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Welcome to Chalk & Board: The Smarter Way to Get Your CFA charter. Our tried-and-tested courses provide the highest quality learning experience, ensuring that CFA Program candidates are best positioned to acquire their designation. To date, our method has helped thousands of candidates become Charterholders.



CFA Institute is a global association of investment professionals. CFA Institute sets the education and the measurement for excellence in the financial industry. The CFA Program provides a foundation for advanced investment knowledge balanced with real-world portfolio management skills. Although the program is especially valuable for people in finance, e.g. portfolio managers, financial analysts, and fund/money managers, it is also being pursued by people working in other sectors such as technology and education, to name a few. The certification obtained, known as a designation, is becoming the de facto standard for career development for financial positions and requires passing three levels of intense examinations.



Through a rich portfolio of educational services customized and targeted for Level I, Level II and Level III candidates, Chalk & Board is setting the standard of excellence for CFA Program examination preparation. The comprehensive suite of class offerings puts Chalk & Board in a unique position to support the candidate’s CFA charter journey from start to finish.



Live classes: Provide level I through level III candidates a structured classroom setting for live learning and teacher interaction. Classes are focused in NYC but can be scheduled globally.

Recorded classes: Provide level I through level III candidates the content lectures for anytime anywhere viewing. Candidates learn based on their schedule and convenience.  

Supplementary classes: Additional classes are offered as a supplement to the mainstream classes for focused area learning on challenging topics. An example is: level III essay writing.

Webinars: Provide candidates the ability to view classes in real time via integration through the Chalk & Board website. Webinars are normally associated with supplementary classes.

Ask the Professor: Candidates can submit questions to the professor at any time. This function is provided through the Chalk & Board website as well as through the professor phone number and email address provided during live classes and recorded lectures.

All of these services provide a state-of-the-art learning experience for CFA Program exam preparation.

Our competitive advantage lies with our industry-renowned professor who brings instant credibility based on his real-world experiences, years of teaching, and unique style for content delivery: Professor Nathan Ronen.



Nathan Ronen, CFA, is what distinguishes Chalk and Board from all other prep providers. Nathan has 20+ years of experience teaching Levels I, II and III CFA Program courses helping thousands of candidates around the world achieve their goal: the covetous CFA designation. Through his dynamic and engaging lectures, he passionately expresses the need for candidates to understand the content in a holistic manner, and then paints the picture on how the concepts can be integrated into exam questions. The Ronen Methodology is a tried and true approach to best position the candidate for success at each level.

Nathan’s view on teaching does not include the use of PowerPoint slides. He feels bulleted slides provide no value, and is an archaic approach that encourages candidates to memorize rather than understand the concepts. Besides, who wants to sit and watch a slide show with bullet points for hours? A Candidate would be better served taking the slides home and read them on your own. The power in preparing for the exam lies with understanding the concepts.

Nathan hones in on the essential topics needed to pass the exam, and limits the time in areas he considers non-essential. Thus, most teaching time is spent covering material most likely to be covered on the exam: big ticket items, complex or challenging topics. His goal is to ensure candidates see the connections and understand the background behind the concepts and theory.

To sum it up, here is what one student, Nancy Hilliker, CFA, had to say (among thousands of students Nathan has taught over the years) about the Ronen Methodology:

“Nathan is truly the best instructor for all levels of the CFA exam. His method of teaching is really unique and essential when it comes to synthesizing the volumes of material in the CFA Program curriculum. There are no pre-made PowerPoint presentations – he works through the material logically, bringing in examples to illustrate concepts as he goes along, which is much more effective.”

“He focuses students on the most important points in the material that are necessary to pass the exam and has an incredible ability to connect topics throughout the curriculum that seem unrelated or overly complicated, preventing students from focusing on the minutiae… and he’s pretty funny at the same time! He made class enjoyable to sit through, despite the sometimes (often) dry content. I can’t recommend Nathan, his teaching style, and his classes enough – there’s really no other option when it comes to preparing for the CFA Program exam. (I’ve taken the “condensed” and weeknight classes, as well as the essay workshop – each which were key factors in me passing the exams).”



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