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Online study materials for the CFA May 2023 exam are now available to access. Get Your Exam Prep Today »

Level I Core Elements Courses

Schweser Core Elements Online Course Package

Core Elements Courses

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Core Elements Courses

Learn the core elements underlying the Level I exam before you begin studying with Schweser’s two-course package. Receive both the Financial and Reporting Analysis course and the Financial Mathematics and Investments course when you purchase the complete package.

The Financial and Reporting Analysis course is designed to introduce the candidate to the income statement, balance sheet, and cash flow statement. It focuses on the terminology, understanding, and linkages between these primary statements.

The Financial Mathematics and Investments course introduces candidates to key mathematical techniques that will be employed in several areas of the curriculum. The course focuses on the concept of time value of money and its use in investment valuation. Features of the main asset classes and the mathematical techniques used to value them are also investigated. The course also introduces the topic area of derivatives, enabling the candidate to become familiar with the terminology surrounding these products.

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Level I Core Elements FAQs

All online tools are available in your account through our Learning Platform. Click the Sign In button on the top right hand corner of this window or click here: Sign In »

Beginning with classes and workshops for the 2023 exams, Kaplan will be using Zoom for live online events. Click here for instructions on how to create and set up your Zoom account.

To optimize your classroom experience with Zoom, we recommend you visit the Zoom Download Center and install the Zoom client. We encourage you to also run a system check prior to your first session to ensure the best possible live online classroom experience.

Access to 2022 online materials expires on the following dates:

  • May 2022 exam products: access expires on June 30, 2022
  • August 2022 exam products: access expires on September 30, 2022
  • November 2022 exam products: access expires on December 31, 2022

Access to 2023 online materials expires on the following dates:

  • February 2023 exam products: access expires on March 31, 2023
  • May 2023 exam products: access expires on June 30, 2023
  • August 2023 exam products: access expires on September 30, 2023
  • November 2023 exam products: access expires on December 31, 2023
eBook versions are available for SchweserNotes, Schweser's Secret Sauce®, and QuickSheet. Our study packages now include both print and eBook options at no additional cost. Learn more about our eBooks, accessed through VitalSource®, on our FAQ page.

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