Passing Your Level 1 CFA Exam: Info Session


McGill School of Continuing Studies, 688 Sherbrooke W Room 1041 (10th Floor), Montreal, QC, H3A 3R1, CA



Looking to earn your CFA designation? Attend our free info session to learn what the Chartered Financial Analyst (CFA) credential is and how it can help your career. In this session, Joseph Lutfi and Jason Moschella, CFA charterholders and McGill instructors with a combined 20 years of experience working in the financial services sector, will demystify the CFA exam, offer strategies and tips for preparing for and successfully passing the exam and answer your questions!

Topics covered include:

  • What is the CFA designation and how can it help you jump start your career
  • Benefits of the CFA charter compared to MBAs, Master's degrees, and the CPA designation
  • What it takes to pass the Level I exam and take the first step towards becoming a CFA charter holder
  • Tips to help you study more effectively
  • Test-taking tips and tricks that will help you save time and avoid pitfalls on exam day
  • Resources to help you better prepare for the exam

Jason and Joseph will also present McGill's Level I CFA Exam Preparation Course and how it can help you boost your chances of earning the CFA designation.

About Jason Moschella

Jason Moschella is a PhD candidate in Accounting at the Desautels Faculty of Management and is the lead instructor for the CFA Exam Preparation Program at McGill's School of Continuing Studies. He is fully invested in the pursuit of lifelong learning and loves to help his students grow and succeed. Outside of the classroom, Jason is passionate about research and enjoys collaborating with his colleagues to further our understanding of the business world. He is currently conducting research on how to identify profitable insider trades, how risk management in small business happens, and whether or not auditors price their services to include a reputational risk premium for higher-risk clients. Jason is also actively engaged in student life and currently manages the finances of the Desautels Doctoral Students' Society.


About Joseph Lutfi, CFA, CAIA, PRM, CIM

Joseph has been lecturing in the CFA Exam Preparation Program since 2017. He covers Ethics, Economics, Equities and Fixed Income. He has taught other finance coures at the School of Continuing Studies in the past. He loves all things finance and enjoys sharing this passion with his students.

Joseph is a Senior Manager, Trust Investment Group, and Investment Counsellor at RBC Royal Trust - RBC Wealth Management. As a Senior Manager, he manages a national team of investment professionals and analysts. As an Investment Counsellor, he is responsible for the construction of investment strategies, ongoing investment management, and oversight/risk monitoring for trust accounts in the Quebec region.

Joseph holds the Chartered Financial Analyst (CFA), Chartered Alternative Investment Analyst (CAIA), Professional Risk Manager (PRM) and Canadian Investment Manager (CIM) designations

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For more information please contact pd.conted [at]

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