CFA®- Chartered Financial Analyst® Program
Course Registration No. 360846
Enroll by 17 Nov to save up to 17%!
Enrol via Online StoreOverview
Overview
Achieve the highest distinction in the investment management profession. Described by The Economist as the “gold standard”, the CFA® Program provides a broad range of practical portfolio management and advanced investment analysis skills that can lead to a wide range of career prospects, at any stage in your finance career.
Kaplan is the leading global provider of financial education for hundreds of thousands of students and business professionals around the world. In Hong Kong, Kaplan has been the proven leader for over 20 years.
Instead of expending more energy and time trying to figure out the complexities of the curriculum, outsource it to a professional who gets it. So you can study more efficiently, free up more time doing what you like, or even get ahead in your career.
Course Highlights
- Being the member of the CFA Institute Approved Prep Provider Program, we are committed to follow CFA Institute’s guidelines and high standards
- Top provider in offering all 3 levels of CFA® Program training in Hong Kong with a proven track record across 50+ locations worldwide
- CFA® alumni count exceeds 13,000, the highest in Hong Kong
- 94%* of our students would confidently recommend Kaplan CFA® Exam Prep
- Satisfaction rate of our expert trainer hits 80%*
- Our effective 3-phase Learning Approach (Education + Revision + Mock Exam) offers comprehesive preparation for the CFA® Program
- Expert instruction by CFA® charterholder with years of teaching experience and industry credentials
- World-class study materials, practice questions and mock exams to convert your knowledge into question answering ability
- An e‑learning platform containing a vast pool of videos, a question bank, and other resources
*Data from CFA®Program 2025 students evaluation.
3-Phase Learning Approach
Our CFA® exam prep program is designed based on an effective 3-phase Learning Approach: Education > Revision > Mock to build your conceptual understanding, reinforces exam techniques, and tackes challenging topics.
Majority of candidates choose our Full Package of 3-phase Learning Approach (Education + Revision + Mock Exam), which offers comprehensive preparation for the CFA® Program in Hong Kong. We help students build foundational concepts from the ground up, strengthen their exam techniques, and provide exam rehearsal.
Phase 1 - Education Program (45 - 60 hrs)
- Build a strong foundation
- Acquire essential knowledge
- Get exactly what you need to begin the practice phase
Phase 2 - Revision Course (27 hrs)
- Practice solving problems using the knowledge gained in the preparation phase
- Interact directly with new concepts and skills, identify performance gaps, and build expertise
- Receive guidance and feedback when solving problems
Phase 3 - Mock Exam & Review (Approximately 7.5 hrs)
- Put your newly acquired knowledge to the test
- Demonstrate mastery of the objectives by answering questions and solving problems
Phase 1 - Education Program (45 - 60 hrs)
Teaching Medium:
Cantonese
Learning Mode:
- Livestream/ Catch-up Videos^
^Please refer to the tab below or visit the online store to check the learning mode options
Duration:
- Level I – 60 hours
- Level II – 54 hours
- Level III – 45 hours
Learning Outcomes:
- Addresses key concepts essential for the CFA® Program curriculum
Provides exam-related tips and tricks
Learning Materials (Online)
- Education Program Slide Pack
- Pre-requisite Reading Course Notes (Level I only)
- Practice Questions (Level I only)
- 500+ additional practice questions (Level I only)
- 6 online progress tests for Level I; 4 online progress tests for Level II and III
Phase 2 - Revision Course (27 hrs)
Teaching Medium:
Cantonese
Learning Mode:
- Livestream/ Catch-up Videos^
^Please refer to the tab below or visit the online store to check the learning mode options
Learning Outcomes:
- Concentrates on exam-taking strategies and techniques
- Intensive exercises drills with full debriefs
- Additional review of the most difficult and tricky concepts
Phase 3 - Mock Exam & Review (Approximately 7.5 hrs)
Teaching Medium:
Cantonese
Learning Mode:
- Mock Exam: Online
- Mock Exam Review: Online (Live Streaming)
Duration:
- Mock Exam: 4 hours 24 mins - 4.5 hours
- Mock Exam Review: 3 hours
Key features:
- Practice the skills and knowledge required in real exam
- Trainer’s post-mock debrief
Diet Selection:
Diet | Mock Exam | Mock Review |
Feb | Level I: 24 Jan 2026 Level III:17 Jan 2026 | Level I: 28 Jan 2026 Level III: 21 Jan 2026 |
May | Level I: 2 May 2026 Level II: 9 May 2026 | Level I: 6 May 2026 Level II: 13 May 2026 |
Learning Mode & Supporting Services
Our CFA® Program will be delivered online via live streaming on our e-learning platform. This flexible and efficient format works hand in hand with our proven methodology to ensure you are thoroughly prepared and confidently equipped to succeed in the CFA® Exam.
Learning Mode:
Phase 1 - Education Program
Level I & Level III
- Oct - Early Dec 2025: Online (Live Streaming with Catch-up Videos)
- Enroll after Early Dec 2025: Online (Catch-up Videos)
Level II
- Late Jan- Late Mar 2026: Online (Live Streaming with Catch-up Videos)
- Enroll after Late Mar 2026: Online (Catch-up Videos)
Phase 2 - Revision Course
Level I & Level III
- Mid Dec 2025 – Mid Jan 2026: Online (Live Streaming with Catch-up Videos)
- Enroll after Mid Jan 2026: Online (Catch-up Videos)
Level II
- Mid Apr - Early May 2026: Online (Live Streaming with Catch-up videos)
- Enroll after Early May 2026: Online (Catch-up videos)
Phase 3 - Mock*
- Online Mock
- Mock Exam Review: Online (Live Streaming)
*Applicable to students enrolled in the Full Package only.
Other Supports:
- Trainer Support: You can contact our trainer by email after lessons to help you overcome any study issues
- Online Live Streaming: You can attend the class in real time anywhere at scheduled times
- Online Catch-up Videos: All sessions are available to review on our eLearning platform
Remarks:
- For the latest video upload schedule, please refer to the timetable and course dashboard in eLearning platform. Access will be expired at the end of the exam month.
- Captured from earlier Live Streaming lessons. All annotations and visuals projected in the lecture are captured.
- All online features will be expired on the end of the same month of your enrolled Exam semester (i.e. 28 Feb 2026 for Feb Diet and 31 May 2026 for May Diet)
- Catch-up Videos will be time-released. Please refer to the eLearning Platform for release dates.
- System validation is required to ensure satisfactory viewing result. Watch Demo video to test your computer! View system requirement
Testimonials
98% of our students said Kaplan’s CFA® exam preps useful*
“I tried self-study before, but found it inefficient, so I joined the Kaplan CFA® Program. The curriculum was very systematic and exam-focused. Our teacher, Dr Kyle, was highly knowledgeable and always went straight to the point. He often used real-world examples to explain complex theories, which made the content much easier to understand.”
- Cedric Lee
“Kaplan not only strives for excellence in its course materials, but also offers a diverse selection of up-to-date topics aligned with current market trends and needs. It has provided me with a value-added service that I could not have received through self-study.”
- Marcus Lo
*Data from CFA®Program 2025 students evaluation.
Schweser Study Packages
For over 50 years, the partnership between Kaplan Financial and Kaplan Schweser provides a compelling learning combination of study materials and tutor-support to thousands individuals. Ideal for self-directed individuals, Schweser Study Program provides focus and structure to your study plan.
Our innovative study tools and materials are designed to work in combination with each other to:
- Make your prep-time more productive
- Study wherever and whenever you want
- Receive guidance when solving the problems
- Provide you with the direction and motivation to succeed
Please visit Schweser Product Availability for details.
About the CFA® Designation
Examination Overview:
- Administer by CFA Institute since 1962
- Three examinations (Levels I, II, and III) that must be taken in succession
- Candidates are permitted to take the exam a maximum of two times per calendar year (when applicable), but not in consecutive windows or windows that are six months or less apart.
- Candidates will have a total of six maximum attempts per exam level. This policy is in effect beginning with the 2021 exams.
- The CFA® curriculum is dynamic and changes annually to meet the nature and complexity of the global investment profession
Why Do Thousands Pursue the CFA® Charter?
- “Gold standard” worldwide – International standard for measuring competence and integrity
- Career enhancing – Proof that you have mastered a rigorous curriculum and possessed a broad range of investment knowledge; a “passport” for entry to or advancement with the profession
- Essential knowledge – Learn current industry practice and anticipate future trends and competencies in the investment profession
- Global network – Instant access to a global network of financial professionals
What recognition do I receive after passing each level of the CFA® Program?
After passing each level of the CFA® Program, you will receive a new digital badge to showcase your achievement. You can also display your designation after your name on LinkedIn and X (Twitter), making it easy to highlight your progress and accomplishments to your professional network.
Enter the CFA® Program
Enrollment Requirements:
- Have a bachelor’s (or equivalent) degree;
- or your selected exam window must be 23 months or fewer before your graduation month for your bachelor’s degree or equivalent program;
- have a combination of 4,000 hours of work experience and/or higher education that was acquired over a minimum of three sequential years^and achieved by the date of registering for the Level I exam. The dates of education and professional work experience cannot be overlapping
- Have a valid international travel passport
^If applicable, assume 1,000 hours per year for higher education
Become a CFA® Charterholder
After passing all three exam levels, complete these steps to become a Charterholder:
- At least 4,000 hours of relevant experience, completed in a minimum of 36 months
- Submit 2-3 professional references
- 4,000 hours of relevant work experience (accumulated before, during or after the exam)
- Become Regular Member (USD299 membership fee for CFA Institute*)
*First year annual dues will be pro-rated for those joining CFA Institute and a member society for the first time.
For details, please refer to CFA Institute official website:
Website: CFA Institute
Hong Kong Office 24-hour hotline: +852 8228 8820
Head Office in US Email: [email protected]
CFA Institute Approved Prep Provider Program Required Disclaimer:
CFA Institute does not endorse, promote, or warrant the accuracy or quality of the products or services offered by Kaplan Financial. CFA® and the Chartered Financial Analyst® are trademarks owned by CFA Institute.
Non-local course registration no. 360846
Education Bureau Required Disclaimer: It is a matter of discretion for individual employers to recognize any qualification to which this course may lead. Your course provider shall not make or give any specific gifts, discount, rebates or any other concession or financial inducements of whatsoever form to applicants of the Course, or to employers of the applicants or any other person in return for such employer or person requiring or inducing the applicants applying for the Course.
Enroll in Full Package NOW to get the Schweser Essential Package for FREE!
Enroll via Online StoreLecturer
Kaplan Financial - Markets
Dr. Kyle Wong
CFA , FRM & LE Can Lecturer
PhD (Cornell), CFA, FRM
Kyle has been responsible for the course design, development and delivery of bespoke financial training programs to top financial institutions and MNCs. In over a decade, he has held numerous executive positions at Merrill Lynch, HSBC, RBC, and Citi in Canada, Singapore, and Hong Kong.
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