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Test Prep Topic Coverage

CFA® Charter Exam

  • Ethical and professional standards

  • Quantitative methods

  • Micro and macroeconomics

  • Financial reporting and analysis

  • Corporate finance

  • Equity investments

  • Fixed income investments

  • Financial derivatives

  • Alternative investments

  • Portfolio and wealth management

  • HP 12c financial calculator use

  • Many other relevant topics

AP Exams

  • Graphic presentation of data

  • Measures of central tendency

  • Percentiles and quartiles (boxplots)

  • Measures of dispersion

  • Symmetry, skew and kurtosis

  • Probability (simple, conditional)

  • Discrete random variables

  • Continuous random variables

  • Common probability distributions

  • Hypothesis testing

  • Sampling and estimation

  • Many other relevant topics

Graduate Admissions

  • Capital budgeting process

  • Investment decision criteria

  • Net present value  (NPV) and IRR  

  • Cost of capital

  • Common and preferred equity

  • Debts, warrants and options

  • Measures of leverage

  • Share purchase and dividend policy

  • Working capital management

  • Mergers and acquisitions (M&A)

  • Leveraged buyouts and SPACs

  • Many other relevant topics

Operations/Supply Chain

  • Process and path analysis

  • Process capacity, cost and time

  • Procurement vendor management

  • Process design and firm strategy

  • Just-in-Time (JIT) management

  • Aggregate planning and forecasting

  • Quality management

  • Quality measurement and analysis

  • Statistical quality control

  • Service system quality

  • Queue management and analysis

  • Many other relevant topics

Economics

  • Demand and supply analysis

  • Price, income and x-price elasticity

  • Substitution and income effects

  • Fiscal and monetary activities  

  • Marginal returns and productivity

  • Breakeven and shutdown analysis

  • Economies/dis-economies of scale

  • Firm and market structures

  • Aggregate output/prices and growth

  • Understanding business cycles

  • Calculus-based economics (math)

  • Many other relevant topics

Marketing

  • Marketing mix and plan

  • Market segmentation

  • Seven core standards

  • Economic utility and target markets

  • Technological applications

  • Google AdWords, CRM (Salesforce)

  • Promotional mix

  • Social media promotional methods

  • Distribution channels

  • Purchasing and inventory control

  • Pricing strategies and math

  • Many other relevant topics

Group Tutoring

Small individualized (five students or less) office hour-style sessions. Receive expert answers to your test prep questions by topic and learn from your peers simultaneously! 

Private Tutoring

Completely bespoke tutoring services. Receive expert instruction and guidance across any topic. Experts deliver one-on-one learning solutions based on your needs. 

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