KeyPoint Learning Partnerships

CFA Exam Prep Partnerships for Employers and CFA Societies

KeyPoint Learning partners with employers and local CFA societies to give candidates [X%] off CFA exam prep. Your employees or members get a clear study path and realistic practice that fits around a full-time job.

You get a simple way to support them, with no training program to run and terms agreed before anyone enrolls.

Discuss a Partnership See Partnership Options

Lessons and practice designed by CFA charterholders [Denny sign-off required]

HOW IT WORKS

From first message to first study session

01 Tell us who you're supporting

02 Agree on the discount and how it's paid

03 Your candidates enroll and start studying

Terms are confirmed with each partner before anyone enrolls.

For Employers [X%] off prep for sponsored employees

For CFA Societies A member discount and free study resources

01 / Employers

CFA Exam Prep for Employers

Most of your CFA candidates study on evenings and weekends, after a full day of work. Sponsoring their prep is a simpler alternative to corporate CFA training: no study program to build and no time away from work. Employees study in their own accounts, and you fund it through your reimbursement policy or direct billing.

What Employers Get

[X%] off study packages for sponsored employees
Packages for CFA Levels I, II, and III
Receipts that work with reimbursement claims
A named KeyPoint contact for setup

Discuss Employee Prep

Employer section image

Finance professional studying for the CFA exam at a desk after work

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CFA society section image

CFA society members reviewing exam prep material together

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02 / CFA Societies

Exam Prep Partnerships for CFA Societies

Passing the next exam is often what your members care about most. A partnership gives them a discount on CFA exam prep that fits around work, and gives you free study resources to share. Your society keeps control of member communications, and KeyPoint supports members once they enroll.

What Societies Get

[X%] off study packages for members
A partner code or link to claim it
Free Level I practice questions to share
No exclusivity required

Discuss a Society Partnership

Candidate Experience

What Your Candidates Get

Partners get the same study packages individual candidates buy. Compare the Level I packages or try the free practice questions.

A Clear Study Path

Lessons follow a set order, so candidates know what to cover each week.

Practice That Reflects the Exam

Quizzes check each topic, and mock exams test pacing before exam day.

Progress They Can Track

Candidates see what's done and what still needs review.

Study Time Away From the Desk

The mobile app turns a commute or lunch break into a review session.

KeyPoint product screenshot

Level I practice question with answer choices and review controls

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Before You Reach Out

KeyPoint Learning Partnership FAQs

Does KeyPoint Learning offer CFA exam prep for employers?

Yes. Through employer-sponsored CFA exam prep, employees get [X%] off study packages for CFA Levels I, II, and III. They study in their own accounts, and the company funds it through reimbursement or direct billing.

How much is the partnership discount?

Sponsored employees and society members get [X%] off eligible study packages. The exact terms are set when the partnership starts, so everyone knows what applies before anyone enrolls.

Can employees use their education reimbursement for KeyPoint?

Yes, as long as your policy covers exam prep. Every purchase comes with a receipt that employees can submit with their claim, so there's nothing extra for your team to set up.

Does a study package include CFA exam registration?

No. CFA Institute handles exam registration and fees separately, and KeyPoint packages cover prep only. If your policy funds both, employees will usually file two separate claims.

How do society members claim the discount?

Members use a partner code or dedicated link at checkout. Your society shares it through its usual channels, and KeyPoint handles enrollment and support from there.

What happens after we send an inquiry?

Our team replies within 1–2 business days to set up a short call. We'll ask about your candidates' levels and exam windows, then confirm the discount and how it's paid.

Is this the same as the KeyPoint Affiliate Program?

No. The KeyPoint Affiliate Program pays commission on tracked referrals. Partnerships are for organizations that want to support their own employees or members with discounted prep.

Is KeyPoint Learning endorsed by CFA Institute?

No. A partnership with an employer or a local society doesn't mean CFA Institute endorses KeyPoint. CFA Institute does not endorse, promote, or warrant the accuracy or quality of the products or services offered by KeyPoint Learning Inc.

PARTNERSHIP INQUIRY

Ready to Support Your CFA Candidates?

Whether you're sponsoring a few analysts or sharing prep with your members, a short note is enough to get started.

What Happens Next

1.
Our team reads your note and replies within 1–2 business days.
2.
We set up a short call about levels, exam windows, and how many candidates you're supporting.
3.
We confirm the discount, how it's paid, and how your candidates enroll.

Preparing for the exam yourself? The KeyPoint support team can help with your own prep or account.