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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
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.
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.  


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

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.
40+ hours of recorded videos to help review class 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

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

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
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.  


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

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.
40+ hours of recorded videos to help review class 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

February 2022 Exam
Essential Package (February 2022)
Self-Study Package
$699.00
Select this package if you are sitting for the February 2022 exam. Shipping and release dates differ by window.
$699.00
May 2022 Exam
Essential Package (May 2022)
Self-Study Package
$699.00
Select this package if you are sitting for the May 2022 exam. Shipping and release dates differ by window.
$699.00
August 2022 Exam
Essential Package (August 2022)
Self-Study Package
$699.00
Select this package if you are sitting for the August 2022 exam. Shipping and release dates differ by window.
$699.00
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

Compare Packages

Want to add live instruction and review to your study plan?

If you want direct interaction with an instructor and the structure of a live class, our PremiumPlus™ Package is right for you. This package offers all the same tools and materials as our Premium Package but includes our Live Online Class and Live Online Workshop.

 

Get the PremiumPlus™ Package

 

Click here to view 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 »

Access to your February Level I 2022 online materials expires on March 31, 2022.

Access to your May Level I 2022 online materials expires on June 30, 2022.

Access to your August Level I 2022 online materials expires on September 30, 2022.

Access to your November Level I 2022 online materials expires on December 31, 2022.

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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