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CFA Level I

A route through CFA Level I: eligibility, window and registration, a weekly study system, all ten topics in curriculum order, timed mocks and a calm exam day.

Free · Mac (Apple silicon) and Windows · v1.0.0 · Other platforms

Then open the Marketplace in the app, search for CFA Level I, and click Install. It goes into your own files, and works offline from then on.

What it installs.

1

Pillar

1

Area

50

Projects

195

Starter tasks

🎓 Finance & Business Certifications

CFA Level I

Studying for CFA Level I: the ten topic areas, a study schedule of several months, the curriculum and question bank, mock exams and booking the computer-based window.

  1. Eligibility check and the current exam format
  2. Choosing your computer-based exam window
  3. Exam fees and funding plan
  4. Applying for a CFA Institute scholarship
  5. Employer sponsorship and study leave request
  6. Registration with your passport name matched
  7. Approved calculator set up for the exam
  8. Learning platform and study materials set up
  9. Diagnostic baseline across the ten topics
  10. Week-by-week Level I study schedule
  11. Weekly study hours log and plan check
  12. Daily question bank practice
  13. Error log of missed and guessed questions
  14. Running formula and concept sheets
  15. Spaced repetition flashcards for definitions
  16. Monthly progress check against the exam date
  17. Ethics practice little and often
  18. Accountability partner weekly call
  19. Quantitative methods, from returns to regression
  20. Economics of markets, cycles and currencies
  21. Corporate issuers, governance and capital allocation
  22. Financial statement analysis and reporting quality
  23. Equity markets, indices and basic valuation
  24. Fixed income pricing, yields and duration
  25. Derivatives pricing and payoffs
  26. Alternative investments and fee calculations
  27. Portfolio risk, return and planning
  28. Ethical and professional standards with GIPS
  29. Practical skills module completion
  30. Choosing between the curriculum and a prep provider
  31. Switching from rereading to active recall
  32. Exam pacing and timed question sets
  33. Weak topic recovery plan
  34. Catch-up plan when the schedule slips
  35. Reschedule or change window decision
  36. Booking the test centre appointment
  37. First full timed mock exam
  38. Final mock exam series
  39. Final four weeks revision plan
  40. Exam day logistics and the night before
  41. Results day and next step
  42. Final-year university student timeline
  43. Studying around a full-time finance job
  44. Accounting and finance primer for career changers
  45. Retake after an unsuccessful attempt
  46. Travelling to a test centre in another city or country
  47. Testing accommodations request
  48. Ethics case work from the Standards of Practice Handbook
  49. Annual report analysis with Level I tools
  50. Mentoring next year's Level I candidates

Where it starts.

Each project arrives with its purpose, milestones and first tasks written out. Here is how the first three read.

Eligibility check and the current exam format

Before paying anything, confirm that you meet one of CFA Institute's entry routes: a bachelor's degree, being close enough to finishing one, or the required mix of work and education, plus an international travel passport. In the same sitting, read the current Level I exam page so your plan rests on today's topic weight ranges, session structure and exam windows rather than a forum post from three years ago.

First tasks

  • Read the Level I eligibility rules on the CFA Institute website
  • Check that your passport is valid beyond the last exam window you might choose
  • Copy the current topic weight ranges and exam structure into a study note
  • Write down which curriculum year your exam window uses

Choosing your computer-based exam window

Level I runs in several computer-based windows each year, and the window you pick decides how many study weeks you really have. Working backwards from an honest weekly hours figure, rather than grabbing the soonest date, is what separates a calm final month from a panicked one.

First tasks

  • List the upcoming Level I exam windows and their registration deadlines
  • Count the study hours you can honestly give each week, weekends included
  • Multiply weekly hours by the weeks to each window and compare with the suggested total
  • Choose the window and write the reason in one sentence

Exam fees and funding plan

A first Level I attempt brings a one-time enrolment fee and an exam registration fee that rises closer to the deadline, on top of prep materials, a calculator and possibly travel. Pricing all of it up front, and checking scholarships or employer support before you pay, stops you landing in the higher fee tier by accident.

First tasks

  • Look up the current enrolment and exam registration fees and their deadlines
  • List prep, calculator and travel costs beside the CFA Institute fees
  • Compare the standard and higher fee tiers and their cut-off dates
  • Set aside the total or agree in writing who pays each line

Make it yours.

Install CFA Level I, then tell Aurum the date you're aiming for. It checks whether the plan fits the weeks you actually have.

Free · Mac (Apple silicon) and Windows · v1.0.0 · Other platforms

Blueprints are general information to help you organise your own work. They are not medical, financial, legal or other professional advice. See the Terms.