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SWIFT

INTELLECT

  • Best For: Post-exam professionals eager to keep their knowledge from fading.

  • Why You’ll Love It: Light daily refresher, quick help, minimal cost, 24/7 Expert Tutor, and relevant weekly news.

Basic Plan

1

  • Best For: Candidates seeking more organization and productivity but no advanced practice features.

  • Why You’ll Love It: Structured chapters, subchapter selection, quick notes, formula references, 24/7 Expert Tutor, and a supportive community—at a moderate price.

Advanced Plan

2

  • Best For: Exam takers who want comprehensive study materials—including question banks, flashcards, mock exams, and detailed feedback.

  • Why You’ll Love It: Every tool you can imagine in one place. You’ll leave as little as possible to chance, ensuring you’re prepared for any curveball on exam day.

Pro Plan

3

Making the Right Choice

individual study materials

CFA Level 1 Individual Study Materials: Choose the Right Plan for Your Investment Analysis Journey

Studying for the CFA Level 1 certification covering ethics, quantitative methods, economics, financial reporting, corporate finance, equity investments, fixed income, derivatives, alternative investments, and portfolio management takes dedication, time, and strategic organization. But what happens when you pass Level 1? Does all that foundational investment knowledge simply disappear if you don't use it every day? Or maybe you're still preparing and looking for the right tools to help you master these fundamentals on your first try.

Basic Plan: Stay Sharp After You Pass

Who It’s For:

- Individuals who have already passed the CFA Level 1 exam and want to retain their investment fundamentals
- Anyone concerned about forgetting essential concepts like time value of money, financial statement analysis, or equity valuation methods
- Investment professionals who want consistent reminders of CFA Level 1 principles without intensive re-studying

01

Daily Refreshers

  • Short, bite-sized notifications that remind you of key formulas, definitions, and trends.

  • Perfect for spending just a few minutes each day to keep your mind engaged with the topics you’ve mastered.

  • Focused on the fundamental concepts you’re likely to see in real-world applications.

02

24/7 Expert Tutor

  • Even if you’re no longer in “exam mode,” questions still pop up.

  • If you find yourself forgetting how to interpret a certain financial ratio or a piece of risk analysis, simply ask the Study Assistant.

  • You’ll receive an easy-to-understand explanation without digging through old notes or textbooks.

03

Knowledge Graph Visualization

  • Even when you’re done cramming, the Knowledge Graph lays out every concept in an interactive map.

  • If you need to refresh a definition or see how topics connect, just click on any node to visualize its relationships.

  • You’ll reinforce your understanding and revisit linked ideas instantly—no more hunting through scattered notes.

04

Weekly News Updates

  • Stay on top of industry developments—like regulation changes or new market instruments—even after you’ve passed the exam.

  • Keep the bigger picture in sight by seeing how your certification knowledge applies in the real world.

05

Live Community (Real‑Time Chat)

  • Join a network of professionals who’ve already earned their credentials but continue sharing experiences and insights.

  • Whether it’s discussing real-life job scenarios or celebrating ongoing successes, you’ll never feel like you’re learning alone.

Why Basic Is Essential for Post-Exam Life

Avoid Knowledge Decay

No more forgetting important formulas or case studies just because you’re no longer in intense study mode.

Stay Current

The financial world changes. Weekly news updates keep you informed about relevant trends and shifts.

Lightweight Commitmen

You’re not cramming for an exam, so the daily refreshers are designed to fit easily into a busy schedule.

01

Everything in Basic, Plus More Study Organization

  • Daily refreshers, 24/7 Expert Tutor and Erudit (Erudit Multi-Engine Consensus), bookmarks, and community access are still yours to enjoy.

  • You also receive a structured content layout with chapters and subchapters clearly labeled, making it easy to find exactly what you need.

02

Chapter & Subchapter Selection

  • Dive directly into a specific section—no more scrolling through endless text.

  • For example, if you’re studying “Equities,” you can jump straight into “Equity Valuation Methods” or “Market Efficiency” within a few clicks.

03

Mock Exam Mode

  • Simulate real exam conditions with full‑length, timed practice tests that mirror the actual interface.

  • Get detailed performance analytics and tailored feedback to pinpoint weak areas and refine your test‑taking strategy under pressure.

04

Video Library (100+ Videos)

  • Dive into an expert‑curated collection of concise, high‑yield lessons and real‑world case studies.

  • Engage visually with complex topics—animations and walkthroughs make tough concepts intuitive and boost long‑term retention.

05

Flash Cards

  • Drill essential terms and formulas with interactive decks powered by adaptive spaced‑repetition.

  • Customize your own sets or use hints to focus on areas that need reinforcement, ensuring you retain critical information efficiently.

Advanced Plan: Boost Efficiency While on a Budget

Who It’s For:

- Current CFA Level 1 candidates actively preparing but looking to keep costs moderate
- Learners who need structured access to ethics, quantitative methods, and financial reporting topics with clear organization
- People who enjoy reading through curriculum materials and taking notes on portfolio theory, but don't need extensive question banks yet

Why Advanced Is a Great Next Step

More Organized Studying

The structured approach ensures you can quickly locate exactly what you need—like a specific subtopic on fixed income or portfolio management.

Productivity
Boost

Quick notes, formula references, and daily refreshers keep your momentum up.

Budget-Friendly
 

You’re not paying for features (like question banks or flashcards) that you might not use—or simply can’t afford right now.

Pro Plan: Leave Nothing to Chance

Who It’s For:

- Serious CFA Level 1 candidates who want comprehensive preparation across all 10 topic areas
- People who refuse to let chance determine their success on this foundational investment exam
- Anyone aiming to pass CFA Level 1 on the first attempt and build a strong base for Level 2

01

Full Practice Question Bank with Explanations

  • Generate the exact type and number of questions you need—multiple-choice, short-answer, scenario-based, etc.

  • Each question comes with detailed explanations, telling you precisely why one answer is correct and others are not.

02

Smart Notes

  • Select any chapter or subchapter to auto‑generate concise quick notes and tailored formula sheets.

  • Organized by topic hierarchy, these summaries save you setup time and ensure you focus on the essentials during every review.

03

Dual Mock Exam Mode

  • Take two full‑length, timed practice exams that mirror the real testing environment.

  • After each test, get in‑depth performance analytics—topic‑by‑topic strengths and weaknesses—to refine your strategy and boost confidence under pressure.

04

Initial Assessment & Progress Dashboard

  • Upon joining Pro, you can take an initial assessment covering all your exam chapters.

  • This results in a color-coded report on your strengths and weaknesses. Each time you practice questions, your scores update, giving you real-time visibility into your improvement curve.

05

Study Planner & Kanban Integration

  • Craft a daily or weekly study schedule that automatically links tasks to the relevant chapter or question set.

  • Mark subchapters as “done” and earn digital trophies for your achievements—keeping you motivated from start to finish.

06

Exclusive Private Chat

  • Enter invitation‑only chatrooms with fellow high achievers to share bookmarked notes, co‑annotate materials, and tackle challenging problems together.

  • Leverage real‑time feedback and collective expertise to deepen your understanding and spark new insights.

Why FGWPro Covers All Your Bases

No Guessing, No Excuses

With practice questions, mock exams, and flashcards, you’ll know exactly where you stand at all times.

Optimized for
Success

Detailed  explanations and performance tracking cut down on wasted hours. You’re always studying your weakest points.

Stress Reduction
 

Many test-takers feel anxiety because they’re unsure of their readiness. Pro’s dashboard and analytics remove that uncertainty by showing you real data on your performance.

Choose Your Path to Success

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