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Study Notes

Our experts combed through the 10 subjects covered in the Level I CFA exam and compiled 900 slides with the content most likely to appear on the test.

CFA Questions
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Equity Investments question
Equity Investments
Quantitative Methods question
Quantitative Methods

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Expert Instructors

Our instructors are renowned experts in their field. They don’t just know the content well, they teach it well. They break down complex subjects in an organized and easy-to-understand manner so you can study efficiently.

Dr. G. Todd Jackson, CFA, CPA, CMA, CFM, CFE Dr. G. Todd Jackson, CFA, CPA, CMA, CFM, CFE
Maria Kutscher, CFA, CFP, CRPC, AAMS Maria Kutscher, CFA, CFP, CRPC, AAMS
Dr. M. Emrul Hasan, CFA, FRM Dr. M. Emrul Hasan, CFA, FRM
Charles Alan Blaylock, CFA, CTP Charles Alan Blaylock, CFA, CTP
Martin McNish, CFA Martin McNish, CFA
Chris Ansell, CFA Chris Ansell, CFA

Dr. G. Todd Jackson,
CFA, CPA, CMA, CFM, CFE

Dr. Jackson is our expert in Financial Reporting and Analysis. Prior to teaching, Dr. Jackson spent seven years as the CFO in the nonprofit sector. Currently Professor of Accounting at Rogers State University, he has over 27 years of teaching. Dr. Jackson earned his Master of Accountancy from the University of Oklahoma and his Ph.D. in Business Administration where he studied accounting and finance.

Maria Kutscher,
CFA, CFP, CRPC, AAMS

Professor Kutscher is our expert in Ethics and Professional Standards, and Portfolio Management. Professor Kutscher teaches Investment Planning at the University of California. Prior to teaching, she held leadership roles in Bank of America Private Wealth Management, TIAA and other notable investment firms where she trained advisors, portfolio managers and developed investment policies and asset allocation models.

Dr. M. Emrul Hasan,
CFA, FRM

Our Economics expert, Dr. Emrul Hasan, currently lectures at the University of British Columbia, Canada. Dr. Hasan has been training CFA candidates for over 7 years. He earned his PhD in Finance at the Beedie School of Business of Simon Fraser University, Canada, and an MA in Financial Economics from York University, Canada. He spent several years as an Investment Analyst and Consultant at different investment banks and think-tanks such as Fraser Institute and Asian Tiger Capital Partners Ltd.

Charles Alan Blaylock,
CFA, CTP

Dr. Blaylock, our Fixed Income expert, taught at various universities since 1999. He initiated and led the development of a new finance program at Henderson State University. He earned his Ph.D. in Finance from Mississippi State University and holds the Chartered Financial Analyst designation and the Certified Treasury Professional (CTP) credential. Professor Blaylock is also the faculty advisor to his university’s investment fund.

Martin McNish,
CFA

Martin McNish is our Quantitative Methods, Derivatives and Alternative Investments expert. Mr. McNish is currently a Portfolio Manager at Odlum Brown Limited, where he began his career in 2008. He was a finalist for the Investment Industry Association of Canada Top Under 40 award. He received his Chartered Financial Analyst designation in 2013 and has been a Level III instructor since 2015.

Chris Ansell,
CFA

Professor Ansell is our expert in Corporate Finance and Equity Investments. He is the Course Director of a University MSc in London, which is accredited by CFA Institute. His experience includes providing CFA revision courses around the world, including courses for CFA London, CFA Ireland and CFA Paris. Professor Ansell reinforces his curriculum teaching for CFA exams with examples from his experience as former Equity Analyst at an International Investment Bank.

Dr. G. Todd Jackson, CFA, CPA, CMA, CFM, CFE

Dr. G. Todd Jackson

CFA, CPA, CMA, CFM, CFE
Dr. Jackson is our expert in Financial Reporting and Analysis. Prior to teaching, Dr. Jackson spent seven years as the CFO in the nonprofit sector. Currently Professor of Accounting at Rogers State University, he has over 27 years of teaching. Dr. Jackson earned his Master of Accountancy from the University of Oklahoma and his Ph.D. in Business Administration where he studied accounting and finance.
Maria Kutscher, CFA, CFP, CRPC, AAMS

Maria Kutscher

CFA, CFP, CRPC, AAMS
Professor Kutscher is our expert in Ethics and Professional Standards, and Portfolio Management. Professor Kutscher teaches Investment Planning at the University of California. Prior to teaching, she held leadership roles in Bank of America Private Wealth Management, TIAA and other notable investment firms where she trained advisors, portfolio managers and developed investment policies and asset allocation models.
Dr. M. Emrul Hasan, CFA, FRM

Dr. M. Emrul Hasan

CFA, FRM
Our Economics expert, Dr. Emrul Hasan, currently lectures at the University of British Columbia, Canada. Dr. Hasan has been training CFA candidates for over 7 years. He earned his PhD in Finance at the Beedie School of Business of Simon Fraser University, Canada, and an MA in Financial Economics from York University, Canada. He spent several years as an Investment Analyst and Consultant at different investment banks and think-tanks such as Fraser Institute and Asian Tiger Capital Partners Ltd.
Charles Alan Blaylock, CFA, CTP

Charles Alan Blaylock

CFA, CTP
Dr. Blaylock, our Fixed Income expert, taught at various universities since 1999. He initiated and led the development of a new finance program at Henderson State University. He earned his Ph.D. in Finance from Mississippi State University and holds the Chartered Financial Analyst designation and the Certified Treasury Professional (CTP) credential. Professor Blaylock is also the faculty advisor to his university’s investment fund.
Martin McNish, CFA

Martin McNish

CFA
Martin McNish is our Quantitative Methods, Derivatives and Alternative Investments expert. Mr. McNish is currently a Portfolio Manager at Odlum Brown Limited, where he began his career in 2008. He was a finalist for the Investment Industry Association of Canada Top Under 40 award. He received his Chartered Financial Analyst designation in 2013 and has been a Level III instructor since 2015.
Chris Ansell, CFA

Chris Ansell

CFA
Professor Ansell is our expert in Corporate Finance and Equity Investments. He is the Course Director of a University MSc in London, which is accredited by CFA Institute. His experience includes providing CFA revision courses around the world, including courses for CFA London, CFA Ireland and CFA Paris. Professor Ansell reinforces his curriculum teaching for CFA exams with examples from his experience as former Equity Analyst at an International Investment Bank.

 

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