CFA Institute

This voluntary program was developed by CFA Institute to provide enhanced communications to CFA Program candidate preparation providers that will translate into more accurate messages to candidates about the educational purpose and principles of the CFA Program.

• To improve overall communications to candidates and potential candidates about the value and educational rigor of the CFA Program
• To provide informational service benefits for prep providers to stay current regarding candidate trends and operational changes in the structure of the CFA Program
• To ensure uniform compliance with high standards of communication regarding the supplemental role of prep provider products in candidate exam preparation

Only prep providers who participate in the Prep Provider Guidelines Program will have access to services such as candidate mailing list purchase, candidate pass rate analysis reports, and Learning Outcome Statements (LOS) and sample question permissions.

CFA Program candidates will be informed about the Prep Provider Guidelines Program through the CFA Institute website. Participating providers will be able to use the Prep Provider Guidelines Program tagline that lets candidates know they are participating in the program and have agreed to abide by all terms and conditions.

The Prep Provider Guidelines Program is voluntary and open to participation to prep providers who develop their own content and/or courses and who agree to abide by all terms and conditions of the program.

For details about the benefits and requirements of participation, see the Prep Provider Guidelines Program Manual (PDF).

Only providers that directly control the content and related messages of their product may participate in this program. Organizations that serve as licensees or distributors and are not responsible for the creation of unique content or materials are not eligible to participate in the program.

Participating exam prep providers

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