Nothing in life is guaranteed. That’s why we offer PassProtection™. We’re so confident that your dedication and our study materials will help you pass the CFA exam that should you need a second chance, we’ll pay for your entire Essential, Premium, or Ultimate exam prep package for your next exam sitting.
To be eligible for a free CFA exam prep package, you must meet the following criteria:
Have previously purchased an Essential, Premium, or Ultimate Package.
Are registered to retake your CFA exam after a failed attempt OR you have an approved exam deferral through CFA Institute.
If you meet these criteria, you qualify for one of the following offers:
Receive the same online study package materials as included with the prior exam prep package purchased free of charge for your next exam sitting. This also applies to any add-on products purchased when you bought your initial exam prep package, including: SchweserNotes Audio MP3; Flashcards; Schweser’s Secret Sauce® (for Essential package purchases only); Mock Exam 5; Mock Exam 6; 1-Day Item Set Review Workshops (Level II only); and 1-Day Essay Writing Workshops (Level III only).
Receive updated online materials based on the prior exam prep package purchased if you are retaking the exam in the next curriculum year, or if your exam has been deferred into the next curriculum year.
Receive updated print materials based on the prior exam prep package purchased if you are retaking the exam in the next curriculum year, or if your exam has been deferred into the next curriculum year. For printed materials, you only need to pay $49 plus shipping.
If you initially purchased an Essential package, you are eligible to upgrade to a Premium package for $149 plus shipping (retail starting at $1,099), which gives you access to online expert-led instruction and review. Or you can get access to Live Online and OnDemand instruction and review, plus the full suite of Schweser study tools, by upgrading to an Ultimate package for $299 plus shipping (retail starting at $1,499). If you initially purchased a Premium package, you are eligible to upgrade to an Ultimate package for $149 plus shipping (retail starting at $1,499).
Please Note: If you qualify for one of these offers but the prior exam prep package that you purchased is no longer available for a future curriculum year, you will be awarded the nearest equivalent exam prep package.
You are eligible to receive PassProtection™ up to 36 months after your initial study package purchase. If it has been more than 36 months since your initial study package purchase, you may still qualify for a discount under PassProtection™.
For the discount to be applied, Kaplan Schweser must receive proof of your CFA® exam registration for the same level. Your order will not be processed until this written documentation is both received and verified by Kaplan Schweser.
Redeem or see if you qualify for the PassProtection™ discount by contacting our Customer Service team. Please note: All PassProtection™ orders must be facilitated by our Customer Service team; online orders for the PassProtection™ discount will not be accepted.
*Terms and Conditions: Excludes the Basic package. This offer cannot be used in conjunction with other discounts or promotions, cannot be retroactively applied to purchases prior to the effective date of PassProtection™ and is not transferrable or redeemable for cash value.
Get PassProtection™ with one of Kaplan Schweser's CFA study packages.
Free Trial Offer: One (1) free trial per user shall apply. Access to free trial of CFA prep valid for 7 days. Access period begins upon the first day of log in and must be initiated within 300 days of initial access. Cannot be combined with any other promotion or offer. Kaplan reserves the right to discontinue at any time.
PassProtection™: Terms and conditions apply. Visit https://www.schweser.com/cfa/pass-protection for more information.
Most Recommended: This is one of the findings of a quantitative survey conducted by Kaplan between April 1 and October 31, 2023. For this survey, a sample of 272 CFA Candidates were interviewed online in English. The survey was fielded to subscribers of 300Hours.com.
Most Used Online Forum Hosted by CFA Exam Prep Providers: Based on Kaplan North America research for comparable CFA exam preparation programs as of February 2025.
95% Recommendation Rate: This is one of the findings of a quantitative survey conducted by Kaplan between April 1 and October 31, 2023. For this survey, a sample of 272 CFA Candidates was interviewed online in English. The survey was fielded to subscribers of 300Hours.com.
Helped 700,000+ Candidates Prep for Exams: Net purchases of study packages containing the printed SchweserNotes™ bookset from 2008 through winter 2024 (less 2020).
Only CFA Provider Offering In-Person Mock Exams at Actual CFA Test Centers: Based on Kaplan North America research for comparable CFA exam prep providers as of May 2025.
Leader in CFA Prep: These are the findings of a quantitative survey conducted by Kaplan between June 30 and August 30, 2021. For this survey, a sample of 313 U.S. CFA Level I and Level II candidates was interviewed online. The survey was fielded to subscribers of 300Hours.com and AnalystForum.com.
Only Online Forum with Content from CFA® Faculty Experts: Based on Kaplan North America research for comparable CFA exam preparation programs as of February 2025.
Kaplan Schweser is a CFA Institute Prep Provider. Only CFA Institute Prep Providers are permitted to make use of CFA Institute copyrighted materials, which are the building blocks of the exam. We are also required to update our materials every year and this is validated by CFA Institute.
Our products and services substantially cover the relevant curriculum and exam and this is validated by CFA Institute. In our advertising, any statement about the numbers of questions in our products and services relates to unique, original, proprietary questions. CFA Institute Prep Providers are forbidden from including CFA Institute official mock exam questions or any questions other than the end of reading questions within their products and services.
CFA Institute does not endorse, promote, review, or warrant the accuracy or quality of the product and services offered by Kaplan Schweser. CFA Institute®, CFA® and "Chartered Financial Analyst®" are trademarks owned by CFA Institute.
Terms and Conditions: 10% off applies to Premium Study Packages for the Level I, Level II, and Level III CFA® exam only. To redeem online, enter code Early10 at checkout. This offer cannot be used in conjunction with other discounts or promotions, cannot be applied to previous purchases, and is not redeemable for cash value. Offer begins May 4, 2026, and expires May 28, 2026, at 11:59 pm CT.
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