Proactive Testing Inc., based in New York, New York, has been providing private instruction for CFA® exams preparation since 2003. The firm works with candidates seven days a week to help make this process a manageable and rewarding journey. The hallmark of our preparation is coaching with our proven method of learning financial knowledge, a systematic approach to problem-solving, and time-honored test-taking skills, all customized to meet the unique needs of individual clients.

Bing Chen, the primary instructor, achieved the CFA®designation in 2002. He started his Wall Street career as an associate equity research analyst for oil and gas exploration and production at Lehman Brothers in 2006. From 2008 to 2015 he was an equity analyst covering energy and industrial sectors at Daiwa Asset Management, a global investment management firm. In 2016 he founded Kanopy Capital, a concentrated U.S. equity fund. Bing graduated from Cornell University with a B.S. in mechanical engineering in 1996.

Proactive Testing was a huge help in my preparation for the Level II exam. I would keep track of the areas where I felt I needed help, and then work through concepts and practice problems with the instructor via Skype. Bing has a talent for explaining complex subjects in simple and easy-to-understand terms. I had several "light bulb" moments where it clicked due to his approach and it gave me increased confidence and specific tools for the exam, which I passed. I would absolutely recommend Proactive Testing's services.

~ R.L.
   Boston, MA