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Approved Prep Provider Program

The collaboration between CFA Institute and Approved 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 Approved Prep Provider (APP) Program will adhere to best practices and terms and conditions.

Already in the APP Program?: Access your resources (login required)

Program Eligibility

Participation in the APP 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 APP Program.

Benefits of Participating

  • Envelope_00B5E2_Solid
    Purchase candidate mailing lists
  • Bar Chart_5972C8_Solid
    Access candidate pass rate analysis reports
  • Book Bookmark_138761_Solid
    Access curricula, including Learning Outcome Statements (LOS)
  • Connections 2_53565A_Solid
    Make use of our online resource center
  • Megaphone_00B5E2_Solid
    Gain promotion of your APP program status through various CFA Institute communications, including this website
  • Four Point Star_78BE20_Solid
    Use the Approved Prep Provider logo

Apply to the Program

Apply

Provide details with your application (XLSX)

Review our branding guidelines (PDF)

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 Approved Prep Providers (PDF)

Approved Prep Providers by Program

Learn more about and view a list of CFA Program exam prep providers

Learn more about and view a list of CIPM Program exam prep providers

Learn more about and view a list of Investment Foundations program exam prep providers

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