Our offices and warehouse will be closed on Monday, July 4th in observance of Independence Day. This may cause a delay in shipping printed materials. Technical Support will be available via email at kfeducation@kaplan.com during business hours. We look forward to serving you when we return Tuesday, July 5th.

Compare Level I Study Packages

PremiumPlus™ Package
Starting at $1,299.00
RECOMMENDED
Premium Package
$999.00
Essential Package
$699.00
Instruction
Learn from expert instructors on your own schedule with in-depth video lectures covering every topic in the Level I CFA® Program curriculum.
Instruction
Learn from expert instructors on your own schedule with in-depth video lectures covering every topic in the Level I CFA® Program curriculum.
CFA - OnDemand Class not 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.
Includes CFA - OnDemand Class
Instruction
Learn from expert instructors on your own schedule with in-depth video lectures covering every topic in the Level I CFA® Program curriculum.
CFA - OnDemand Class not included

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 Prepare with a scheduled live class online and then have access to an archived version of the class to review anytime, anywhere.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.

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 Prepare with a scheduled live class online and then have access to an archived version of the class to review anytime, anywhere.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.

Includes CFA - Live Online or OnDemand Class

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.

CFA - Live Online or OnDemand Class not included

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.

CFA - Live Online or OnDemand Class not included
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. 
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. 
Includes CFA - 3-Day Live Online Review Workshop
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. 
CFA - 3-Day Live Online Review Workshop not included
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. 
CFA - 3-Day Live Online Review Workshop not included
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.
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.
CFA - OnDemand Review Workshop not included
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.
Includes CFA - 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.
CFA - OnDemand Review Workshop not included
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 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.
Includes CFA - 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.
Includes CFA - 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.
CFA - Schweser's Secret Sauce not included
Core
Take the guesswork out of your study plan with strategically placed weekly tasks.
Core
Take the guesswork out of your study plan with strategically placed weekly tasks.
Includes CFA - Activity Feed
Core
Take the guesswork out of your study plan with strategically placed weekly tasks.
Includes CFA - Activity Feed
Core
Take the guesswork out of your study plan with strategically placed weekly tasks.
Includes CFA - Activity Feed
Three Checkpoint Exams with questions that mimic the difficulty and format of the actual CFA exam.
Three Checkpoint Exams with questions that mimic the difficulty and format of the actual CFA exam.
Includes CFA - Checkpoint Exams
Three Checkpoint Exams with questions that mimic the difficulty and format of the actual CFA exam.
Includes CFA - Checkpoint Exams
Three Checkpoint Exams with questions that mimic the difficulty and format of the actual CFA exam.
Includes CFA - Checkpoint Exams
Ask questions, and receive answers from an instructor at any time.
Ask questions, and receive answers from an instructor at any time.
Includes CFA - InstructorLink
Ask questions, and receive answers from an instructor at any time.
Includes CFA - InstructorLink
Ask questions, and receive answers from an instructor at any time.
Includes CFA - InstructorLink

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.  


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.  


Includes CFA - JumpStart

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.  


Includes CFA - JumpStart

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.  


Includes CFA - JumpStart

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.

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.

Includes CFA - Kaplan Schweser Community

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.

Includes CFA - Kaplan Schweser Community

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.

Includes CFA - Kaplan Schweser Community

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

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

Includes CFA - Mock Exams 1-4

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

Includes CFA - Mock Exams 1-4

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

Includes CFA - Mock Exams 1-4
This compact study tool summarizes key formulas, definitions, and concepts.
This compact study tool summarizes key formulas, definitions, and concepts.
Includes CFA - QuickSheet
This compact study tool summarizes key formulas, definitions, and concepts.
Includes CFA - QuickSheet
This compact study tool summarizes key formulas, definitions, and concepts.
Includes CFA - QuickSheet
Clear, concise study notes and examples that cover every LOS plus questions to check your understanding.
Clear, concise study notes and examples that cover every LOS plus questions to check your understanding.
Includes CFA - SchweserNotes
Clear, concise study notes and examples that cover every LOS plus questions to check your understanding.
Includes CFA - SchweserNotes
Clear, concise study notes and examples that cover every LOS plus questions to check your understanding.
Includes CFA - SchweserNotes

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

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

Includes CFA - SchweserNotes Videos

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

Includes CFA - SchweserNotes Videos

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

Includes CFA - SchweserNotes Videos
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.
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.
Includes CFA Level I - SchweserPro QBank
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.
Includes CFA Level I - SchweserPro QBank
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.
Includes CFA Level I - SchweserPro QBank
Pass Guarantee
Didn’t pass the exam? Your next study package is on us, free of charge. Terms and conditions apply.
Pass Guarantee
Didn’t pass the exam? Your next study package is on us, free of charge. Terms and conditions apply.
Includes CFA - Schweser's PassProtection
Pass Guarantee
Didn’t pass the exam? Your next study package is on us, free of charge. Terms and conditions apply.
Includes CFA - Schweser's PassProtection
Pass Guarantee
Didn’t pass the exam? Your next study package is on us, free of charge. Terms and conditions apply.
Includes CFA - Schweser's PassProtection
August 2022 Exam
November 2022 Exam
February 2023 Exam
May 2023 Exam
August 2023 Exam
November 2023 Exam
August 2022 Exam
November 2022 Exam
February 2023 Exam
May 2023 Exam
August 2023 Exam
November 2023 Exam
August 2022 Exam
November 2022 Exam
February 2023 Exam
May 2023 Exam
August 2023 Exam
November 2023 Exam

  Back to Packages

Explore Schweser’s Individual Study Products 

If you’re looking to bolster your study plan, check out our exam prep products page. We’ve got absolutely everything you need to prepare for and pass the CFA exam.

 

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 »

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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