Rachel Siegel, CFA

Rachel Siegel


Certified Financial Expert

Rachel Siegel, CFA is one of the nation's leading experts at ensuring the accuracy of financial and economic text. Her prestigious background includes over 10 years creating professional financial certification exams and another 20 years of college-level teaching. Rachel has served as Academic Director at Bloomberg, as well as Exam Development Director at the CFA Institute. She holds a BA in English and an MBA, both from Yale University.


CFA Charterholder

Chartered Financial Analyst certification (2003)What is a CFA?

Academic Director, Bloomberg

CFA Exam Prep Development Editor

Exam Development Director, CFA Institute

CFA Design, Development, and Psychometric Assessment (2012-2014)

Consulting Technical Editor, Prestigious Clients

MBA from Yale University

Masters of Business Administration (1989) and Bachelor of Arts, English Literature (1980)

Milan Milosevich, CFA, Partner, Ernst & Young

"I have really enjoyed learning from you. I don't often meet people with your breadth of knowledge, and when I do I always admire it."

Steven Skaggs, Professor, Waubonsee College (IL)

"You've written a wonderful book that educates, informs, and entertains. I don't get to say this often about textbooks: my students actually enjoy reading your book."

Chris Donohoe, Global Association Of Risk Professionals (GARP)

"You did a very thorough review and we're impressed with everything you found."