Attend class on your own schedule with in-depth video lectures covering every topic in the CFA ® Program curriculum. The OnDemand class also includes five live online workshop sessions, providing you the opportunity to ask questions and work through complex practice problems with your instructor.

OnDemand Review Workshop

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.

Schweser's Secret Sauce ®

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.

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.

Determine your strengths and weaknesses in every CFA Program curriculum topic area.

Ask questions, and receive answers from an instructor at any time.

Online Practice Exams (4 Exams)

4 Full-length online practice exams to help you perform on exam day.

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.

SchweserNotes ™ Videos

40+ hours of recorded videos to help review class material.

SchweserPro ™ QBank—NEW

The new Level I SchweserPro™ QBank prepares you for the CFA exam with thousands of exam-like questions and custom quizzes, tutorial videos with detailed answer explanations, and performance metrics to pinpoint strengths and weaknesses.

Schweser's PassProtection ™

Didn’t pass the exam? Your next study package is on us, free of charge. Terms and conditions apply .

OnDemand or Live Online Class

OnDemand Class Attend class on your own schedule with in-depth video lectures covering every topic in the CFA ® Program curriculum. The OnDemand class also includes five live online workshop sessions, providing you the opportunity to ask questions and work through complex practice problems with your instructor. 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.

Review Workshop Option

3-Day Live Online Review Workshop 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. Select this option in the cart. 3-Day In-Person Review Workshop 3 full days of in-person review designed to leave no exam-day surprises. Our experts answer your questions, review the curriculum, and solve practice problems. In-Person Review Workshops are available in select locations. Select this option in the cart. 5-Day In-Person Review Workshop Cover more topics, solve more problems, and answer more questions with 5 full days of in-person review. The 5-Day Review Workshop is only available in New York. Select this option in the cart.

Schweser's Secret Sauce ®

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.

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.

Determine your strengths and weaknesses in every CFA Program curriculum topic area.

Ask questions, and receive answers from an instructor at any time.

Online Practice Exams (4 Exams)

4 Full-length online practice exams to help you perform on exam day.

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.

SchweserNotes ™ Videos

40+ hours of recorded videos to help review class material.

SchweserPro ™ QBank—NEW

The new Level I SchweserPro™ QBank prepares you for the CFA exam with thousands of exam-like questions and custom quizzes, tutorial videos with detailed answer explanations, and performance metrics to pinpoint strengths and weaknesses.

Schweser's PassProtection ™

Didn’t pass the exam? Your next study package is on us, free of charge. Terms and conditions apply .

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.

Determine your strengths and weaknesses in every CFA Program curriculum topic area.

Ask questions, and receive answers from an instructor at any time.

Online Practice Exams (4 Exams)

4 Full-length online practice exams to help you perform on exam day.

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.

SchweserNotes ™ Videos

40+ hours of recorded videos to help review class material.

SchweserPro ™ QBank—NEW

The new Level I SchweserPro™ QBank prepares you for the CFA exam with thousands of exam-like questions and custom quizzes, tutorial videos with detailed answer explanations, and performance metrics to pinpoint strengths and weaknesses.

Schweser's PassProtection ™

Didn’t pass the exam? Your next study package is on us, free of charge. Terms and conditions apply .

How do I access my online tools?

After your purchase, you receive a prompt to either log in or create a new account for our LMS. This is where you access all of your study tools. You can also access your tools by selecting the Sign In button on the top bar of your screen or clicking the link below: Sign In »

How long is my online access to study materials?

Access to your 2021 online materials expires on November 30, 2021.

What are my eBook options?

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 .

What is the difference between OnDemand, live online, and in-person classes?

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.

What is the most effective study plan for Level I of the CFA ® exam?

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 the 3-day Review Workshop, read Schweser's Secret Sauce ® , and take a mock exam to gauge your readiness. How to Prepare an Effective Study Plan »

What study package do you recommend?

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? Get Tips from an Expert »

Level I CFA^® Exam Study Packages

Level I Study Packages

Level I of the CFA^® exam tests knowledge and comprehension of investment tools and ethical and professional standards. The curriculum mainly 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 43% of candidates passing. Our packages combine multiple study tools to help you learn the material and apply your knowledge to exam questions. Choose one of Kaplan Schweser's industry leading study packages below or compare your package options.

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 Practice Exams to measure your readiness for the actual CFA exam.

What's Included:

Instruction

Review

Core

Pass Guarantee

Purchase Options

May Exam

Premium Package (May 2021)

OnDemand Class & Review Workshop

$999.00

July Exam

Premium Package (July 2021)

OnDemand Class & Review Workshop

$999.00

August Exam

Premium Package (August 2021)

OnDemand Class & Review Workshop

$999.00

November Exam

Premium Package (November 2021)

OnDemand Class & Review Workshop

$999.00

PremiumPlus^™ Packages for the Level I CFA^® Exam

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.

What's Included:

Instruction

Review

Core

Pass Guarantee

Purchase Options

May Exam

PremiumPlus Package - Live Online Class & 3-Day Review Workshop (May 2021)

$1,598.00

PremiumPlus Package - OnDemand Class & 3-Day Review Workshop (May 2021)

$1,299.00

August Exam

PremiumPlus Package - Live Online Class & 3-Day Review Workshop (August 2021)

$1,598.00

PremiumPlus Package - OnDemand Class & 3-Day Review Workshop (August 2021)

$1,299.00

November Exam

PremiumPlus Package - Live Online Class & 3-Day Review Workshop (November 2021)

$1,598.00

PremiumPlus Package - OnDemand Class & 3-Day Review Workshop (November 2021)

$1,299.00

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.

What's Included:

Core

Pass Guarantee

Purchase Options

May Exam

Essential Package (May 2021)

Self-Study Package

$699.00

July Exam

Essential Package (July 2021)

Self-Study Package

$699.00

August Exam

Essential Package (August 2021)

Self-Study Package

$699.00

November Exam

Essential Package (November 2021)

Self-Study Package

$699.00

Compare Packages

Live Online and Review Workshops Dates and Schedules

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

May 2021 Exam

August 2021 Exam

November 2021 Exam

View class options outside of the United States

Customize Your Study Plan

With Individual Study Tools.

SchweserPro^™ QBank

$199

Prepare with thousands of exam-like questions, custom quizzes, tutorial videos, detailed explanations, and performance metrics.

Learn More

SchweserNotes^™

$399

More than just textbooks. This 5-volume set breaks down the CFA Program curriculum into bite-sized segments that help you learn and retain the Learning Outcome Statements.

Learn More

Secret Sauce^®

$149

Knowing the curriculum is only half of the equation to success. Learn exam-day strategies and receive guidance on how to pass the CFA exam.

Learn More

Classes

Starting at $699

Attend classes on your schedule with OnDemand lectures or structure your study plan with interactive Live Online or In-Person Classes.

Learn More

Level I CFA® Exam Study Packages

Level I Study Packages

Premium Package—Now With Review!

Premium Packages for the Level I CFA® Exam

What's Included:

Package FAQs »

Purchase Options

May Exam

July Exam

August Exam

November Exam

PremiumPlus™ Package

PremiumPlus™ Packages for the Level I CFA® Exam

What's Included:

Package FAQs »

Purchase Options

May Exam

August Exam

November Exam

Essential Package

Essential Package for the Level I CFA® Exam

What's Included:

Package FAQs »

Purchase Options

May Exam

July Exam

August Exam

November Exam

Compare Packages

Live Online and Review Workshops Dates and Schedules

May 2021 Exam

August 2021 Exam

November 2021 Exam

View class options outside of the United States

Customize Your Study Plan

SchweserPro™ QBank

SchweserNotes™

Secret Sauce®

Classes

View All Study Tools

Level I CFA Exam Packages FAQs

How do I access my online tools?

How long is my online access to study materials?

What are my eBook options?

What is the difference between OnDemand, live online, and in-person classes?

What is the most effective study plan for Level I of the CFA® exam?

What study package do you recommend?

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Level I CFA^® Exam Study Packages

Premium Packages for the Level I CFA^® Exam

PremiumPlus^™ Package

PremiumPlus^™ Packages for the Level I CFA^® Exam

Essential Package for the Level I CFA^® Exam

SchweserPro^™ QBank

SchweserNotes^™

Secret Sauce^®

What is the most effective study plan for Level I of the CFA^® exam?