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CFA® Exam Prep

CFA Exam Prep with AdaptPrep
Adapt & Video Lessons for Levels I, II, and III

The Chartered Financial Analyst (CFA) is the premier credential for investment and financial professionals. Many actuaries who focus on investments also pursue the CFA. Passing the CFA Level I and II can also cover the SOA VEE requirements.

Coaching Actuaries now offers Adapt and Video Lessons for all three CFA levels under the brand Adapt Prep.

CFA Coaches


The Coaching Actuaries staff has been supporting the creation of our CFA material and several of our staff have passed Levels I, II, and III.

Mike Carmody Mike Carmody, CFA, FSA, MAAA has been teaching actuaries and CFA students to pass difficult financial exams since 1998. Mike specialized in the investment-related SOA exams, which covers material similar to the CFA exams.

Keith Lo Keith Lo, FSA is the product manager of CFA business at AdaptPrep. Keith is a finance educator focused on helping CFA candidates attain their credentials. He has an academic background in economics, with a Master's from the London School of Economics and a Bachelor's from Harvard University. At AdaptPrep, he enjoys helping our students learn finance effectively.


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to Pass the CFA exam

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