Call Nathan

Chalk & Board candidates have direct support from Lead Instructor, Nathan Ronen, CFA for their course, content, and exam-related questions. Contact Nathan by phone, text, Facetime, or WhatsApp using the phone number below.

+1 (973) 493-1371

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

COVID-19 Notice: June CFA exam postponed Learn more

Pass your exam the first time with world-renowned instructor, Nathan Ronen, CFA

With over two decades of CFA® exam preparation expertise, Nathan focuses candidates on:

  • True mastery of exam concepts (not rote memorization)
  • Rigorous application of acquired knowledge to exam-type problems

Our courses deliver an engaging, time-tested, and highly-focused learning experience that best positions our candidates to become CFA® Charterholders

Level I


  • Details about the exam
  • Chalk & Board courses detail
  • Course purchasing

Online (On-Demand & Webinars)

Live Classroom

Level II


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  • Chalk & Board courses detail
  • Course purchasing

Online (On-Demand & Webinars)

Live Classroom

Level III


  • Details about the exam
  • Chalk & Board courses detail
  • Course purchasing

Online (On-Demand & Webinars)

Live Classroom

CFA Charter Success!

A Chalk & Board Candidate Story

“Nathan’s on-demand video lectures are a game-changer!”

Charles Stanton, CFA

Asset Manager, Valley Asset Management

New Reduced Pricing for 2020/2021

Lower Prices, Same Incredible Results! Your Prep with Nathan Just Got Better!

  • A customized action plan: Jump start your prep with a one-on-one session with Nathan to review his “6-Phase Study Plan.” Consider this your hype session with Nathan!
  • No BS videos: Nathan’s 50+ hours of online instruction contain embedded problems focusing ONLY on what you need to know. No boring slides or rote memorization. You’ll find a free lesson in each of the CFA exam level course pages so that you can sample the goods with no obligation.
  • One-on-one support: Nathan is fully invested in you passing your exam and is hyper-responsive to your questions via text, email, phone, Zoom, FaceTime, or WhatsApp.
  • Remove all the guess work: Get Nathan’s personalized notebook. This IS the secret sauce of the Ronen Methodology.
  • Bi-weekly checklist + accountability: Gauge your progress and know exactly where you should be with your studies.

Grab these deep discounts on our all-inclusive, on-demand, online weekly lectures now!

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.

Passport Supplemental Learning

Group webinar service where CFA candidates can engage in live Passport Q&A forum sessions chaired by Nathan.

Available Customized Learning

Customized classes or workshops for corporate/group training or individual private tutoring are available upon request.

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

Learn more about the available Chalk & Board preparation courses, workshops, and mock exams for your upcoming CFA® exam. Customized classes or workshops for corporate/group training or individual private tutoring are available upon request.


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

Hypothesis testing

CFA Level IIEquity

Free cash flows

CFA Level IIICurrency Management

Carry trade

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.

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). Along with Nathan’s methodology, his unrivaled support – ensures candidates meet their preparation milestones and gain the edge needed on exam day.


Liliana Diaconu, CFA

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
Seth Stammler, CFA

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
Mohammed Al-Alwan, CFA

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
Kevin Balsam, CFA

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
Jay Jarrett, CFA

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
Andrew Rosen, CFA

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
Nicholas Godec, CFA

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
Stephen LaPerla, CFA

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.

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