Course Description
** These packages are intended for candidates writing the 2027 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
- Mobile App Access for offline video viewing
- Q-Bank
- Formula sheet for quick reference
- Interactive Live Classes
- Expert CFA Instructors
- 30+ Hours Live Sessions
- Tailored Questions
- click the “Schedule – Live Instructor-Led Classes” tab above for details
- Live Office Hours: ask questions about the exam topics and readings that typically present the greatest challenges
- click the “Schedule – Live Office Hours” tab above for details
- Extended Instructor Comments: Post up to 30 questions in the comments and receive direct answers from our expert instructors.
- Weekly Update Video
- 6 Mentor Hours: receive credits to use to schedule one-on-one tutoring/counselling sessions with our mentors
- Reading videos archive when package expires – available for 3 years
- One-Fee-To-Pass
– if unsuccessful in the 2027 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 2027 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 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 Instructor-Led 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 general live session dates for the Instructor-led classes. Specific dates for the August 2027 exam period to be announced soon.
|
Exam Period
|
Sessions Start
|
Sessions End
|
|
L3 February 2027
|
Late October 2026
|
Late December 2026
|
|
L3 August 2027
|
Late April 2027
|
Mid June 2027
|
Below is the schedule for the February 2027 live sessions.
February 2027 Schedule
**ALL times showing below are in Eastern timezone
-> please ensure you are confirming your own Time Zone conversion.
| Asset Allocation |
| Instructor |
Topics |
Time |
| Stuart |
All |
Oct 26th 8:00 AM |
| Stuart |
All |
Oct 28th 10:00 AM |
| Stuart |
All |
Nov 3rd 8:00 AM |
| Portfolio Construction |
| Instructor |
Topics |
Time |
| Stuart |
All |
Nov 5th 10:00 AM |
| Stuart |
All |
Nov 9th 8:00 AM |
| Stuart |
All |
Nov 11th 10:00 AM |
| Derivatives |
| Instructor |
Topics |
Time |
| Stuart |
All |
Nov 17th 8:00 AM |
| Stuart |
All |
Nov 19th 10:00 AM |
| Stuart |
All |
Nov 23rd 8:00 AM |
| Performance Measurement |
| Instructor |
Topics |
Time |
| Stuart |
All |
Dec 1st 8:00 AM |
| Stuart |
All |
Dec 3rd 10:00 AM |
| Portfolio Management Pathway |
| Instructor |
Topics |
Time |
| Stuart |
All |
Dec 7th 8:00 AM |
| Stuart |
All |
Dec 10th 10:00 AM |
| Stuart |
All |
Dec 15th 8:00 AM |
| Stuart |
All |
Dec 17th 10:00 AM |
| Ethics |
| Instructor |
Topics |
Time |
| Stuart |
All |
Dec 21st 8:00 AM |
Schedule – Live Office Hours
The live Office Hours sessions allow candidates to ask questions about the exam topics and readings that typically present the greatest challenges for candidates. Sessions are scheduled for 90 minutes each with the aim of helping candidates understand the major concepts and trickier areas of that particular reading.
Below are the general live session dates for the Live Office Hours. Specific dates for the August 2027 exam period to be announced soon.
|
Exam Period
|
Sessions Start
|
Sessions End
|
|
L3 February 2027
|
Early January 2027
|
Late January 2027
|
|
L3 August 2027
|
Late June 2027
|
Early August 2027
|
Below is the schedule for the February 2027 live sessions.
February 2027 Schedule
**ALL times showing below are in Eastern timezone
-> please ensure you are confirming your own Time Zone conversion.
| Portfolio Construction |
| Mentor |
Reading |
Time |
| Stuart |
All |
Jan 5th 8:00 AM |
| Asset Allocation |
| Mentor |
Reading |
Time |
| Stuart |
All |
Jan 7th 10:00 AM |
| Derivatives |
| Mentor |
Reading |
Time |
| Stuart |
All |
Jan 11th 8:00 AM |
| Stuart |
All |
Jan 27th 10:00 AM |
| Performance Measurement |
| Mentor |
Reading |
Time |
| Stuart |
All |
Jan 13th 10:00 AM |
| Private Market Pathway |
| Mentor |
Reading |
Time |
| Stuart |
All |
Jan 15th 10:00 AM |
| Portfolio Management Pathway |
| Mentor |
Reading |
Time |
| Stuart |
All |
Jan 19th 8:00 AM |
| Stuart |
All |
Jan 23rd 8:00 AM |
| Derivatives / Performance Measurement |
| Mentor |
Reading |
Time |
| Stuart |
All |
Jan 21st 5:00 AM |
| Portfolio Construction / Asset Allocation |
| Mentor |
Reading |
Time |
| Stuart |
All |
Jan 25th 5:00 AM |
APPLIED ASSET MANAGEMENT
(All subscription content will be delivered in English)
Download a detailed Course description here: (English)