Schweser’s CFA®Program Instructors and Faculty
Any educational program is only as good as the people who construct and deliver it. We have assembled the most effective, well-respected, and competent team of professional writers and instructors to create and deliver Kaplan Schweser’s content and instruction.
Prepare with the most experienced team in CFA Program exam prep:
- Learn from a group of experts that includes over 60 CFA charterholders
- Get motivation and support from industry professionals who know what it takes to pass
- Receive guidance to navigate through the toughest curriculum in the finance world
- Prepare with the most accurate and current content, ensuring wise use of your study time
Meet Our Level Experts
Prior to that, he spent six years with the brokerage firm of Dean Witter. He has published articles in both academic and professional journals, including the Financial Analysts Journal, Journal of Investing, Review of Quantitative Finance and Accounting, and the Financial Services Review. His work has been cited in the CFA Digest and won an award from the CFP Board of Examiners.
教学fi道格也有多年的经验nancial professionals, including CFA exam review courses for the Dallas Society of Financial Analysts (DSFA) and JKE (Excel) Exam Review, as well as seminars for the American Institute of Certified Public Accountants (AICPA) in finance, accounting, and funds management. Doug’s education includes a master’s degree in economics and a doctorate in finance, both from the University of Washington.
Greg is the recipient of the Penn State 2010 and 2012 Outstanding iMBA faculty member, 2011 Council of Fellows Outstanding Research Award, and 2013 Outstanding Service Award.
他的研究重点within the investments, portfolio management, and behavioral finance areas. In addition to ten years of experience in academia (Miami University and the University of Toledo), he has seven years of experience as senior vice-president of Schweser, a division of Kaplan, Inc. At Kaplan, Greg headed the content and curriculum areas and started and led the marketing and sales areas. He has trained candidates for the Chartered Financial Analyst (CFA), Financial Risk Manager (FRM), and Chartered Alternative Investment Analyst (CAIA) designations on a worldwide basis. Greg earned his Doctorate in Finance from the University of Kentucky, his Master’s in Applied Statistics from Penn State University, and a Bachelor of Science in in Engineering Physics from Murray State University.
Connect with Dr. Filbeck onLinkedIn.
His teaching experience includes graduate, undergraduate and executive courses in finance, economics, and statistics plus 10 years developing and teaching the CFA and FRM curriculum.
Andrew received his BS, MBA, and PhD from SUNY–Binghamton and his MS from Indiana University. He has had over 30 research papers presented at national and international conferences, receiving 2 Best Paper Awards from the American Real Estate Society. Andrew has successfully completed five actuary exams administered jointly by the ASA and CSA. He is frequently interviewed and quoted by the financial media and regularly consults with hedge funds, quantitative mutual funds, and law firms. He is the former research director for the IRAA, a shareholder advocacy group.
He is currently the Chief Compliance Officer at Black Swan Dexteritas, Inc. Bruno is experienced in money market, fixed income, and foreign exchange trading and sales, including intra-day risk and position monitoring.
Bruno earned his CFA Charterholder in 2001, and holds a master’s degree in economics from York University. For the last 15 years, he has focused his teaching on economics and the capital markets at all three levels of the CFA curriculum. When he's not busy at work, Bruno teaches wine studies for the Wine & Spirits Education Trust Guild and is an accredited Wine Judge in Canada.
Prior to that, he spent six years with the brokerage firm of Dean Witter. He has published articles in both academic and professional journals, including the Financial Analysts Journal, Journal of Investing, Review of Quantitative Finance and Accounting, and the Financial Services Review. His work has been cited in the CFA Digest and won an award from the CFP Board of Examiners.
教学fi道格也有多年的经验nancial professionals, including CFA exam review courses for the Dallas Society of Financial Analysts (DSFA) and JKE (Excel) Exam Review, as well as seminars for the American Institute of Certified Public Accountants (AICPA) in finance, accounting, and funds management. Doug’s education includes a master’s degree in economics and a doctorate in finance, both from the University of Washington.
Jeff started his career at the World Bank in its East Asia Pacific sector, and he continued on at Freddie Mac and Primatics Financial Consulting.
He also worked for FBR, a middle market investment bank, working with their trading platform. Jeff is currently a CFA charterholder. He was also a Certified Public Accountant (CPA), Certified Fraud Examiner (CFE), and held Series 7, 24, and 63 securities licenses. He attended the United States Naval Academy and Georgetown University.
Connect with Jeff onLinkedIn
Prior to his experience with the CFP® team, he was an insurance and securities pre-licensing instructor for Kaplan. As an advisor, Jim operated an independent financial planning and wealth management firm and served as a financial representative for two major insurance carriers.
Jim has an MBA from Purdue Global (formerly Kaplan University) and a Bachelor’s Degree in Finance and Management from Florida International University. In 2021, he obtained a Graduate Certificate in Instructional Design from University of Wisconsin-Stout. He also holds the CLU® and ChFC® designations from the American College and the AAMS® and APMA® designations from the College for Financial Planning.
Prior to working at FM Global, Patrick was a full-time faculty member at Bentley College. While at Bentley, he was the director of Graduate Programs in Finance and Managing Director of the Hughey Center for Financial Services. Patrick was the recipient of the Davis Fellowship, Masnicki Award, and Innovation in Teaching Award. Patrick is a CFA charterholder and a member of the CFA Institute and Boston Security Analysts Society (BSAS). He has an Advanced Certificate in Risk Management from the University of Chicago and holds a Master of Science degree from Bentley College and an MBA from St. Bonaventure University. Patrick is the co-author ofWhy Stocks Go Up and Downand author of two editions ofFinancial Management: A Guide to Value Creation. He has also appeared on CNN and CNBC and provided commentary to a number of news sources including the Wall Street Journal, Business Week, The Boston Globe, and the LA Times.
Connect with Patrick onLinkedIn.
Prior work experience includes positions as an Institutional Portfolio Manager with Fifth Third Investment Advisors, and institutional sales for the Harbor Funds. Travis has worked with Kaplan Schweser since 2000.
Travis is a summa cum laude graduate of the University of Toledo with a B.B.A. in Finance and is a CFA charterholder. Travis is also a past president of the Financial Analysts Society of Toledo.
The next 2 years of his career were spent in corporate finance with activities involving working capital management, cash flow management and risk management with Netafim Irrigation Private Ltd., an MNC of international repute. While at Netafim, he also won the prestigious annual award for Outstanding Young Managers. In his last assignment in the corporate world, he was a part of Group CFO’s office overlooking the operations of 12 businesses and 8 services.
He has spent the last 4 years in Education, an area he is very passionate about, with one of the leading academic institutions promoted by an academically inclined corporate organization, Arvind Mills. As an academician, he has taught finance related subjects in prominent programs such as CFA, ACCA, CIMA, CA, CMA & CS. He has also been invited as a visiting faculty for finance by various premier universities. Besides teaching he was also a part of the management committee and was instrumental in leading a path breaking initiative into e-learning for the organization.
He is a CFA charterholder and has Bachelors in Commerce from Gujarat University. He also holds a M.S. (Finance) from ICFAI University.
Greg is the recipient of the Penn State 2010 and 2012 Outstanding iMBA faculty member, 2011 Council of Fellows Outstanding Research Award, and 2013 Outstanding Service Award.
他的研究重点within the investments, portfolio management, and behavioral finance areas. In addition to ten years of experience in academia (Miami University and the University of Toledo), he has seven years of experience as senior vice-president of Schweser, a division of Kaplan, Inc. At Kaplan, Greg headed the content and curriculum areas and started and led the marketing and sales areas. He has trained candidates for the Chartered Financial Analyst (CFA), Financial Risk Manager (FRM), and Chartered Alternative Investment Analyst (CAIA) designations on a worldwide basis. Greg earned his Doctorate in Finance from the University of Kentucky, his Master’s in Applied Statistics from Penn State University, and a Bachelor of Science in in Engineering Physics from Murray State University.
Connect with Dr. Filbeck onLinkedIn.
Darren has extensive experience in lecturing and grading activities related to professional finance and accounting programs. He has taught for Kaplan Schweser since 2004 and currently manages and teaches in the Schweser weekly CFA exam preparatory course in Toronto, as well as authoring/editing their CFA and FRM study materials. Darren has also taught business courses for the University of Toronto and the Institute of Chartered Accountants of Ontario.
Knowing that success on the CFA exams requires a good work-life balance, Darren continues to apply it in his life. He travels the world as a competitive and award-winning marathon runner who is always in search of the perfect race. Any other spare time is spent with his first love, the piano.