CFA® Chartered Financial Analyst® Level I




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Who should attend

Before enrolling in the CFA Program, you must have earned a bachelor’s degree, or be in the last year of your bachelor’s degree program. Your bachelor’s degree doesn’t need to be in a specific major, however a finance-based major will put you in the best position for success. The CFA Program is modeled as a supplement to a finance-related education and investment experience earned by an investment professional. To summarize, you aren’t required to have a finance degree to sit for the Level I CFA Program exam, but you will encounter greater obstacles than people who have completed a finance-based education.

About the course

There is no better way to ensure content retention and exam-taking confidence than by reinforcing your CFA® Program exam prep with Live Weekly Classes. But if your location prevents you from attending one of our traditional classroom sessions, we’ve got you covered. Our 15-week block of Live Online Classes is also led by CFA charterholders and covers the same material at the same pace and frequency as our classroom sessions. All you need is a reliable internet connection and a comfortable chair.

Online Weekly Class Includes

  • On-Demand Video Lectures: Designed to be viewed prior to the Weekly Classes, covering every LOS.
  • Archived Sessions: Review at your own pace.
  • Weekly Class Workbooks: Two-volume set of workbooks containing material, examples, and questions to support your live instruction.

Class Options to Fit Any Schedule

With four different class times, you’re sure to find an option that will fit your schedule. Not able to attend the class live? The recorded version is available after each session, allowing you to study on your own terms.

Preparing for the Level I exam is a commitment

There’s not a quick fix. Hard work is the only thing standing between you and success on exam day. According to CFA Institute, you should plan to spend at least 300 hours preparing for the Level I CFA Program exam. Our Prepare • Practice • Perform® methodology provides the framework necessary to maximize the value of the time you spend studying.

Level I Curriculum

There are ten topic areas of focus on the Level I CFA Program exam. You’ll also be tested on simple analysis using investment tools. The topic areas are:

  • Ethical and Professional Standards
  • Quantitative Methods
  • Economics
  • Financial Reporting and Analysis
  • Corporate Finance
  • Equity Investments
  • Fixed Income
  • Derivatives
  • Alternative Investments
  • Portfolio Management and Wealth Planning

The Time Required to Study

It is a generally accepted truth that candidates should spend an average of 300 hours preparing for each level of the CFA Program exam. In a 2016 survey, Level I candidates reported spending an average of 304 hours studying for the exam.

How to Study

The Kaplan Way is a three-phase learning strategy: Prepare • Practice • Perform®. Using this methodology, we have built the most comprehensive study packages available for the December Level I CFA Program exam, designed to help you maximize the value of the time you spend studying for the exam.

  • In-Person: Attend live classes in select cities, led by CFA charterholders.
  • Online: All the quality of a live class, with convenient online delivery. Self-Study: Comprehensive, flexible, no-frills exam prep package.

Tips and Tools

Trying to find additional tips to help you prepare? Schweser has you covered.

  • Start early. Build your confidence by getting into a routine.
  • The tools in your review package are designed to work together. Use them all.
  • Find exam prep tips on the Schweser Blog.
  • Download our free eBook: CFA Fundamentals, 2nd edition

Final Review

Review Workshops

Engage with expert instructors in a balanced and comprehensive mix of CFA® Program curriculum review and problem solving. A review workshop is the perfect way to build confidence leading up to the big day.

Mock Exam

The Live Schweser Mock Exam is as close to the actual CFA Program exam as we can make it. The Mock Exam helps develop your test-taking skills, identify your weak areas, and demonstrate your mastery of the CFA Program curriculum.

Secret Sauce®

Take this compact book anywhere you go for a concise review of the CFA Program curriculum. Secret Sauce® provides insights and exam tips on how to effectively prepare and apply your knowledge on exam day.


Douglas Van Eaton

Doug Van Eaton is the Level I Manager and Senior Vice President of CFA Program Education at Kaplan Schweser. Before joining Kaplan, Doug taught finance at Texas Christian University, the University of North Texas, and the University of Washington. Prior to that, he spent six years with the broke...

Andrew Holmes

Andrew is a finance faculty member at Brigham Young University. Before returning to academia, he was the former Senior Editor of Kaplan Schweser’s CFA Level II study notes and has worked with the CFA curriculum and CFA candidates for a number of years. In addition to his instruction with Kaplan ...

Jhan Burger

Jhan is an expert financial markets lecturer with many years of experience lecturing in the United States, Europe, Asia, and his native South Africa. Jhan teaches toward the CFA® Program and the IMC. He specializes in courses on equity, fixed income, derivatives, accounting, valuation, and pricin...

CFA® Chartered Financial Analyst® Level I at Kaplan

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Coursalytics is an independent platform to find, compare, and book executive courses. Coursalytics is not endorsed by, sponsored by, or otherwise affiliated with any business school or university.

Full disclaimer.

Because of COVID-19, many providers are cancelling or postponing in-person programs or providing online participation options.

We are happy to help you find a suitable online alternative.