2023 L1 Full Access Plus

$630.00 USD

** These packages are intended for candidates currently scheduled or planning to write the 2023 CFAI exams ONLY


Mock Exams will be available on December 15, 2022
Package expires on March 1, 2023
Mock Exams will be available on March 15, 2023
Package expires on May 31, 2023
Mock Exams will be available on June 15, 2023
Package expires on September 6, 2023
Mock Exams will be available on September 15, 2023
Package expires on November 24, 2023

Select Number of Hours

Package Features

Reading Videos 103:38:05
Seminar Videos 11:50:30
EOCQ Videos 33:19:06
Review Videos 14:58:56
Total Video Duration 163:46:37

** These packages are intended for candidates writing the 2023 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 viewing 
  • Q-Bank; Quizzes available for select readings
  • Formula sheet for quick reference
  • Reading videos archive when package expires
  • One-Fee-To-Pass
    – if unsuccessful in the 2023 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 2023 CFAI exams are for current CFA candidates EXCLUSIVELY; non-CFA candidates are restricted from purchase (verification may be required).

**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


Reading Videos 12:44:06
Seminar Videos 01:23:15
EOCQ Videos 05:52:25
Review Videos 02:03:13
Total Video Duration 22:02:59


R1: The Time Value of Money (02:29:10)
R2: Organizing, Visualizing, and Describing Data (03:42:10)
R3: Probability Concepts (03:14:02)
R4: Common Probability Distributions (03:05:54)
R5: Sampling and Estimation (02:18:55)
R6: Hypothesis Testing (04:06:43)
R7: Introduction to Linear Regression (03:06:05)


Reading Videos 02:10:59
Seminar Videos 03:48:56
EOCQ Videos 00:45:02
Review Videos 00:31:53
Total Video Duration 07:16:50


R8: Topics in Demand and Supply Analysis (01:58:04)
R9: The Firm and Market Structures (01:29:50)


Reading Videos 13:11:56
Seminar Videos 00:37:09
EOCQ Videos 02:49:34
Review Videos 02:17:54
Total Video Duration 18:56:33


R10: Aggregate Output, Prices, and Economic Growth (03:47:43)
R11: Understanding Business Cycles (03:03:39)
R12: Monetary and Fiscal Policy (03:29:16)
R13: Introduction to Geopolitics (01:17:20)
R14: International Trade and Capital Flows (03:25:07)
R15: Currency Exchange Rates (03:53:28)


Reading Videos 15:28:49
Seminar Videos 01:20:54
EOCQ Videos 06:27:37
Review Videos 02:52:46
Total Video Duration 26:10:06


R16: Introduction to Financial Statement Analysis (00:39:11)
R17: Financial Reporting Standards (00:51:25)
R18: Understanding Income Statements (02:50:37)
R19: Understanding Balance Sheets (02:06:25)
R20: Understanding Cash Flow Statements (02:11:04)
R21: Financial Analysis Techniques (02:36:35)
R22: Inventories (04:03:16)
R23: Long-Lived Assets (03:21:38)
R24: Income Taxes (03:06:26)
R25: Non-Current (Long-Term) Liabilities (01:46:42)
R26: Financial Reporting Quality (01:37:11)
R27: Applications of Financial Statement Analysis (00:35:52)


Reading Videos 08:17:27
EOCQ Videos 03:16:05
Review Videos 00:44:39
Total Video Duration 12:18:11


R28: Corporate Structures and Ownership (00:46:26)
R29: Introduction to Corporate Governance and Other ESG Considerations (01:20:57)
R30: Business Models & Risks (01:39:40)
R31: Capital Investments (01:22:33)
R32: Working Capital & Liquidity (01:03:30)
R33: Cost of Capital-Foundational Topics (01:52:13)
R34: Capital Structure (02:28:43)
R35: Measures of Leverage (01:44:09)


Reading Videos 09:42:38
EOCQ Videos 03:01:15
Review Videos 01:25:03
Total Video Duration 14:08:56


R36: Market Organization and Structure (03:18:11)
R37: Security Market Indexes (02:24:16)
R38: Market Efficiency (01:33:46)
R39: Overview of Equity Securities (01:40:11)
R40: Introduction to Industry and Company Analysis (01:42:14)
R41: Equity Valuation: Concepts and Basic Tools (03:30:18)


Reading Videos 12:23:12
Seminar Videos 02:13:24
EOCQ Videos 03:43:41
Review Videos 02:17:19
Total Video Duration 20:37:36


R42: Fixed-Income Securities: Defining Elements (01:57:18)
R43: Fixed-Income Markets: Issuance, Trading, and Funding (01:38:29)
R44: Introduction to Fixed-Income Valuation (04:49:10)
R45: Introduction to Asset-Backed Securities (04:29:20)
R46: Understanding Fixed-Income Risk and Return (05:05:13)
R47: Fundamentals of Credit Analysis (02:38:06)


Reading Videos 07:00:33
Seminar Videos 01:41:52
EOCQ Videos 01:38:50
Total Video Duration 10:21:15


R48: Derivative Instrument and Derivative Market Features (00:48:18)
R49: Forward Commitment and Contingent Claim Features and Instruments (01:12:52)
R50: Derivative Benefits, Risks, and Issuer and Investor Uses (00:41:48)
R51: Arbitrage, Replication, and the Cost of Carry in Pricing Derivatives (00:59:32)
R52: Pricing and Valuation of Forward Contracts and for an Underlying with Varying Maturities (01:15:24)
R53: Pricing and Valuation of Futures Contracts (00:41:02)
R54: Pricing and Valuation of Interest Rates and Other Swaps (01:06:48)
R55: Pricing and Valuation of Options (00:48:04)
R56: Option Replication Using Put-Call Parity (00:30:47)
R57: Valuing a Derivative Using a One-Period Binomial Model (02:16:40)


Reading Videos 02:17:04
EOCQ Videos 00:43:46
Review Videos 00:29:40
Total Video Duration 03:30:30


R58: Alternative Investments Module 1 – 3 (03:30:30)


Reading Videos 11:47:02
Seminar Videos 00:45:00
EOCQ Videos 02:40:06
Review Videos 01:52:51
Total Video Duration 17:04:59


R59: Portfolio Management: An Overview (01:21:43)
R60: Portfolio Risk and Return: Part I (04:12:32)
R61: Portfolio Risk and Return: Part II (03:54:26)
R62: Basics of Portfolio Planning and Construction (01:02:43)
R63: The Behavioural Biases of Individuals (01:27:56)
R64: Introduction to Risk Management (02:07:42)
R65: Technical Analysis (02:06:46)
R66: Fintech in Investment Management (00:51:11)


Reading Videos 08:34:19
EOCQ Videos 02:20:45
Review Videos 00:23:38
Total Video Duration 11:18:42


R67: Ethics and Trust in the Investment Profession (01:00:17)
R68: Code of Ethics and Standards of Professional Conduct (00:42:51)
R69: Guidance for Standards I–VII (05:51:00)
R70: Introduction to the Global Investment Performance Standards (GIPS®) (00:21:55)
R71: Ethics Application (03:22:39)


This course has been designed for educational purposes only.  Any examples used are in no way meant to be investment advice or recommendations.  Options are leveraged financial products that entail risk.  Always consult your financial advisor before taking any investment action. 

NOTE: Due to the immediate nature of the content, there are NO REFUNDS once the subscription is purchased. 


Bundle Outline

The applied series is a bridge to the practical world from the academic world.  This course is presented from the perspective of a retail investor rather than an institutional investor as is common in most finance textbooks and within the CFA program.  You will be presented with the academic foundations of concepts which are critical for developing your skill.  You will then be given the practical application will which is critical to developing your experience


As the entire course is being developed over a two-year period (Dec 2021 to Dec 2023), the following pricing will be available:

Sept 15/2022 – Feb 28/2023 $320 for the full program
Mar 1/2023 – Oct 14/2023 $410 for the full program
Oct 15/2023 – Dec 31/2023 $560 for the full program
Jan 1/2024 onwards $650 for the full program

(no further fees as content is added – you get all 7 Modules)

** Note
Examples for some strategies may be increased over time to take advantage of specific market conditions. 
For example, it is better to show volatility trades when actual volatility shows up. 

Dr. Meldrum may not have the volatility he wants when he is doing the volatility strategies, so this allows him some flexibility to add to some strategies as market conditions warrant. 



Module Outline:

This course will lead you through a significant number of option strategies designed for Income, Volatility, Direction.  Each strategy introduced will be described in terms of payoff diagrams, risk exposures, and usage scenarios.  Several examples will also be introduced for each option strategy using market relevant examples.  You will learn how to incorporate the level and term structure of skew into your decisions, how to use options to salvage a losing position, and portfolio level risk management with options by monitoring your net dollar-delta-beta. 

The course begins with an introduction to options modelled after John Hull’s textbook “Options, Futures, and Other Derivatives” and learning concepts found in the CFA program (L1/L2/L3). 


Module Outline:

  • 6 S&P500 sectors (expanding to 11 over time)
    • Consumer Discretionary
    • Materials
    • Real Estate
    • Financials
    • Consumer Staples
    • Information Technology

Each sector study is designed to give you a good understanding of the performance drivers of the sector.  Tradeable ETFs and bellwether components are presented at the sector, industry group, industry, and sub-industry level (where available with liquidity and available options).  Depending on financial and economic conditions, we will identify a sector stance (buy, sell, neutral) along with an appropriate trade using ETFs, options on ETFs, pairs trades (long/short different industry ETFs, long an ETF versus short a component, and return distribution trades using options.  As some sectors lead and some lag the overall market, volatility trade pairs will be introduced (long vol at the market level, short vol at the sector level, or vice versa).  A good understanding of options is required so it is recommended that you begin with Module 1. 


Module Outline:

Macro investing is not about economics although it is informed in part by economic indicators.  The search here is for big themes or trends that affect equity markets, commodities, and currencies.  What does the relationship between disposable income growth and mortgage rates mean for the direction of copper prices?  What does the direction of real yields tell us about our choice of large cap or small cap stocks?    


Module Outline:

Following on from Module 3, after we identify our sector/industry-group/industry/sub-industry preference, we then identify bellwether stocks.  We learn how to build a small peer group, describe each company’s business model, and identify key drivers of performance. 


Module Outline:

Description Coming Soon.


Module Outline:

Description Coming Soon.


Module Outline:

This module will follow the CMT (Chartered Market Technician) curriculum for all three levels.  Each reading will be presented inline with the relevant readings and as such can be used to prepare for the CMT exams.  Where appropriate, the concepts in the readings will be applied to selected equities/ETFs.  Readings will be added on a regular basis (at a rate of 1-3 per week) until all three levels are complete.

  • Theory and History of Technical Analysis
  • Charts, Trends, and Patterns
  • Advanced Concepts in Charting and Trend Analysis
  • Markets and Volatility
  • Behavioral Finance and Other theories of market Dynamics
  • Basic Statistics for the Technical Analyst
  • Perspectives on Technical Trading Systems