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)

Terms & Conditions

Cancellation Policy

Recordings: Cancellations of membership for Chalk & Board recordings must be done within 2 calendar days after online access is granted by contacting Chalk & Board LLC.  A 15% administrative fee will be charged.  An additional charge may be incurred based on an online usage calculation determined by Chalk & Board LLC. Past 2 calendar day access, no refunds will be granted. Live Classes: A $200 fee will be charged for cancellations anytime up to 4 weeks prior to the live class start date.  A $300 fee will be charged for cancellations anytime within 4 weeks.  Candidates can change the location for attending a live class provided the class is offered in that area.  The location change needs to be made no later than a week prior to the class start date by contacting Chalk & Board LLC. Mock Exams: There is a no cancellation policy for Mock Exams once purchased.


All purchased services and products are non-transferable.

Professional Behavior

The instructor reserves the right to dismiss candidates without refund who are deemed disruptive, disrespectful or acting in a non-professional manner.  Professional behavior must be maintained at all times to provide the best learning environment for all.

Photographs/Video and Audio Recording

Candidates are not allowed to photograph, video record or audio record any part of the lectures without the express permission from Chalk & Board, LLC.  Violation of this policy will result in candidate removal from the classroom.  No refunds will be provided.

Policy Changes

Terms and conditions are subject to change without notice, please review periodically.

Online Access

Access to online products expires the Monday after the exam. Promotion may change at any time without prior notice. Chalk & Board LLC releases new product material every year as the CFA Program curriculum changes yearly.

Required CFA Institute® disclaimer:

CFA Institute & CFA Society NY do not endorse, promote, or warrant the accuracy or quality of the products or services offered by Chalk & Board, LLC. CFA ® and Chartered Financial Analyst ® are trademarks owned by CFA Institute.


All rights reserved. In accordance with the U.S. Copyright Act of 1976, the scanning, uploading, and electronic sharing of any part of these videos or books without the permission of the publisher constitute unlawful piracy and theft of the author’s intellectual property. These materials may not be copied without written permission from the author. The unauthorized duplication of these notes is a violation of global copyright laws and the CFA Institute Code of Ethics. Your assistance in pursuing potential violators of this law is appreciated.

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