Course Description
** These packages are intended for candidates writing the 2026Â 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 2026 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 2026 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.
February & May 2026 Schedule
**ALL times showing below are in Eastern timezone
-> please ensure you are confirming your own Time Zone conversion.
February 2026 Schedule
| Quantitative Methods |
| Mentor |
Topics |
Time |
| Richie |
Quantitative Methods (LM 2) |
Oct 16th 5:00 PM |
| Richie |
Quantitative Methods (LM 7,8,9,10) |
Oct 20th 11:00 AM |
| Fixed Income |
| Mentor |
Topics |
Time |
| Richie |
Fixed Income(LM 6,7,8,9) |
Oct 24th 5:00 PM |
| Richie |
Fixed Income (LM 10,11,12,13) |
Oct 27th 11:00 AM |
| Derivatives |
| Mentor |
Topics |
Time |
| Richie |
Derivatives (LM 4,5,6,7) |
Oct 29th 5:00 PM |
| Richie |
Derivatives (LM 8,9,10) |
Nov 4th 11:00 AM |
| Financial Statement Analysis |
| Mentor |
Topics |
Time |
| Darrin Kerr |
Financial Statement Analysis (LM 7,8) |
Nov 11th 5:00 PM |
| Darrin Kerr |
Financial Statement Analysis (LM 6,9) |
Nov 13th 11:00 AM |
| Darrin Kerr |
Financial Statement Analysis (LM 2,4,5) |
Nov 18th 5:00 PM |
| Alternative Investments |
| Mentor |
Topics |
Time |
| Darrin Kerr |
Alternative Investments (LM 2,3,4,5,6) |
Nov 21st 11:00 AM |
| Equity Investments |
| Mentor |
Topics |
Time |
| Mack Sawatsky, CFA |
Equity Investments (LM 8) |
Nov 24th 5:00 PM |
| Portfolio Management |
| Mentor |
Topics |
Time |
| Darrin Kerr |
Portfolio Management (LM 1,2) |
Dec 2nd 5:00 PM |
| Corporate Issuers |
| Mentor |
Topics |
Time |
| Mack Sawatsky, CFA |
Corporate Issuers (LM 1,3,4) |
Dec 5th 11:00 AM |
| Economics |
| Mentor |
Topics |
Time |
| Richie |
Economics (LM 3,4,8) |
Dec 10th 5:00 PM |
| Ethics |
| Mentor |
Topics |
Time |
| Darrin Kerr |
Ethics (LM 3,4) |
Dec 15th 11:00 AM |
| Review |
| Mentor |
Topics |
Time |
| Darrin Kerr |
Final Review |
Dec 18th 5:00 PM |
May 2026 Schedule
| Quantitative Methods |
| Mentor |
Topics |
Time |
|
Richie
|
Quantitative Methods (LM
2) |
Jan 26th 5:00 PM |
|
Richie
|
Quantitative Methods (LM
7,8,9,10) |
Jan 30th 11:00 AM |
| Fixed Income |
| Mentor |
Topics |
Time |
|
Richie
|
Fixed Income (LM 6,7,8,9)
|
Feb 3rd 5:00 PM |
|
Richie
|
Fixed Income (LM
10,11,12,13) |
Feb 6th 11:00 AM |
| Derivatives |
| Mentor |
Topics |
Time |
|
Richie
|
Derivatives (LM 4,5,6,7)
|
Feb 9th 5:00 PM |
|
Richie
|
Derivatives (LM 8,9,10)
|
Feb 12th 11:00 AM |
| Financial Statement Analysis |
| Mentor |
Topics |
Time |
|
Darrin Kerr
|
Financial Statement
Analysis (LM 7,8) |
Feb 18th 5:00 PM |
|
Darrin Kerr
|
Financial Statement
Analysis (LM 6,9) |
Feb 23rd 11:00 AM |
|
Darrin Kerr
|
Financial Statement
Analysis (LM 2,4,5) |
Feb 26th 5:00 PM |
| Alternative Investments |
| Mentor |
Topics |
Time |
|
Darrin Kerr
|
Alternative Investments
(LM 2,3,4,5,6) |
Mar 4th 11:00 AM |
| Equity Investments |
| Mentor |
Topics |
Time |
|
Mack Sawatsky, CFA
|
Equity Investments (LM 8)
|
Mar 6th 5:00 PM |
| Portfolio Management |
| Mentor |
Topics |
Time |
|
Darrin Kerr
|
Portfolio Management (LM
1,2) |
Mar 9th 11:00 AM |
| Corporate Issuers |
| Mentor |
Topics |
Time |
|
Mack Sawatsky, CFA
|
Corporate Issuers (LM
1,3,4) |
Mar 12th 5:00 PM |
| Ethics |
| Mentor |
Topics |
Time |
|
Darrin Kerr
|
Ethics (LM 3,4) |
Mar 24th 11:00 AM |
| Review |
| Mentor |
Topics |
Time |
|
Darrin Kerr
|
Final Review |
Mar 30th 11:00 AM |
APPLIED ANALYSIS
(All subscription content will be delivered in English)
Download a detailed Course description here: (English)