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CFA® levels I-II-III training programs

CFA Institute


Dear candidate,

HEC Montréal is offering its CFA® preparation courses (Levels I, II and III). These seminar-style courses are intended for candidates who are registered to write their CFA exam and who are looking for an effective way to tap into the expertise, skill and drive of top professionals to support them in their studies.

Our seminars will provide you with the structure and invaluable assistance you need as you work toward earning this prestigious credential.

The CFA® title is fast becoming the norm in the financial community. It is a mark of distinction and credibility that indicates an advanced level of experience and theoretical knowledge. Perhaps even more important, it represents a commitment to a strict code of ethics and therefore fosters a sense of trust so vital within the industry.

The path leading to this internationally recognized designation is a difficult and demanding one. To help candidates navigate their way through the process, HEC Montréal has developed this series of adapted seminars, led by knowledgeable financial professionals. Each seminar focuses on one or two specific themes and stresses some of the more complex aspects of the CFA® program.

At HEC Montréal, we are proud to provide access to courses of this calibre, led by experienced instructors and designed specifically to put you on the fast track to success.

We look forward to helping you achieve your goals.

Best regards,

Alain Elkaim, MSc, FRM, CFA
Academic Program Coordinator
National Bank Financial Trading Room Coordinator, HEC Montréal



CFA Montréal

Canadian Derivatives Institute

HEC Montréal


The Canadian Derivatives Institute / HEC Montréal CFA coaching program offers an accessible and practical learning approach which allows you to hone your skills required to pass the exams of the CFA program. The 3 levels are offered in English and spread over 12 sessions of 2 hours in the evenings from 6:45 p.m. to 9:00 p.m. CDI / HEC Montréal has teamed up with Wiley for virtual access to material and practice exam. The Wiley access is valid until you pass the exam!

The CDI / HEC Montréal coaching optimizes the chances of success in exams with a hybrid approach, either virtual, or in class (downtown Montreal) and a dynamic approach based on review questions. Support is provided by experienced instructors who will address practical questions and the most difficult points of the material required by CFA Institute.

As a partner of CFA Montreal, The Canadian Derivatives Institute is proud to offer rigorous programs, adapted to the requirements of the CFA Institute with a modernized and flexible approach.


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Executive Education > Our programs > CFA® levels I-II-III training programs