Customize Your Free CFA Study Planner

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“Love the website content and the CFA study planner has become an absolute necessity for me! It helped me clear Level 1 in my first attempt by always keeping me on top of my study schedule. “

Reshma Menon, CFA L2 candidate

[Planner updated to accommodate all the new 2021 computer-based testing dates]

So you’ve decided to register for the CFA exams

The natural next step is to consider if you would need additional prep materials. This depends largely on your study style and how you learn best – check out Offers section for exclusive 300 Hours readers discounts.

Once that’s done, the big question is “How do I plan my studies to pass the exams?”, or “Can I complete studying for the CFA exam in X months?”. The ‘problem’ with this question is that each individual should have their own optimal plan that suits their circumstances – there is no one-size-fits-all. 

As we get these questions all the time, we’ve distilled our learnings and experience into a killer CFA study planner tool. Our personalized CFA study planner will help you:

  • Predict your CFA exam score
  • Benchmark your mock scores against historical candidate data
  • Track all your study efforts
  • Map the curriculum you’ve covered, identify weak spots and auto-prioritize

Let’s dive in!

Contents


What makes the best CFA study planner?

Customize Your Free CFA Study Planner 1

I have discussed this framework more informally in this article about balancing CFA exam studies and work, but I hope this guide will give you a concrete method to come up with a tailor-made plan.  

We built our study planner with two guiding principles:

  • Low input needed: We want you to focus on studying, not playing around with study data. Our study planner is ready to use right out of the box. Input as much or as little as you want, it makes the most of the study data you give it.
  • Focus on passing: The study planner’s main function is to help you pass. Every aspect of its interface is to help you focus on the areas that matter, or incentivize you to perform better or work harder. This means our focus areas will prioritize topics that can gain you the most points, and we built in a lot of features to give you an idea of how your exam performance would be.

Minimal work needed, and maximizes your pass chances. Nothing else matters.


Generate your own free CFA study planner

More than 40,000 readers have successfully used our planner. You can generate your own in less than a minute. 

We will create a personalized CFA study planner for you with 3 core features:

  • PLAN: Shows you whether you’re on-track with your CFA exam studies and all important dates
  • PROGRESS: Show you where are the topics you should be focusing your time on, factoring in the amount of reading and actual exam weightings to really show you the most efficient topics to be addressing
  • PERFORM: Benchmarks your mock exam scores to show you if your scores need improving to ensure a pass

​PLAN: Master your study hours and never fall behind

Customize Your Free CFA Study Planner 2

With our online planner, you can check your study progress at any time, and see if you’re on track to complete all your studies before your CFA exam day. 

The planner also monitors the remaining days left to your exam with your study plan and progress, alerting you if you are falling behind.

CFA Study Planner: Plan

​It also charts your study hours, showing your progress against past periods.​

CFA Study Planner: Study Hours

PROGRESS: Know what you’ve covered, and focus on what’s important

CFA Study Planner - Track Progress

Know exactly how much you’ve covered

Our study planner prioritizes exam performance – exam weighting is built into every assessment. Throughout your studies you will have a progress % showing how much of the exam you’ve covered, and how far ahead – or behind – you are.

CFA study plan: Track Your progress Dashboard

Focus on your important topics

The planner also considers exam weights, difficulty and progress to highlight topics that you should prioritize.

CFA Study Planner: Readings Summary

Helps you stay disciplined

As you progress through your studies, reviewing topics and completing mock exams, marking your progress as ‘done’ in the planner actually contributes towards your sense of achievement and helps you maintain a more disciplined approach to your CFA exam studies.

CFA Study Plan: Readings List

PERFORM: Benchmark your mocks. Predict your CFA exam performance

CFA Study Plan: Perform and predict your exam score

We predict…you’ll pass your CFA exams.

Combining past candidate performance data and your study data, we can even attempt to predict your CFA exam performance.

Of course, this is just a prediction, and not a guarantee!

CFA Study Planner: Predict Your CFA Exam Score

Auto-benchmarked against past candidates

As you enter your mock exam scores, these are auto-benchmarked to show you if you are scoring well against historical candidates performance.

We have past candidates’ actual CFA results, so we can create a reliable benchmark to show you if you’re trending towards a pass, or you need to step it up.

This better informs you if your scores need improving, and helps reassure you if your scores are on a good trend.

CFA Study Planner: Mock Exam Tracker

Fill in this form, get your personalized CFA study planner now!


What do you think? I hope you found this simple framework useful for your study planning, and that you now have your online planner to use. Share this with a friend who is revising for the CFA exams too!

Meanwhile, you may find these related articles of interest:

Level 1 candidates

Level 2 candidates

Level 3 candidates

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74 thoughts on “Customize Your Free CFA Study Planner”

  1. Hi, I had my CFA Level 3 Planner and this morning it seemed to be removed from the creator. Are you able to give me my access back? My exam is in a 6 weeks and i was using this to track my progress. Thanks!

    Reply
  2. How can I add details of a month-long break from studies in the planner? So that I have a more accurate picture of exactly how much time I have left.

    Reply
    • Hi Supriya, our study planner doesn’t have that feature incorporated unfortunately. That said, you can put an earlier start date (1 month earlier), and it should indicate that you are ahead of schedule before your 1 month break, and on target after your 1 month break. Hope this helps!

      Reply
  3. Does the planner not accommodate Wiley materials? These were what I had originally purchased for the June 2020 exam and will continue to use for the Feb 2021 exam.

    Reply
    • Hi Bradley – yes, it should. There’s an ‘Other’ field that you can use for providers not on the list – it disappeared for some reason but I’ve added it back now. Thanks for the catch!

      Reply
    • Hi Christopher If you’re on the latest version of the planner, you should be able to change the exam date in Form Input > Cell D2. If this doesn’t work, then the best thing to do is to create a new planner with your new exam date and copy any information over. If you’d like more help, just email me at zee@300hours.com.

      Reply
  4. Hi Egan It could be because of your timezone – the default for this sheet is London (GMT0). You can change this via File > Spreadsheet settings. Hope that helps – if you continue to have issues just let me know.

    Reply
  5. My planner seems to be off by one day (it thinks today is the 29th when it is actually the 28th). How do I fix this?

    Reply
  6. Hi, I just sent an email to your study planner support mailbox. I received an email after filling out the form called ‘Your 300 Hours CFA Guides’. Towards the bottom of the email there is lots of hyperlinked images. If you click on the one that says ‘The CFA Study Planner’ it links you to the page we are on right now. I noticed 99% of the comments are about not receiving the planner. I think the hyperlinked image on your auto-email needs to be amended.. Would love to get a hold of your planner. Thank you.

    Reply
    • If you fill out your details in the form at the end of this article, a planner will be created and emailed to you. I’m not sure what went wrong for you but if you have any issues in getting your planner please just contact me at zee@300hours.com.

      Reply
  7. Hi there, I have filled up the form above and submitted, and I didn’t receive the CFA study planner. Could you please send it

    Reply
  8. I have submitted the form quite a few times, but have yet received the planner. Would you be able to help me with this situation?

    Reply
    • The planners were successfully generated and sent to your email address – perhaps they were accidentally going to spam? I’ve reforwarded it to you separately – hope it works now!

      Reply
  9. What is the best way to think about how much progress I should be making within the planned study hours i.e. if I study/read for 2 hours a day how many pages should I be completing for each 2 hour session? Page numbers seems like a more definitive and trackable metric than study hours and sections. Thanks!

    Reply
    • Hi Jason, that’s a good question! The planner measures progress by the % of curriculum covered. Topics are weighted differently and have varying amounts of material, so 50% of pages covered does not mean you’ve covered 50% of the exam. And clarity on % of exam covered is important! The recommended metric for daily/weekly progress should be readings. You should be aiming to complete 1 reading every half week or so (this may vary depending on your schedule). Hope that helps!

      Reply

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