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Dr. Carl Schweser, a finance professor at the University of Iowa, founded the Schweser Study Program in 1990. He produced study notes for the Level I CFA exam out of the basement of his Iowa City home. Prior to starting his own company, Schweser had taught CFA exam prep courses for the Study Seminar for Financial Analysts (SSFA) in Windsor, Ontario.
Working closely with Dr. Schweser was Andy Temte, a doctoral student who had come to the University of Iowa in 1989. Temte helped produce Level I CFA study materials alongside Schweser. Together, they introduced Level II and Level III CFA study materials in 1991 and 1992, respectively. Schweser Study Program was off the ground.
Schweser and Temte led a small staff of dedicated employees who saw their Schweser Study Program become the CFA industry leader by the mid-1990s. After earning his PhD in finance, Dr. Temte returned to his hometown of La Crosse, Wisconsin, in 1996. He began producing supplemental materials to the Schweser Study Program under the name of Temte’s Financial Education. Temte produced flashcards and audio-video materials out of his home and expanded the company’s product offerings.
Continued growth throughout the 1990s eventually caught the eye of educational giant Kaplan, Inc. In November of 1999, Kaplan acquired the Schweser Study Program. Knowing his company was in good hands, Dr. Schweser made the decision to retire after the acquisition. In May of 2000, Andy Temte was named president and CEO of Schweser Study Program, and the company headquarters were moved from Iowa City to La Crosse.
Since 1999, with the full backing of Kaplan, Inc., and its parent company, Graham Holdings, Kaplan Schweser has been the world leader in providing premier CFA exam prep materials and continues to be the most trusted name in the industry.
Even though Schweser has been a part of a larger organization for several years, we have never forgotten our roots. Kaplan Schweser is still committed to helping our customers achieve their educational and professional goals. We continually update and expand our CFA materials. In addition, we offer quality exam prep materials for other advanced financial designations, including CAIA, FRM, Sustainable Investing, and Financial Modeling.
For the convenience of our students, Kaplan Schweser can deliver content in every imaginable format: from traditional books and flashcards to online courses, Internet applications, and mobile device technologies. Simply put, there are no better materials available on the market and no one who can deliver them with more diversity, convenience, or ease than Kaplan Schweser!
Kaplan Schweser has the largest team of expert instructors in the industry. Our full-time faculty members conduct seminars and prepare efficient and effective training and study materials for our customers.
Virtually all our adjunct faculty have designations in the field in which they are teaching. Because they have first-hand knowledge of the exams, our instructors and authors understand what it takes to prepare for the CFA, CAIA, FRM, or CFP® exams and how to pass them. They have extensive experience teaching in these programs, as well as in universities, across the United States and Canada.
Kaplan Schweser is student-focused, results-driven, and fully committed to helping individuals and organizations worldwide obtain financial certifications and designations that enable them to advance and succeed in their careers. We strive for greatness, so our customers can do the same. After all, it’s your success that determines ours.
840,000+ CFA, CAIA, and FRM Candidates Have Prepared with Kaplan: Candidates refers to number of net purchases of study packages containing the printed SchweserNotes™ bookset from 2008 through spring 2024 (less 2020).
Choice for Candidates: These are the findings of a quantitative survey conducted by Kaplan between June 30 and August 30, 2021. For this survey, a sample of 313 U.S. CFA Level I and Level II candidates was interviewed online. The survey was fielded to subscribers of 300Hours.com and AnalystForum.com.
Most Trusted and Respected: These are the findings of a quantitative survey conducted by Kaplan between June 30 and August 30, 2021. For this survey, a sample of 313 U.S. CFA Level I and Level II candidates was interviewed online, of which 271 CFA candidates answered this question. The survey was fielded to subscribers of 300Hours.com and AnalystForum.com.
Kaplan Schweser is a CFA Institute Prep Provider. Only CFA Institute Prep Providers are permitted to make use of CFA Institute copyrighted materials, which are the building blocks of the exam. We are also required to update our materials every year and this is validated by CFA Institute.
Our products and services substantially cover the relevant curriculum and exam and this is validated by CFA Institute. In our advertising, any statement about the numbers of questions in our products and services relates to unique, original, proprietary questions. CFA Institute Prep Providers are forbidden from including CFA Institute official mock exam questions or any questions other than the end of reading questions within their products and services.
CFA Institute does not endorse, promote, review, or warrant the accuracy or quality of the product and services offered by Kaplan Schweser. CFA Institute®, CFA and “Chartered Financial Analyst®” are trademarks owned by CFA Institute.
CAIAA does not endorse, promote, review, or warrant the accuracy of the products or services offered by Kaplan Schweser, nor does it endorse any pass rates claimed by the provider. CAIAA is not responsible for any fees or costs paid by the user to Kaplan Schweser, nor is CAIAA responsible for any fees or costs of any person or entity providing any services to Kaplan Schweser. CAIA, CAIA Association, Chartered Alternative Investment AnalystSM, and Chartered Alternative Investment Analyst Association® are service marks and trademarks owned by CHARTERED ALTERNATIVE INVESTMENT ANALYST ASSOCIATION, INC., of Amherst, Massachusetts, and are used by permission.
GARP does not endorse, promote, review or warrant the accuracy of the products or services offered by Kaplan Schweser of GARP Exam related information, nor does it endorse any pass rates that may be claimed by Kaplan Schweser. Further, GARP is not responsible for any fees or costs paid by the user to Kaplan Schweser nor is GARP responsible for any fees or costs of any person or entity providing any services to Kaplan Schweser. SCR®, FRM, GARP® and Global Association of Risk Professionals™, in standard character and/or stylized form, are trademarks owned by the Global Association of Risk Professionals, Inc.
