December 2016 - CFA Level I Exam Review - Waterloo
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December 2016 - CFA Level I Exam Review - Waterloo

December 2016 - CFA Level I Exam Review - Waterloo

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Wilfrid Laurier University

75 University Avenue West

Waterloo, ON N2L 3C5


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Event description


Bruce Everitt, Professor of Finance and a CFA® charterholder, is offering a CFA Level 1 Exam Review in the Waterloo area.

The CFA Level 1 Exam Review is a condensed 2 weekend course designed to enhance you understanding of the more challenging Learning Outcome Statements (LOS) covered in the program.  Prior to attending, you are expected to have studied all the materials outlined in the study sessions. These classes are not intended to teach you the material for the first time, but to enhance the depth of your understanding of it.

There are 549 LOS CFA Level I Candidates are required to master.  Some of these are straight forward and most students will recognize them from their University studies.  However, some are new concepts or are complicated for students to master.  These are the LOS's we will cover in the various review classes.

Each day, we will cover between 50 and 90 of the more challenging LOS's for the subject matter covered that day.  Students are encouraged to recommend specific LOS's they would like to cover in advance.

Unlike other exam prep course providers, it is not necessary to pay a significant amount for topics you don't need help with.  We will allow students to purchase tickets to just the date and topics they require assistance with.  However, there will be a discount for a bulk purchase of all dates.

Topics and Dates

Financial Reporting and Analysis / Derivatives :  Saturday, November 5, 2016 9:00 am - 4:00 pm

Economics and Portfolio Management : Sunday, November 6, 2016 9:00 am - 4:00 pm

Quantitative Methods and Corporate Finance: Saturday, November 12, 2016 9:00 am - 4:00 pm

Fixed Income / Equity Analysis and Valuation / Alternative Investments : Sunday, November 13, 2016 9:00 am - 4:00 pm


Where: Wilfrid Laurier University, 75 University Ave West, Waterloo, ON

Room: P2007

Lecture Schedule

Each day will structured as follows:

9:00 am - Start morning session

10:30 am - 10 minute break

12:00 pm - 1 hour lunch break

1:00 pm - Start afternoon session

2:30 pm - 10 minute break

4:00 pm - Closing comments and finish


Willo Consulting Group
Guelph, Ontario Canada
+1 (226) 979-5687


You have a choice between attending just one or two review dates based on the topics being covered, or purchasing a bulk package for all 4 review dates.

An individual date ticket will cost $125 each.

A bulk package of all 4 review dates will cost $400.



Is my registration/ticket transferrable?

Yes.  Once you have purchased a ticket, it is the holder of the ticket that will be allowed into the workshop. 

Do I have to bring my printed ticket to the event?

Yes. Your ticket, either printed or virtual, is required to enter the workshop.  Without a ticket at the door, you will not be allowed access.

What is the refund policy?

I am completely happy to refund 100% of the ticket price paid, as long as you cancel the ticket 2 days in advance of the workshop date.  For example, if you wish to cancel the ticket for the November 5th workshop, you need to notify me by 9:00 am on November 3rd for a full refund.

The name on the registration/ticket doesn't match the attendee. Is that okay?

Yes.  The holder of the ticket, regardless of the name on the registration list, will be allowed into the workshop.


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Wilfrid Laurier University

75 University Avenue West

Waterloo, ON N2L 3C5


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