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Prepare to Pass CFA Level I with a Step-by-Step Study Solution

Looking for an all-in-one exam prep package? Level I of the CFA® exam tests knowledge of investment tools and ethical and professional standards. The curriculum focuses on recalling formulas and definitions from memory, and most of the material is a straightforward introduction to the concepts covered. But, don’t let this fool you. The historical pass rates for the Level I exam are the lowest of all three levels with only 41% of candidates passing. 

Our packages guide you through the entire process with learning options that adapt to your schedule, style, and budget. Plus, you’ll get access to an exclusive community forum with added insight from fellow candidates. Choose one of Kaplan Schweser’s industry-leading study packages below or compare your package options.

PremiumPlus™ Packages  for the Level I CFA® Exam

This all-inclusive study package contains the same Core + Instruction + Review tools found in the Premium Package, but allows you to select a Live Online option for your Instruction and Review. Learn, ask questions, and engage with expert instructors in a live classroom environment with a set schedule…providing structure and guidance to your CFA study plan.

*Please note, all components may not be available at time of purchase. For more information, see product availability.
 

What's Included:

Instruction

OnDemand Class

Attend class on your own schedule with in-depth video lectures covering every topic in the CFA® Program curriculum. The OnDemand format features prerecorded class sessions, enabling you to experience direct expert instruction anytime, anywhere.


Live Online Class

Experience the same instructor interaction and support as an in-person class with the convenience of online study. Prepare with a scheduled live class online and then have access to an archived version of the class to review anytime, anywhere. Our 15-week block of online classes is also led by CFA charterholders and covers the same material at the same pace and frequency as our classroom sessions. All you need is a reliable internet connection and a comfortable chair.

*IMPORTANT: 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.

Review

3 full days of live online review designed to leave no exam-day surprises. Our experts answer your questions, review the curriculum, and solve practice problems. You will also get access to OnDemand recordings of each session to view anytime, anywhere. 

*IMPORTANT: 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.

Take this compact book anywhere you go, printed, online, or eBook, for a concise review of the CFA® Program curriculum. Schweser's Secret Sauce® provides insights and exam tips on how to effectively prepare and apply your knowledge on exam day.
Core
Take the guesswork out of your study plan with strategically placed weekly tasks.
Three Checkpoint Exams with questions that mimic the difficulty and format of the actual CFA exam.
Ask questions, and receive answers from an instructor at any time.

Maximize your 300 hours with our JumpStart study materials. Shortly after you complete your CFA® exam, the JumpStart materials will be automatically added to your Learning Management System (LMS) as part of your Study Package. As you are waiting for your exam results, you can leverage these tools to get a jump on preparing for your next CFA exam.  

The JumpStart study materials include:

  • SchweserNotes™ Books 1-5 (online)
  • SchweserNotes™ Videos
  • Limited access to Schweser's online classes
  • Full access to SchweserPro™ QBank (online)
  • Online Topic Quizzes to help you master every topic

After you pass your current exam, you can continue using these study materials and save all the progress you've made (including the work you’ve done in the QBank) by upgrading to a full Schweser Study Package.  


Access our community forum to engage with our experts and other CFA candidates to post questions, find answers, and engage in meaningful discussions throughout your studies.

4 full-length mock exams that simulate the interface, format, and difficulty of the actual CFA exam.

Gauge your mastery of each exam topic by comparing your scores with fellow CFA® candidates.

This compact study tool summarizes key formulas, definitions, and concepts.
Clear, concise study notes and examples that cover every LOS plus questions to check your understanding.

Reference these 40+ hours of recorded videos as you are reading through your SchweserNotes™ books to reinforce your understanding of the material.

The Level I SchweserPro™ QBank prepares you for the CFA exam with thousands of foundational and exam-like questions, custom quizzes, tutorial videos with detailed answer explanations, and performance metrics to pinpoint strengths and weaknesses.
Pass Guarantee
Didn’t pass the exam? Your next study package is on us, free of charge. Terms and conditions apply.

Purchase Options

November 2022 Exam
PremiumPlus Package - Live Online Class & 3-Day Review Workshop (November 2022)
$1,598.00

This package includes our Core study tools, OnDemand Class, and a Live Online Review Workshop. Make your class selections in the cart.

Select this package if you are sitting for the November 2022 exam. All products and materials are the same for each window, but shipping and release dates differ by window.

$1,598.00
PremiumPlus Package - OnDemand Class & 3-Day Review Workshop (November 2022)
$1,299.00
This package includes our Core study tools, Live Online Class, and a Live Online Review Workshop. Make your class selections in the cart.

Select this package if you are sitting for the November 2022 exam. All products and materials are the same for each window, but shipping and release dates differ by window. 
$1,299.00
February 2023 Exam
PremiumPlus Package - Live Online Class & 3-Day Review Workshop (February 2023)
$1,598.00

This package includes our Core study tools, OnDemand Class, and a Live Online Review Workshop. Make your class selections in the cart.

Select this package if you are sitting for the February 2023 exam. All products and materials are the same for each window, but shipping and release dates differ by window.

$1,598.00
PremiumPlus Package - OnDemand Class & 3-Day Review Workshop (February 2023)
$1,299.00
This package includes our Core study tools, Live Online Class, and a Live Online Review Workshop. Make your class selections in the cart.

Select this package if you are sitting for the February 2023 exam. All products and materials are the same for each window, but shipping and release dates differ by window. 
$1,299.00
May 2023 Exam
PremiumPlus Package - Live Online Class & 3-Day Review Workshop (May 2023)
$1,598.00

This package includes our Core study tools, OnDemand Class, and a Live Online Review Workshop. Make your class selections in the cart.

Select this package if you are sitting for the May 2023 exam. All products and materials are the same for each window, but shipping and release dates differ by window.

$1,598.00
PremiumPlus Package - OnDemand Class & 3-Day Review Workshop (May 2023)
$1,299.00
This package includes our Core study tools, Live Online Class, and a Live Online Review Workshop. Make your class selections in the cart.

Select this package if you are sitting for the May 2023 exam. All products and materials are the same for each window, but shipping and release dates differ by window. 
$1,299.00
August 2023 Exam
PremiumPlus Package - Live Online Class & 3-Day Review Workshop (August 2023)
$1,598.00

This package includes our Core study tools, OnDemand Class, and a Live Online Review Workshop. Make your class selections in the cart.

Select this package if you are sitting for the August 2023 exam. All products and materials are the same for each window, but shipping and release dates differ by window.

$1,598.00
PremiumPlus Package - OnDemand Class & 3-Day Review Workshop (August 2023)
$1,299.00
This package includes our Core study tools, Live Online Class, and a Live Online Review Workshop. Make your class selections in the cart.

Select this package if you are sitting for the November 2023 exam. All products and materials are the same for each window, but shipping and release dates differ by window. 
$1,299.00
November 2023 Exam
PremiumPlus Package - Live Online Class & 3-Day Review Workshop (November 2023)
$1,598.00

This package includes our Core study tools, OnDemand Class, and a Live Online Review Workshop. Make your class selections in the cart.

Select this package if you are sitting for the November 2023 exam. All products and materials are the same for each window, but shipping and release dates differ by window.

$1,598.00
PremiumPlus Package - OnDemand Class & 3-Day Review Workshop (November 2023)
$1,299.00
This package includes our Core study tools, Live Online Class, and a Live Online Review Workshop. Make your class selections in the cart.

Select this package if you are sitting for the November 2023 exam. All products and materials are the same for each window, but shipping and release dates differ by window. 
$1,299.00

Premium Packages for the Level I CFA® Exam

Your exam preparation begins with a personalized Activity Feed that schedules weekly tasks based on your study time frame and exam date. Each task is strategically placed to follow our proven study plan that covers the entire curriculum. Begin preparing for your exam by reading SchweserNotes™, practicing the concepts with integrated quizzes from the SchweserPro™ QBank, and learning from CFA Program instructors in your OnDemand classes. Once you’ve learned the material, test your performance with our Mock Exams to measure your readiness for the actual CFA exam.

*Please note, all components may not be available at time of purchase. For more information, see product availability.

What's Included:

Instruction
Learn from expert instructors on your own schedule with in-depth video lectures covering every topic in the Level I CFA® Program curriculum.
Review
Watch our Review Workshop sessions on your schedule with 55 hours of expert instruction and review that are all available for OnDemand viewing. You receive thorough review of key topics, practice questions and problem-solving techniques, and exam tips and strategies.
Take this compact book anywhere you go, printed, online, or eBook, for a concise review of the CFA® Program curriculum. Schweser's Secret Sauce® provides insights and exam tips on how to effectively prepare and apply your knowledge on exam day.
Core
Take the guesswork out of your study plan with strategically placed weekly tasks.
Three Checkpoint Exams with questions that mimic the difficulty and format of the actual CFA exam.
Ask questions, and receive answers from an instructor at any time.

Maximize your 300 hours with our JumpStart study materials. Shortly after you complete your CFA® exam, the JumpStart materials will be automatically added to your Learning Management System (LMS) as part of your Study Package. As you are waiting for your exam results, you can leverage these tools to get a jump on preparing for your next CFA exam.  

The JumpStart study materials include:

  • SchweserNotes™ Books 1-5 (online)
  • SchweserNotes™ Videos
  • Limited access to Schweser's online classes
  • Full access to SchweserPro™ QBank (online)
  • Online Topic Quizzes to help you master every topic

After you pass your current exam, you can continue using these study materials and save all the progress you've made (including the work you’ve done in the QBank) by upgrading to a full Schweser Study Package.  


Access our community forum to engage with our experts and other CFA candidates to post questions, find answers, and engage in meaningful discussions throughout your studies.

4 full-length mock exams that simulate the interface, format, and difficulty of the actual CFA exam.

Gauge your mastery of each exam topic by comparing your scores with fellow CFA® candidates.

This compact study tool summarizes key formulas, definitions, and concepts.
Clear, concise study notes and examples that cover every LOS plus questions to check your understanding.

Reference these 40+ hours of recorded videos as you are reading through your SchweserNotes™ books to reinforce your understanding of the material.

The Level I SchweserPro™ QBank prepares you for the CFA exam with thousands of foundational and exam-like questions, custom quizzes, tutorial videos with detailed answer explanations, and performance metrics to pinpoint strengths and weaknesses.
Pass Guarantee
Didn’t pass the exam? Your next study package is on us, free of charge. Terms and conditions apply.

Purchase Options

November 2022 Exam
Premium Package (November 2022)
OnDemand Class & Review Workshop
$999.00
Select this package if you are sitting for the November 2022 exam. All products and materials are the same for each window, but shipping and release dates differ by window. 
$999.00
February 2023 Exam
Premium Package (February 2023)
OnDemand Class & Review Workshop
$999.00
Select this package if you are sitting for the February 2023 exam. All products and materials are the same for each window, but shipping and release dates differ by window. 
$999.00
May 2023 Exam
Premium Package (May 2023)
OnDemand Class & Review Workshop
$999.00
Select this package if you are sitting for the May 2023 exam. All products and materials are the same for each window, but shipping and release dates differ by window. 
$999.00
August 2023 Exam
Premium Package (August 2023)
OnDemand Class & Review Workshop
$999.00
Select this package if you are sitting for the August 2023 exam. All products and materials are the same for each window, but shipping and release dates differ by window. 
$999.00
November 2023 Exam
Premium Package (November 2023)
OnDemand Class & Review Workshop
$999.00
Select this package if you are sitting for the November 2023 exam. All products and materials are the same for each window, but shipping and release dates differ by window. 
$999.00

Essential Package for the Level I CFA® Exam

The Essential Package turns your self-study path into a guided tour, enhanced by topic assessments, module quizzes, and the SchweserPro™ QBank to increase your content retention.

*Please note, all components may not be available at time of purchase. For more information, see product availability.

What's Included:

Core
Take the guesswork out of your study plan with strategically placed weekly tasks.
Three Checkpoint Exams with questions that mimic the difficulty and format of the actual CFA exam.
Ask questions, and receive answers from an instructor at any time.

Maximize your 300 hours with our JumpStart study materials. Shortly after you complete your CFA® exam, the JumpStart materials will be automatically added to your Learning Management System (LMS) as part of your Study Package. As you are waiting for your exam results, you can leverage these tools to get a jump on preparing for your next CFA exam.  

The JumpStart study materials include:

  • SchweserNotes™ Books 1-5 (online)
  • SchweserNotes™ Videos
  • Limited access to Schweser's online classes
  • Full access to SchweserPro™ QBank (online)
  • Online Topic Quizzes to help you master every topic

After you pass your current exam, you can continue using these study materials and save all the progress you've made (including the work you’ve done in the QBank) by upgrading to a full Schweser Study Package.  


Access our community forum to engage with our experts and other CFA candidates to post questions, find answers, and engage in meaningful discussions throughout your studies.

4 full-length mock exams that simulate the interface, format, and difficulty of the actual CFA exam.

Gauge your mastery of each exam topic by comparing your scores with fellow CFA® candidates.

This compact study tool summarizes key formulas, definitions, and concepts.
Clear, concise study notes and examples that cover every LOS plus questions to check your understanding.

Reference these 40+ hours of recorded videos as you are reading through your SchweserNotes™ books to reinforce your understanding of the material.

The Level I SchweserPro™ QBank prepares you for the CFA exam with thousands of foundational and exam-like questions, custom quizzes, tutorial videos with detailed answer explanations, and performance metrics to pinpoint strengths and weaknesses.
Pass Guarantee
Didn’t pass the exam? Your next study package is on us, free of charge. Terms and conditions apply.

Purchase Options

November 2022 Exam
Essential Package (November 2022)
Self-Study Package
$699.00
Select this package if you are sitting for the November 2022 exam. Shipping and release dates differ by window.
$699.00
February 2023 Exam
Essential Package (February 2023)
Self-Study Package
$699.00
Select this package if you are sitting for the February 2023 exam. Shipping and release dates differ by window.
$699.00
May 2023 Exam
Essential Package (May 2023)
Self-Study Package
$699.00
Select this package if you are sitting for the May 2023 exam. All products and materials are the same for each window, but shipping and release dates differ by window.
$699.00
August 2023 Exam
Essential Package (August 2023)
Self-Study Package
$699.00
Select this package if you are sitting for the August 2023 exam. All products and materials are the same for each window, but shipping and release dates differ by window.
$699.00
November 2023 Exam
Essential Package (November 2023)
Self-Study Package
$699.00
Select this package if you are sitting for the November 2023 exam. All products and materials are the same for each window, but shipping and release dates differ by window.
$699.00

Compare Packages

Live Online Class and Review Workshops Dates and Schedules

Select your exam and expand the list below to show all available class dates and information.

 

August 2022 Exam

November 2022 Exam

Live Online Class - New York Time (November 2022)
SCHEDULE
June 28 - September 27, 2022
LOCATION
Online
INSTRUCTOR

Live Online 3-Day Review Workshop (November 2022)
SCHEDULE
October 14 - 16, 2022
LOCATION
Online
INSTRUCTOR
Adam Hardi

February 2023 Exam

Live Online Class - New York Time (February 2023)
SCHEDULE
September 8 - December 15, 2022
LOCATION
Online
INSTRUCTOR
Live Online 3-Day Review Workshop (February 2023)
SCHEDULE
January 6 - 8, 2023
LOCATION
Online
INSTRUCTOR
Instructor TBD

May 2023 Exam

Live Online Class - New York Time (May 2023)
SCHEDULE
January 3 - April 4, 2023
LOCATION
Online
INSTRUCTOR
Instructor TBD
Live Online 3-Day Review Workshop (May 2023)
SCHEDULE
April 14 - 16, 2023
LOCATION
Online
INSTRUCTOR
Instructor TBD

August 2023 Exam

Live Online Class - New York Time (August 2023)
SCHEDULE
April 6 - July 6, 2023
LOCATION
Online
INSTRUCTOR
Instructor TBD
Live Online 3-Day Review Workshop (August 2023)
SCHEDULE
July 21 - 23, 2023
LOCATION
Online
INSTRUCTOR
Instructor TBD

November 2023 Exam

Live Online Class - New York Time (November 2023)
SCHEDULE
June 20 - September 26, 2023
LOCATION
Online
INSTRUCTOR
Instructor TBD
Live Online 3-Day Review Workshop (November 2023)
SCHEDULE
October 13 - 15, 2023
LOCATION
Online
INSTRUCTOR
Instructor TBD

Explore Kaplan Schweser’s Individual Study Products

If you’re looking to pinpoint a specific area of your study, check out our individual CFA prep products. From concise books that break down the curriculum to thousands of realistic practice questions, exam-simulating mock exams and more, we’ve got absolutely everything you need to elevate your exam readiness.

 

Browse Individual Study Materials

Level I CFA Exam Packages 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.
Our OnDemand class covers all the topical areas as a live class but allows you to learn on your schedule with 50 hours of OnDemand classes. You also get five instructor-led live online workshops providing the opportunity to ask questions and work complicated practice problems.

Our live online classes give you virtual access to our expert instructors regardless of your location. Classes are held at a specified time and recorded for later viewing if you are unable to attend.

Our in-person classes are held in select locations and provide the opportunity for those who learn best in a traditional classroom environment to engage with an expert instructor.
There are a lot of opinions out there on what makes a good study plan—simply because what works for one individual does not mean it will work for another.

We create packages and materials based off of data and insights from the hundreds of thousands of candidates we’ve helped pass the CFA exam over the past 30+ years. The Activity Feed (included in all packages) provides you with strategically placed weekly tasks to form a comprehensive study plan that covers the entire curriculum. We recommend sticking to this plan as closely as possible and using the Performance Metrics to understand which topics you’ve mastered and which need additional practice.

We also recommend using the month prior to exam day strictly for review. Attend a Review Workshop, read Schweser's Secret Sauce®, and take a mock exam to gauge your readiness.

The Premium Package is our recommended package. We’ve spent the last 30 years understanding what makes CFA Program candidates successful and improving our offerings to align with those needs. The Premium Package includes our most important tools and it is designed in accordance with how candidates prefer to study.

No two candidates are alike, which is why we also offer the PremiumPlus™ and Essential Packages. The PremiumPlus™ package was designed for candidates who enter the CFA Program without an extensive background in investments or finance and prefer a structured class. The Essential Package is perfect for the candidate that has a strong understanding of the curriculum but needs to learn and/or refresh themselves with the curriculum.

Need help deciding if a self-study or instruction package is right for you?

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