Comparison of CFA Exam Review Courses

[2020] Best CFA Exam Study Material

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Studying for the CFA exam is a massive undertaking.  Between keeping a full time day job and studying for the test, it really requires dedication and time.  One of the most efficient ways to prepare for the exam is to utilize a CFA prep course that offers a high quality study program.  When I studied for the exam, I followed a self study program.  I found that the single most effective method was to regularly practice test questions from a software program.

By regularly utilizing practice questions paying attention to the results, it was much easier to identify areas I needed to spend more time reading the original material.  Conversely, it was also far easier to identify sections that I didn’t need to spend as much time studying.  With so many available CFA prep course options, it’s really hard to identify a program that makes sense for you.  I created a detailed grid to help highlight the major differences among the best CFA prep course providers so you can make a more informed decision.

We will continue to update the page over time with more CFA prep course providers.

Prep Course Providers

Wiley

Adapt Prep

Princeton Review

Schweser

Analyst Prep
Pricing $645 to $1,395 $89 to $299 $499 $649 to $1,349 $129
Programs 4 primary / multiple supplements 3 choices 1 choice 3 choices / mult supplements 1 choice
Practice Questions 5,000 3,000 1,500 not disclosed 3,000
Mock Exams 2 part of

question bank

2 4 4
Study Notes yes yes yes yes yes
Online Question Bank yes yes yes yes yes
Online Video Lessons yes yes yes yes yes
Live Classroom Lessons yes no no yes no
Optional 1 on 1 Instruction yes no no yes no
Access via Mobile & Tablet yes yes yes yes yes
Downloadable App yes no no yes no
Free Trial yes yes no yes yes
Pass Guarantee yes yes yes yes yes
More Information

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Wiley

Wiley offers some of the most comprehensive CFA prep course products on the market.  Wiley’s core study materials include a database with over 5,000 practice questions, full length mock exams, and detailed tracking to monitor your study progress.  CFA candidates can choose 4 self study packages.

For more information, see Wiley CFA review.

Self Study

Core Self Study

$645

Core study materials in print or ebook format.

Full access to online practice questions.

Formula sheets.

Comprehensive analytics.

2 full mock exams.

mobile app access.

Pass Guarantee.

Silver Course

Comprehensive Self Study

$749

All core course material included with self study option.

downloadable flashcards.

Full access to video lectures.

Gold Course

Self Study & Classroom

$1,145

All material included with silver course.

Access to live online virtual classes.

Access to professional online mentoring.

Platinum

Self Study & Enhanced Classroom

$1,395

All material included with Gold course.

11th hour final review product.

11th hour includes 27 hours of video & mock exam seminar.

Access to live class for CFA exam prep.

Adapt Prep

Adapt Prep is a relatively recent entrant in the CFA exam prep industry.  The cornerstone of the company’s program is its adaptive software developed using proprietary algorithms.  Using these algorithms, Adapt offers a highly tailored study program geared toward your personal efficiency and study habits.  Adapt offers 3 study package options.

Read our full review of AdaptPrep.

Practice

Basic Option with Question Bank Access

$89

Access to 3,000 question adaptive online question bank

Online access packages ranging from 30 days ($89) to 180 days ($149)

Question bank includes video solutions

Learn

Question Bank & Full Course Curriculum

$199

Available as a 180 day subscription

Over 40 hours of video instruction

Nearly 500 page curriculum manual

Includes full access to the adaptive question bank

Complete

Full Program Access with Pass Gurantee

$299

Provides full access to the Learn and Practice curriculum packages without the day limitations

Free access to the Complete curriculum until you pass

Princeton Review CFA Prep

Princeton Review has a long history of providing excellent test prep products for a wide range of standardized tests and professional exams.  Princeton Review has applied this experience to develop a comprehensive test prep product for the CFA exam.

The self paced CFA exam prep product provides a comprehensive self study program for level I of the CFA exam.  The core components of the course include 900 pages of self study notes, over 50 hours of video based lecture content, a practice question database with over 1,500 questions, and 2 full length mock exams. 

Students have a full 12 months of access to the course during the initial roll out promotion for the course.  Following the initial launch, course access will be available for 6 months.  Course access is also supported by a comprehensive money back guarantee.  

If you use the course and fully utilize the available resources, but do not pass level I of the CFA Exam, you will receive a full cash refund.  This is a stronger pass guarantee than some other options that only offer continuing program access if you don’t pass the exam.

Self Paced Course

Level I CFA Exam Prep Course

$249 cost

Package Features

12 months of access

Over 50 hours of video content

900 study note slides

1,500 practice test questions with detailed explanations

2 full length mock exams

Money back guarantee if you don’t pass

Bloomberg Exam Prep

The Bloomberg name carries serious cachet in the financial world.  The Company used its considerable resources to develop a comprehensive CFA review course program.  The program includes a range of options to meet the needs of a wide range of student learning types.  Highly disciplined students will find self study options and students interested in more personalized study programs will find valuable resources as well.  Bloomberg offers 3 study programs.

For more information, see our Bloomberg CFA review.

Essential

Basic Self Study Plan

$599

Full Access to online curriculum and question bank

Online tutoring from expert instructors (20 questions)

Access to 6 mock exams

Not included

Premium

Comprehensive Self Study Plan

$999

Full Access to online curriculum and question bank

Online tutoring from expert instructors (80 questions)

Access to 8 mock exams

Not included

Ultimate

Self Study and Tutoring Plan

$1,599

Full Access to online curriculum and question bank

Online tutoring from expert instructors (No limit)

Access to 10 mock exams

2 full tutoring sessions from expert instructors

Analyst Prep

Analyst Prep offers two focused curriculum options.  Students most comfortable with a disciplined self study program have access to detailed study notes and a comprehensive question bank.  For those students that prefer a combination of classroom learning and self study, Analyst Prep offers a more personalized tutoring option.  Analyst Prep also offers one of the more comprehensive free trial options which includes free access to 150 questions and a sample of the video curriculum.  

Premium

Comprehensive Self Study Package

$129

Question bank includes over 3,000 questions

4 full mock exams

Study notes covering full curriculum

Free access to the program until you pass

Coaching

Self Study Package + Tutoring

$599

Full access to the premium self study package

5 hours of 1 on 1 tutoring

Personalized study plan with Final Review

Free access to the program until you pass

Kaplan Schweser

Kaplan Schweser offers a variety of product options that range from self study to comprehensive and in depth classroom programs.   Kaplan offers some of the most comprehensive personalized instruction options.  The classroom instruction options include live instruction in select cities with options for additional 3 and 5 day in person extra instructional programs.

See our full review of the Kaplan Schweser CFA.

Study Notes

Basic Self Study

$349

Access to Schweser study notes which cover each LOS

3 full mock exams

Ability to ask questions to instructors during set office hours

Formula card with quick access to most important formulas and concepts

not included

not included

Essential

Comprehensive Self Study

$649

Access to Schweser study notes which cover each LOS

6 full mock exams

Ability to ask questions to instructors during set office hours

Formula card with quick access to most important formulas and concepts

Access to online question bank

Free access if you don’t pass

Premium

Self Study & Classroom

$1,099 to $1,399

Full access to everything included in the Essential Package

Weekly classroom instruction available online or in person at select locations

Over 40 hours of recorded instruction by LOS

Ability to ask unlimited instruction questions

Final review workshop not included

Premium Plus

Self Study & Enhanced Classroom

$1,499 to $1,799

Full access to everything included in the Essential Package

Weekly classroom instruction available online or in person at select locations

Over 40 hours of recorded instruction by LOS

Ability to ask unlimited instruction questions

Final review workshop available online or in person

Apptuto

Apptuto’s CFA prep program offers an innovative online platform designed to increase study efficiency by offering easy access to program materials wherever you study.  Apptuto’s program offers a comprehensive question bank designed with an adaptive algorithm.  The unique, gamified program offers students an engaging online platform with a downloadable app so you can study offline wherever you want.

Read our full review of Apptuto.

Premium

Full Self Study Program

$199

Video and Study material organized by LOS

Adaptive question bank available online and offline with downloadable app

Unlimited online mock exams

Bootcamp

Self Study Program with Additional Video Instruction

$599

Includes all Premium material

4 Full days of bootcamp style instruction

Bootcamp instruction is recorded for your review as needed

Available 1 on 1 coaching

Free access to program until you pass

Live

Self Study Program with Comprehensive online classes

$1,499

Includes all Premium material

Access to 16 weeks of live online classroom instruction

The live online classes are recorded to access as needed

Available 1 on 1 coaching

Free access until you pass

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