Kaplan Schweser CFA: Detailed Reviews, Study Packages & Discounts 1

One of the most widely-used materials in the CFA exam space, Kaplan Schweser is a solid choice to guide you through your CFA journey.

About Kaplan Schweser

Kaplan Schweser is one of the biggest CFA prep provider in the market, with 30 years experience in CFA exams.

Developed by Dr Carl Schweser and Dr Andrew Temte in 1990, the Schweser Study Program became the CFA industry leader in the mid-1990s, and hasn’t looked back since. The Schweser Study Program was acquired by Kaplan Inc in November 1999.

Dr Temte became the CEO of the Schweser Study Program, and today is the CEO of Kaplan Professional, covering not just CFA, but other qualifications such as ACA, ACCA, CIMA, CFP, CAIA, and FRM. 

Kaplan Schweser today has 12 full-time CFA-qualified faculty members, and 13 other full-time faculty members who hold other professional designations such as CAIA, CFA or FRM. 

Kaplan Schweser CFA: Detailed Reviews, Study Packages & Discounts 6

Kaplan Schweser: Packages and Offers

What study packages are available for the CFA Program?

Kaplan Schweser has a few simple study packages depending on the level of support you would like for your CFA exam prep.

The Essential package covers all the basics for candidates that prefer to self-study. For those who prefer a bit more structure and guidance, the Premium and PremiumPlus packages include weekly instruction, workbooks, instructor support and review programs as well.

Kaplan Schweser CFA: Detailed Reviews, Study Packages & Discounts 7

Essential

Includes all Core features:

  • SchweserNotes
  • SchweserPro QBank
  • Diagnostic Exam
  • Activity Feed
  • SchweserNotes Videos
  • Practice Exams (4 Exams)
  • Checkpoint Exams
  • Quicksheet
  • Resource Library
  • Instructor Link

Learn more ↗︎

Kaplan Schweser CFA: Detailed Reviews, Study Packages & Discounts 8

Premium

All Core features, plus on-demand Instruction and Review features:

  • On-Demand classes
  • On-Demand Review Workshop
  • Schweser’s Secret Sauce

Learn more ↗︎

Kaplan Schweser CFA: Detailed Reviews, Study Packages & Discounts 9

PremiumPlus

All Core features, plus live Instruction and Review features:

  • Live Online Weekly Classes
  • Live Online Review Workshop
  • Schweser’s Secret Sauce

Learn more ↗︎

Kaplan Schweser’s current CFA offers and deals

Kaplan Schweser does offer discounts, freebies and deals from time to time, including an Early Bird discount that’s usually offered right around CFA registration deadlines. Here are the current deals, offers and discount codes for Kaplan Schweser’s CFA exam prep packages:

Kaplan Schweser Logo Free Material
Free 2021 Level II or III CFA JumpStart
Kaplan Schweser
Sat for the May exam? Get started on your November Level II or Level III exam prep for free with Kaplan Schweser's JumpStart package. Sign up by June 29 to take advantage of this opportunity.
Valid until 29 Jun 2021
Kaplan Schweser Logo Free Material
Free CFA Program Fundamentals eBook
Kaplan Schweser
Want to get a sneak peek at CFA Curriculum? This free eBook shows you how a past textbook covered the fundamentals of the CFA Curriculum so you get an idea of what the current book is like.
Kaplan Schweser Logo Free Material
CFA Question of the Day
Kaplan Schweser
Sign up to receive a CFA practice question directly in your inbox each day! Free daily questions will continue until CFA Exam Day. Start preparing for exam day today!
Kaplan Schweser CFA: Detailed Reviews, Study Packages & Discounts 10

Kaplan Schweser: Review of CFA Exam Materials

Study and Review Materials

Kaplan Schweser CFA: Detailed Reviews, Study Packages & Discounts 11

SchweserNotes: Kaplan Schweser’s study notes are clear, concise and comprehensive

Called SchweserNotes, the five-volume set is everything Schweser thinks candidates need to study for to pass the exam.

It’s important to know that the Schweser study notes intentionally do not cover everything in the CFA curriculum. Instead, the study notes are designed to be more concise, helping candidates better process the CFA Learning Outcome Statements (LOS).

There are also practice questions and self-tests at the end of each topic – although they are usually more to check that you’ve read everything, rather than testing you on the same difficulty level as the real exam.

SchweserNotes are available in print form, in ebook format, and even in audio format.

Review Notes: Kaplan’s Secret Sauce

The Secret Sauce is Kaplan Schweser’s compact guide for candidates as the exam day approaches. This smaller book is handy to bring around once you’ve completed the study notes.

It contains concise, readable explanations of the major parts of the CFA curriculum, along with tips, strategies, plans and analyses that help inform your exam-day performance.

You can check out SchweserNotes and Secret Sauce at Kaplan Schweser’s online store here ↗︎

Practice Questions and Mock Exams

Kaplan Schweser CFA: Detailed Reviews, Study Packages & Discounts 12

Question Banks: practice with thousands of questions online

Available as an online platform, the SchweserPro QBank has thousands of multiple-choice questions and allows you to customize your own exams by topic, difficulty and number of questions.

At last count, the number of questions available in Kaplan Schweser’s Qbank is:

  • CFA Level 1: 3,500+ questions
  • CFA Level 2: 3,000+ questions
  • CFA Level 3: 1,500+ questions

All questions have full answer explanations, with useful performance metrics to focus your studies.

Full Qbank description and details from Kaplan Schweser here ↗︎

Practice Exams: Four full practice tests, online mocks are available

Kaplan Schweser offers four full Practice Exams for each level. Each practice exam consisting of an AM and PM paper, and they are available in print or online.

They also offer an Online Mock Exam, which is timed, simulates the exact interface of the computer-based exam (Exam Sim mode) and includes a Mock Exam Tutorial: detailed, guided walkthrough the mock exam questions and answers after you’ve taken the exam.

More on Kaplan Schweser’s question banks and practice exams ↗︎

CFA Classes, Courses and Videos

Kaplan Schweser CFA: Detailed Reviews, Study Packages & Discounts 13

Classroom & Video Courses: Attend live or online

Schweser’s classroom courses consist of weekly classes and on-demand video lectures. It includes all the material you need, although you do need to be disciplined in attending classes and watching the on-demand video lectures beforehand.

Live weekly classes are currently offered in about 3+ cities, but if live classes aren’t offered in your city you can attend online. If you miss any classes, all classes are archived online so that you can catch up on them later.

Review Courses: Varying lengths and intensities to suit all needs

  • Schweser offers a range of review courses in varying duration and intensity. They’re offered in certain cities, so always check to see the latest availability.
    • 1-Day Workshops focusing on one topic, such as Financial Statement Analysis.
    • 3-Day Workshops covers key topics for the entire exam, practice questions, instructor tips, and includes all the materials you need plus the Secret Sauce book.
    • 5-Day Workshops are intensive courses conducted over five consecutive days, with a thorough review of key topics, practice questions, instructor tips, and includes everything you need including the Secret Sauce book.
    • WindsorWeek is a 7-day workshop conducted at the University of Windsor (Ontario, Canada). Consisting of hundreds of candidates from all over the world, it’s a full immersion in the CFA curriculum, with 48+ hours of instruction, all the materials you need, one-on-one tutoring sessions, a mock exam, with lodging and meals provided.

More details on all Kaplan Schweser’s CFA classes and courses ↗︎

Online Platform and Apps

Kaplan Schweser CFA: Detailed Reviews, Study Packages & Discounts 14

Kaplan Schweser App: Your CFA materials on the go

The Kaplan Schweser App (iOS, Android) is a fairly new addition and launched in 2019. It makes all of the below available on your phone:

  • SchweserNotes
  • SchweserPro QBank
  • Flashcards
  • Secret Sauce

To suit studying on a smaller screen, Kaplan’s transformed their study material into bite-sized formats, with some limited offline capabilities. There have been some reported login issues with the app, but hopefully this should have been resolved now. It’s worth checking out if you’ve already gotten any of the study material covered by the app.

You can download the Kaplan Schweser App here (free download, but content needs to be pre-purchased) ↗︎

Other Features: Flashcards, QuickSheets, PassProtection

Kaplan Schweser CFA: Detailed Reviews, Study Packages & Discounts 15

Flash Cards

Flashcards are really useful study tools to help retain information. It’s really best practice to make your own flashcards, but if you’d like a ready-made set that covers all topics, Kaplan Schweser has one. The design is as we’d recommend:

  • paper cards color-coded by topic
  • Indexed by study session, reading, and LOS
  • All CFA LOS are covered
  • LOS printed on one side; complete answers on the other

There’s a free sample of Kaplan Schweser’s flash cards, which you can download from their free materials page ↗︎

QuickSheet

Most of Kaplan Schweser’s CFA packages also include a Quicksheet, which is Kaplan Schweser’s CFA formula sheet. This is 6 pages of key formulae, definitions and concepts in one laminated tri-fold card. You’ll also get a soft copy.

Here’s an example of how a Quicksheet looks like. You can also download a PDF version of this at Kaplan Schweser’s free materials page.

CFA Kaplan Schweser QuickSheet Free Sample

PassProtection Guarantee

Kaplan Schweser offers two layers of guarantees for failing candidates:

  • First is what they call The Schweser Commitment, which gets you the same exam prep package free for the next exam sitting if you fail. Conditions are:
    • Applicable only to Essential, Premium, or PremiumPlus packages
    • You must answer at least 50% of the available online questions (i.e. QBank, Topic Assessments and Practice Exams) via the online platform
  • If you don’t meet the above criteria, you can still get 50% off the same-level purchase, which only applies to previous purchases of Essential, Premium or PremiumPlus packages.

Learn more Kaplan Schweser’s PassProtection ↗︎

Kaplan Schweser CFA: Detailed Reviews, Study Packages & Discounts 16

Kaplan Schweser CFA Reviews and Ratings

Review Filters

★★★★☆ Very Good
Nero Unwin • Level 2

WindsorWeek, if you can attend it, is the biggest game-changer you can give your pass chances…if budget is not a consideration. It’s expensive, my package cost US$2,699, not including travel costs.

It’s basically like corporate training, but for CFA. You travel to The University of Windsor (in Canada), stay for 7-days with other would-be candidates, and get to work. They test you at the start and at the end of the week to see how you’ve progressed.

You isolate yourself from your friends/family/city for 7-8 days together with like-minded candidates and just focus 100% on CFA. The instructors not only provide you with something like 60 hours of classes where you pore over the entire curriculum point by point, but they’re all CFA “insiders” that provide you with mnemonics, strategies and short cuts.

The food is catered and really good. There are 3 buffet meals a day, plus unlimited snacks and drinks all day.


Write your own review>>
★★★★☆ Very Good
Cassie Shevell • Level 3

Kaplan Schweser wasn’t as useful in L3 as it was in L2 and L1.

The main issue is that the material is very concepts-based, and I think the CFA Institute material works better. Kaplan’s summarizing is good if you have little time to study but when you need to look into deep detail to understand L3, you’ll need to refer to CFA Institute material.

I would still recommend Kaplan but you’ll need CFA Institute books at hand to refer in certain areas.
Write your own review>>
★★★☆☆ Good
Arte Reedman • Level 1

The Kaplan Schweser course materials were very helpful in prepping for the CFA Level 1. However, the practice questions were not as difficult as the CFAI questions, so I used them in conjunction with CFA Institute questions. The online platform was very helpful, allowing me to see my average scores for each section.
Write your own review>>
★★★★☆ Very Good
Ezri Westwater • Level 1

A good broad section, but not all, of the curriculum is covered in the notes. I would suggest that more mock exams are provided to adequately simulate exam day questions.
Write your own review>>
★★★★☆ Very Good
Tammara Lamort • Level 1

The notes are quite crisp and to the point. However the level of difficulty for practice questions could be higher, at least at par with the actual CFA paper questions.
Write your own review>>
★★★★★ Excellent
Heath Warcop • Level 1

Amazing customer support. Amazing free pass protection feature. I love Kaplan Schweser and their methodology. I highly recommend their books for Level 1, 2 and 3. I passed Level 1 on the first shot with the Essential package.
Write your own review>>
★★★★★ Excellent
Barrett Oxenford • Level 2

Amazing customer support. Amazing free pass protection feature. I love Kaplan Schweser and their methodology. I highly recommend their books for Level 1, 2 and 3. I passed Level 2 on the first shot with the Essential package.
Write your own review>>
★★★★★ Excellent
Shea Pitrollo • Level 1

The readings were summarised and contained all the important points necessary for the exam preparation.
Write your own review>>
★★★★★ Excellent
cb • Level 1

Kaplan Schweser worked great for me. The package I bought included printed books, Qbank and six mocks. The materials made the content easier to understand, the Qbank strengthened my understanding, and the mock exams were indicative of my score on the actual exam. I averaged a 74% on the six mock exams I took which was comparable to my estimated score on the actual exam of 73%.
Write your own review>>
★★★★★ Excellent
Derick • Level 1

The Kaplan Schweser notes really prepared me extremely well for the exam. The material was easy to understand, followed a great natural flow and the end of topic practice questions assisted me greatly. The mock exams I felt were more difficult than the actual exam, which I felt meant that the material is great in preparing me for the real deal. Would recommend it to anyone.
Write your own review>>
★★★★☆ Very Good
Edmund Ho • Level 1

Helped me with the classes and mock exams. I also found the study notes and online portal helpful.
Write your own review>>
★★★★★ Techincal difficulties of the live course is a let down. Otherwise excellent
Hilary • Level 1

The online weekly course was probably the weakest of the resources, but that, undoubtedly, was due to the “live” aspect. We had multiple instances of technical difficulties. I would definitely recommend an in-person class, if available, over an online class. If one were offered in my area, I would have selected that. Aside from the class, the review materials are extensive. Of course, there can always be more questions. If one couples the K-S questions with those in the CFA materials, all topics are more than covered.
Write your own review>>
★★★★★ Excellent
Zacharias Papaminas • Level 1

Get the books and mocks, hit them hard, and pass. It’s L2 and L3 that you have to worry about.
Write your own review>>
★★★★★ Used effectively for a last-minute cram
Ava Westhoff • Level 1

I used only the notes and read through a few of the mock exam questions and answers. Since 90% of my studies for level 1 happened in the last 10 days, the notes were concise for me to be able to absorb most of the syllabus (Note: Being a qualified chartered accountant with a background in most topics except economics and quantitative methods helped in the last minute studies!)

The mock test answers had explanations behind the answers, which was a bonus for me as I didn’t have the time to work out the exams and could only read through the questions and answers.

One thing I would prefer is more concept checker questions at the end of each reading.

I would also prefer if case studies for ethics were also included in the notes given its weightage. I had to read through case studies from the CFA institute module.


Write your own review>>
★★★★☆ Very Good
Calig • Level 1

Expensive but does a great job condensing the full CFAI curriculum into less than half its original size in pages.
Write your own review>>
★★☆☆☆ Fair
Parminder Kumar • Level 1

I would recommend the official CFA curriculum. It is more than enough for CFA Level 1.
Write your own review>>
★★★☆☆ Good
Hardy Marsden • Level 1

The material was a bit confusing given the time frame. But IFT videos helped a lot.
Write your own review>>
★★★★★ Excellent
Stevana Snelson • Level 1

With the sheer amount of base level knowledge you are required to have on the Level 1 curriculum, it is essential that you review all the concepts in a quick and efficient manner. Additionally, to fully grasp the concepts, it is necessary to do as many practice questions as possible to learn the minute nuances one might have missed in preliminary readings. Kaplan Schweser provides all of this, so it gets my full recommendation.
Write your own review>>
★★★★☆ Very Good
furrybean • Level 3

The Kaplan Schweser prep is definitely my go-to when it comes to studying for the CFA. I’ve used it for all 3 levels and the readings are very succinct and to the point without the background and history that’s often incorporated in the CFA texts. I do find that that the questions tend to be very easy, so if you really want to be prepared it’s good to go over the Kaplan materials and supplement it with CFA end of chapter questions.
Write your own review>>
★★★★★ Excellent
JDCamacho • Level 1

If you’ve done finance or economics as your major, CFA curriculum might be a bit lengthy and rambles on topics where it can be summarized in less than a paragraph. Hence, Kaplan Schweser is very helpful for people that have an average background on finance, and haven’t got time on their side.
Write your own review>>
★★★★☆ Concise and simple
LT • Level 1

The number one reason i like the Kaplan Schweser program is the concise and simple-to-understand notes it provides. For those challenged or pressed for time, it provides a ‘to-the-point’ type of learning which is closely tied to the curriculum. The fact that each LOS and reading have corresponding directions to the curriculum, makes it even better for reference when there is a hazy topic.
Write your own review>>
★★★★☆ Very Good
Geff • Level 1

Kaplan Schweser did a great job for preparing me for Level 1. With that said, it’s important to still do the end of chapter questions out of the CFA Institute books to make sure that you’ve not missed any concepts.
Write your own review>>
★★★★☆ Very Good
Ranjini Chakravorty • Level 1

The materials help keep the learning process consistent, specially if you are working full-time and trying to juggle everything. It prepared me very well, and I am using Kaplan Schweser again for my next CFA level. They also have a mobile app to learn on the go, which is very useful for me!
Write your own review>>
★★★★★ Excellent
Chuckleberry • Level 2

Providing many different avenues to study for the exam has allowed me to attack the material from many different angles. The Study Notes, Video Lectures, and even Audio Notes have all come in handy. The Online Class is what I will be reviewing right up until exam day.
Write your own review>>
★★★★☆ Very Good
Halsey Wolfe • Level 2

The Schweser Notes are a necessary complement to the CFA Institute’s readings, which can be quite dry since they are extremely technical and academic. With Kaplan Schweser, I was able to grasp the concepts in a more functional and easier way.
Write your own review>>
★★★★☆ Very Good
Dulcy Bratten • Level 2

Very good provider but Q bank needs to be only vignettes. Overall the notes and Secret Sauce helped me prepare well and would recommend to anyone studying for the CFA exams.
Write your own review>>
★★★★★ Excellent
jantonich • Level 1

The notes were extremely useful and concise. The end of chapter questions are far too easy for what the CFAI difficulty was – use the CFAI end of chapter questions instead.
Write your own review>>
★★★★★ Excellent
Pietro Grundle • Level 1

Extremely good for Level 1 and would highly recommend to anyone thinking about studying for the CFA exams. The q bank was very insightful and mocks prepared me well.
Write your own review>>
★★★☆☆ Good
Cathrine Cragoe • Level 1

Kaplan Schweser provides a great supplemental review because it’s more time-efficient. CFA Institute textbooks are an overall better source for study materials.
Write your own review>>
★★★★☆ Lots of practice questions
Icy • Level 1

I would recommend Kaplan Schweser, as it has adequate questions for practice. Their Quicksheet formula sheet is also helpful for quick overviews or refreshing your memory – I took it to exam day to study between sessions.
Write your own review>>
★★★★★ Excellent
Mdmutiso • Level 1

Very instrumental in helping me pass my Level 1 exam. The mocks were very helpful in pointing to my weak areas. The notes helped simplify everything.
Write your own review>>
★★★★★ choose your instructor carefully – you can switch!
Becky epp • Level 2

Which instructor you get is key. I switched classes half way through because I realized another professor was available. Wish I switched sooner. Dr. Holmes at Kaplan Schweser is great and you should request him.
Write your own review>>
★★★★☆ Very Good
Section8 • Level 2

Expensive. Schweser notes are still not exactly condensed versions of the CFAI material. Qbank & online instructional videos are fantastic.
Write your own review>>
★★★★☆ Very Good
gregor • Level 2

Mock exams were very helpful although noticeably more difficult than the actual exam. Video instruction and study notes are also very good.
Write your own review>>
★★★★★ Excellent
Ring Vassbender • Level 1

Solid platform for Level 1. End of chapter questions were very good for subject reinforcement. Expensive but in my opinion worth the money.
Write your own review>>
★★★★★ Excellent
Erhard Redington • Level 1

Kaplan Schweser does a great job of taking a lot of dense CFAI material and making it approachable and understandable. Highly recommend.
Write your own review>>
★★★★★ Excellent
Lyn-Dee • Level 1

I thought the program was really good. I bought the online weekly live videos and my only complaint was that the audio was inconsistent. The instructors were very knowledgeable and fun to listen to.
Write your own review>>
★★★★☆ Essays makes practice tough
Matti Massimi • Level 3

Level 3 notes are pretty good, but the format of essays mean that mocks are not as helpful as they were in L1 and L2. Better guidance on how to score points in essay and grade essay mocks would help.
Write your own review>>
★★★★☆ Very Good
furrybean • Level 2

For CFA Level 2 it’s so importatnt to grind through as many questions as you can. i think the Qbank in this case was the most valuable component because you get to see a wide variety of questions.
Write your own review>>
★★★★★ Comprehensive
Corena Shank • Level 2

A comprehensive program to prepare for the exam, focuses on the most testable topics. The video instructor is engaging and does a great job of breaking down complex concepts for candidates.
Write your own review>>
★★★★★ Excellent
Marmaduke Yearby • Level 2

Kaplan does a great job of taking a lot of dense CFAI material and making it approachable and understandable. Highly recommend.
Write your own review>>
★★★☆☆ Good
Ganesh Subramanian • Level 3

I am not sure if Schweser notes are useful for L3. I am sticking mainly to CFAI notes for L3. However, the Schweser practice exams are great and the EOC questions are also very useful.
Write your own review>>
★★★☆☆ Good
SebL • Level 3

Secret Sauce not greatly balanced between important/non-important content. Would have liked QBank to be more useful for Level 3.
Write your own review>>
★★★★☆ Very Good
Millhouse • Level 2

It is pricey, but absolutely worth it given how much simpler they teach the material vs the CFA Institute curriculum.
Write your own review>>
★★★★★ Much better than complimentary stuff
Rosina Schukert • Level 1

A great resource, recommended by a colleague that has been very beneficial in helping me study while working. A much more useful option than the complimentary CFA Institute resources.
Write your own review>>
★★★★★ Excellent
Derick • Level 2

Great provider. Provides a great overall experience in terms of prepping as well as insight. Easy to understand and practice.
Write your own review>>
★★★★★ Excellent
SebL • Level 2

Good material and practice questions provided for Level 2 prep, felt well-prepared for the exam and passed on first attempt.
Write your own review>>
★★★★☆ Very Good
JDCamacho • Level 2

Schweser does a very good job of narrowing down the most important topics and laying out in a straight forward language.
Write your own review>>
★★★★☆ Might not bother with classes next time
morganemurray • Level 1

Good summary of information and tons of questions to review. Classes were less helpful – I wouldn’t take them again, but you might find them helpful if you need the extra boost.
Write your own review>>
★★★★☆ Very Good
Shibhu • Level 1

I studied using just the Kaplan Schweser notes for 2 months and worked roughly 3,000 questions for Level 1. I passed. ?
Write your own review>>
★★★★★ Excellent
Nik • Level 1

The Kaplan Schweser notes were extremely helpful in preparing for the exams. They were concise and to the point. Will definitely be using them again for the coming levels.
Write your own review>>
★★★☆☆ Good
Clerkclaude Colbridge • Level 2

Good overall. Used a friends book from last year, so just focused on the key similarities and used the CFAI books for the missing pieces. Still think it is a bit pricey.
Write your own review>>
★★★★★ Excellent
Ganesh Subramanian • Level 2

Kaplan Schweser is excellent for L2. I used only Schweser notes but supplemented it with end-of-chapter questions from CFAI material. Schweser practice exams are great!
Write your own review>>
★★★★☆ Makes concepts easy to understand
naid • Level 1

Kaplan Schweser have been very good in making difficult concepts easy to understand. Tutors have been great at bringing the course topics alive and engaging with me.
Write your own review>>
★★★☆☆ Good
anon • Level 1

For Level 1, Kaplan Schweser does a great job at getting candidates to the understand and apply the concepts. The notes and practice questions are more than enough.
Write your own review>>
★★★★★ Very useful
Chuckleberry • Level 1

The Kaplan Schweser study notes was probably the only reason I passed the Level 1 exam on my first try. Also, access to many different practice exams was critical.
Write your own review>>
★★★★★ Condensed material, nicely laid out
Luelle Spaducci • Level 1

A great way to condense the material to effectively prepare for the exam, program is intelligently laid out and gives a clear path on how to prepare for the exam.
Write your own review>>
★★★★☆ Very Good
Millhouse • Level 1

It was pricey, but I believe it to be worth it given how much simpler to read they make the material.
Write your own review>>
★★★★☆ Very Good
furrybean • Level 1

I mainly used the notes and the CFA text for studying the CFA Level 1 exam. Qbank is always helpful for you to practice. I’d recommend using the same approach.
Write your own review>>
★★★★☆ Kaplan is enough
indigonation5 • Level 1

Kaplan Schweser was amazing. I prepared completely from that and was able to pass the CFA exam, though I supplemented it with CFA EOCs and bluebox questions.
Write your own review>>
★★☆☆☆ Fair
Jordan • Level 1

There is room for improvement. Not first-time student friendly – it felt very inaccessible and jargon-laden.
Write your own review>>
★★★★★ Supplemented with CFAI
Ganesh Subramanian • Level 1

Kaplan Schweser is excellent for L1. I used Schweser notes but supplemented it with EOC questions from CFAI material. Schweser practice exams are great!
Write your own review>>
★★★★★ Excellent
Jeremiah Choake • Level 1

Kaplan Schweser is a must when studying for the CFA exams. Maybe make the online content and video lessons cheaper, especially for developing countries?
Write your own review>>
★★★★☆ Some concepts need more explaining
Rpatty • Level 1

Sometimes I find the explanations to some concepts very high level and not as detail oriented. More detail and better explanations would have helped.
Write your own review>>
★★★★☆ Very Good
Geff • Level 2

Kaplan did a really good job for preparing me for Level 2. The online video instructors were terrific.
Write your own review>>
★★★★★ Excellent
Fran • Level 1

I’m honestly not sure if I should have kept to the official curriculum or Kaplan Schweser. I would definitely buy Kaplan Schweser again – if I pass.
Write your own review>>
★★★★★ Excellent
SebL • Level 1

All well and good, passed Level 1 on first attempt and quite happy with the Kaplan Schweser materials.
Write your own review>>
★★★★★ Excellent
Kvrdt • Level 1

Way easier to read than the CFA Institute material, and the explanations are brief and comprehensive.
Write your own review>>
★★★★☆ Very Good
Section8 • Level 1

Very good video instructions, especially the topic-by-topic videos. The qbank is also very helpful!
Write your own review>>
★★★☆☆ Not as accurate as I’d like
Sean245 • Level 1

I didn’t feel that their questions or the way they explained the material was true to the actual exam, especially the Qbank. A solid ‘meh’.
Write your own review>>
★★★★☆ Good notes and Qbank
Peggi Mustchin • Level 1

Pretty good notes. Excellent Q bank. Calendar wasn’t super helpful (for me, anyway) but I feel prepared just using their notes and Q bank.
Write your own review>>
★★★★☆ Very Good
Allen • Level 1

Good material; I would recommend taking in-person live sessions than online, you somehow learn more and learn faster when it’s live.
Write your own review>>
★★★★★ Excellent
Rc • Level 2

Maybe offer customized bundling of products. Excellent qbank, practice exams and mock exams!
Write your own review>>
★★★★☆ Could be better
Sara • Level 2

You are not allowed to put notes on your ebooks, and also the exercises in between chapters are not as realistic as in the actual exam.
Write your own review>>
★★★★☆ Read with CFAI material
Josh • Level 1

If you read all of the material Kaplan provides ALONG with the CFAI material you will be in a position to easily succeed at any level.
Write your own review>>
★★★☆☆ Good
anon • Level 2

Kaplan Schweser gives you a good foundation on the CFA material but does not get into sufficient depth on more complex areas of study.
Write your own review>>
★★★★★ Good notes
Kippie O’Calleran • Level 1

The notes were concise, to the point, but clear. It was very useful for stuff I had a little background in, and the topics that I knew less about it was still very easy to pick up and understand. They explained everything very well!
Write your own review>>
★★★★☆ Very Good
me32 • Level 1

I passed my CFA exam, so it must be helpful! It helped me focus on what to know and condensed the material to a digestable amount.
Write your own review>>
★★★★☆ Great notes
Azher Rashid • Level 1

Kaplan’s notes were amazing to being with and I even took the online coaching classes to help me with my studies for CFA Level 1.
Write your own review>>
★★★★☆ I’d recommend them
Saiket • Level 1

I would recommend Kaplan Schweser to others. The notes are quite easy to understand, although I don’t have a finance background.
Write your own review>>
★★★☆☆ Good
mckett • Level 2

Just did their problem set workshop; they did not offer classes close enough to me for me to take them up on it.
Write your own review>>
★★★★☆ Very Good
apurva saxena • Level 1

Very good provider. I’m glad that I bought notes from Kaplan Schweser. It gave me an all round review and help needed to pass.
Write your own review>>
★★★★★ Great quality
James D. • Level 1

Time will tell if Kaplan Schweser worked successfully, but I have been more than satisfied with the quality of the material.
Write your own review>>
★★★★☆ App please!
Gyudico • Level 1

Great notes, but I wish the mobile app is better. The exam it is really difficult, and it will be great to study on the go.
Write your own review>>
★★★★☆ Wiley is better if you have a full-time job
Babb Featherstonhalgh • Level 1

Kaplan Schweser works well. But with full 6-day, 9-to-5 work weeks, Wiley is a better option. At least, it worked for me.
Write your own review>>
★★★★★ Excellent
Shirleen Bracci • Level 1

Secret Sauce is magical. It really helps in the break between sessions on exam day.
Write your own review>>
★★★★☆ Very Good
Robbert Capey • Level 1

A very good preparation for CFA Level 1. In fact it seemed very suited for even people with limited knowledge of finance.
Write your own review>>
★★★★★ Excellent
Elliott Craigmyle • Level 1

Much easier to read than the CFA books, question bank is really comprehensive.
Write your own review>>
★★★★☆ Very Good
Lottie Boone • Level 3

The notes go straight to the point. It was really helpful to get me through the material in the fastest possible time.
Write your own review>>
★★★☆☆ OK
Tanis • Level 1

Kaplan Schweser notes are OK, but I wouldn’t rely 100% on them. However I know some candidates who have done it.
Write your own review>>
★★★☆☆ Still needed classes and CFAI
CFA 2 STUDENT • Level 1

Kaplan Schweser is great summary, but it does not replace class preparation and the official CFA Institute books.
Write your own review>>
★★★☆☆ Good
dimon84 • Level 3

More comprehensive coverage than others. Very good detailed explanations.
Write your own review>>
★★★★☆ Very Good
Juan_Pa11 • Level 2

Sometimes the study notes are not clear enough, and you need to go to the CFA curriculum to understand things.
Write your own review>>
★★★★☆ Very Good
Indre • Level 2

Easy, readable language and good emphasis on the most important points. A lot of practice tests and questions.
Write your own review>>
★★★★☆ Used with CFAI material
Dunn Tyne • Level 1

Quick and precise, easy to understand and straight to the point. Use CFAI material alongside Kaplan Schweser.
Write your own review>>
★★★★★ Excellent
firecar • Level 1

Did the job I was hoping for – summarizing everything so that I can learn it quicker, and learn it easier.
Write your own review>>
★★★★☆ mock exams and qbank was all I needed
Rafaellle Bruce • Level 1

I found Kaplan Schweser to be useful for CFA Level 1. The mock exams and q bank were all I needed to pass.
Write your own review>>
★★★★★ Excellent
MW92 • Level 2

Hints and tips were very helpful in identifying which concepts were most important for any given section.
Write your own review>>
★★★★★ helpful and easy to understand
Karanj Patel • Level 1

It was very helpful and easy to understand the details. It covers almost all the topics in the CFA exam.
Write your own review>>
★★★★☆ Very Good
Rupert Casella • Level 1

Very good provider. Question bank is fundamental to exam prep, and study notes are very concise.
Write your own review>>
★★★★☆ Very Good
Shayon Ghosh • Level 1

I would strongly recommend Kaplan Schweser to someone really motivated to crack the exam in first go.
Write your own review>>
★★★★★ Excellent
Becky epp • Level 1

The video lectures and qbank are key. You need to do all the questions to stand a chance of passing.
Write your own review>>
★★★★☆ Very Good
Sara • Level 1

helps you to save time to study, notes are so much less as in the real CFA books. not so repeititive
Write your own review>>
★★★★★ Excellent
Ouafae • Level 1

Good prep. I found the Kaplan material for level 2 less adapted to my studying “style” than Level 1
Write your own review>>
★★★★★ Excellent
MattRim • Level 1

Excellent provider, helped a lot during my studies. Would recommend.
Write your own review>>
★★★★☆ Very Good
Tybalt Pick • Level 1

I passed Level 1 using almost exclusively Kaplan Schweser so the results speak for themselves!
Write your own review>>
★★★★★ Excellent
See Drinkall • Level 1

To cover such a lot of material in a short amount of time, the Kaplan Schweser notes were great.
Write your own review>>
★★★★☆ Very Good
Irwan • Level 1

Still the best CFA course provider ever. The notes, especially the Secret Sauce, are very good.
Write your own review>>
★★★★☆ Very Good
Bridie Dailey • Level 2

This provider gives a good basis and foundation with their notes.
Write your own review>>
★★★★☆ Very Good
Ouafae • Level 2

Good prep, although some parts are more a series of bullet points than actual deep explanations.
Write your own review>>
★★★★★ Excellent
Fletch Fishleigh • Level 2

Good quality material in a summarized version. On-demand videos and lecture slides are a must!
Write your own review>>
★★★★★ Excellent
Karanj Patel • Level 2

No complaints at all. Kaplan Schweser is a very good course provider and I enjoyed using them.
Write your own review>>
★★★★★ Excellent
vinimop • Level 2

Very good material. Their explanations are pretty clear, the material makes it easy to study
Write your own review>>
★★★★☆ Very Good
Matthew Bates • Level 2

Very clear and concise summary of the syllabus, with lots of tests to consolidate learning.
Write your own review>>
★★★☆☆ Good
Icy • Level 2

I would recommend the Kaplan Schweser notes as it has more questions than other providers.
Write your own review>>
★★☆☆☆ Fair
Brett Tesimon • Level 1

Concepts should be explained better, and not have to be divined from in between the lines.
Write your own review>>
★★★★☆ Very Good
Fran • Level 1

Yes I love Kaplan Schweser! Hope that I pass Level 1 and will buy from them again if I do.
Write your own review>>
★★★★☆ Very Good
mandy • Level 1

Kaplan schweser provides great study notes which can help you prepare better for the exam
Write your own review>>
★★★★☆ Very Good
indigonation5 • Level 2

Quite well summarised. It was a good reference nearer to the exam than at the beginning.
Write your own review>>
★★★★☆ Good overall
Piyush Goel • Level 2

Overall it’s good. More practice questions or mocks would be better especially for L2.
Write your own review>>
★★★★☆ Very Good
Matthew Bates • Level 1

Very clear and concise summary of syllabus with lots of tests to consolidate learning.
Write your own review>>
★★★★★ Excellent
vinimop • Level 1

Very good materials. Mock exams questions are very close of those on the real exam.
Write your own review>>
★★★★★ Excellent
MW92 • Level 1

Tips and hints were very useful in identifying the core concepts for each section.
Write your own review>>
★★★★☆ Very Good
Indre • Level 1

Easily understandable material, a lot of examples and well-organized mock exams.
Write your own review>>
★★★★★ Excellent
Divya • Level 1

They were really concise and helped with the understanding required for the exam
Write your own review>>
★★★☆☆ No problems, a bit expensive
kennedn9 • Level 1

All good. No problems with the material provided. Expensive for the pro package.
Write your own review>>
★★★★☆ Very Good
Egness • Level 2

Listen to the videos, they relate to the examples given in the CFA curriculum.
Write your own review>>
★★★★★ Excellent
Divya • Level 2

They are really concise and help with the required understanding for the exam.
Write your own review>>
★★★★★ Excellent
Rozella Cayley • Level 1

Overall, a good study program. Lots of practice questions which are helpful.
Write your own review>>
★★★★☆ Very Good
Hardy Boyington • Level 2

Overall, a good study program. Lots of practice questions which are helpful.
Write your own review>>
★★★★☆ Worth it
talker730 • Level 1

Kaplan Schweser is expensive but very good. I would definitely recommend it.
Write your own review>>
★★★★☆ Simple and practical
Audra Iashvili • Level 1

It provides simple and practical reading material. Very easy to understand.
Write your own review>>
★★★★☆ Very Good
Angelico Haruard • Level 1

Really summarized the notes in a condensed form, which was much appreciated.
Write your own review>>
★★★☆☆ You’ll need to put in the effort
Hloni • Level 1

The resources are there, but it’s up to the individual to make extra effort.
Write your own review>>
★★★★☆ Pricing should be lower
Riyad • Level 2

Pricing should be lower. Mock is good, but question bank needs improvement.
Write your own review>>
★★★★★ Good but expensive
talker730 • Level 2

Kaplan Schweser was very good but expensive. Still, I would recommend it.
Write your own review>>
★★★☆☆ Good
sam079685 • Level 1

Overall it seems good and would fit my purpose of learning the knowledge
Write your own review>>
★★★★☆ Very Good
Chimdala • Level 3

Loved their review course! Covered all the important stuff really well.
Write your own review>>
★★★☆☆ Good
kennedn9 • Level 2

Good quality material. Sample questions were helpful in my preperation.
Write your own review>>
★★★★☆ Very Good
ChrisCat • Level 2

Kaplan Schweser notes do an excellent job of explaining the concepts.
Write your own review>>
★★★★★ Excellent
Hermann Martynov • Level 1

Very detailed explanations and worked examples, remarkable summaries.
Write your own review>>
★★★★☆ Very Good
Juan_Pa11 • Level 1

Useful enough to pass CFA Level 1. I’m using them again for Level 2.
Write your own review>>
★★★★☆ Very Good
Pebrook Mion • Level 1

Please keep the practice questions coming! They really, really help.
Write your own review>>
★★★★☆ Very Good
Winne Meeking • Level 1

It is concisely written with organized topics for review and study.
Write your own review>>
★★★★★ Excellent
Hassan • Level 1

Valuable notes. They really added to my preparation for Level 1.
Write your own review>>
★★★★★ Excellent
Tobiah Van Niekerk • Level 1

I like how they condense the notes. Qbank is also very helpful.
Write your own review>>
★★★★☆ Qbank not as useful
Jerad Fallows • Level 2

I didn’t find the q bank as useful as I thought it would be.
Write your own review>>
★★★★☆ Very Good
Kim Lodewick • Level 1

The notes go straight to the point. Focuses on exam details.
Write your own review>>
★★★★☆ straight to the point
Averell McNerlin • Level 2

The notes go straight to the point. Focuses on exam details.
Write your own review>>
★★★☆☆ Good
Andree Albery • Level 1

Fair quality. I supplemented my studies with looking at free YouTube videos – that helped a lot.
Write your own review>>
★★★★★ Worth it
Ralph • Level 1

To start with the Value-for-Money, I was skeptical to put additional dollars into the CFA exams by buying material from prep providers. I believe that many of us candidates are. But we shouldn’t. The additional few hundreds of dollars’ help you to:

  • organize yourself better by giving you extra explanations on how to study, where to focus your attention
  • understand and remember the materials much better because the content is presented in different ways (read, sum-up, practice, practice!)
  • the practice questions and mock exams are very very welcome!

To sum up, I believe that somewhat shorter materials than the official one will help you focus on what is really important and make sure you remember it. But not only for the exam, with that much reading and practice, but it also helps you remember the content for the years to come!


Write your own review>>
★★★☆☆ Good
Frazier Rains • Level 1

Very good – although it could be cheaper please?
Write your own review>>
★★★★★ Worth the money to help you pass
RobH_ZAR • Level 3

Unfortunately it is expensive if you are converting from USD to another currency so it is out of the reach of many students who live in countries with a weak exchange rate. But at the end of the day I feel it is worth the money – in my case I didn’t have the time or concentration to use the CFAI books so I was willing to pay up for the materials. I must give credit to the local CFA society in South Africa as they facilitated the ordering and delivery of the Schweser materials which is a big bonus.
Write your own review>>
★★★★★ Excellent package
Ilise Le Borgne • Level 2

I used BloombergPrep for my Level 1 exam and passed with it, but for Level 2 I decided to use Schweser instead for some reason explained below:

  • Classic way of study suit a dino with pen and paper like me better.
  • Study notes really easy to understand with applicable mini questions for every LOS. It helps a lot with right on explanations and pointing which part we should remember or highlights and which parts are not relevant for the upcoming exam.
  • Customized Qbank that has a hefty amount of questions. This Qbank really encouraged competitiveness by comparing your score with other candidates. 
  • Good study calendar that can be customized according our own schedule and automatically arrange our study routine including the practice exam with daily guided instruction about what we have to do with great detail. Big help there, since I’m far too busy (read:lazy) to make my own calendar and adjust it when some immediate event pop up and need to adjust my study schedule.

Buy the self-study package that includes 6 full exams! For me, 6 full exams are plenty enough – I finished 4 full exams for my Level I and it definitely helped.

The only minus point of Schweser Self Study is you will be alone for your study, but if you decide to take better package, it will include a live class and review classes. This means you will be studying in a small group, but it does cost a bit more.


Write your own review>>
★★★★★ High quality exams
Haydawg • Level 2

Kaplan Schweser’s exams are very high quality, perhaps even a tad more difficult than the actual exam. I used Schweser notes to produce my own summaries, coupled with the CFAI notes whenever material needed elaboration (primarily FRA). This strategy allowed me to achieve >70% in all topic areas in Levels 1 and 2, and I will be following this study pattern again for Level 3.
Write your own review>>
★★★★★ Online and mobile especially handy
CM_Franco • Level 1

The ability to review the notes online and through mobile applications has made the entire experience significantly easier to study.

However, a suggestion for improvement would be the ability to review two pages at a time. When reading through the material that references a graph that is on the next page, the online platform shows its limitations. Having to flip back and forth is annoying, whereas a physical book is significantly easier to use in that sense.


Write your own review>>
★★★☆☆ We need to go deeper
Conny Rudiger • Level 2

Most of the time, Kaplan Schweser misses the key substance in the LOS required to pass the exam. It ignores the depth required to address the requirements of the reading. Further the video lectures more or less are the repetition of slides.
Write your own review>>
★★★★☆ Good
Liliane Rowledge • Level 2

Overall very pleased with Kaplan Schweser. Only drawback I can think of is that the practice questions and mocks are more quantitative based than the actual exam.
Write your own review>>
★★★★☆ Fine for L1
Laetitia Karim • Level 1

For Level 1 Schweser is fine, as it is pretty much foundation knowledge only. The L1 curriculum is broad in nature and won’t require intensive depth. Level 1 is the game of repetition, so Schweser serves the purpose.


Write your own review>>
★★★★★ Good supplement overall
Yankee Sigart • Level 2

Overall, I think Kaplan Schweser is a great supplement for the CFAI curriculum, especially for CFA Level 1 but also for Level 2. Very helpful and the exam books are best in class in my opinion.
Write your own review>>
★★★★☆ Comprehensive and timely
Grannie Waything • Level 1

Kaplan Schweser’s study guide is comprehensive and timely. The team at Kaplan updates their materials each year after the CFA Institute release their curriculum, so it ensures relevance. One thing that can be improved, however, is the value for money. The video lectures are especially useful and should be made available for separate purchase.
Write your own review>>
★★★★☆ Good for practice
Erv Tolworth • Level 1

Without the assistance of the Kaplan mock exams and continuous practicing I would not have passed my Level 1 exam.
Write your own review>>
★★★☆☆ Not as difficult as real thing
Anjela Niessen • Level 1

Unfortunately the questions in the Qbank are not as difficult as the questions on the exam, which came as quite a shock. This is disappointing as the feature to make tailored quizzes is useful and a handy way to keep self-testing.
Write your own review>>
★★★★☆ Very Good
Lucas Davidavidovics • Level 1

Would definitely recommend the provider, although they are quite expensive.
Write your own review>>
★★★★★ Qbank is great
Ibrahim Mertel • Level 1

The Level 1 Qbank was exceptional. Very helpful in drilling the material.
Write your own review>>
★★★★☆ Good but videos hard to follow
Barbara Winspire • Level 2

L2 material was adequate, but I personally found the videos included very boring and hard to follow. Many of my friends found them useful, so I think it’s just a study method that’s not for me. I found practicing the L2 questions to be the most effective prep method.
Write your own review>>
★★★★☆ L3 lacking, but still best out there
Jessey Medgwick • Level 3

I didn’t find Kaplan as effective in L3 as it was in L1 and L2. I think their questions tended to be a lot more numerical, and L3 had relatively more conceptual questions, and relied a lot on understanding the ‘point’ of each study session.
Write your own review>>
★★★★☆ Very Good
Quinn Hartshorne • Level 2

Sadly the practice questions are not as tough as those on the exam, which came as a bit of a shock.
Write your own review>>
★★★★☆ The basics are enough
Gaspar Farndon • Level 1

Solid L1 provider. If you can afford them I’d definitely recommend them. The standard study notes and practice questions are more than enough.
Write your own review>>
★★★★★ Excellent
Merrie Desorts • Level 3

Crisp and to the point.
Write your own review>>