Package Features
** 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 II 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 16 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.
Below are the schedules for the August 2026 and November 2026 live sessions
August 2026 Schedule
**ALL times showing below are in Eastern timezone
-> please ensure you are confirming your own Time Zone conversion.
| Quantitative Methods |
| Instructor |
Topics |
Time |
| Richie |
Quantitative Methods (LM 1,2,3,4,5) |
May 12th 11:00 AM |
| Fixed Income |
| Instructor |
Topics |
Time |
| Richie |
Fixed Income (LM 1,2) |
May 15th 5:00 PM |
| Richie |
Fixed Income (LM 3,5) |
May 18th 11:00 AM |
| Derivatives |
| Instructor |
Topics |
Time |
| Richie |
Derivatives (LM 1) |
May 21st 5:00 PM |
| Richie |
Derivatives (LM 2) |
May 29th 11:00 AM |
| Financial Statement Analysis |
| Instructor |
Topics |
Time |
| Darrin Kerr |
Financial Statement Analysis (LM 1) |
Jun 2nd 5:00 PM |
| Darrin Kerr |
Financial Statement Analysis (LM 2) |
Jun 4th 11:00 AM |
| Darrin Kerr |
Financial Statement Analysis (LM 3) |
Jun 8th 5:00 PM |
| Alternative Investments |
| Instructor |
Topics |
Time |
| Darrin Kerr |
Alternative Investments (LM 1,2,3) |
Jun 22nd 5:00 PM |
| Portfolio Management |
| Instructor |
Topics |
Time |
| Darrin Kerr |
Portfolio Management (LM 2) |
Jun 26th 11:00 AM |
| Darrin Kerr |
Portfolio Management (LM 4) |
Jun 30th 5:00 PM |
| Corporate Issuers |
| Instructor |
Topics |
Time |
| Mack Sawatsky, CFA |
Corporate Issuers (LM 3,4) |
Jul 2nd 11:00 AM |
| Review |
| Instructor |
Topics |
Time |
| Darrin Kerr |
Final Study Tips and Review |
Jul 10th 11:00 AM |
November 2026 Schedule
**ALL times showing below are in Eastern timezone
-> please ensure you are confirming your own Time Zone conversion.
| Quantitative Methods |
| Instructor |
Topics |
Time |
| Richie |
Quantitative Methods (LM 1,2,3,4,5) |
Aug 4th 11:00 AM |
| Fixed Income |
| Instructor |
Topics |
Time |
| Richie |
Fixed Income (LM 1,2) |
Aug 7th 5:00 PM |
| Richie |
Fixed Income (LM 3,5) |
Aug 10th 11:00 AM |
| Derivatives |
| Instructor |
Topics |
Time |
| Richie |
Derivatives (LM 1) |
Aug 12th 5:00 PM |
| Richie |
Derivatives (LM 2) |
Aug 18th 11:00 AM |
| Financial Statement Analysis |
| Instructor |
Topics |
Time |
| Darrin Kerr |
Financial Statement Analysis (LM 1) |
Aug 25th 5:00 PM |
| Darrin Kerr |
Financial Statement Analysis (LM 2) |
Aug 27th 11:00 AM |
| Darrin Kerr |
Financial Statement Analysis (LM 3) |
Sep 3rd 5:00 PM |
| Alternative Investments |
| Instructor |
Topics |
Time |
| Darrin Kerr |
Alternative Investments (LM 1,2,3) |
Sep 14th 5:00 PM |
| Portfolio Management |
| Instructor |
Topics |
Time |
| Darrin Kerr |
Portfolio Management (LM 2) |
Sep 18th 11:00 AM |
| Darrin Kerr |
Portfolio Management (LM 4 |
Sep 22nd 5:00 PM |
| Corporate Issuers |
| Instructor |
Topics |
Time |
| Mack Sawatsky, CFA |
Corporate Issuers (LM 3,4) |
Sep 24th 11:00 AM |
| Review |
| Instructor |
Topics |
Time |
| Darrin Kerr |
Final Study Tips and Review |
Oct 2nd 11:00 AM |