Contact Information

Jennifer L. Metzler, Director


Creighton Business Institute
Heider College of Business
Creighton University
2500 California Plaza
Omaha, NE 68178

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CU Boot Camp - Chartered Financial Analyst® Prep Course LEVEL 3

CU Boot Camp - Chartered Financial Analyst ® (CFA) Prep Course LEVEL 3

Creighton University is excited to offer our 8th annual, intensive 4-day Boot Camp for the June CFA® exam. This program will be offered five weeks before exam day and is the ideal supplement to weekly review courses or self-study preparation.

Level III:
Thursday, April 27 through Sunday, April 30

Creighton University, Heider College of Business, Omaha, Nebraska, 68178

Sessions will run each day from 8:30 AM to 6:30 PM

Why You Should Come to Omaha
In our experience, getting ready for the Level III exam requires a review of the CFA curriculum combined with valuable exam tips and best practices for exam day.  Our Boot Camp focuses on curriculum review in a hands-on, problem-based structure that emphasizes not just review but practice as well. Our team-based approach allows us to specialize and deliver to you a high-quality exam preparation experience.  Our team has the experience and background to help you get ready for the June exam.

Our Team
We have assembled a team of skilled, knowledgeable instructors who have years of experience in delivering CFA® review education. Our team approach is important to you, the candidate, because each instructor focuses on the core material where he or she can best add value to your exam preparation.  This focus means you will get high-quality emphasis and instruction in the instructors' areas of strength.  Additionally, our instructors will be available to answer your questions both before and after the boot camp.

The price of this review session is $899. Cost includes refreshments during breaks, lunch, and a Kaplan/Schweser Mind Map slide pack.  You may also purchase a Schweser package of study materials, which include Schweser Notes Volumes 1 - 5, Schweser QuickSheet, Practice Exam Volume 1, SchweserPro QBank and Review Workshop Workbook at a substantial discounted price of $250.

Benefits of our program
We have put together a program with excellent, knowledgeable instructors at a very reasonable price. Our unique program is offered Thursday through Sunday. This schedule is designed so that you will not miss a full week of work to attend our program

“If I knew about this program two years ago, I would have done Level I & II with you guys because it would have saved me a ton of time.”

“Perfect timing in May.”

"Great value added program.”

“Exceptional across the board, the instructors really know their stuff, invaluable experience.”

“Provided relevant, useful information and tips for success on the exam.”

“Instruction was succinct, helpful, knew material inside and out and very motivated.”

“Best in the business - enough said.”



Minor adjustments to the initial time blocks by the instructor should be expected. 15-minutes breaks are scheduled at approximately 10:15 AM, 3:15 PM, and 5:15 PM. 75-minute lunch breaks are scheduled for 12:15 PM. Lunch is served and refreshments will be available during the 15-minute breaks. Promptness is appreciated.

Thursday, April 27  
8:30 - 10:15Behavioral Finance3
10:30 - 12:15Private Wealth Management3,4
1:30 - 3:15Private Wealth Management4,5
3:30 - 5:15Portfolio Management and Institutional Investors6
5:30 - 6:30Portfolio Management and Institutional Investors6
Friday, April 28  
8:30 - 10:15Applications of Economic Analysis to Portfolio Management7
10:30 - 12:15Asset Allocation8
1:30 - 3:15Currency Management: Markets, Indexes, and Benchmarks9
3:30 - 5:15Fixed Income Portfolio Management 110
5:30 - 6:30Fixed Income Portfolio Management 211
Saturday, April 29  
8:30 - 10:15Fixed Income Portfolio Management 311
10:30 - 12:15Equity Portfolio Management12
1:30 - 3:15Alternative Investments13
3:30 - 5:15Risk Management14
5:30 - 6:30Risk Management Applications of Derivatives15
Sunday, April 30  
8:30 - 10:15Risk Management Applications of Derivatives16
10:30 - 12:15Executive of Portfolio Decisions: Monitoring and Rebalancing16
1:30 - 3:15Performance Evaluation17
3:30 - 5:15Attribution Analysis and GIPS17,18
5:30 - 6:30GIPS18


Scheduled Classes

Date/Time Facilitator Location Fee
  • Thu, 04/27/2017 - 8:30 am to 6:30 pm
  • Fri, 04/28/2017 - 8:30 am to 6:30 pm
  • Sat, 04/29/2017 - 8:30 am to 6:30 pm
  • Sun, 04/30/2017 - 8:30 am to 6:30 pm
Creighton University, Harper Center $899.00