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CFA®Level III Exam Study Packages

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Prepare to Pass 2024 CFA®Level III with a Structured Study Solution

You’re almost there, so don’t let up now! The CFA®Level III exam requires demonstration of the same skills as Level II but tests your ability to make and write about judgment calls. The constructed response section of the CFA Level III exam is the biggest difference between the previous levels. You must answer open-ended questions that do not have multiple-choice questions. Thehistorical pass rate for CFA Level III is 56%.

Schweser’s 2024 CFA Level III exam prep study packages all include guidance from CFA experts in onlineMasterclassesand the candidate-favoriteSchweserNotes. You also get exclusive access to ourKaplan Schweser Communityforum with added insights from instructors and fellow candidates. Choose your ideal study package below orcompare your package options.

Ultimate Package for the 2024 CFA®Level III Exam

This all-inclusive study package contains the sameCore + Instruction + Reviewtools found in the Premium Package, but includes your choice of Live Online or OnDemand options for your Instruction and Review. Ask questions and engage with expert instructors in a live classroom environment or attend OnDemand whenever you like. In addition, the Ultimate Package includes flashcards and an audio version of SchweserNotes™ for study on-the-go.

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

What's Included:

Study Notes

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, SchweserNotesincludes realistic examples and practice quizzes to help you retain vital information.

Ultimate and Premium Packages include digital and printed books. Essential Package includes digital books only.


Instruction

10+ 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.

在你完成你的学习任务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: Kaplan will be using Zoom for Live Online events. Clickherefor instructions on how to create and set up your Zoom account.

Core
Take the guesswork out of your study plan with strategically placed weekly tasks.

These full-length mock exams simulate the interface, format, and difficulty of the actual CFA exam.

The Ultimate and Premium Packages include 6 mock exams, the Essential Package includes 4 mock exams, and the Basic Package includes 2 mock exams.


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.
Ask questions, and receive answers from an instructor at any time.

Maximize your 300 hours with our JumpStart study materials. Shortly after you complete your CFA®exam, the JumpStart materials will be automatically added 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.

The JumpStart study materials include:

  • SchweserNotes™ Books 1-5 (online)
  • SchweserNotes™ Videos
  • Limited access to Schweser's online classes
  • Full access to SchweserPro™ QBank (online)
  • Online Topic Quizzes to help you master every topic

After you pass your current exam, you can continue using these study materials and save all the progress you've made (including the work you’ve done in the QBank) by upgrading to a full Schweser Study Package.


Access ourcommunity forumto engage with our experts and other CFA candidates to 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.

This compact study tool summarizes key formulas, definitions, and concepts.

The audio version of SchweserNoteshelps reinforce your understanding of the CFA Program curriculum while you are on a commute, at home, or in the gym.

这个直观的问题银行提供了成千上万的questions designed to accurately assess and adapt to your understanding of the CFA Program curriculum…providing you with better results.
Pass Guarantee
Didn’t pass the exam? Your next study package is on us, free of charge.Terms and conditions apply.
Review

Take this compact book anywhere you go, printed or eBook, for a concise review of the CFA Program curriculum. Schweser's 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 55+ hours of expert instruction and review available Live Online or OnDemand. You receive a thorough review of key topics, practice questions, and problem-solving techniques, as well as exam tips and strategies.

Level II and Level III packages also include a 1-day workshop. In these Live Online sessions, an instructor guides you through a variety of item sets (Level II) and essay questions (Level III) to improve your ability to answer these types of questions on exam day.

IMPORTANT: Kaplan will be using Zoom for Live Online events. Clickherefor instructions on how to create and set up your Zoom account.

Purchase Options

February 2024 Exam
Ultimate Package (February 2024)
All-Inclusive
$1,499.00
Select this package if you are sitting for the August 2024 exam. All products and materials are the same for each window, but shipping and release dates differ by window.
$1,499.00
August 2024 Exam
Ultimate Package (August 2024)
All-Inclusive
$1,499.00
Select this package if you are sitting for the August 2024 exam. All products and materials are the same for each window, but shipping and release dates differ by window.
$1,499.00

Premium Package for the 2024 CFA®Level III Exam

Your CFA®exam preparation begins with a personalized Activity Feed that schedules weekly tasks based on your study time frame and exam date. Each task is strategically placed to follow our proven study plan that covers the entire curriculum. Begin preparing for your exam by reading SchweserNotes™, practicing the concepts with integrated quizzes from the SchweserPro™ QBank, and learning from CFA Program instructors in your OnDemand Masterclasses. Once you’ve learned the material, test your performance with our Mock Exams to measure your readiness for the actual CFA exam.

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

What's Included:

Study Notes

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, SchweserNotesincludes realistic examples and practice quizzes to help you retain vital information.

Ultimate and Premium Packages include digital and printed books. Essential Package includes digital books only.


Instruction

10+ 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.

在你完成你的学习任务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.

*Premium Packagesinclude the option to upgrade to Live Online Masterclasses and a 5-Day Live Online Review Workshop for just $299. This option can be selected in the cart.

Core
Take the guesswork out of your study plan with strategically placed weekly tasks.

These full-length mock exams simulate the interface, format, and difficulty of the actual CFA exam.

The Ultimate and Premium Packages include 6 mock exams, the Essential Package includes 4 mock exams, and the Basic Package includes 2 mock exams.


Three Checkpoint Exams with questions that mimic the difficulty and format of the actual CFA exam.
Ask questions, and receive answers from an instructor at any time.

Maximize your 300 hours with our JumpStart study materials. Shortly after you complete your CFA®exam, the JumpStart materials will be automatically added 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.

The JumpStart study materials include:

  • SchweserNotes™ Books 1-5 (online)
  • SchweserNotes™ Videos
  • Limited access to Schweser's online classes
  • Full access to SchweserPro™ QBank (online)
  • Online Topic Quizzes to help you master every topic

After you pass your current exam, you can continue using these study materials and save all the progress you've made (including the work you’ve done in the QBank) by upgrading to a full Schweser Study Package.


Access ourcommunity forumto engage with our experts and other CFA candidates to 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.

This compact study tool summarizes key formulas, definitions, and concepts.
这个直观的问题银行提供了成千上万的questions designed to accurately assess and adapt to your understanding of the CFA Program curriculum…providing you with better results.
Pass Guarantee
Didn’t pass the exam? Your next study package is on us, free of charge.Terms and conditions apply.
Review

Take this compact book anywhere you go, printed or eBook, for a concise review of the CFA Program curriculum. Schweser's Secret Sauce®provides insights and exam tips on how to effectively prepare and apply your knowledge on exam day.

Watch our Review Workshop sessions on your schedule with 55+ hours of expert instruction and review that are all available for OnDemand viewing. You receive thorough review of key topics, practice questions and problem-solving techniques, and exam tips and strategies.

*Premium Packagesinclude the option to upgrade to a 5-Day Live Online Review Workshop and Live Online Masterclasses for just $299. This option can be selected in the cart.

Purchase Options

February 2024 Exam
Premium Package (February 2024)
Core+Instruction+Review
$1,099.00
Select this package if you are sitting for the February 2024 exam. All products and materials are the same for each window, but shipping and release dates differ by window.
$1,099.00
August 2024 Exam
Premium Package (August 2024)
Core+Instruction+Review
$1,099.00
Select this package if you are sitting for the August 2024 exam. All products and materials are the same for each window, but shipping and release dates differ by window.
$1,099.00

Essential Package for the 2024 CFA®Level III Exam

The Essential Package turns your study plan into a guided tour, enhanced by SchweserNotes, topic assessments, module quizzes, the SchweserProQBank, and 45+ hours of expert Instruction to increase your content retention.

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

What's Included:

Study Notes

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, SchweserNotesincludes realistic examples and practice quizzes to help you retain vital information.

Ultimate and Premium Packages include digital and printed books. Essential Package includes digital books only.


Instruction

10+ 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.

在你完成你的学习任务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.

*Premium Packagesinclude the option to upgrade to Live Online Masterclasses and a 5-Day Live Online Review Workshop for just $299. This option can be selected in the cart.

Core
Take the guesswork out of your study plan with strategically placed weekly tasks.

These full-length mock exams simulate the interface, format, and difficulty of the actual CFA exam.

The Ultimate and Premium Packages include 6 mock exams, the Essential Package includes 4 mock exams, and the Basic Package includes 2 mock exams.


Three Checkpoint Exams with questions that mimic the difficulty and format of the actual CFA exam.
Ask questions, and receive answers from an instructor at any time.

Maximize your 300 hours with our JumpStart study materials. Shortly after you complete your CFA®exam, the JumpStart materials will be automatically added 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.

The JumpStart study materials include:

  • SchweserNotes™ Books 1-5 (online)
  • SchweserNotes™ Videos
  • Limited access to Schweser's online classes
  • Full access to SchweserPro™ QBank (online)
  • Online Topic Quizzes to help you master every topic

After you pass your current exam, you can continue using these study materials and save all the progress you've made (including the work you’ve done in the QBank) by upgrading to a full Schweser Study Package.


Access ourcommunity forumto engage with our experts and other CFA candidates to 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.

This compact study tool summarizes key formulas, definitions, and concepts.
这个直观的问题银行提供了成千上万的questions designed to accurately assess and adapt to your understanding of the CFA Program curriculum…providing you with better results.
Pass Guarantee
Didn’t pass the exam? Your next study package is on us, free of charge.Terms and conditions apply.

Purchase Options

February 2024 Exam
Essential Package (February 2024)
OnDemand Instruction Package
$799.00
Select this package if you are sitting for the February 2024 exam. Shipping and release dates differ by window.
$799.00
August 2024 Exam
Essential Package (August 2024)
OnDemand Instruction Package
$799.00
Select this package if you are sitting for the August 2024 exam. Shipping and release dates differ by window.
$799.00

Basic Package for the 2024 CFA®Level I Exam

Designed to supplement your CFA Institute study materials, this cost-effective CFA package will prepare you for the 2024 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 inCFA exam prep.

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

Instruction

10+ 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.

在你完成你的学习任务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.

*Premium Packagesinclude the option to upgrade to Live Online Masterclasses and a 5-Day Live Online Review Workshop for just $299. This option can be selected in the cart.

Core

These full-length mock exams simulate the interface, format, and difficulty of the actual CFA exam.

The Ultimate and Premium Packages include 6 mock exams, the Essential Package includes 4 mock exams, and the Basic Package includes 2 mock exams.


Three Checkpoint Exams with questions that mimic the difficulty and format of the actual CFA exam.

Maximize your 300 hours with our JumpStart study materials. Shortly after you complete your CFA®exam, the JumpStart materials will be automatically added 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.

The JumpStart study materials include:

  • SchweserNotes™ Books 1-5 (online)
  • SchweserNotes™ Videos
  • Limited access to Schweser's online classes
  • Full access to SchweserPro™ QBank (online)
  • Online Topic Quizzes to help you master every topic

After you pass your current exam, you can continue using these study materials and save all the progress you've made (including the work you’ve done in the QBank) by upgrading to a full Schweser Study Package.


Access ourcommunity forumto engage with our experts and other CFA candidates to 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.
This compact study tool summarizes key formulas, definitions, and concepts.
这个直观的问题银行提供了成千上万的questions designed to accurately assess and adapt to your understanding of the CFA Program curriculum…providing you with better results.

Purchase Options

February 2024 Exam
Basic Package (February 2024)
Core Study Tools
$429.00
Select this package if you are sitting for the February 2024 exam. All products and materials are the same for each window, but shipping and release dates differ by window.
$429.00
August 2024 Exam
Basic Package (August 2024)
Core Study Tools
$429.00
Select this package if you are sitting for the August 2024 exam. All products and materials are the same for each window, but shipping and release dates differ by window.
$429.00

Live Online CFA Level III Class and Review Workshops Dates and Schedules

Select your exam and expand the list below to show all available class dates and information.

February 2024 CFA Level III Exam

Masterclass Live Online - New York Time (February 2024)
Schedule
September 13, 2023 - January 11, 2024
Location
Location:
Online
Instructor
Instructor:
Live Online 5-Day Review Workshop (February 2024)
Schedule
January 17 - 21, 2024
Location
Location:
Online
Instructor
Instructor:
Darren Lee

August 2024CFA Level IIIExam

Masterclass Live Online - New York Time (August 2024)
Schedule
April 3 - July 10, 2024
Location
Location:
Online
Instructor
Instructor:
Darren Lee
Live Online 5-Day Review Workshop (August 2024)
Schedule
July 24 - 28, 2024
Location
Location:
Online
Instructor
Instructor:

Explore Kaplan Schweser’s Individual Study Products

If you’re looking to pinpoint a specific area of your study, check out our individual CFA prep products. From concise books that break down the curriculum to thousands of realistic practice questions, exam-simulating mock exams, and more, we’ve got absolutely everything you need to elevate your exam readiness.

Browse Individual Study Materials>

CFA Level III Exam Packages 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 »

Kaplan uses Zoom for live online events. Clickherefor instructions on how to create and set up your Zoom account.

To optimize your classroom experience with Zoom, we recommend you visit theZoom Download Centerand install the Zoom client. We encourage you to also run asystem checkprior to your first session to ensure the best possible live online classroom experience.

Access to 2023 online materials expires on the following dates:

  • February 2023 exam products: access expires on March 31, 2023
  • May 2023 exam products: access expires on June 30, 2023
  • August 2023 exam products: access expires on September 30, 2023
  • November 2023 exam products: access expires on December 31, 2023

Access to 2024 online materials expires on the following dates:

  • February 2024 exam products: access expires on March 31, 2024
  • May 2024 exam products: access expires on June 30, 2024
  • August 2024 exam products: access expires on September 30, 2024
  • November 2024 exam products: access expires on December 31, 2024
eBook versions are available for SchweserNotes, Schweser's Secret Sauce®,一个nd QuickSheet. Ultimate and Premium Packages include both print and eBook options at no additional cost. Learn more about our eBooks, accessed through VitalSource®, on ourFAQ page.
Our OnDemand class covers all the topical areas as a live class but allows you to learn on your schedule with 50 hours of OnDemand classes. You also get five instructor-led live online workshops providing the opportunity to ask questions and work complicated practice problems.

Our live online classes give you virtual access to our expert instructors regardless of your location. Classes are held at a specified time and recorded for later viewing if you are unable to attend.

Our in-person classes are held in select locations and provide the opportunity for those who learn best in a traditional classroom environment to engage with 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®,一个nd 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 PremiumPlus™, Ultimate, and Essential Packages. The PremiumPlus™ and Ultimate packages are 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.


Note that Kaplan Schweser currently offers both 2023 and 2024 CFA study packages. You have the option of choosing prep for the 2023 CFA exam, or 2024 CFA exam, regardless of the level of the exam.

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

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