When you study CFA® with Kaplan Financial, depending on your chosen package, we provide the following resources to support you through your studies. Simply click on the items below to find out more information about each resource.
> Getting Started Seminar & Guide
Levels available: I, II & III
CFA® is one of most demanding professional exams in the world - where do you start? Studying effectively is vitally important, making the most of each hour you spend studying is the key. This guide and online seminar details the approaches you can take, the materials and study tools at your disposal, insight into topics that can take time to get to grips with, and pitfalls to avoid.
We also include a calculator guide which will become your most trusted tool!
> Texas BAII+ professional calculator
Levels available: I
The BA II+ Professional calculator is included in all our Level I Blended and Complete packages and is a critical tool in the exam. You will receive tuition on how to maximise the potential of this calculator for the CFA® examinations.
> Kaplan Schweser online study portal
Includes access to instructor led office hours and the Schweser study calendar.
> Classroom Materials - Slide Pack
This will become your central reference point for note taking. It seamlessly integrates references to the Kaplan Schweser Study Notes and the CFA Institute material to accelerate the note taking process, which provides you with more time to practice questions.
> Kaplan Schweser Study Notes inc Quicksheet
A great addition to your CFA® study programme. Concise, clear, and comprehensive, the 5-volume SchweserNotes cover every required Learning Outcome for the exam, with clear explanations, detailed examples, practice problems, and self-tests to measure your progress.
The Quicksheet guide provides, at a glance, must-know key formulas, definitions, and concepts of the CFA® curriculum.
SchweserNotes are accompanied with an eBook version to help you study on the go.
> Classroom tuition
6 days or 14 evenings of classroom tuition - allowing you to get through the material quicker:
> Kaplan Schweser online weekly classes
A 15 week evening (6pm to 9pm) tuition programme delivered live online. A progressive programme covering the topics in a logical order, allowing you to keep on top of the material in a structured way. Each session is interactive allowing you to ask questions of the presenter.
> On-Demand Video Instruction
Schweser On-Demand Video Classes include more than 40 hours of instruction that thoroughly cover every topic of the CFA® curriculum. Start preparing for the CFA® exam in the topic of your choice and view each lesson or segment as often as you like. Expert instructors will help you master difficult concepts, theories, and techniques necessary for success on exam day.
> Kaplan SchweserPro QBank
Levels available: I, II, III
Effectively manage your time with SchweserPro QBank while you continually quiz yourself and review critical concepts and Learning Outcome Statements (LOS) from your home, office, or laptop. You can:
> Classroom Revision
Levels available: I, II and III
Our 5 day, or 12 evening, revision courses covers topic areas in overview and drills down into the complex areas of the curriculum, reinforced by practicing exam standard questions with full debriefs.
We will develop your exam strategy specific to the level of CFA® you are studying, highlighting the unique challenges and techniques you need at each of the 3 levels.
Our lecturers will ensure that candidates feel prepared for the style, format and challenges that await them on the day of the exam. Providing you with the confidence to have a strategy in place that you can apply on exam day.
> Revision MindMap book
The MindMaps distil the core points of each study session in one handy revision book. It is an invaluable tool to ensure you have covered the full spectrum of Learning Outcome Statements (LOS).
> Revision Q&A book
Working through exam standard questions is critical to retaining knowledge and exam success. This book allows candidates to focus on key areas of the curriculum without dipping into the practice and mock exams which can be kept for the exam build up. Each question has a detailed solution taking you through the step-by-step calculations and supporting concepts. One additional mock exam is contained within the book.
> Kaplan Schweser Practice Exams
Six full length practice exams with fully detailed answers cross referenced to Learning Outcome Statements (LOS) and the CFA® Institute material (Volume 1 and 2).
> Kaplan Schweser mock exam (post or online)
To prepare you for exam day, the Kaplan Schweser Mock Exam mirrors the CFA® exam format, content, difficulty, and length. It helps develop your test-taking skills and identify your weak areas. Afterwards, view answer explanations, check your score compared to those of other candidates, and drill deeper into each question with our Multimedia Tutorial.
> Comprehensive faculty support
The unique tie up with Kaplan Schweser means we can offer candidates the insight and support of expert faculties. Depending on your package, this includes:
A weekly study tips email following the topic order we feel best equips you to pass, providing a reassuring commentary on where you should be, tips for study and the exam
Email support from your Kaplan-based classroom tutor (for delegates on classroom Tuition and Revision packages)
Email support from the Kaplan Schweser Faculty (via www.schweser.com)
Individual face-to-face mentoring sessions (for delegates that purchase a package that includes 'Classroom Revision')
> Pass Commitment
This is our commitment to you. We have over 20 years of experience in preparing candidates for the CFA® exams and over that time have developed programmes and content that best prepare you for the studies and exam.
We match your commitment to study with a commitment of our own. The CFA® is a challenging exam, global pass rates are approximately 40% and it takes on average five attempts for charter holders to complete, so we know you will not take your studies lightly. We also know that sometimes events can work against you, family or work commitments can erode the time you have available to study and you just do not get the time to practise questions and review material that you planned or require.
If you are, therefore, unfortunately unsuccessful in your exams we believe the best approach you can take is to attend our unique revision course. Our revision courses cover topic areas in overview and drill down into the complex areas of the curriculum, reinforced by practising exam standard questions with full debriefs. We offer a commitment to all our students. Please read our page on resit options for further details.
> Core Elements Financial Reporting
Levels available:I, II & III
Financial Reporting and Analysis is one of the trickiest areas candidates encounter in the CFA® Program, forming 20% of the Level I examination. This course is designed to introduce the candidate to the income statement, balance sheet and cash flow statement. It focuses on the terminology, understanding and linkages between these primary statements.
The course introduces the concepts behind double entry bookkeeping, which is essential to understand how accounting choice affects these statements (the heart of the CFA® financial reporting material).
> Core Elements Financial Mathematics
The Financial Mathematics and Investments course introduces candidates to key mathematical techniques which will be employed in several areas of the syllabus including quantitative methods (12%) and asset classes (30%). The course focuses on the concept of time value of money and its use in investment valuation. Features of the main asset classes and the mathematical techniques used to value them are also investigated. The course also introduces the topic area of derivatives, enabling the candidate to become familiar with the terminology surrounding these products.
> Kaplan Financial mock exam (invigilated or post)
This is a fully invigilated mock exam, it is close to the actual exam as you can get. You can replicate the exam hall experience, sitting with you peers alongside you. At the end of the process we will provide full solutions to take away with on the day to allow you to identify any last minute areas to focus on.
> Revision MindMap Book
> Kaplan Schweser Secret Sauce
This is a handy compact guide offering a clear, concise revision of the core elements of the CFA® curriculum and insight into how to apply your hard-earned knowledge successfully on exam day.
The first section of the book offers a concise explanation of the major parts of the CFA® curriculum by Schweser's team of experts. The second includes an essential exam on strategies that gives you important guidance on how to pass the exam by offering, tips and tricks, time management hints, analysis of question styles.
Includes an eBook version to help you study on the go.
CFA Institute does not endorse, promote, or warrant the accuracy or quality of the products or services offered by Kaplan Financial. CFA Institute, CFA® and Chartered Financial Analyst® are trademarks owned by CFA Institute.
020 3627 8960
Levels available: Level I