To qualify for the award of the CFA charter, the CFA Institute has the following requirements:

1. Pass the sequence of three exams, referred to as CFA Level I, CFA Level II, and CFA Level III. These are administered once a year, during the first weekend in June. A candidate can take only one exam per year. A second CFA Level I is given the first weekend in December. You can only take the next level exam after passing the previous level exam. This means that it will take you at least three years to pass all the exams.
2. Have a bachelor’s (or equivalent) degree, or be in the final year of your bachelor’s degree program at the time of registration, or have 4 years of professional work experience, or have a combination of professional work and tertiary experience that totals at least four years.  Part-time positions do not qualify, and the 4-year total must be accrued prior to enrolment.
3. Fulfil the CFA Institute membership requirements, which includes membership with the CFA Institute, as well as a CFA Institute Member Society Chapter.
4. After becoming a charterholder, the candidate must comply with the CFA Institute’s policies and other requirements.
5. Have a valid international travel passport (required for enrolment and exam registration).

Additional details can be found here.

You can register for the CFA Program online. Contact the CFA Institute for more information.

Website: www.cfainstitute.org

Email: info@cfainstitute.org

Phone: 0011-800-8228-8820 (from Australia)

Starting from a general body of knowledge, the CFA Institute assigns a set of readings from textbooks and journal articles for different subject areas: economics, ethics, equity, corporate finance, accounting/financial statement analysis, fixed income securities, markets, portfolio management, and quantitative methods.

Each reading has a set of learning outcomes and the CFA Institute constructs these learning outcome statements to focus the candidate’s study efforts on particular topics within a particular reading.

Pass rates for the exams vary from year to year and from level to level. Visit the CFA Institute for more information.

The minimum time needed is 2.5 years; people may take longer depending on their other time commitments, such as a full time job, etc. The average time to complete the 3 exams is over 4 years. Our goal is to help you minimise this time commitment.

The CFA Institute’s Prep Provider Guidelines do not allow us to publish or communicate pass rates in any provider materials.

Kaplan Schweser Australia sells complete study packages only. The benefit for Australian candidates is reduced shipping time and lower shipping costs to receive your hard copy materials. If you would like to customise your study package or purchase individual add-on products, please purchase from Kaplan Schweser US.

Every year the CFA Institute announces its new curriculum. The CFA Institute adds new readings, drops old readings, and alters many of the learning outcomes associated with old readings.

This requires a complete rewrite of the previous year’s Schweser materials. Kaplan Schweser also writes new sample exams to reflect the changes in the study guide.

Because of these changes, previous editions of the Kaplan Schweser materials are not the best source of study materials. LOS revisions and additions, new readings, and the elimination of readings make relying exclusively on past year’s products for the current year’s exam problematic.

No. Kaplan Schweser rewrites all materials in their entirety each year to reflect any curriculum changes.

Kaplan Schweser’s live online classes give you access to our expert instructors – all CFA charterholders who know what it takes to succeed. Online classes are presented live and then archived so you can review them anytime, anywhere.

Our On-Demand Video Lectures cover all the topical areas of the curriculum, provide the benefits of a review course, and are an excellent solution to understanding those difficult concepts. The video lectures can be used as often as your schedule allows; start, stop, rewind, and emphasise specific areas by viewing them in any order you want. With the On-Demand Video Lectures, you will simultaneously be able to:

• Watch the video presentation with accompanying PowerPoint^®
• Pause the presentation at any time to review the LOS explanation that corresponds with the presentation.

• To log in click here.
• Enter your username and password.
• Click on “Access Your Courses”.
• Select your current study level to access your dashboard.

Log in following the instructions in the section above. On the dashboard click the “InstructorLink” icon.

(Please note: Instructor Support is only available for qualifying package orders.)

The old study calendar has been vastly improved and transformed into the activity feed on the dashboard in the new online experience. We have further integrated our products, broken down the learning tasks into bite-sized chunks, added assessments, and provided more detailed guidance and tracking through the activity feed.

Now, when you log in to the online platform, the dashboard answers two key questions: “How am I doing?” and “What do I need to do next?” The performance metrics let you know how you are performing and keeping up with all of the study tasks needed to be successful and the activity feed lets you know what to focus on next in your study plan. You can scroll through the activity feed to see all of the required tasks, filter out what you have already completed, and move through all of the Kaplan Schweser content with ease. It’s the ideal way to stay motivated and on track throughout your study program.

Any errors found in SchweserPro™ QBank are updated immediately. You are always seeing the most updated version of SchweserPro™ QBank.

Yes. After accessing SchweserPro™ QBank through your dashboard, you can choose offline access with a Chrome download. You will have 100% functionality of the SchweserPro™ QBank offline.

You can also sync between offline and online access, so no work within the QBank is lost. Quizzes and tests must be completed in order to be synced. Any tests that are in progress will not carry over between online and offline access.

Multiple versions of the Adobe Reader software may exist on the computer in use. As a result, the older version of Adobe Reader will automatically load when opening a PDF document.

Download a free copy of Adobe Reader. To verify that the computer in use is loading the most current Adobe Reader software, right-click on Start > Explore > Tools > Folder Options. Select the File Types Tab and verify that the PDF extension opens with the most current version of Adobe Acrobat.

If you are still experiencing errors, please uninstall and re-install the Adobe Reader software. Re-starting the computer may also be required.

SchweserPro™ requires you to have full administrative rights on your PC. If you are using a work PC, you will need to work with your IT department, as this message is typically due to a firewall problem.

You may also need to check the following: Internet Explorer > Tools > Internet Options > Connections > LAN Settings… > uncheck “Use Proxy Server…”, put in address www.schweser.com and port number 443.

If you are using a personal PC that may connect into your work’s server, please go to Internet Explorer > Tools > Internet Options > Connections > LAN Settings > make sure to check and mark “Bypass proxy server for local address”.