CFA "Level 4" Continuing Education

The CFA Program is the most amazing set of financial knowledge available anyplace.  We are

the recipients of a 70-year legacy of investment acumen contained in 18 hefty volumes.  Thank you CFA Institute!

Yet, in the stress of having to remember so much for the exam, we often only gloss over topics that we would like to explore.  In my prep classes, candidates often ask more more detail that go beyond the learning outcome statements (LOS).  CFA exam prep class is not the place to go deeper than what you need on exam day.


So, welcome to CFA "Level 4" my take on leveraging off your CFA knowledge so that you can gain new technical and personal skills.


My Calgary series of CFA continuing education series will roll out in the spring of 2020, including half- and full-day targeted courses where you will walk away with a brand-new skill that you can use immediately.

Upcoming technical classes that extend CFA topics include:

  • FRA: reading and interpreting financial statements and notes to financial statements

  • Equity: building financial models that relate to Calgary-headquartered companies

  • Quantitative Methods: Monte Carlo simulation techniques in Excel

  • Quantitative Methods and Economics: regression analysis in Excel

  • Economics: using market data to reverse-engineer forward-looking expectations of tea, the equity risk premium


Upcoming soft skill classes that complement investment and finance careers:

  • public speaking and the use (misuse) of PowerPoint

  • effective networking skills

  • leaving social media to become better focussed and more creative

  • toxic work situations: when to salvage what you can and when to jump ship

Current CFA prep clients can enrol in these classes with loyalty discounts.  New prospective clients are welcome to drop in for a chat to explore whether these courses might be right for you.  Please contact me to arrange for a chat over coffee or something stronger.

CFA Courses Calgary #LoveYYC


CFA Prep Level I


CFA Prep Level II


CFA Prep Level III


CFA 7-day Crash Course Level II


CFA 7-day Crash Course Level III

CFA Courses Hong Kong 香港

Daren E. Miller

CFA Charter No. 35608

Awarded Sept 16, 1999


Daren E. Miller Professional Network

CFA Training Centre

Suite 2118, North Tower

Sun Life Plaza

140 - 4th Avenue SW

CALGARY, Alberta, Canada

T2P 3N3

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