
CFA® Exam Prep
CFA Institute
Three levels. Ethics, valuation, portfolio management — the long-form charter that underwrites most buy-side seats.
- Level I
- Level II
- Level III
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Pick your exam — CFA®, FRM®, CAIA®, CFP®, or the Sustainable Investing (ESG) Certificate. Each program ships with curriculum-mapped, source-cited study notes, a question bank that explains every wrong answer, and mock exams scored against published minimum-passing-score bands.

CFA Institute
Three levels. Ethics, valuation, portfolio management — the long-form charter that underwrites most buy-side seats.

GARP
Two parts. Market, credit, operational, liquidity, and investment risk — the GARP charter for the second line of defence.

CAIA Association
Two levels. Private equity, hedge funds, real assets, and structured products — the credential for the alternatives book.

CFP Board
Two study parts. Tax, retirement, estate, insurance, and investment planning — the standard for comprehensive personal financial advice.

CFA Institute
Single certificate. ESG analysis, valuation, integration, and stewardship — the leading global credential for sustainable investing.
Equity research, portfolio management, buy-side analysis. The most widely recognised investment credential globally — three levels, ~1,000 hours.
Market, credit, operational, and liquidity risk at banks, asset managers, regulators. Two parts, deeply quantitative, current with Basel.
Hedge funds, private equity, real assets, and structured products for allocators and fund-of-funds. Two levels covering the full alternatives toolkit.
Tax, retirement, estate, insurance, and investment planning for advisors serving individual clients. One comprehensive exam across eight domains.
ESG analysis, valuation, integration, and stewardship for investment and product professionals. A single certificate from CFA Institute — no prerequisites.
Many start with CFA Level I for broad investment coverage; risk professionals often take FRM, allocators lean CAIA, advisors pursue CFP, and ESG adds a focused sustainability credential. Our methodology page walks through how to choose.