Enrollment opens September 2026

Learn and take CFA exams
Build your Financial Skills

A structured, expert-led program that takes you from CFA fundamentals through advanced portfolio management — everything you need to pass Levels I, II, and III with confidence.

3
Full Exam Levels Covered
10
CFA Topic Areas per Level
18+
Weeks of Structured Study
1
Instructor-Led Cohort

Program structure and scope — details confirmed for the Fall 2026 cohort.

What You'll Learn

Three Core Study Modules

Each module is carefully designed to match the CFA Institute curriculum and give you a real edge on exam day.

Levels I–III Exam Prep

Comprehensive coverage of every topic area — Ethical & Professional Standards, Quantitative Methods, Economics, Financial Statement Analysis, Corporate Issuers, Equity, Fixed Income, Derivatives, Alternatives, and Portfolio Management.

  • Updated for the 2026 CFA curriculum
  • Practice questions with detailed explanations
  • Mock exams and performance tracking
Learn more

Quantitative Finance Fundamentals

Build a rock-solid foundation in the math and statistics that underpin the CFA curriculum — from time value of money to hypothesis testing, regression analysis, and time-series modeling.

  • TVM, NPV, IRR, and cash flow analysis
  • Probability, distributions, and sampling
  • Linear regression and machine learning basics
Learn more

Portfolio Management & Wealth Planning

Master the art and science of constructing investment portfolios, managing risk, and aligning financial strategies with client goals — a critical focus at Levels II and III.

  • Modern Portfolio Theory and CAPM
  • Factor models and performance attribution
  • IPS, behavioral finance, and wealth planning
Learn more
Program Overview

Full Curriculum Breakdown

Every topic you need, organized by module and exam level, with structured study plans and milestone checkpoints.

I

Level I

Foundations & Tools

  • Ethical & Professional Standards 15–20%
  • Quantitative Methods 6–9%
  • Economics & Financial Statement Analysis 10–15% each
  • Corporate Issuers, Equity, Fixed Income 5–10% each
  • Derivatives, Alternatives, Portfolio Mgmt 5–8% each
II

Level II

Asset Valuation & Analysis

  • Ethical & Professional Standards 10–15%
  • Quantitative Methods & Economics 5–10% each
  • Financial Statement Analysis (deep dive) 10–15%
  • Equity & Fixed Income Valuation 10–15% each
  • Derivatives, Alternatives, Portfolio Mgmt 5–12% each
III

Level III

Portfolio Management & Wealth

  • Ethical & Professional Standards 10–15%
  • Portfolio Management (core focus) 35–40%
  • Equity & Fixed Income Portfolio Strategies 10–15% each
  • Derivatives & Alternatives in Portfolios 5–10% each
  • Behavioral Finance & Wealth Planning 5–10% each

Everything you need, nothing you don't

  • Structured 18-week study plan for each level
  • Practice questions with detailed solutions
  • Full-length mock exams per level
  • Weekly live Q&A sessions with CFA charterholders
  • Progress dashboard and personalized study recommendations
Why This Program

Built for Candidates Who Want Structure, Not Noise

Aligned to the Real Curriculum

Every lesson maps to the CFA Institute's official topic areas and learning outcome statements. Nothing is added for padding — everything exists because it shows up on the exam.

Built for People Studying Around a Job

The 18-week study plan is designed for candidates who work full-time. Sessions are broken into manageable blocks, with weekly milestones and buffer weeks built in so you don't burn out.

Direct Access to Instructors

Weekly live Q&A sessions with CFA charterholders who've sat the exams themselves. When you're stuck on a concept, you ask a person — not a chatbot or a forum thread.

Not started yet — and that's on purpose

This landing page exists so the first cohort starts from a real waitlist, not a blank slate. We're not claiming results we haven't earned. The material is ready — the curriculum is mapped, the instructors are confirmed, and the study plan is structured — and we're opening enrollment only when we're confident we can give every student the attention they deserve.

Fall 2026 cohort — limited seats. Join the waitlist to get early access and a free study guide.

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Frequently asked

When does enrollment open?

Enrollment for the Fall 2026 cohort opens September 15, 2026. Waitlist members get 48-hour early access.

Which levels are covered?

All three levels — I, II, and III. You can enroll for a single level or the full pathway at a discounted rate.

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Be first in line when enrollment opens.

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