Exam Prep Provider Guidelines Program

CFA Program, CIPM Program, and Claritas Investment Certificate candidates should be able to succeed on the exams by studying the curriculum readings and mastering the Learning Outcome Statements (LOS); however, some candidates benefit from using third-party prep courses, review notes, or both as study supplements.

CFA Institute has established this voluntary program as a means for providers of CFA Program, CIPM Program, and Claritas exam prep programs, products, and services to improve their training process for candidates.  

Current Prep Provider Guidelines Program participants

Prep Provider Guidelines Program Goals

  • To improve overall communications to candidates and potential candidates about the value and educational rigor of the CFA Program, CIPM Program, and Claritas Investment Certificate.
  • To provide informational service benefits for prep providers to stay current regarding candidate trends and operational changes in the structure of the CFA Program, CIPM Program, and Claritas Investment Certificate.
  • To ensure uniform compliance with high standards of communication regarding the supplemental role of prep provider products in candidate exam preparation.

Benefits of Participating in the Program

Only prep providers who participate in the Prep Provider Guidelines Program will have access to services such as candidate mailing list purchase, candidate pass rate analysis reports, Learning Outcome Statements (LOS), and sample questions.

CFA Program, CIPM Program, and Claritas candidates will be informed about the Prep Provider Guidelines Program through the CFA Institute website. Participating providers will be able to use the Prep Provider Guidelines Program tagline that lets candidates know they are participating in the program and have agreed to abide by all terms and conditions.

Program Eligibility

The Prep Provider Guidelines Program is voluntary and open to participation to prep providers who develop their own content and/or courses and who agree to abide by all terms and conditions of the program.

Only providers that directly control the content and related messages of their product may participate in this program. Organizations that serve as licensees or distributors and are not responsible for the creation of unique content or materials are not eligible to participate in the program.

Still have questions? Contact us.