Get the edge on exam day with world-renowned instructor, Nathan Ronen, CFA
Employing the Ronen Methodology, our courses deliver an engaging, time-tested, and highly-focused learning experience that best positions our candidates to become CFA® Charterholders
New Learning Offering: Passport
Take flight with Passport, our new supplemental learning offering exclusively for non Chalk & Board CFA exam Level I, II, and III candidates who are preparing independently or using another exam preparation service but require additional assistance to get answers to their questions at the depth needed to fully grasp the concepts. Passport subscriptions remain active until you pass your Passport level exam.
Pass your CFA exam with Chalk & Board
Our disciplined, methodological, and highly-engaging approach to exam preparation focuses on mastery of concepts, rigorously applying what you’ve learned, and strategically tackling the large volume of exam material.
On-Site Weekly Lectures
16 lectures (3 hours each) conducted once per week in a structured classroom setting* with Nathan. Candidates additionally have support access to Nathan via phone, text, or chat.
On-Demand Video Learning
50+ hours of recorded video lectures available on-demand with rigorous coverage of the CFA exam level curriculum. Candidates have support access to Nathan via phone, text, or chat.
Workshops & Mock Exams
One-day, intensive workshops conducted under simulated exam conditions on-site* or via webinar (sessions are recorded for global audience). Mock exams are self-administered online.
White Glove Support
Chalk & Board CFA candidates have direct access to Nathan via phone, text, or chat with their course, content, and exam-related questions.
* Live weekly lecture series and workshops are conducted on-site at a New York City location. Availability is subject to a minimum required number of attendee sign ups
Try a lesson on us
Test drive one of our free sample video lessons to get an idea of the quality and effectiveness of the Chalk & Board training approach.
CFA Level IQuantitative Methods
CFA Level IIEquity
Free cash flows
CFA Level IIICurrency Management
Like what you see? Then follow up by checking out the exam preparation learning tools we provide for your upcoming CFA® exam. Customized classes and workshops for corporate training or individual private tutoring are available upon request.
The Ronen Methodology
“Master the concepts, don’t memorize!”
Nathan Ronen, CFA brings over two decades of CFA® exam preparation expertise to Chalk & Board’s courses. His engaging teaching style focuses candidates on:
- Mastery of exam concepts; and
- Rigorous application of their knowledge to the kinds of problems they can expect to see on exam day.
Our live and recorded lessons and workshops help candidates learn faster and more effectively. Nathan is available to provide feedback on all exam material, workshops, and curriculum content via phone, text, chat, and email.
Having Nathan as an instructor is like having a compass during a stormy journey. The guidance and strategies Nathan taught throughout his curriculum proved to be invaluable on the exam day. Even if there is no magic formula to passing the CFA exams, Nathan's approach will help you develop a study routine critical to success. His teaching style is not only insightful but also fun and engaging, and none of that stuff is supposed to be fun especially on a Friday evening after a long work week. Nathan was very responsive and timely with feedback when I reached out with specific questions. Most importantly, his approach kept me honest throughout my prep period so on the exam day I felt as prepared and confident as I could be.
Liliana Diaconu, CFA
Assistant Vice President at DWS New York, NY
With the benefit of Nathan's familiarity and experience with the essays, I quickly became comfortable with [what first appeared to be] a very subjective portion of the exam. Nathan instructed the CFA Level III Prep Class and I would highly recommend his instruction to others. While a simple time management task, I strictly followed Nathan's study timeline which included target dates for when to be finished with various sections of the testing materials. This kept me on track, allowing for proper focus and structure needed on the essay portion of the exam. Nathan was extremely accessible to answer questions which was of the utmost importance in the final days of test prep.
Seth Stammler, CFA, CFP
Financial Advisor at Forum Financial Management, LP New York, NY
I highly recommend Nathan for anyone serious about passing the CFA Exam. I enrolled in Nathan's Digitally Recorded Classes for Level II, Level III, and the Essay Strategy. Nathan's deep understanding of the material helped me to avoid common mistakes candidates make at each level and helped me to pass this tough exam. Nathan's study guide was invaluable in the last two months before the exam.
Mohammed Al-Alwan, CFA
Managing Director at AlRajhi Alpha, Saudi Arabia
Chalk and Board on-demand videos deliver high-level teaching - the same level of instruction you would receive at a top university. I am a professor and I can tell the difference between first-rate teaching and something less. I immediately knew what I was getting from the Chalk & Board on-demand videos featuring Nathan Ronen, CFA. As I watched, it struck me that this was all of the same education that the top CFA candidates had received (those candidates who passed all three exams on their first try). Here was the opportunity for me to catch up with the necessary education that the top candidates had and I didn't. Watch the Chalk & Board on-demand videos with an open notebook, a pencil, and a CFA approved calculator.
Kevin Balsam, CFA, Ph.D. (Economics)
Analytical Professional, New York, NY
Nathan has complete mastery of the subject matter. His CFA prep classes are the best preparation you can have for the CFA exams; the most obvious ROI you'll ever have. Nathan genuinely wants you to pass and will do everything he can to help you. I took Nathan's weekly CFA prep class via video and attended his in-person essay workshop. Two things set Nathan apart. First, you don't feel as if you are going through an academic exercise. You get real-world examples that make the material come alive. Second, is Nathan's no-nonsense approach to teaching. He is engaging through challenging material; a complete natural. Nathan's courses are the best preparation you can have for the CFA exams.
Jay Jarrett, CFA, CPA
Private Equity at ERP Systems, Pelham, AL
Nathan's course for the CFA Level III exam comes highly recommended. I credit his teaching for passing this exam. Four reasons why Nathan’s teaching stood out and was extremely helpful to me: (1) Highlighting key topics to focus on and highly testable "lists" to place on index cards - this helps "separate the forest from the trees"; (2) Time management on the challenging essay section - Nathan uses essay questions throughout and helps candidates understand how to answer the essays the way the graders expect; (3) Significant focus on how to tackle the challenging IPS questions - Nathan did a stellar job in preparing me for these types of issues; and (4) Nathan is available to go over questions via phone - I was impressed with Nathan's quick turnaround when I had a question. He was always willing to go the extra mile to assist.
Andrew Rosen, CFA
The Mahoney Group of Raymond James Armonk, NY
Nathan was the secret sauce that got me through the challenges of Levels II and III. Nathan teaches with exam success in mind. Nathan Ronen is simply the best instructor when it comes to CFA exam prep. He taught the key lesson that "operationalizing" the ability to critically think and answer case studies and essays is the key to CFA success. I recommend Nathan to anyone preparing for the CFA exams as the best investment you can make in passing. Not only is he an excellent teacher, he is a lot of fun. Laughs punctuate his courses and keeps the material engaging and everyone on point.
Nicholas Godec, CFA CIPM
Product Management Associate Director - Indices at IHS Markit
Because of Nathan’s methodology, I passed Level II and III on the first attempts! I was fortunate enough to have Nathan as an instructor for my CFA Level II and Level III preparation. Despite the dryness of the material, I found him to be an engaging and a passionate presenter. Beyond merely reviewing the material, Nathan provided a holistic and pragmatic framework approach the test. He was able to offer an ideal timeline to conquer the material and practice tests. His structure kept me focused throughout two six month periods of intensive study.
Stephen LaPerla, CFA
Quantitative Analyst, VP at Bessemer Trust New York, NY
Let’s get you ready for your CFA exam
Over two decades, Nathan Ronen, CFA has helped thousands of candidates pass their CFA® exams using the engaging and effective Ronen Methodology. Sign up for your upcoming exam preparation course and we’ll see you in-person or online at the lessons and workshops.