Basic Package for the 2025 CFA®️ Exam

Designed to supplement your CFA Institute study materials, this cost-effective CFA package will prepare you for the 2025 CFA exam with the industry’s best online study materials. And as you proceed through your study plan, Schweser’s expert instructors will reinforce everything you’ve learned in a series of OnDemand video lectures. Give yourself the best chance to pass with the most trusted name in CFA exam prep. 

Basic CFA Package

This cost-effective CFA package is designed to act as a complement to the CFA Institute study materials. It contains our Instruction and Core study tools to provide the edge you need to prepare you to pass the first time.

Your CFA exam preparation begins with our Module Videos, featuring 50+ hours of recorded instruction covering every topic in the CFA® Program curriculum. Then you’ll practice the concepts with SchweserPro™ QBank customizable quizzes and CFA Institute Question Review Videos. Once you’ve learned about a topic, ensure you’re ready to move on during our instructor-led Masterclass video series. Finally, review your knowledge with the CFA Institute Question Review Videos.

What’s Included in the Basic CFA Package:

Instruction

  • 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 30+ hours of OnDemand instruction that reinforces your studies and ensures you’re ready to move on to the next topic. This CFA package also 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.
  • 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.

Core

  • Checkpoint Exams: Three Checkpoint Exams with questions that mimic the difficulty and format of the actual CFA exam.
  • JumpStart: Maximize your 300 hours with our JumpStart study materials. Shortly after you complete your CFA exam, the JumpStart materials will be added automatically 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. 
  • Kaplan Schweser Community: Access our Community forum to engage with our experts and other CFA candidates to post questions, find answers, and engage in meaningful discussions throughout your studies.
  • Mock Exams 1-2: Two full-length mock exams that simulate the interface, format, and difficulty of the actual CFA exam.
  • Module Videos: Reference these 50+ hours of recorded videos to master your understanding of the entire CFA Program curriculum.
  • QuickSheet: This compact study tool summarizes key formulas, definitions, and concepts.
  • Resource Library: Get access to essential exam prep resources created by CFA experts in the field and in the classroom.
  • SchweserPro™ QBank: The SchweserPro™ QBank prepares you for the CFA exam with thousands of foundational and exam-like questions, custom quizzes, tutorial videos with detailed answer explanations, and performance metrics to pinpoint strengths and weaknesses.

Please note, all components may not be available at time of purchase. For more information, see product availability.

 

Complete Your Study Plan with SchweserNotes™ and Additional Tools

Get candidate-favorite SchweserNotes™, additional Mock Exams, and complete coverage of the entire CFA curriculum with one of Schweser's more robust Study Packages. 

Shop CFA Level I Study Packages

Shop CFA Level II Study Packages

Shop CFA Level III Study Packages

Interested in Individual Study Materials?

Browse our selection of top-tier study tools, including QBanks, SchweserNotes™, Flashcards, Mock Exams, Schweser’s Secret Sauce®, Review Workshops, and more.

Shop CFA Level I Study Materials

Shop CFA Level II Study Materials

Shop CFA Level III Study Materials

CFA Exam FAQs

All online tools are available in your account through our Learning Platform. Click the Sign In button on the top right hand corner of this window or click here: Sign In »
Access to 2025 online materials expires on the following dates:
  • February 2025 exam products: access expires on March 31, 2025 
  • May 2025 exam products: access expires on June 30, 2025 
  • August 2025 exam products: access expires on September 30, 2025 
  • November 2025 exam products: access expires on December 31, 2025

OnDemand classes provide tens of hours of prerecorded video lectures delivered by Schweser's expert instructors. These lectures can be accessed anytime, anywhere, giving you the ultimate flexibility to learn at your own pace.

Live Online classes combine the convenience of online learning with the structure of scheduled live sessions. These classes are held on specific dates and times and are recorded, allowing you to revisit them later or catch up if you miss a session.

In-Person classes are available in select locations and offer a traditional classroom experience. They are ideal for those who learn best in a face-to-face learning environment with direct teaching from an expert instructor.

There are a lot of opinions out there on what makes a good study plan—simply because what works for one individual does not mean it will work for another.

We create packages and materials based off of data and insights from the hundreds of thousands of candidates we’ve helped pass the CFA exam over the past 30+ years. The Activity Feed (included in all packages) provides you with strategically placed weekly tasks to form a comprehensive study plan that covers the entire curriculum. We recommend sticking to this plan as closely as possible and using the Performance Metrics to understand which topics you’ve mastered and which need additional practice.

We also recommend using the month prior to exam day strictly for review. Attend a Review Workshop, read Schweser's Secret Sauce®, and take a mock exam to gauge your readiness.

The Premium Package is our recommended package. We’ve spent the last 30 years understanding what makes CFA Program candidates successful and improving our offerings to align with those needs. The Premium Package includes our most important tools and it is designed in accordance with how candidates prefer to study.

No two candidates are alike, which is why we also offer the Ultimate, Premium, Essential, and Basic Packages. The Premium package is designed for candidates who enter the CFA Program without an extensive background in investments or finance and prefer a structured class. The Essential Package is perfect for the candidate that has a strong understanding of the curriculum but needs to learn and/or refresh themselves with the curriculum.

Need help deciding if a self-study or instruction package is right for you?

eBook versions are available for SchweserNotes™, Schweser's Secret Sauce®, and QuickSheet. Our study packages now include both print and eBook options at no additional cost. Learn more about our eBooks, accessed through VitalSource®, on our FAQ page.

Shipping Method: United States–United Parcel Service

  • Please allow one business day for order processing.
  • UPS Ground will be delivered in 2–5 business days, depending on location order is being shipped to.
  • UPS 2nd Day Air orders (must be received by 1:00 pm Eastern Time) will be delivered on the second business day.
  • UPS Next Day Air orders (order must be received by 10:00 am Eastern Time) will be delivered on the next business day.
  • For UPS Next Day Air Saturday, please call our office 877.311.9770 (U.S.) or +1 608.779.8327 (International) by 12:00 pm Eastern Time on Friday to place your order.

Be advised: The UPS Service Guarantee does not apply when transportation networks are disrupted due to conditions beyond UPS’s control, such as weather, natural disaster, UPS facility delays, and so forth. In addition, delivery of your order may be delayed during holidays that are observed by UPS.

Online product assignment is dependent on Product Availability. For physical products, see information about domestic and international shipping on our FAQ page.

For the 2024 CFA Level I exams, the topics are weighted as follows:

  • Quantitative Methods: 6–9%
  • Economics: 6–9%
  • Financial Statement Analysis: 11–14%
  • Corporate Issuers: 6–9%
  • Equity Investments: 11–14%
  • Fixed Income: 11–14%
  • Derivatives: 5–8%
  • Alternative Investments: 7–10%
  • Portfolio Management and Wealth Planning: 8–12%
  • Ethical and Professional Standards: 15–20%

For the 2024 CFA Level II exams, the topics are weighted as follows:

  • Quantitative Methods: 5–10%
  • Economics: 5–10%
  • Financial Statement Analysis: 10–15%
  • Corporate Issuers: 5–10%
  • Equity Investments: 10–15%
  • Fixed Income: 10–15%
  • Derivatives: 5–10%
  • Alternative Investments: 5–10%
  • Portfolio Management and Wealth Planning: 10–15%
  • Ethical and Professional Standards: 10–15%

For the 2024 CFA Level III exams, the topics are weighted as follows:

  • Economics: 5–10%
  • Equity Investments: 10–15%
  • Fixed Income: 15–20%
  • Derivatives: 5–10%
  • Alternative Investments: 5–10%
  • Portfolio Management and Wealth Planning: 35–40%
  • Ethical and Professional Standards: 10–15%

Shipping Method: Canada–UPS Express

  • Please allow one business day for order processing.
  • Canada shipments (includes brokerage): UPS Express (2–4 business days)

Shipping Method: International–UPS Express, UPS Express Saver, UPS Expedited

  • Please allow one business day for order processing.
  • Please note: Shipments imported into non-United States territories may incur taxes, duties, or customs fees collected by custom agencies of their country. Our product prices and shipping prices do not include these fees and we have no control over any additional charges. The customer is responsible for payment of any taxes, duties, customs fees, etc. directly to customs/UPS.

Be advised: The UPS Service Guarantee does not apply when transportation networks are disrupted due to conditions beyond UPS’s control, such as weather, natural disaster, UPS facility delays, and so forth. In addition, delivery of your order may be delayed during holidays that are observed by UPS.

What Kaplan Schweser Customers Say

Trustpilot

Most Trusted: These are the findings of a quantitative survey conducted by Kaplan between June 30 and August 30, 2021. For this survey, a sample of 313 U.S. CFA Level I and Level II candidates was interviewed online, of which 271 CFA candidates answered this question. The survey was fielded to subscribers of 300Hours.com and AnalystForum.com.