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Becoming a CFA Charterholder

August 29, 2025

Kaplan Schweser vs. Wiley: CFA Prep

Kaplan Schweser

Wiley was purchased by UWorld CFA Prep.

Picking a prep provider to help you succeed in your pursuit of the prestigious CFA designation can be difficult. Each provider offers different prep packages and individual study materials specifically developed to give you the best chance at passing each CFA exam. In this article, we compare Kaplan Schweser vs. Wiley to help you understand which products and services have proven to be most helpful and favored by CFA candidates.

Table of Contents

  • CFA Prep Package Comparison

  • Cost Differences

  • Pass Protections

  • Practice Questions

  • Mock Exams

  • Prep Course Formats

  • Final Reviews

  • Kaplan Schweser vs. Wiley CFA Summary

Kaplan Schweser vs. Wiley: CFA Prep Package Comparison

CFA candidates rely on high-quality, easy-to-use study materials designed by experts that closely mimic the actual exam. Recent candidates have expressed their overwhelming satisfaction with the mock exams, practice questions, and study notes offered by Kaplan Schweser compared to Wiley.

“94% of those surveyed who most recently passed the CFA® Level I exam and prepared with Kaplan Schweser believe that Kaplan Schweser played a significant role in helping them pass the exam”**

Kaplan Schweser

Wiley

Study Notes

Study Notes

Summarized Printed Study Notes

Audio Study Notes

Review

Live Review Workshops

Flashcards

Formula Sheets

Practice

Practice Questions with Qbank

Mock Exams

Mock Exams with Exam Simulation

In-Person Exam Day Simulation

Support

24/7 Instructor Assistance

Community (Including Forum Access)

Study Tools

Activity Feed

Personalized Study Calendar

Diagnostic Exam

Analytics

Basic Performance Tracker

Advanced Performance Tracker

Guarantees

Pass Guarantees

Start a free trial and see how Kaplan Schweser’s core study tools will help you prepare for the CFA exam.

Kaplan Schweser vs. Wiley: CFA Cost Comparison

Kaplan Schweser and Wiley offer different CFA prep packages at different costs. Each provider’s prices are similar however candidates prefer Kaplan Schweser’s CFA prep packages over Wiley because Kaplan Schweser’s are seen by candidates as having a higher value and are more easily customizable for each person’s specific needs.

Kaplan Schweser is used by more CFA Level I candidates than any other CFA exam prep provider. ”*

Package Tier

Kaplan Schweser Cost

Wiley Cost

Ultimate

$1,499

N/A

Premium

$1,099

$999

Essential

$799

$699

Basic

$429

$399

CFA Basic Exam Prep Package Comparison

Candidates that choose Kaplan Schweser’s basic exam prep package over Wiley will benefit from having additional features such as:

CFA Essential Exam Prep Package Comparison

Candidates that choose Kaplan Schweser’s Essential Exam Prep Package over Wiley will benefit from having unique features such as:

“U.S. CFA Level I and Level II candidates consider Kaplan Schweser to be among the highest quality, most comprehensive, and easiest to use CFA exam prep providers in the industry.”*

CFA Premium Exam Prep Package Comparison

Candidates that choose Kaplan Schweser’s Premium Exam Prep Package over Wiley will benefit from having unique features such as:

CFA Ultimate Exam Prep Package Comparison

Candidates who choose Kaplan Schweser’s Ultimate CFA Prep Package over Wiley will truly benefit from having a unique prep package. 

This all-inclusive study package from Kaplan Schweser contains the same Core + Instruction + Review tools found in the Premium Package and includes either the Live Online or OnDemand options for your Instruction and Review. 

In addition, the Ultimate Package includes flashcards, an audio version of SchweserNotes™ for study on the go, the exclusive opportunity for an In-Person Mock Exam Simulation, and InstructorLink, which allows candidates to “link up” with an Instructor to ask an unlimited amount of questions.

Wiley vs. Kaplan Schweser: Study Tool Differences

The difference between the Study Tools that Kaplan Schweser and Wiley offer is one main differentiator. Kaplan Schweser offers an Activity Feed and a Personalized Study Calendar, which Wiley does not. 

CFA candidates can rely on the Personalized Study Calendar to stay on track during their 6-month study plan and the Activity Feed will make sure their time spent preparing is optimized for success.

Wiley vs. Kaplan Schweser: Mock Exam Differences

Kaplan Schweser and Wiley provide CFA Mock Exams as part of their CFA prep products. Both providers offer them in their prep packages and as an additional standalone product. They both also offer candidates the opportunity to compare scores with other candidates.

However, the most significant difference between Kaplan Schweser Mock Exams and Wiley Mock Exams is in the quantity of Mock Exams included with each Kaplan Schweser study package and the exclusive opportunity to take a Mock Exam In Person at an official testing center to get that true testing experience.

Wiley vs. Kaplan Schweser: Practice Questions Comparison

When preparing for each level of the CFA exam, candidates want access to an extensive collection of CFA practice questions that replicate the actual exam, particularly when piecing together self-study materials.

While both Wiley and Kaplan Schweser provide a large number of practice questions, candidates prefer Kaplan Schweser's QBank due to its close resemblance to the actual exam. Additionally, Kaplan Schweser's QBank allows candidates to personalize their experience by adjusting the question difficulties, and topic coverage, and creating custom quizzes, which Wiley does not.

Ease into your CFA prep with free Level I, Level II, or Level III practice questions delivered to your inbox every day.

Wiley vs. Kaplan Schweser: Teaching Styles

Kaplan Schweser and Wiley both employ a hybrid teaching approach that prioritizes instruction tailored to the needs of CFA candidates. Each provider offers OnDemand videos and thorough coverage of every CFA curriculum topic.

Where Kaplan Schweser’s teaching style stands out is in its exam-focused approach, which cuts out extraneous material that is a distraction to candidates’ primary objective: passing the CFA exam.

Kaplan Schweser also offers live online options where candidates can interact with the instructor during class, which Wiley does not. 

Wiley vs. Kaplan Schweser: Course Formats

Kaplan Schweser and Wiley both provide online CFA course options, which include OnDemand videos and practice questions and quizzes. Each provider offers comprehensive video coverage of every curriculum topic, accompanied by detailed explanations of complex concepts and corresponding quizzes to assess your progress.

The most significant disparity between Kaplan Schweser and Wiley’s course formats emerges when candidates opt for Kaplan Schweser's Ultimate prep package. The Ultimate prep package offers additional benefits, such as access to Live Online or OnDemand class options, as well as a 5-day live online review workshop, which is not available through Wiley’s offerings.

Another difference between providers' course formats is in their Study Planners and Activity Feeds. Wiley has a study planner but it doesn’t break down all of the content into tasks over time. Kaplan Schweser’s Activity Feed breaks down individual tasks into daily/weekly assignments, which helps candidates keep track of their course progress more efficiently.

Instructor Differences Between Kaplan Schweser and Wiley

Candidates who choose to prep with either Kaplan Schweser or Wiley will undoubtedly have access to CFA experts who are hired to support them during their CFA preparation.

Where Kaplan Schweser stands out from Wiley is in the number of CFA charterholders candidates have access to. Kaplan Schweser has the largest number of CFA charterholders as instructors and subject matter experts who are available worldwide to support candidates.

Another advantage of Kaplan Schweser’s is its InstructorLink feature, which is included in the Ultimate Prep package. This feature allows candidates to “link up” with an Instructor to ask questions.

Additionally, all Kaplan Schweser prep package customers get access to an extensive CFA candidate community. In this online forum, candidates at all levels can ask specific exam questions and get quick answers about curriculum topics or difficult concepts, prep course features, popular investment management topics, and anything else they can think of. In the Kaplan Schweser Community, candidates can engage with fellow CFA candidates as well as expert CFA instructors all in the same place. 

“Kaplan Schweser is used by more CFA Level I candidates than any other CFA exam prep provider.”*

Kaplan Schweser vs. Wiley CFA Summary

When selecting an exam prep provider, CFA candidates seek top-notch quality, thoroughness, affordability, and user-friendliness, all of which Kaplan Schweser consistently delivers to all CFA candidates. In contrast, Wiley CFA Prep, offers fewer prep packages and less personalized study tools that candidates depend on to stay on track and succeed. 

Typically, candidates rely on one exam prep provider and the CFA Institute's materials for either Level I or Level II, and Kaplan Schweser is the most popular choice among prep providers.

"92% of CFA Level I candidates who have used Kaplan Schweser to prep for CFA Level I agree that Kaplan Schweser played a key role in helping them pass the CFA Level I exam."**

Need Help Deciding Which CFA Prep Package is Right For You?

Contact Kaplan Schweser directly for more information or choose the best CFA Program study package for you.

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Exam Differences: CFA® Level II vs. Level III

* 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.

** These are the findings of a quantitative survey conducted by Kaplan between September 29 and November 4, 2022. For this survey, a sample of 838 CFA Level I, II, and III candidates was interviewed online, of which 463 prepared for a CFA exam with Kaplan Schweser.

*** Source: Net purchases of study packages containing the printed SchweserNotes™ bookset from 2011 through spring 2022.