Mentor, coach and innovator. CFA® Level III Prep Course founder and instructor. Dynamic presentation style, unmatched understanding of content and unique approach to teaching combine to deliver consistent results for global CFA candidates around the world.
As years of experience accrued, I ...
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Mentor, coach and innovator. CFA® Level III Prep Course founder and instructor. Dynamic presentation style, unmatched understanding of content and unique approach to teaching combine to deliver consistent results for global CFA candidates around the world.
As years of experience accrued, I watched candidates struggle with the complexity of the Level III exam and saw the need for a different approach to preparing the Level III candidate for success. After 22 years of helping candidates achieve their goal of earning the CFA designation, I founded LevelUp, LLC in 2014.
LevelUp, LLC and LevelUp BootCamps is an educational start-up providing Level III CFA® candidates with a dynamic classroom experience and on-line CFA exam training. The company is rapidly growing to be the next global leader in CFA exam prep materials. The LevelUp Bootcamp experience, study materials, core curriculum slide book and One & Done® videos have helped thousands of candidates from around the globe secure their CFA designations and earn high returns on their education investments.
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