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Home > CFA® Exam Preparation Home Page > 2026/2025 Ultimate Package
If you’re committed to passing the CFA exam, this is the study program for you. This all-inclusive package provides a structured study plan with OnDemand Instruction and Review, plus strategically integrated Core tools to give you the most effective path to exam success.
This complete study package features OnDemand Instruction, plus our Review and Core tools to equip you for exam-day success. Follow the structured study plan we’ve built for you or personalise a plan that works around your knowledge level and schedule. *Please note, all components may not be available at time of purchase. For more information, see product availability.
to help you learn the material, practice exam-like questions, and assess how you perform.
that leverage expert instructors to teach the CFA Program curriculum through engaging lectures and exam-based applications.
that reinforce knowledge, allow you to practice with experts, and help you work on exam strategy.
to get accurate answers and engage in meaningful discussions with experts and other CFA candidates.
This 5-volume set of clear, concise CFA study notes provides a more focused and efficient exam prep experience. Covering every exam topic in the CFA curriculum, SchweserNotes™ includes realistic examples and practice quizzes to help you retain vital information.
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.
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 45+ hours of online instruction that reinforces your studies and ensures you’re ready to move on to the next topic. This package 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.
IMPORTANT: Please note, Live Online is not offered within this package as there is no availability for time zones within the Australia region
Take the guesswork out of your study plan with strategically placed weekly tasks that adjust to your customised study calendar.
Includes 6 mock exams. These full-length mock exams simulate the interface, format, and difficulty of the actual CFA exam.
You can view In-Person Mock Exam testing center availability by going here.
Note: It is not possible to switch exam modes after beginning an exam.
Three Checkpoint Exams with questions that mimic the difficulty and format of the actual CFA exam.
Test your knowledge of key concepts and retain vital information with this portable study tool. You’ll also receive an online version for review anywhere your mobile device goes.
Connect with a CFA instructor for personalised support, study plan advice, and have your questions regarding difficult areas of the curriculum answered.
Access our community forum to engage with our experts and other CFA candidates, post questions, find answers, and engage in meaningful discussions throughout your studies.
Reference these 40+ hours of recorded videos as you are reading through your SchweserNotes™ books to reinforce your understanding of the material.
Gauge your mastery of each exam topic by comparing your scores with fellow CFA® candidates.
Portions of the Quantitative Methods, Economics, and Financial Statement Analysis exam topics are designated as prerequisite knowledge for the CFA Level I curriculum. Schweser summarised this prerequisite content for you and delivers it via our SchweserNotes™ and SchweserPro™ QBank study tools (online format only).
This compact study tool summarises key formulas, definitions, and concepts.
The audio version of SchweserNotes™ helps reinforce your understanding of the CFA Program curriculum while you are on a commute, at home, or in the gym.
The Level I SchweserPro™ QBank prepares you for the CFA exam with 2,600+ foundational and exam-like questions, custom quizzes, tutorial videos with detailed answer explanations, and performance metrics to pinpoint strengths and weaknesses.
Take this compact ebook with you wherever 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.
Our CFA Review Workshop sessions include 60+ hours of expert instruction and review available OnDemand. You receive a thorough review of key topics, practice questions, and problem-solving techniques, as well as exam tips and strategies.
Nothing in life is guaranteed. That’s why we offer PassProtection™. We’re so confident that with your dedication and our study materials, you’ll have no problem passing the CFA Program exam. But, should you need a second chance, we’ll pay for your online exam prep package for your next exam sitting.
Learn more about PassProtection™.
The Premium and Ultimate Packages allow for various items to be shipped to you physically.
Kaplan Professional is offering education update presentations for advice firms – available online or in person – designed to help advisers navigate the evolving professional landscape.
The financial advice profession is rarely a straight path. Increasing regulation, rising client expectations, technological change and higher professional standards mean advisers must continually adapt to remain relevant and competitive.
This presentation maps the full career lifecycle of an adviser – from entry into the profession through to specialisation, leadership and long-term sustainability. At each stage, we explore the capabilities required, the common challenges advisers face, and the role education plays not just as a compliance requirement, but as a strategic enabler of professional growth.
• Education pathways from entry to senior leadership
• How capability requirements evolve across career stages
• The shift from minimum standards to advanced technical and strategic expertise
• The role of ongoing education in building resilience, sound judgement and sustainable careers
Designed for adviser teams and leadership groups, this presentation provides practical insights into how structured learning supports long-term performance, professionalism and business sustainability.
To book an education update session for your advisers please contact your Corporate Relationship Manager to arrange a suitable time.
Date: Wednesday, 11 March
Time: 1:00pm – 3:00pm AEDT
Fee: $280
Where: Online (Zoom)
Host: Matthew Farley
A certificate of attendance outlining CPD hours will be awarded at the conclusion of this workshop. A full list of topics is available on our website.
Date: Thursday, 19 March
Time: 1:00pm – 3:30pm AEDT
Fee: $340
Host: Dr Jenny Diggle
Kaplan Professional has expanded the Financial Adviser Accelerator Suite with a new set of practical topics designed to further strengthen capability across both technical and client engagement areas.
As client expectations continue to rise and advice scenarios become more complex, early career advisers must combine sound technical knowledge with strong communication skills and thoughtful decision-making. The latest additions to the suite support this ongoing professional development.
Practical frameworks to enhance credibility, strengthen adviser presence and build more meaningful, long-term client relationships.
Structured approaches to assessing appropriate cover, modelling client scenarios and supporting well-reasoned, client-centred risk advice.
Applying probability-based thinking to improve strategic judgement and support more confident decision-making in uncertain environments.
These additions build on the Financial Adviser Accelerator Suite focus on applied, real-world learning, equipping advisers with skills that can be immediately implemented in practice.
The ongoing expansion of the Financial Adviser Accelerator Suite reflects Kaplan Professional’s commitment to supporting advisers as they continue to develop deeper expertise and deliver high-quality, client-focused advice.
For advisers who have now met the education standard, the focus shifts from compliance to opportunity.
Kaplan Professional offers clear pathways to build on the bridging courses and subjects already completed and convert that study into a full, recognised qualification. Advisers who have completed individual units toward the education standard may be eligible to articulate into the Graduate Certificate in Financial Planning or Graduate Diploma of Financial Planning, formalising their academic achievement and strengthening their professional standing.
From there, eligible Graduate Diploma alumni can upgrade to the Master of Financial Planning, completing the remaining subjects to attain a postgraduate qualification that positions them above the minimum regulatory requirement. The Master’s program also provides direct pathways toward leading professional designations, including CFP® and SSA®, enabling advisers to align academic progression with industry-recognised credentials.
Advisers who have completed the Graduate Diploma of Financial Planning are already eligible to obtain leading professional designations through the College for Financial Planning®. This includes globally-recognised credentials such as the Accredited Behavioural Finance ProfessionalSM (ABFP®) and Chartered Retirement Planning CounsellorSM (CRPC®) designation.
No further study is required to meet the education component for these certifications, allowing advisers to leverage their existing qualification to secure respected professional recognition and further strengthen their standing in the industry.
Beyond core qualifications, Kaplan Professional also offers access to additional specialist electives and professional designation pathways, allowing advisers to differentiate in areas such as superannuation, retirement, ethics and client strategy.
In short, completing the education standard doesn’t have to be the end point. With Kaplan Professional, it can be the foundation for higher qualifications, respected designations and long-term career progression.
Contact your Corporate Relationship Manager to discuss the education options and pathways for your adviser network. Alternatively, contact 1300 135 798 (option 2) or email courseadvice@kaplan.edu.au.
Kaplan Professional will host a special Women in Finance webinar on Tuesday, 3 March, celebrating the achievements, leadership and career journeys of women shaping the financial services industry.
The session will explore leadership, career progression and the role education has played in supporting professional success across diverse areas of the sector.
Graduate Diploma of Financial Planning dux, two-time Olympian and Financial Adviser at HLB Mann Judd.
Graduate Diploma graduate, business owner and founder of a caregiving training institute in Bangladesh, with more than 20 years’ industry experience.
Master of Applied Finance graduate and Director at BDO Sydney, specialising in governance, risk and assurance across financial services.
Date: Tuesday, 3 March
Time: 1:30pm AEDT
Location: Online (Zoom)
The webinar will include practical leadership insights, reflections on career growth, discussion on the impact of education in finance, and an interactive Q&A session.
Now
9 March
25 March
29 May
Kaplan Professional is offering eligible Graduate Diploma of Financial Planning alumni a limited-time opportunity to upgrade to the Master of Financial Planning at a fixed alumni price of $5,000.
This exclusive offer enables alumni to complete their remaining four subjects – two core subjects (FPC009 Complex Financial Planning and KAP001 Capstone Project) and two electives – at a substantially reduced cost compared to standard postgraduate tuition fees.
To access the offer, eligible alumni must enrol and commence their first subject by the Study Period 2 census date, 25 March 2026.
Upgrading to the Master’s degree provides advisers with the opportunity to deepen technical expertise, broaden strategic capability and position themselves strongly as professional standards across the industry continue to rise. The program also supports progression toward additional professional designations.
Full details, including subject structure, study plans and application steps, are available below.