Overview

The Essential Package turns your study plan into a guided tour, enhanced by SchweserNotes™, topic assessments, module quizzes, the SchweserPro™ QBank, and 45+ hours of expert Instruction to increase your content retention.

Core online study tools
Core online study tools

To help you learn the material, practice exam-like questions, and assess how you perform.

OnDemand Masterclasses
OnDemand Masterclasses

That leverage expert instructors to teach the CFA Program curriculum through engaging lectures and exam-based applications.

Community forum
Community forum

To get accurate answers and engage in meaningful discussions with experts and other CFA candidates.

Schweser’s PassProtection™
Schweser’s PassProtection™

Nothing in life is guaranteed. That’s why we offer PassProtection™. We’re so confident that with your dedication and our study materials, you’ll have no problem passing the CFA Program exam. But, should you need a second chance, we’ll pay for your online exam prep package for your next exam sitting.

What's included

Study Notes

SchweserNotes™

This 5-volume set of clear, concise CFA study notes provides a more focused and efficient exam prep experience. Covering every exam topic in the CFA curriculum, SchweserNotes™ includes realistic examples and practice quizzes to help you retain vital information.

Essential Package includes digital books only.

Instruction

CFA Institute Question Review Videos

4+ hours of in-depth CFA videos walk you through the end-of-reading questions from the CFA Institute Program curriculum. You’ll get expert advice and strategies from CFA instructors as they guide you through the questions.

Masterclass (OnDemand)

After you’ve finished your learning assignments for a specific topic of the curriculum, your Masterclass ensures you have a strong grasp on the topic. Led by Schweser’s expert instructors, you get 45+ hours of online instruction that reinforces your studies and ensures you’re ready to move on to the next topic. This package includes a two-volume set of Masterclass Workbooks containing content, examples, and practice equations to guide you through the lectures and serve as a reference during review. Available from anywhere with the Kaplan Schweser app.

Core

Activity Feed

Take the guesswork out of your study plan with strategically placed weekly tasks that adjust to your customised study calendar.

Module Videos

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

Mock Exams

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

Checkpoint Exams

You will be prompted to take three Checkpoint Exams as you work your way through the Study Program. These checkpoint questions mimic the difficulty and format of the actual CFA exam.

QuickSheet (ebook)

Prepare for the CFA exam on the go! This compact study tool summarises key formulas, definitions and concepts.

Kaplan Schweser Community

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

Prerequisite Content

Portions of the Quantitative Methods, Economics, and Financial Statement Analysis exam topics are designated as prerequisite knowledge for the CFA Level I curriculum. Schweser summarised this prerequisite content for you and delivers it via our SchweserNotes™ and SchweserPro™ QBank study tools (online format only).

Performance Tracker

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

SchweserPro™ QBank

The Level I SchweserPro™ QBank prepares you for the CFA exam with 2,600+ foundational and exam-like questions, custom quizzes, tutorial videos with detailed answer explanations, and performance metrics to pinpoint strengths and weaknesses.

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.

Review

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 Review Workshop (OnDemand)*

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.

Pass guarantee

PassProtection™

Nothing in life is guaranteed. That’s why we offer PassProtection™.  We’re so confident that with your dedication and our study materials, you’ll have no problem passing the CFA Program exam. But, should you need a second chance, we’ll pay for your online exam prep package for your next exam sitting.

Learn more about PassProtection™.

Frequently asked questions

Do products expire?

Access to online products varies by exam window. Please see our FAQs for more information regarding access to online materials and expiry dates.

What are my eBook options?

Ebook versions are available for SchweserNotes™, Secret Sauce®, and QuickSheet. Learn more about our ebooks, accessed through VitalSource®, on our FAQs page.

When will get my order?

Our product release dates are dependent on Product Availability. For physical products, see information about shipping on our FAQs page.