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CFA Institute Prep Provider Program

The collaboration between CFA Institute and Prep Providers helps achieve our mission to lead the investment profession globally by promoting the highest standards of ethics, education, and professional excellence for the ultimate benefit of society.

Providers accepted into the CFA Institute Prep Provider Program will adhere to best practices and terms and conditions.

Program Eligibility

Participation in the CFA Institute Prep Provider Program is voluntary and open to prep providers that:

  • Develop a substantial portion of their own content and/or courses (pure resellers of third-party materials will not be accepted) or have permissions to use a third-party provider’s materials but provide their own qualified instructors;
  • Have been providing preparatory services for at least one CFA Institute program for at least one year; and
  • Agree to abide by all terms and conditions of the CFA Institute Prep Provider Program.

Benefits of Participating

  • bar chart icon Access candidate pass rate analysis reports
  • book with bookmark icon Access curricula, including Learning Outcome Statements (LOS)
  • connections icon Make use of our online resource center
  • megaphone icon Gain promotion of your CFA Institute Prep Provider program status through various CFA Institute communications, including this website
  • four point star icon Use the CFA Institute Prep Provider logo

Apply to the Program

We are not currently accepting applications for new members of the Prep Provider Program. Please check back for information regarding future application windows.

Contact us with any additional questions

Best Practices

Best practices include:

  • Abiding by all CFA Institute requirements
  • Effective communication of the educational purpose and principles of CFA Institute programs
  • Delivery of high-quality supplemental materials consistent with the current curriculum and exam
  • Collection and sharing of candidate feedback regarding courses and prep products
  • Not asking candidates to share test questions or topics with the provider after an exam (from memory or otherwise)
  • Accurate communication to candidates regarding the time commitment required for proper preparation for CFA Institute programs
  • Truthful, transparent, and fair advertising

Read more about best practices for Prep Providers (PDF)

Prep Providers by Program