Prepare to pass your CFA® Exam
with Nathan Ronen, CFA

Tap into 25+ years of experience

Note: 2024 course registration will begin May 31.

Our Company

Experience the difference in learning the CFA® curriculum with Nathan’s personalized & disciplined approach
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Get to Know Nathan

Forget run-of-the-mill, boring, powerpoint-style presentations.

In this “coffee-shop” chat with Nathan, you’ll get a glimpse of why so many CFA candidates have trusted Nathan’s guidance and valued his fresh approach to help them finally pass their CFA® Exams.

Nathan’s highly-engaging – never- boring teaching style is like a shot of caffeine that will keep you awake, energized, and focused (even after a full day in the office).

Our Services

What differentiates Chalk & Board from their competitors?

It's simple. Our focus is giving candidates what they need most: a Personalized Service Model that includes individualized study plans, an organized notebook containing Nathan’s “Must Knows” for the exam, and real-time one-on-one support.

Upon registration, candidates immediately work with Nathan to address how they will tackle the volumes of information in the CFA curriculum and align a study plan to a timeline. Nathan’s open door policy allows candidates immediate access to him to resolve questions quickly and thoroughly.


Get access to 50+ hours of on-demand learning where Nathan distills the complex curriculum content to its salient points and connects the dots between topics and LOSs.

action plan

One-on-one session with Nathan to design a study plan that is specific for your timeline and exam date.


Bi-weekly updates help you to measure your progress and know exactly where you should be with your studies.


An invaluable list of Must Knows compiled from over 25 years of teaching the CFA curriculum, needed to pass the exam. The Secret Sauce of the Ronen Methodology.


Stuck? Got a question? Nathan will respond to your curriculum questions directly via text, email, phone, Zoom, FaceTime, or WhatsApp.


Join us for an intensive one day practice exam graded by Nathan himself that simulate the real test environment and hone your skills before exam day.

*Services in gold are included in the purchase of the Core Curriculum

Nathan's methodology for success and the focus of his teaching is “Master the concepts, don’t memorize!” His style is dynamic, fun, and powered by his 25+ years of experience as a charterholder and CFA Lead Instructor across all 3 CFA exam levels.


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“Even for inexperienced candidates, Nathan synthesizes the information to understand the full picture of what the CFA Institute is looking for.”

Mayur Patel
Level I Candidate
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“Nathan’s Feedback on Your Mock Essays is like Exam Day on Steroids!”

Charles Stanton, CFA
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“Nathan wants you to master the material, but he doesn't wanna drive you crazy while doing it. All along the way Nathan kept assuring me where I needed to be. On exam day, I knew that I passed the second I walked out.”

Kendall Grant
Level III Candidate


Years in the Industry




Clients Prepared


Mock Exams Graded by Nathan

Contact Us

General Email Inquiries:

General Email Inquiries:

For questions about Chalk & Board course offerings, please submit your question using the form.

Technical Support:

For website issues, please contact Chalk & Board Support at:

Registered Candidate Inquiries:

Registered Chalk & Board Candidates may contact Nathan by phone, text, Facetime, or WhatsApp with any course related questions. Response time is less than 24 hours.

+1 (973) 493-1371

Sun - Sat: 8:00 am to 10:00 pm (Eastern Time)

Chalk & Board Address:

68 White Street, Suite 7 #273, Red Bank, NJ 07701