Choosing the right CFA study material is the single most important decision you will make on your journey towards becoming a Chartered Financial Analyst.
You will be spending hundreds of hours studying, so it’s crucial to find the course that best fits your learning style and background.
So here’s the good news – we have researched and reviewed every major online CFA exam prep course on the market so you don’t have to! The comparison chart below will help you determine which course best fits your needs.
*This chart reflects the features from the CFA Level 1 online course offerings from each company.
Wiley CFA Review (Rank: #1)
OVERALL RATING: ★★★★★
Unlimited Access: You have unlimited access to Wiley CFA course materials. Not only do you have access to the course until you pass, all online content updates and software upgrades are free. These are great features for a CFA course; most other companies are not so generous and access typically ends on exam day.
Bite-Sized Lessons: Wiley knows that there is a ton of material to cover for the CFA Exam, which is why this course is organized into clear and concise lessons. Shorter lessons allow you to stay engaged, retain more information for a longer period of time, and better monitor your progress.
Exam Planner: If you are worried about how to cover all of the course material in time, don’t be! Wiley’s Exam Planner allows you to enter the date of your exam and will provide you with a customized study plan so you’ll know what to study each day until the test.
Mobile Device Friendly: This course is optimized for tablet use and allows you to study from a smartphone or other mobile device. Lessons on your devices are synchronized, so you can pick up wherever you left off from any device. Nothing beats the convenience of studying at home, at work, or while you are commuting to get in those crucial 300 study hours.
Quality Material: Wiley’s continuous content updates mean that you are always getting the most recent, relevant content for the CFA Level 1 Exam. Top-notch lectures by experienced instructors, excellent written guides, and the inclusion of every Learning Outcome Statement (LOS) in the CFA exam curriculum make this one of the most comprehensive courses on the market.
Bite-Sized Video Lectures: The instructors short and to-the-point video lectures only average about 10 minutes each! You’ll have access to 40+ hours of instruction per level that have been broken down into more manageable chunks of time so you can learn and retain information more efficiently.
Topic Mastery Feedback: Our Topic Mastery report provides feedback assessing your preparation for your next CFA Level I exam. Topic Mastery serves as a guide to your preparation. We encourage candidates to dedicate more time to topics that need more improvement. With Topic Mastery, you can study more efficiently.
Fast Loading Speed: Adapt Prep has worked hard to make the their course software and videos load faster in terms of response time. They’ve added additional databases and servers to ensure that you won’t be bogged down due to video buffering or lag time. As we tested out their course we were amazed at how quickly the software performs.
Affordable Price: AdaptPrep CFA is the best bang for your buck prep course on the market. Their Complete course package costs less than half as much as the industry average making them the most affordable comprehensive CFA study materials you will find anywhere.
Top-Rated Instructors: The instructors with this course are top-rated and extremely knowledgeable. Because of this expertise, everything you’re going to learn is in line with the latest tips and tricks that are available to anyone studying for the CFA. The tutoring services that Bloomberg provides are what puts this course over the top, as it’s something that many other companies do not offer.
Two-Week Trial: While some test prep companies pat themselves on the back for a one-week trial, or even just three days, Bloomberg CFA grants you two-week access to their course. This is an exceptionally long trial period, as you should be able to determine whether or not this content lines up with your learning type within that period.
Adaptive Learning Technology: Bloomberg uses state-of-the-art technology to give you a great learning experience. After an initial assessment period, the course will figure out which of the areas are troubling you, and adjust your study plan accordingly. While other courses may have adjustment mechanisms, Bloomberg’s is among the best in this regard.
Dashboard: Because Bloomberg has resources that aren’t available to many prep companies, its technology is above and beyond that of any of its competition. The dashboard in this CFA review course is unparalleled, as it comes with an aesthetically pleasing home page, great web design throughout, and easy-to-navigate headers and dropdown menus.
Extensive Question Bank: Apptuto gives you access to 3,000+ questions and detailed explanations. All questions are written by CFA qualification holders. Their unique Similar Question Generator allows you to work on exactly those questions you need to practice the most.
Number of Customizable Practice Tests: Create as many practice tests as you want with questions chosen from specific readings, by question-type or difficulty level and then decide how they should be weighted on your practice exam. Check your performance on tests on the course dashboard while you track your progress in the course and see how you measure up against your peers.
Advanced Course Analytics: The course dashboard provides detailed feedback on your performance. Check your overall proficiency, progress points, leaderboard ranking, your medals or achievements, the number of questions you’ve attempted, and the percentage of questions you’ve answered correctly, all from one central location. Performance Graphs also chart your weekly test scores.
Live-Online Courses: Apptuto now offers Live-Online courses for CFA Level 1 and II exams and plan to release Level 3 in early 2017. Their Premium Course offers 54 hours of live-online CFA classes over an 18 week period and includes 1 on 1 coaching with the instructor as well as a 100% Pass Guarantee. You also have the option to take the Intense course which includes over 100 hours of live instruction.
Online Learning Portal: With Fitch Learning CFA, you get access to a great learning portal that features more than 120 hours of recorded video lessons, progress tests, and progress tracking that determines strengths and weaknesses. A study planner helps guide you through the course.
Instructor Support: International faculty around the globe and 24/7 access to the help desk guarantees that you will receive prompt answers to your questions, regardless of time zone. Mentors also regularly check in with you to ask how the course is going.
Money-Back Guarantee: Fitch Learning offers a 100% money back guarantee if you do not pass the exam after meeting certain milestones. Only CFA Level I students are eligible for the guarantee, so be sure to check out the full list of requirements on their website.
Mobile App: A mobile app allows you to access key course features on the go. It is available in both the iTunes and Google Play stores. Course content can be searched and downloaded in advance for offline studying. This allows busy professionals to study for the CFA exam anywhere they go from their smartphone or tablet, whenever they have a few minutes.
Practice Tests: Kaplan Schweser offers 6 full practice exams and 4,000 practice questions that are very similar to those on the exam. Practice exams are great for gauging your progress and this course gives you numerous opportunities to put in a lot of practice before test day.
Updated Content: This course is updated every year as the CFA continues to evolve, which means that course materials will closely match what you see on the exam. You won’t waste your time on material or questions that may not appear on this year’s exams.
Instructor Support: Even with the Kaplan Schweser Self-Study package, you are not left to fend for yourself if you have questions about the material or need additional clarification. You can connect with a CFA instructor during specific office hours and receive guidance on more difficult concepts.
No Money Back Guarantee: If you purchase a premium study package but do not pass the CFA exam, you will be able to retake the course at a 50% discount, but no refund is available.
Wiley CFA Review has combined forces with Elan Guides in a recent business acquisition to offer one of the best CFA courses on the market. Their comprehensive CFA review course comes with unlimited access to all their study materials so you never have to worry about them expiring.
Wiley CFA is optimal for you if you want the flexibility of studying on the go from various mobile devices, including tablets and smartphones. Wiley’s lectures are broken down into small “bite-size” lessons which make the learning material easy to digest. Their course uses cutting edge technology to help students study smarter, not harder.
1. Unlimited Course Access
Wiley CFA course materials come with unlimited access, so you never have to worry about expiration dates. You have access to the course until you pass the exam and all course content updates and software upgrades are free. These are great features for a CFA course; most competitors restrict use to a specific time frame.
2. Mobile Device Friendly
Wiley CFA Review is optimized for tablet use and allows you to study on the go. You can work through lessons on various mobile devices that are synched so you can switch between them and pick up exactly where you left off each time you log in. Videos can be streamed from iPads, iPhones, Android and other mobile devices.
3. Bite-Sized Lessons
There is a huge amount of material to cover for the CFA Exam. Fortunately, Wiley has organized it all into clear and concise lessons. Shorter lessons allow you to stay more engaged, retain more information, and monitor your progress. Wiley allows you to cover most lessons in approximately 30 minutes, so you can easily fit short study sessions into your schedule.
4. Exam Study Planner
With Wiley’s adaptable Exam Planner, you can enter the date of your exam and it will provide you with a customized study plan so you know exactly what to study each day. This takes the guesswork out of how much time you should spend studying for the exam.
5. Free Trial
You can go to Wiley’s website and try the online study materials for 24 hours for free. Your email and password will give you access to the exam planner, short lessons and video lectures, the study text, practice exams, practice questions, and performance metrics, so you can try it before you buy it. A free pop quiz and eBook on how to pass the CFA exam are also available under the CFA Program Resources tab.
Wiley offers a number of discounts. This makes their courses a better bang for your buck. Show Coupon
Extensive Number of Course Options
Although it is nice to be able to customize the exact study plan that works best for you, the website offers 5 different courses (platinum, gold, silver, self study, and 11th hour) for the level 1 and level II CFA exams, along with a series of optional supplements and add-ons that may be bought separately for an additional fee. You will have to consider price, your schedule, and how much preparation you think you need in order to determine which course is best for you.
Wiley’s CFA exam prep materials are aimed at busy working professionals. These courses are ideal for audio visual learners who are looking for a comprehensive yet flexible course. The lessons are taught by experienced instructors and are designed to make studying efficient and effective.
Study materials include a study text, proficiency questions, flashcards, and task-based simulations. The course covers every Learning Outcome Statement (LOS) in the CFA program curriculum, and the LOS tracker allows you to flip to the page on which each relevant concept is explained.
The idea is that you should be able to complete a short lesson that consists of a video, reading a study text, and answering a few assessment questions on your lunch break or in a 30-45 minute study session whenever you can squeeze it into your day.
The built-in performance metrics indicate when you are ready to take the exam, so it is a huge plus that the course materials do not expire. You can simply keep reviewing course material until you are ready to take and pass the CFA exam.
Wiley CFA offers a comprehensive and portable way to prepare for the Level I and Level II CFA exams on your own terms. The bite-sized lessons fit into even the busiest of schedules, and the ability to use the course as long as you need it is a nice bonus. These courses allow you to study from anywhere with your tablet or smartphone, watch videos that contain whiteboard explanations with worked examples, and review more than 2,500 practice questions that are very similar to the types of questions asked on the exam.
Your progress is updated and synchronized so that you never have to repeat a lesson or try to figure out where you left off. If you are looking for a comprehensive and flexible CFA review course that gets results, look no further. Be sure to use this Coupon Code to save 10% off all Wiley CFA review courses today!
AdaptPrep CFA is quickly gaining popularity as a time efficient and tech-savvy way to study for the CFA exam. The company has completely redesigned its prep materials and platform to focus on speed and efficiency.
You can choose from “Complete”, “Practice,” or “Learn” for Level I and Level II. You can choose to receive a “Mock Exam” for Level III. A full suite of Level III materials are being developed for the June 2017 sitting.
Their adaptive learning technology and Progress Tracker keeps you focused on the essentials, and the new platform was designed to load quickly, especially during the busy weeks before the CFA exam when many students are trying to study at the same time.
AdaptPrep’s affordable prices are well below the industry average and make it even more attractive if you are on a tight budget.
1. Streamlined and User-Friendly Platform
This course cuts right to the chase because there are no distractions on the course dashboard. You can choose from three options: “Learn,” “Review,” or “Practice” for Level I, Level 2 and Level 3 of the CFA exam.
Readings that accompany the video lectures are located in the same module as the videos and can be downloaded and printed as a PDF. You can click on the reading from the electronic manual and then watch the related videos from one central location.
Readings and lectures are grouped by topic area so that you can easily target those areas that need the most review. The mobile version is even easier to navigate, which brings us to our next pro:
2. Fully Compatible With Mobile Devices
AdaptPrep CFA is designed to accommodate mobile users. There is no need for an app because you can upload the course right from your browser. The mobile version is perfect for busy professionals as the interface works very well on smartphones, the audio is crystal clear, and the graphics are relevant and memorable.
Customizable quizzes are easy to access from your mobile device or smartphone as well. Just select the sections you want to test yourself on and the quiz will contain practice questions that apply to those topics. Score your exam and find out which answer was the correct choice and why.
3. Course is Designed to Load Quickly
AdaptPrep has worked hard to make the site faster in terms of response time. By adding additional databases and servers to create redundancy, Adapt Prep ensures that you won’t be slowed down by the sudden spike in users in the last few weeks before your exam.
The videos we watched loaded and played without slowdowns or buffering and exams were scored quickly. You can take advantage of the offline mode if you have already started watching the videos or taking an exam, however, you’ll have to reconnect to the internet in order to have it graded.
4. Very Short Video Tutorials
Mike Carmody’s short and to-the-point instructional videos only last about 10 minutes each! You’ll have access to 40+ hours of instruction per level that have been broken down into more manageable chunks of time so you can learn and retain information more efficiently.
Carmody is an experienced and engaging instructor who focuses on the most essential material. With his instruction you’ll be able to gain a solid understanding while still having enough time to tackle a large number of practice questions in the test bank.
A split screen with his lecture on the left allows for graphics and animations on the right that emphasize the most important information to remember. Questions are worked out by the instructor in the videos on an easy-to-read, typed screen. Many practice questions are accompanied by video explanations of the correct answer.
5. Topic Mastery Feedback
AdaptPrep’s Topic Mastery report provides feedback assessing your preparation for your next CFA Level I exam. Predicted Scores range between 0%-100% for each topic, consistent with the CFA Institute grading. Scores above 70% are presented in green, scores between 50%-70% in yellow, and scores below 50% in red.
Topic Mastery estimates your score Prediction Range on a topic once you’ve answered 10 practice questions on that topic, and then after each quiz you take on that topic. Once you’ve completed at least one quiz in all 10 topics, we calculate a Prediction Range for your score on the entire exam.
Topic Mastery serves as a guide to your preparation. The CFA exams are broad in scope, and understanding the concepts in the syllabus thoroughly is essential. We encourage you to dedicate more time to topics that need more improvement. With Topic Mastery, you can study more efficiently and master the CFA exam.
6. Ongoing Development and Features
AdaptPrep has many more innovations in the pipeline too. The company is constantly adding new features like study tips and video explanations.
We hope to see more features like the “Level I in 60 minutes” for their Level II and III courses as well. This is a great video series which gives you a quick overview on the major Level 1 topics likely to be tested on.
7. Free Trial and Free Formula Sheet
Pull out your smartphone right now and try the course for FREE! The free trial gives you access to their CFA Formula Sheets (downloadable PDF) which contain all of the key formulas found on the exam. You literally have nothing to lose so even if you don’t intend on purchasing their course, I highly recommend that you take advantage of this.
No credit card is required to access to the trial version, simply enter your email address and you’ll be setup within a matter of seconds. Also included in the free trial are sample video lessons, practice problems and quizzes, and a study schedule planner.
AdaptPrep is still developing a full suite of products. Its Level III material is still under development.
This course is a great find if you prefer to study from your smartphone or tablet. The user-friendly mobile site and the high definition videos and direct links to pertinent readings make this a very organized and efficient way to study for the Level I and Level II CFA exams.
AdaptPrep will appeal to self-motivated learners because it is up to each student to put in the time to reach the recommended Earned Level of 7 or higher to fully prepare for success on the CFA exam. If you are on a tight budget and are a good self-studier, AdaptPrep would definitely be an excellent choice.
AdaptPrep offers a great product for a relatively low price. Although the company is still developing a number of products and there is a sense that their course is still a work in progress, the updates and complete overhaul of the site and test bank make this course an efficient and effective study tool.
Best of all, you won’t have to worry about an app crashing while you study because the platform was developed especially for mobile devices and smartphones. You will definitely appreciate that the videos are short (10 minutes) and that you can always turn to the 490+ page electronic manual for additional information as necessary.
AdaptPrep offers the best bang for your buck study materials on the market and costs less than half as much as the average CFA review course. Regardless of which CFA exam course you decide on, I highly suggest that you at least check out their free trial.
Bloomberg CFA Exam Prep has delved deep into its bank of financial and technical resources to produce one of the top CFA review courses on the market. It’s easy to see why students love this prep tool, as it comes replete with unparalleled AI software, one-on-one tutoring, targeted micro-lessons and much more.
This course is so optimized for potential CFA exam passage that Bloomberg offers an unmatched pass insurance. This is a great course for you if you want to save time, guarantee success, and use the best available test-prep technology and tools that the industry has to offer.
Visually speaking, you’re not going to find a more well designed layout than the Bloomberg Dashboard. The main page is not only aesthetically pleasing, but also it’s extremely well-crafted to keep you focused on the important components of the exam prep plan. You’re going to see your progress tracker (broken down by section and percentage of completion), a breakdown of the courses in which you’re excelling or failing, a topical layout, and an overall analysis of your performance.
2. Non-Traditional Layout Options
If you’re not someone who is looking for the standard test prep course layout, this tool has another option for you: the Knowledge Map. Using this tool, you can see a breakdown of each section within a non-traditional mapping system. If this unique look scares you, revert back to the standard layout, but it’s definitely a great option for you if you want to look at the overall test content in a different manner.
3. Adaptive Learning
Bloomberg’s AI software analyzes your performance and really caters the course to focus on the areas in which you didn’t excel. The more hours that you put in, the more customized the program becomes. So, don’t worry if you’re not crushing a certain section early on in studying – this tool will ensure that you circle back to this topic in due time. Other tools may have similar options, but the level to which this AI operates isn’t likely to be reached.
4. Time-Saving Studying
The ability to save time also means that you’re going to save money, as any future CFA will tell you. Therefore, by using the Bloomberg CFA Exam Prep tool, you’re going to be able to put plenty of study hours back into the bank – students who complete the course spend only 185 hours on average studying, which is well below the 287 hours that is the industry average.
5. Trial Period
Some test prep tools give you a couple of days or up to a week to see if you like the style and layout of the course. Bloomberg doubles the high end of that range, as it gives you a full 14 days to determine whether or not it is the exam preparation platform that fits your needs.
While other courses may offer some type of tutoring services, the qualifications of the Bloomberg CFA sages is unmatched. You can even check out their credentials before signing up for the trial, which is a testament to their level of expertise.
While many users appreciate the extensive layout and multitude of features available in this tool, others may find the sheer number of clickable areas to be daunting. There are so many different tools that you could use, and ways in which you can track/see your progress, that people who are looking for a simple test prep tool may not prefer this platform. It’s not going to be the best option for you if you like to simply go to the home page, click into their lesson, and dip out once finishing.
As briefly mentioned above, the ideal user for this course isn’t going to be someone who considers themselves tech-averse or simple with regard to online tools. This course is designed to give you the best of what the web has to offer, and it’s not going to shy away from potential clicks.
Bloomberg’s CFA exam prep materials are aimed at busy working professionals who like to see their progress tracked in an efficient way. There are the basic metrics and layouts that provide an encompassing look at your CFA journey, but there’s also in-depth tools to really delve into a high-level analysis of how you’ve done.
Another time-saving tool is the ample amount of tutor help that’s included in the tool. If you have a question that’s really delaying your progress, don’t think too hard on it. Ask one of the highly respected tutors that Bloomberg has on staff and quickly find out where you’re going wrong. There’s no point in hitting a snag in your studying just because you don’t know one methodology.
If you’re trying to pass the CFA exam without spending too much money or wasting too much time – or both – then this really is the tool for you. It’s going to help you see the finish line, and then show you which things you need to master to reach that point.
Bloomberg’s CFA Exam Prep tool is a one-of-a-kind course that really offers you a chance to take the test with the full knowledge that you will likely pass it – this tool operates at a much higher success rate than the industry average. You’re going to get to the finish line, but with this tool it’s just a matter of doing so without wasting time or money.
Save 100+ hours of your life (compared to the industry average) without skimping on the necessary materials. This is one of the most efficient study tools on the market and it’s going to prepare you fully for the CFA thanks to a unique AI platform and expert tutors. Be sure to enter in this coupon code to get the best deal for this amazing tool.
Apptuto CFA Review uses innovative technology and a seamless learning platform to offer a fresh new look and feel to preparing for the CFA exam.
They offer CFA prep courses for both Level 1 and Level 2 exams with plans to rollout their level 3 course in late 2016. Their slick design and impressively customizable features make this streamlined course user-friendly and easy to navigate.
Their large question bank and performance analytics help you reach the top of your game so you are fully prepared when it comes time for your exam. Their course was designed with mobile learners in mind and is accessible from computers, tablets, smartphones, and also from an iOS app which gives you the option to study even when you are offline.
Apptuto now offers Live-Online courses that come with one-on-one coaching with the instructors and also a 100% Pass Guarantee.
1. Large Question Bank
Apptuto provides you with more than 3,000 questions and detailed explanations written by tutors who hold the CFA qualification themselves. You can zero in on the type of questions you need the most practice on by using their Similar Question Generator.
2. Customized Tests & User-Friendly Dashboard
With Apptuto, a large number of practice tests can be created and tailored according to your precise needs. Students can select questions based on specific readings, question-type, difficulty level, and then determine how they will be weighted in each practice exam (choices include: all questions weighted equally, or use CFA guidelines for weighting).
A tutorial explaining how to use this custom tests feature appears when you first log in to the course, however, the dashboard is so intuitive that you really don’t need it. The course dashboard keeps track of all of your tests, study progress, weekly number of questions attempted, leaderboard stats, and a host of other useful information to keep you motivated and moving forward.
3. Impressive Performance Analytics
Although remarkably streamlined, the course dashboard gives you a snapshot with a lot of detailed feedback on your performance. With one quick glance, you can see your overall proficiency, progress points, leaderboard ranking, your change in rank, any medals, badges or achievement “gems” you’ve won, the number of questions you’ve attempted, and the percentage of questions you’ve answered correctly.
The course Performance Graphs display your weekly test performance and the Weakest Readings List helps you identify your weaker topics so you can improve on the areas that will have the biggest impact on your CFA exam score.
4. Seamless Integration
Apptuto was designed for online and mobile learners. You can access the course from your computer, tablet or smartphone, and progress is automatically synced across all devices.
They also have a fully integrated iOS app which features an offline option so you can study even when you are off the grid. They are currently developing an app for Android users as well.
5. Sense of Community
Although there are no classes to attend with other students in the traditional sense, users can benefit from interaction with peers by creating study groups with other local students studying for the CFA Level 1 exam. The Leaderboard rankings are a fun way to compete with your peers around the world and create camaraderie during the somewhat isolating process of studying for the CFA exam by yourself.
6. Live-Online Courses
Apptuto now offers Live-Online courses for the CFA Level 1 and Level 2 exams and plan to release Level 3 towards the end of 2016.
Their Premium Course offers 54 hours of live-online classroom instruction over an 18 week period and includes 1 on 1 coaching with the instructor as well as a 100% Pass Guarantee. You also have the option to take the Intense Course which includes over 100 hours of live instruction.
Apptuto employs world class tutors who are experts in their fields. You will get one-on-one coaching with these tutors at a time that works best for your schedule. Their online classes are recorded for your convenience so you can access them if cannot join live.
Apptuto is currently offering an exclusive discount to all Crush readers. Take advantage and get 20% OFF Apptuto’s CFA exam prep course! To claim your discount simply sign up for a free trial of Apptuto, click on Upgrade, and enter the coupon code at checkout.
Apptuto shows a lot of promise, but it is fairly new to the CFA exam prep arena and its creators are still in the process of rolling out new features. That being said, I haven’t heard any negative reviews from CFA candidates who have used their course so they seem to be doing a good job at keeping customers happy. If you have personally used Apptuto, please take 2 minutes and drop a quick comment at the bottom of the page to let us know about your experience!
With no live options, either in person or online, and no video lectures, this course consists of an extensive question bank and customizable practice exams. Self-directed students who prefer to work at their own pace in an online environment and like to compete with others over the internet will prefer this course to more traditional classroom options. Without direct access to instructors, you will have to rely on email to get your questions about the course answered.
Apptuto’s streamlined and well-designed course is a promising addition to the CFA exam test prep industry. Although not all features are fully up and running yet, we like everything we’ve seen so far.
The ability to customize your practice tests in very specific ways and the advanced analytics which provide valuable feedback on your study progress are among the best features of the course.
A free trial is available, so definitely take advantage of that before deciding on any CFA study materials to see if it’s a good fit for your personal learning style. Be sure to use this exclusive 20% OFF coupon code on any Apptuto purchases!
3,000 practice questions with detailed explanations
Intuitive course dashboard
Similar Question Generator
Leaderboards to keep track of how you rank against your peers
Achievement badges and rewards to keep you motivated
Precise, continuously updated course analytics
Weakest Readings List
Access to peers through Study Groups feature
CFA Level 1 Exam Course Price: $199.99 Includes: Access to course dashboard, question bank with 3,000 questions and explanations, custom practice exams, course analytics, Similar Question Generator, access to study groups with peers in the course, and pass protection.
Fitch Learning CFA Review offers a comprehensive prep course for all 3 levels of the CFA exam. Choose from multiple learning packages to customize your learning experience and study more effectively. Various options include classroom learning, e-learning, and video courses, in addition to stellar user support and 24-7 help desk access.
Fitch Learning’s most attractive feature is the promise of up to 400 hours of student support. You can contact customer support by email and call your mentors as often as necessary during the course. More than 20 CFA instructors worldwide are available to take your questions when you need them most.
1. Online Learning Portal
Fitch Learning’s award-winning online learning portal features built-in analytics and recorded video lessons. The learning portal is accessible via app or computer, making it easy to study wherever you go. Learning options include recorded video lessons, live webcasts, teacher interaction, eBooks, questions and quizzes, and much more. You can try the online portal for free for a limited time before you buy. Free questions and videos are also available on the Fitch Learning website.
2. Consistent Contact and Support from Mentors
One of the best features of this course is the degree of personalized student support. You may receive periodic calls from mentors to discuss your progress. You will also have 24/7 access to the help desk, where you can get in touch with more than 20 qualified instructors in different parts of the world.
3. Practice Exams and Hurdles
Fitch’s Online Learning Portal integrates multiple practice exams and learning hurdles to gauge your progress, help you learn, and test your knowledge. These include over 3,000 relevant questions, 3 full practice quizzes of 6 hours each, as well as smaller tests to check your knowledge while you study. You will also receive a daily test question by email to keep your skills sharp and to help you identify areas that need improvement.
4. Analytics and Progress Tracking
The integrated analytics program automatically tracks and checks your progress to determine your strongest and weakest areas. In addition, mentors talk to you to gauge progress, and offer specific study advice to improve memory and performance. A personalized study plan based on your results allows you to tackle your weak spots so that you can take and pass the test as soon as possible.
5. Mobile App
The mobile Exam Prep App allows you to access key course features on the go. It is available in the iTunes and Google Play stores and is compatible with iPhone, Android, tablets, and mini tablets. Course content can be searched and downloaded in advance for offline studying. Additional features include 3,000 test questions, 90 hours of instruction videos, slides, and instructor-annotated notes. This is great because it allows you to take your CFA prep anywhere you go on your mobile device.
6. Money Back Guarantee for Level I Exam
Fitch offers a “no pass, no pay” policy. If you do not pass the Level I CFA exam the first time you take it after you follow their program and meet the prescribed milestones, you will receive a refund for the entire course. (Only available for the Level I CFA exam and for first-time Fitch Learning candidates).
Limited Locations for Live Course Options
Live CFA course options are available, but only in a limited number of cities. If you are interested in attending an in-person CFA course, you have to be near one of the following cities: New York, San Francisco, Toronto, Chicago, Denver, or Washington, D.C.
The online Fitch Learning course is intended for busy professionals who want to maximize their learning in the least number of hours. The app in particular is aimed at those with a demanding schedule, who are short on study time, and want the freedom of studying anywhere at anytime, both on and off-line. The app is updated every time you enter a wifi area, so the progress reports and study planner are always up-to-date. Some lessons are only a few minutes long, allowing you to take in a lesson during a break or while you are waiting for a bus or train.
The repetitive nature of going through practice questions reinforces learning, and the app retests knowledge until the required level is achieved. The online portal is accessible from tablets and mini tablets as well as other devices for maximum flexibility while studying. Classroom courses are available on nights and weekends if you are a traditional learner who is located near one of the cities that have live, in-person courses.
Fitch Learning is a large international company that offers an extensive suite of online business courses and employs very well-regarded professors and instructors for its classes. The most unusual aspect of this course is the personal attention you get from mentors and instructors, even if they are enrolled in an online class. 24/7 access to instructors around the world and calls from instructors to check on your progress can be very helpful to keep you on track.
The well-designed online learning portal and the mobile app give you access to excellent preparation materials and set students up for success on all three levels of the CFA exam. If you are an online learner you will benefit most from this course, especially if you are not near one of the few cities that host in-person seminars. Fitch Learning is a solid choice for CFA exam preparation as well as being risk-free for first-time CFA Level 1 exam-takers thanks to the “no pass, no pay” policy.
Live 2 Day Review Course Price: $299 Includes: 2-Day in class review of the CFA Level I curriculum with guided question practice.
2 Day Review + Proctored Mock Exam Price: $349 Includes: 2-Day in class review of the CFA Level I curriculum plus proctored mock exam (savings of $50).
Online Review Kit Price: $349 Includes: Mock exam generator with unlimited mock exams, instructor recordings and webcasts, Final Countdown revision guide, revision mind maps, revision summaries and exam style questions.
Full Online Only Course Price $695-895 (depending on Level of CFA exam) Includes: Online study portal, instructor recordings, question bank, mock exam, global instructor help desk, online key point slide packs, mobile app, exam companion eBook, Final Countdown review guide.
Online + 2 Day Review Course Price $995-1195 (depending on Level of CFA exam) Includes: 2-day classroom review, online study portal, instructor recordings, live webcasts, question bank, mock exam, global instructor help desk, online key point slide packs, mobile app, exam companion eBook, Final Countdown review guide.
Full Classroom Course Price $1,395-$1,595 (depending on Level of CFA exam) Includes: 15 evenings or 8 days in class sessions, 2-day classroom review, online study portal, instructor recordings, live webcasts, question bank, mock exam, global instructor help desk, online key point slide packs, mobile app, exam companion eBook, Final Countdown review guide, Texas BA II plus calculator.
Kaplan Schweser CFA offers a comprehensive suite of prep courses for the CFA exam. You can choose from various online or in-person options, or combine an online review course with a 3-day or 5-day live classroom review session (where available).
Kaplan’s longstanding success and reputation in test preparation will not disappoint those attempting to pass this challenging series of exams.
A full complement of study guides, workbooks, online materials, practice questions, explanations, study plans, a condensed version of the CFA curriculum, actionable tips and pointers, and help from instructors result in a time-saving albeit pricey course.
1. Final Review
Many of Kaplan Schweser’s learning options come with a 3-day or 5-day exam review workshop immediately prior to the exam to give you focused practice and additional confidence. Live, in-class review sessions are the most expensive; however, an online exam review is also available.
2. Six Full Practice Tests
In addition to a question bank with more than 4,000 practice questions, you can take up to six full practice exams. These tests will help you gauge your progress and give you the confidence to succeed on the actual exam.
3. On-Demand Learning
In addition to any live course options, enjoy access to on-demand content, including classes and videos. The convenience of pre-recorded classes and video lessons allows you to study according to your own busy schedule from your home or office. Free CFA study materials, exam review workshops, and CFA classes are available on the Kaplan Schweser website along with a free CFA assessment exam.
4. Availability of Instructors
You can email or chat with your instructors at any time to get help with a course, ask questions, or seek advice. Because Kaplan Schweser instructors are located around the world, mentors are available during most times of day to help with any questions or issues that arise.
5. Focused and Concise
Kaplan’s course is popular because it condenses the CFA curriculum into a manageable body of information. The 5-volume study guide is considerably shorter than the official CFA curriculum guide, but includes all the information you need to pass the exam.
6. Updated Content
Kaplan Schweser is one of the few CFA prep courses to release a new version of products every year as the CFA test changes, so that you can be confident that everything you study is up-to-date. When you buy one of these review courses, you won’t waste your time studying material from older exams or experience any surprises on exam day.
1. No Money Back Guarantee
Kaplan Schweser only offers a 50% discount on the next course, should you fail to pass the test. Although that means you do have the opportunity to re-take the program at a discount, you won’t get your money back.
Premium packages cost upwards of $1,799, which is considerably more expensive than most industry competitors. More affordable packages are available, but they are not as comprehensive and often do not include live or in-person components. If you are on a budget, you will have fewer opportunities to interact with instructors, fewer study materials and practice exams.
These courses will appeal to both online learners who want the convenience of studying whenever they have time from their home or office, and traditional learners who prefer a classroom setting. The popular 3-day exam workshops helps you separate yourself from your job and focus your study efforts while expert instructors teach you what you need to know to pass your CFA exam.
If you are a traditional learner, you will appreciate the clear and concise 5-volume SchweserNotes and the detailed examples that highlight what you must know. The printed QuickSheet study aid provides a quick reference of key formulas, definitions, and concepts of the CFA curriculum in a 6-page, laminated brochure. If you prefer pencil and paper, you can use the workbooks to go over material, examples, and questions in conjunction with live courses. Online access to thousands of multiple-choice questions in the question bank help you review critical concepts and Learning Outcome Statements (LOS) (also available offline).
Those who prefer to study online can build their own customized exam for specific topics and take advantage of the Online Resource Library, a collection of videos about the core concepts of the CFA curriculum. The ever-popular “Schweser Secret Sauce” is a portable, compact book that offers a clear, concise review of the core elements of the CFA curriculum and provides tips on how to apply your knowledge to the exam in the final weeks before the test.
Kaplan offers numerous options for you, including live and online classes, seminars, mock exams, and self-directed study programs. You can mix and match online and live course options and review sessions, or choose an entirely online course.
The “Secret Sauce” books and SchweserNotes allow you to focus on the most important topics that are tested on the CFA exam instead of becoming overwhelmed by the information in the CFA curriculum. By choosing a Kaplan Schweser review course, you can adequately prepare yourself for the exam in less time than it would take to study the traditional CFA curriculum.
On-Demand Video Courses, Webinars, Recorded Lessons, and Digital Learning Materials
Live or Online Review Options
3-Day or 5-Day Exam Review Workshops Available
4,000 Practice Questions
6 Practice Exams
“Secret Sauce” Compact & Portable Review Book
Analytics (Online Scoring and Performance Tracking)
Workshop Workbooks and eBooks
Online Resource Library
QuickSheet Laminated Study Aid
Instructors Available to Answer Questions via Phone, Email, and Chat
Online Mock Exam Only Price: $100 Includes: Printable answer key, online scoring and performance tracking by topic area and comparison to other Mock Exam candidates, and explanations that include LOS and CFA curriculum page references for every question.
SchweserNotes Package Price: $379 Includes: SchweserNotes, 3 practice exams, QuickSheet, access to expert CFA instructors and Study Calendar.
Essential Self-Study Package Price: $649 Includes: Question bank, SchweserNotes, 6 practice exams, QuickSheet, access to instructor office hours and Study Calendar.
Premium Instruction Package (online weekly class) Price: $1099 – $1,399 Includes: Online weekly class, additional video classes, Schweser’s Secret Sauce, question bank, SchweserNotes, 6 practice exams, workbooks, QuickSheet, Study Calendar, Ask Your Instructor, Online Resource Library, PassProtection (50% discount on next course if you do not pass).
Premium Plus Package (online weekly class plus online 3-day exam review) Price: $1,399 Includes: Final Review Option (online review included in price, in-person review costs up to $400 more), online weekly class, additional video classes, Schweser’s Secret Sauce, question bank, SchweserNotes, 6 practice exams, workbooks, QuickSheet, Study Calendar, Ask Your Instructor, Online Resource Library, PassProtection.
(The Premium Plus Package is also available with live weekly classes and a live 3-day or 5-day Exam Review workshop, for a total price between $1799-$2099.)
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Analyst Success offers exam candidates three options to prepare for levels I, II, and III of the CFA exam. A variety of learning materials are available, including a hard copy workbook and textbook, online self-study materials, as well as live online classes taught by instructors.
The recommended course of study is 20 hours a week for 15-18 weeks, and online materials can be accessed from your computer, tablet, or smartphone.
1. Two Straightforward Textbooks
Analyst Success CFA Prep course tries to keep things simple and streamlined. The workbook comes in both a hard copy (which contains reading summaries and practice problems) and in the eBook version, and can be used separately or together (the eBook is accessible from the online course dashboard and has integrated multimedia explanations and application exercises). The CFA institute curriculum textbook contains the entire curriculum and every reading required for the CFA exam.
With all options priced between $225 and $650, Analyst Success costs less than most of its competitors and offers a prep course for all three levels of the CFA exam. Conveniently, the cost is the same, no matter which level you buy. If you are studying for the December Level I exam, take advantage of their current promotion: if you buy Level I, you will get the Level II and Level III courses FREE!
3. Free Trial
The Analyst Success CFA prep course offers a free trial that includes access to the interactive eBook, reading quizzes, a practice exam, videos, and other study material. Although you will not be able to use every feature of the course, you can get an idea of how the dashboard works, how to track your process, and decide if this program is for you.
4. Interactive Features/Personalized Dashboard
The user-friendly interactive dashboard and learning materials allow you to see your progress (there is a daily countdown feature) and gain access to the eBook, forum, announcements, quizzes, and videos. Track your progress, check your quiz scores, and identify your strengths and weaknesses, so that you can see which areas require further study. The eBook allows you to take notes, bookmark pages, and highlight areas. The online portal takes advantage of multimedia to explain problems and applications, and helps students focus on the tasks at hand.
5. Short Video Lectures
For learners with a short attention span, Analyst Success’s short intro videos to each reading (5 minutes long) and 15-20 minute video lessons are a welcome perk. The concise videos allow you to learn a small amount of information in a short time. Learning information in smaller chunks has also been proven to boost learning retention.
1. Small Number of Full-length Practice Tests
With only one and a half full-length practice tests, Analyst Success offers significantly fewer mock exams than most of its competitors. Candidates will however have access to many smaller quizzes after each section, a midterm half way through the course and a final at the end of the course to help prepare them for the CFA exam.
2. Synchronous/Live Online Instruction
If you choose the instructor-led version of this course, the live study periods are offered only at specific times in 1.5 hour blocks. This means that you will have to log in at a set time for each class, as opposed to studying on your own schedule.
Analyst Success offers three separate options to meet the needs of every type of student, whether they just need basic study materials and notes, are self-motivated and want to go at their own speed, or need the structure of live online classes. This course is ideal for those who are on a budget and trying to save time. Self-motivated learners will appreciate the online self-study option.
The personalized dashboard and online materials and eBook are convenient for travel and commuting, since they can be accessed from computers, tablets and smartphones. Students can try the problems on their own first and then watch short videos that explain the right way to solve those problems. The more structured, live class instruction sessions are conducted via webcam for 18 weeks and keep students focused and moving forward on a schedule. Students log in at set times to work problems, interact with the instructor and their peers.
Analyst Success CFA offers three solid options for all three levels of the CFA exam in a streamlined course for a reasonable price. Candidates can choose from the book-only version, the online self-study course, and the instructor-driven live online course, if they require more guidance and motivation. The user-friendly online dashboard keeps track of progress and statistics and gives students access to all features.
The main drawbacks of this program include the limited number of practice exams (1.5 instead of the 6 exams offered by many competitors) and the fact that the only instructor-led option is tied to specific dates and times.
Help Desk or Instructor Available for Questions via Phone and/or Email
Notes & Study Materials Only Price: $225 Includes: Five-Volume CFA Study Guide and Notes, which contain application exercises, practice problems, and sample questions.
Self-Guided Study Program Price: $400 Includes: printed study guide linked to interactive eBook, Video CoachAssist to explain answers, peer-to-peer study support, personalized dashboard to track progress, quizzes and practice exams, video lectures for each study session.
Instructor-Led Course Price: $650 Includes: Access to all of the tools and study materials in the self-guided study package, video classes on all important concepts, live webinar reviews with instructors, personal access to qualified CFA subject-matter experts, Peer to Peer Support, all workbooks, textbooks, and CFA training videos.
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