Course Description
** These packages are intended for candidates writing the 2025Â CFAI exams ONLY
- Thorough, in-depth videos that cover every aspect of the CFA program curriculum; LOS-by-LOS
- Video walkthroughs covering EOC questions from the CFAI books
- Seminar videos with a more in-depth explanation for harder concepts
- Lecture PDF notes
- App Access for offline video viewingÂ
- Q-Bank
- Formula sheet for quick reference
- Interactive Live Classes
- Expert CFA Instructors
- 30+ Hours Live Sessions
- Tailored Questions
- Extended Instructor Comments
- Weekly Update Video
- 6 Mentor Hours
- Reading videos archive when package expires – available for 3 years
- One-Fee-To-Pass
– if unsuccessful in the 2025 exam attempt, package access (for the same Level) will be extended to the candidate’s next exam date at no charge
– NEW: For 2023 packages and onwards the OFTP will include exam deferrals; candidates will be required to provide the registration receipt for the new exam date for their subscription to be extended.
** further details can be found within the Terms & Conditions
Package subscriptions for the 2025 CFAI exams are for current CFA candidates EXCLUSIVELY; non-CFA candidates are restricted from purchase (verification may be required).
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**IF you have already purchased a Level I package for a previous year, you could be eligible for a credit to be applied to the package price.
The credit MUST be applied before completing the order; it is NOT available after the purchase is completed.
Please check the MY ACCOUNT page for eligibility or email our Care Specialists here
Schedule - Live Classes
The instructor led program includes 30+ hours of live online workshop sessions that will focus on important areas of the curriculum. The two-hour sessions will be interactive, giving candidates the opportunity to ask questions as our expert instructors explain and demonstrate the application of key concepts using a variety of questions and illustrations. Each session will be recorded and available to view after the event.
Schedules (May and August 2025)
**ALL times showing below are in Eastern timezone
-> please ensure you are confirming your own Time Zone conversion.
L1 May 2025 Instructor-Led Classes
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Quantitative Methods |
Mentor |
Topics |
Time |
Richie |
LM 2: Time Value of Money In Finance |
Dec 4th 5:00 PM |
Richie |
LM 2: Time Value of Money In Finance |
Dec 8th 8:00 AM |
Quantitative Methods |
Mentor |
Topics |
Time |
Richie |
LM 8: Hypothesis Testing, LM 10: Simple Linear Regression |
Dec 10th 5:00 PM |
Richie |
LM 8: Hypothesis Testing, LM 10: Simple Linear Regression |
Dec 14th 8:00 AM |
Portfolio Management |
Mentor |
Topics |
Time |
Darrin Kerr |
LM 1 and LM 2: Portfolio Risk and Return I and II |
Dec 18th 5:00 PM |
Darrin Kerr |
LM 1 and LM 2: Portfolio Risk and Return I and II |
Dec 22nd 8:00 AM |
Economics |
Mentor |
Topics |
Time |
Richie |
LM 1: The Firm and Market Structures, LM 7: Capital Flows and the FX Market |
Dec 30th 5:00 PM |
Richie |
LM 1: The Firm and Market Structures, LM 7: Capital Flows and the FX Market |
Jan 4th 8:00 AM |
Derivatives |
Mentor |
Topics |
Time |
Richie |
LM 5: Pricing and Valuation of Forward Contracts LM 8: Pricing and Valuation of Interest Rates and Other Swaps |
Jan 9th 5:00 PM |
Richie |
LM 5: Pricing and Valuation of Forward Contracts LM 8: Pricing and Valuation of Interest Rates and Other Swaps |
Jan 12th 8:00 AM |
Alternative Investments |
Mentor |
Topics |
Time |
Darrin Kerr |
Overview |
Jan 21st 5:00 PM |
Darrin Kerr |
Overview |
Jan 25th 8:00 AM |
Financial Statement Analysis |
Mentor |
Topics |
Time |
Darrin Kerr |
LM 8: Topics in Long-Term Liabilities and Equity, LM 9: Analysis of Income Taxes |
Jan 29th 5:00 PM |
Darrin Kerr |
LM 8: Topics in Long-Term Liabilities and Equity, LM 9: Analysis of Income Taxes |
Feb 2nd 8:00 AM |
Fixed Income |
Mentor |
Topics |
Time |
Richie |
LM 9: The Term Structure of Interest Rates: Spot, Par and Forward Curves |
Feb 6th 5:00 PM |
Richie |
LM 9: The Term Structure of Interest Rates: Spot, Par and Forward Curves |
Feb 8th 8:00 AM |
Corporate Issuers |
Mentor |
Topics |
Time |
Mack Sawatsky, CFA |
LM 5: Capital Investments and Capital Allocation, LM 6: Capital Structure |
Feb 21st 5:00 PM |
Mack Sawatsky, CFA |
LM 5: Capital Investments and Capital Allocation, LM 6: Capital Structure |
Feb 23rd 8:00 AM |
Financial Statement Analysis |
Mentor |
Topics |
Time |
Darrin Kerr |
Impairment and revaluation of long lived assets, Inventory and write downs |
Feb 25th 5:00 PM |
Darrin Kerr |
Impairment and revaluation of long lived assets, Inventory and write downs |
Mar 1st 8:00 AM |
Derivatives |
Mentor |
Topics |
Time |
Richie |
Pricing and valuing forward commitments |
Mar 5th 5:00 PM |
Richie |
Pricing and valuing forward commitments |
Mar 9th 8:00 AM |
Fixed Income |
Mentor |
Topics |
Time |
Richie |
Duration and convexity |
Mar 13th 5:00 PM |
Richie |
Duration and convexity |
Mar 15th 8:00 AM |
Financial Statement Analysis |
Mentor |
Topics |
Time |
Darrin Kerr |
LM2: Analyzing Income Statements, LM 4 and LM 5: Analyzing Statements of Cash Flows I and II |
Mar 18th 5:00 PM |
Darrin Kerr |
LM2: Analyzing Income Statements, LM 4 and LM 5: Analyzing Statements of Cash Flows I and II |
Mar 22nd 8:00 AM |
L1 August 2025 Instructor-Led Classes
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Quantitative Methods |
Mentor |
Topics |
Time |
Richie |
TBD |
May 6th 11:00 AM |
Richie |
TBD |
May 9th 5:00 PM |
Fixed Income |
Mentor |
Topics |
Time |
Richie |
TBD |
May 12th 11:00 AM |
Richie |
TBD |
May 14th 5:00 PM |
Derivatives |
Mentor |
Topics |
Time |
Richie |
TBD |
May 19th 11:00 AM |
Richie |
TBD |
May 22nd 5:00 PM |
Alternative Investments |
Mentor |
Topics |
Time |
Darrin Kerr |
TBD |
Jun 17th 11:00 AM |
Portfolio Management |
Mentor |
Topics |
Time |
Darrin Kerr |
TBD |
Jun 20th 5:00 PM |
Economics |
Mentor |
Topics |
Time |
Richie |
TBD |
Jun 25th 5:00 PM |
Ethics |
Mentor |
Topics |
Time |
Darrin Kerr |
TBD |
Jul 1st 11:00 AM |
Review |
Mentor |
Topics |
Time |
Darrin Kerr |
TBD |
Jul 7th 5:00 PM |
APPLIED ANALYSIS
(All subscription content will be delivered in English)
Download a detailed Course description here: (English)