CFA® Exam Prep – Americas

Kaplan Schweser has been navigating the challenge of the CFA® Program exam since 1990, and we understand what it takes to pass. Our Study Program has evolved over the years to create an engaging and motivating experience, guiding you to exam success in an efficient and adaptive manner. Whether you like to study on your own or prefer guidance from our expert instructors, we have a CFA study package that will fit your learning style and schedule.

The CFA® Program, administered by CFA Institute, sets the global standard for investment industry knowledge and ethical behavior. CFA Institute determines the curriculum, administers the exam, and awards the charter. Known as the “gold standard” among financial industry professionals, the CFA charter is recognized as a significant benchmark within the financial community.

Learn about the CFA® exam format, dates, and testing centers.

2025 STUDY PACKAGES & OPTIONS

Core

  • Activity Feed
  • Checkpoint Exams
  • Flashcards
  • InstructorLink
  • JumpStart
  • Kaplan Schweser Community
  • Mock Exams
  • Module Videos
  • Performance Tracker
  • QuickSheet (Printed & Online)
  • SchweserNotes™ (Printed, Online, & Audio MP3)
  • SchweserPro™ QBank
  • Flashcards

Instruction

  • Live Online or OnDemand Masterclass

Review

  • 1-Day Live Online Item Set Workshop (Level II only)
  • 1-Day Live Online Essay Writing Workshop (Level III only)
  • Schweser’s Secret Sauce®

Pass Guarantee

  • Schweser’s PassProtection™

*See Weekly Class Locations and Dates below.
**Choice of Option of print/ebook/online or ebook/online for no additional charge. See the enrollment form for exact costs.

Core

  • SchweserNotes™ (Printed & Online)
  • Topic Quizzes
  • Activity Feed
  • SchweserPro™ QBank
  • Module Videos
  • Mock Exams
  • Checkpoint Exams
  • QuickSheet (Printed & Online)
  • Kaplan Schweser Community

Instruction

  • Live Online or OnDemand Masterclass

Review

  • 5-Day Live Online or OnDemand Review Workshop
  • Review Workshop Workbooks
  • Schweser’s Secret Sauce®

Pass Guarantee

  • Schweser’s PassProtection™

*See Weekly Class Locations and Dates below.
**Choice of Option of print/ebook/online or ebook/online for no additional charge. See the enrollment form for exact costs.

Core

  • SchweserNotes™ (Online only)
  • Topic Quizzes
  • Activity Feed
  • SchweserPro™ QBank
  • Module Videos
  • Mock Exams
  • Checkpoint Exams
  • “QuickSheet (Online only)
  • Kaplan Schweser Community

Pass Guarantee

  • Schweser’s PassProtection™

**Choice of Option of print/ebook/online or ebook/online for no additional charge. See the enrollment form for exact cost

Instruction

  • Live Online Weekly Masterclass
  • Weekly Class Workbooks (online)
  • Kaplan Schweser Community access

  2025 WEEKLY CLASS DETAILS

Level 1 February

  • Classes start 9/4/2024 to 12/18/2024

Level 3 February

  • Portfolio Management Pathway: Classes start 9/4/2024 to 12/17/2024
  • Private Wealth Pathway: Classes start 9/4/2024 to 12/18/2024
  • Private Markets Pathway: Classes start 9/4/2024 to 12/19/2024

*Please note: all classes run from 6:30 p.m. – 9:30 p.m. ET

Level 1 May

  • Classes start 11/26/2024 to 3/18/2025

Level 2 May

  • Classes start 12/3/2024 to 3/25/2025

*Please note: all classes run from 6:30 p.m. – 9:30 p.m. ET

Level 1 August

  • Classes start 3/6/2025 to 6/12/2025

Level 2 August

  • Classes start 3/20/2025 to 7/1/2025

Level 3 August

  • Portfolio Management Pathway: Classes start 3/11/2025 to 6/19/2025
  • Private Wealth Pathway: Classes start 3/11/2025 to 6/17/2025
  • Private Markets Pathway: Classes start 3/11/2025 to 6/18/2025

*Please note: all classes run from 6:30 p.m. – 9:30 p.m. ET

Level 1 November

  • Classes start 6/4/2025 to 9/10/2025

Level 2 November

  • Classes start 6/17/2025 to 9/23/2025

*Please note: all classes run from 6:30 p.m. – 9:30 p.m. ET

2025 Additional Study Products:

Frequent practice with topics and is essential for making your CFA® exam experience a success! This efficient, effective study tool is portable for quick self-quiz anywhere. Increase confidence that you have thoroughly reviewed and retained all of the vital information within SchweserNotes™. You’ll also receive an online version for a quick review anywhere your mobile device goes.

Flashcard Set details:

  • Paper cards color-coded by topic
  • Indexed by study session, reading, and exam topic
  • Exam topic printed on one side; complete answers on the other

Purchase Options: Can be purchased as an individual product only, or as an add-on when purchasing a Schweser study package.

After you’ve finished your learning assignments for a specific topic of the CFA® Program curriculum, your Masterclass ensures you have a strong grasp on the topic. This series of Live Online classes allows to engage directly with Schweser’s expert instructors to reinforce your studies and determine when you’re ready to move on to the next topic.

The Live Online Masterclass Package Includes:

  • 15 weeks of online classes led by expert instructors
  • Archived sessions of the online class to review in case you miss a class or want to review a key topic
  • A two-volume set of Class Workbooks containing class slides focusing on content, examples, and practice equations to guide you through the lecture and serve as a reference during review
  • Access to the Kaplan Schweser Community Forum, where you can engage with instructors and fellow candidates

The audio version of SchweserNotes™ helps reinforce your understanding of the CFA® curriculum while you are on a commute, at home, or in the gym. Through our professional readings of the SchweserNotes™, you can acquire essential knowledge and maintain top-of-mind awareness while you prepare for all the major topics and concepts in the CFA curriculum.

Audio SchweserNotes™ features:

  • 20+ hours of audio that covers the entire curriculum
  • In-depth explanations of all exam topics
  • Online download

Purchase Options: Can be purchased as an individual product only.