (UAP), which provides the course instructor with access to the CFA Level 1 exam learning ecosystem to provide the most current exam prep information. The UAP also provides some student scholarships for those interested in registering and sitting for the CFA Level 1 exam. The University additionally partners with test prep providers to receive materials at a substantial discount, providing students with enhanced access to study materials for the actual exam. This course is taught by an investment management professional who is a current CFA charterholder.
| Date(s) | Day | Time | Location |
|---|---|---|---|
| 08/24/26 - 12/10/26 | W | 6:00 pm -9:00 pm | SPENCER FOX ECCLES BUSINESS BUILDING 160 |
Instructor: JAMES DUKE
Registration begins on Apr 06, 2026Questions? Call Academic Programs at 801-585-9963 or use our online form.
