Corporate 
Training

Many leading organizations rely on us to provide outstanding finance courses and exam prep programs for their group of learners. Team up with Exam Success and give your people and oganization the competitive edge.

Elevate your people and organization

A radically simplified approach to training based on 20+ years of experience

 

What we offer

At Exam Success, we have over 20 years of finance training experience providing clients with direct access to unrivalled instruction, materials, and programs.


Our training services include lunch seminars, half and full-day workshops, multi-day programs, course material development and private tutoring, our most personalized option. 


Whether in-person at your site, or through our online classroom, you can bring Exam Success to your corporation, academic institution or professional group — at a price you can feel good about.

Exam Success was founded in 1999 by Prof. Brian Gordon, CFA, CFP, CIM, MBA, FCSI. Based on his extensive professional and academic financial services industry experience, Brian knew that there was an easier, even enjoyable, way for busy professionals to acquire job skills and product knowledge.  


Today, Exam Success is a leading financial training company with a boutique feel and a global reach. We solve complex problems with radically simplified training solutions for thousands of investment management, financial planning, and securities industry professionals across Canada and around the world. 

How We Work 

Exam Success is value and results driven and we put honesty and transparency first. Through our spectrum of custom-tailored training services, we help enterprises effortlessly and efficiently reach their goals and maximize return on investment. The history of Exam Success started over 20 years ago, but ours can start today. Let us put our experience and expertise to work for you.

Real clients. Real results.

Effective

Thank you for the effective compliance requirements investment skills training courses you ran for Scotiabank employees. You are the best educator I've worked with in all my years in the training field.

jess mann

Managing Director, ScotiaBank

High Standard

You you certainly set a high standard for the presenation of CFA exam prep! Our MFin students rave that your insights and simplified explanations make the complicated CFA material so much easier to understand and apply. Thank you Brian for your vital contributions to student success over the years. 

emily saunders

Director, Smith school of business, Queen's University

Enjoyable

It was a pleasure having you on the Ted Rogers Management Conference panel. Your presentation was informative and enjoyable. We've had nothing but great feedback and would be thrilled to have you back again.

becky chung

Ryerson Finance Society, Ryerson University

Invaluable 

“Just wanted to thank you for the great Exam Success workshop. Your skill at engaging the participants and leaving them with many invaluable insights and take-aways is outstanding! 

heather meadus

Learning Specialist, Mackenzie Investments

OUR Accolades

98%
Student Satisfaction
(Based on 1000+ student surveys)
5-star
Google Rating
Trusted by the
World's Top Organizations
Top Choice Award-Nominated
(Best Prep Provider 2019)
Canada's Longest-Serving CFA Program Prep Provider (Since 1999)
Certified Educational Institution by the Canadian Government (ESDC)
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