CFA Thought Leadership
February 27, 2025
Not finding what you’re looking for?
Companies offering CFA® prep to their employees strive for them to pass all three levels of their CFA exams on the first attempt. But what if some candidates are veering off-track? Kaplan Schweser offers a Learner Dashboard to all their clients, designed to help your candidates stay on track when it matters most.
This article will help answer some of the most commonly asked questions we hear from employers about using the Kaplan Schweser Learner Dashboard.
How are the CFA candidates in my organization progressing in their exam preparation?
Are they on track to complete their studies before the exam?
Are the candidates likely to pass or are they at risk of failing the CFA exam?
What can my organization do for at-risk candidates?
Kaplan Schweser's Learner Dashboard helps candidates and their employers quickly identify the likelihood of candidates passing or failing a CFA exam. The Learner Dashboard uses predictive analytics and advanced statistical methods to measure a candidate’s cumulative risk on an exam based on overall performance within their course. This tool is unique to Kaplan Schweser, and it is available complimentary to all Kaplan Schweser clients.
While candidates in your organization are preparing for their CFA exams, it’s reasonable to want to know how they are progressing in their studies, and whether they are on track to complete their studies before the exam.
The Learner Dashboard allows you to identify how specific candidates in your organization are performing in their studies. You can view individual student reports by clicking on their name. Figures 1 and 2 display some of the available information.
The Study Plan Graph shows the candidate’s progress and the recommended hours of study needed per week before exam day.
Course Performance History shows performance, dates completed, and scores on all exams and questions completed by the candidate.
QBank Summary Details show how a candidate is performing on each topic of the Question Bank
You may also wonder if your candidates are likely to pass the CFA exam. The Learner Dashboard addresses this concern by identifying those candidates who are performing well in their studies, as well as those at risk of failing. Figure 3 below displays some of the data that’s available to you, including:
Risk Overview shows breaks down candidates in your organization who are At-Risk, Borderline, and On-Track to pass their exam
Risk By Course shows an overview of the risk breakdown by exam level and window.
Enrollment & Risk By Week displays the progression of the risk breakdown over time.
Armed with the insights provided by the Learner Dashboard, your organization has the opportunity to proactively respond to your CFA candidates. For those on track to pass an exam, recognition of their progress and continued encouragement can be meaningful to the candidate.
For borderline or at-risk candidates, your course of action may vary depending on your organization's investment in its CFA candidates. You can provide at-risk candidates with prescriptive remediation early in their exam preparation. Examples of tactics that can be helpful include:
set expectations regarding exam prep progress
provide a nudge to candidates who are behind in their studies
help form a study group for interested candidates in your organization
provide opportunities for mentoring on topics that are causing problems for candidates
offer an exam review workshop
Successful remediation tactics will in turn help to improve employee pass rates, resulting in speed to productivity in their job role.
To learn more and sign up for a demo of our Learner Dashboard reach out to your Account Manager today or complete the Contact Us form.
Kaplan Schweser is the most respected and trusted CFA exam prep provider in the industry. For more than 35 years Kaplan Schweser has helped more than 700,000 candidates prepare for the CFA exam while supporting hundreds of financial services organizations.
