CFA® Level I

Level I covers the foundations of finance with a significant emphasis on the analytical tools, especially accounting and quantitative techniques. Although the depth of these topics may seem challenging, the benefit to candidates is the ability to “uncook the books” and get behind the published numbers.

The course curriculum contains ten different subjects, and it is exciting to see how many interlinks there are between topics as you progress through them; you cannot understand bonds without a bit of quants, and equity valuation hinges directly on the financial statements of a business.

Quartic Standalone Options

We have made some of our most valuable study resources that are integrated into our full support packages available for purchase as standalone products.

Candidates studying on their own may find it useful to purchase a Mock Exam or enrol on one of our intensive Revision Courses to aid with their final exam preparation.

In addition, candidates may wish to purchase our graphic rich workbooks which make complex topics easier to grasp and provide an intuitive understanding of the curriculum not just pages of algebra to memorise.

Our Q-sheet, an essential revision tool, can be used as a quick reference sheet when tackling exam style questions.

For advice on your best study option contact us on +44 20 7776 7500 or email us at with any questions you may have and we will be happy to help you.

Quartic Online Course Options

The Quartic Online portal is your comprehensive online resource platform including:
Video Library (Education and Revision)
Calculator Tutorial
Question Banks
Progress Tests
Mock Exams
Progress Dashboard

For advice on your best study option contact us on +44 20 7776 7500 or email us at with any questions you may have and we will be happy to help you.

For more information regarding Quartic Executive Mentoring and what it offers please click here

All-rounder studying with live webinar Revision
From: £1,095

Quartic Classroom Course Options

The Quartic classroom option is available for a range of Education and intensive Revision courses in combination with a package of full online learning materials and support.

Please get in touch for further details on +44 20 7776 7500 or email us at .

All prices are net, VAT will be added where applies.


The first CFA® charter was awarded in 1963 and since then has grown to become the global standard: more than 250,000 candidates from over 160 countries register for the exams each year.

In three successive exams you will be assessed on a wide range of subjects, including analytical tools, asset valuation, portfolio management and ethical and professional standards. The knowledge you gain while studying will be invaluable to your future career in finance.

Quartic CFA® learning products

Quartic provides a wide range of learning tools for your CFA Program exams, using leading educational technology to provide comprehensive video libraries, question banks, live online workshops, progress tests and mocks plus all the faculty support you need while you’re studying, to help you to prepare for these challenging exams.

For CFA candidates with non-technical backgrounds we offer introductory courses on Financial Maths and Accounting.

Our learning tools are mostly located on the Quartic Online portal, with support from a set course workbooks, in print or e-book format. The e-book technology provides a unique freehand annotation capability, allowing you to sketch diagrams, write out formulae or pensively doodle during instructor-led or video sessions.

The videos and workshops are backed up with Q-banks containing thousands of CFA exam-style questions, each with fully worked or video solutions.

Our Summary Revision Notes and popular new Q SheetTM provide candidates with a summary of all key concepts, invaluable resources during the Revision phase.

Throughout the learning process our teaching faculty are on hand to provide CFA candidates with unlimited support direct from CFA charterholders – by phone, e-mail or Zoom plus all the faculty support you need while you’re studying, to help you to prepare for these challenging exams..

CFA® candidates studying with Quartic have access to what we confidently believe are the best studying materials for the CFA Program on the market, all via our Quartic Online portal.

Our materials focus on a combination of videos and questions. The videos review every concept, every learning outcome statement, every reading in the CFA curriculum, to provide inspiration to each candidate on the vast array of content required for the CFA exam. Videos are produced direct to camera in our dedicated studios – no “live audience” distraction.

The key to success is question-practice: you will see (1) video quizzes every few slides within each reading; (2) a question bank at the end of the reading; (3) a Progress Test at the end of each topic; (4) an extensive Revision question bank and (5) two full-length mock exams (along with a comprehensive video debrief).

Content within Quartic Online covers an Education phase (detailed explanation plus our main question banks) followed by a Revision phase (summary explanations with hundreds of worked examples and a separate question bank). You will find many other study tools as well, including a detailed calculator tutorial and our popular summary Q Sheet contain all key formulae and concepts.

Our tutor support is second to none, with the faculty responding to most technical questions within one working day.

Although all Quartic CFA candidates receive the full suite of products, there are different levels of interaction:

Silver package

This package is designed for self-starters: we provide all your materials and will respond to technical queries with rapid response time.

Gold package

As well as tutor support from the day you enrol, Gold includes a series of live interactive review sessions in the months prior to the exam. Do not expect to be spoon-fed: these are “video on” and challenging question-based sessions, designed to help candidates consolidate their knowledge, understand the exam process and push their scores up. Groups are small, enabling each candidate to gain from one-to-one conversations. Dates are provided below.

Quartic Executive Mentoring

Time is precious and many candidates are under enormous pressure to juggle work and studying, squeezing as much as possible out of each waking hour. Our mentoring programme is designed entirely around you: one of our faculty tutors (a CFA charterholder is assured) will organise regular one-to-one mentoring sessions with you. These are timed to fit your diary and your personal study plan and the content will include whatever best matches your requirement: coaching on tough technical concepts, question review or exam technique. Mentees may, of course, join any scheduled open session too.

Timetable of review sessions

CFA Level I, August 2022 exam window:

  • Monday 4 July
  • Wednesday 6 July
  • Monday 11 July
  • Wednesday 13 July
  • Monday 18 July
  • Wednesday 20 July
  • Monday 25 July
  • Wednesday 27 July
  • Monday 1 August
  • Wednesday 3 August

Sessions begin at 18:00 UK time and run for approximately 60 minutes. A detailed timetable of topics will be provided to candidates nearer the time.


The Level I exam is a computer-based test with four available testing windows in each year, during February, May, August and November. The duration of the exam is 4.5 hours, with 180 questions split across two sessions and covering all ten topics.


Level I teaches the foundations of finance with a significant emphasis on the analytical tools.

The ten different topic areas are as follows:

Ethical And Professional Standards
Quantitative Methods
Financial Reporting & Analysis
Corporate Finance
Equity Investments
Fixed Income
Alternative Investments
Portfolio Management


Registering for the Level I exam has many benefits, some more tangible than others:

Globally highly regarded program
Broad curriculum gives you exposure to many different topic areas
Provides you with advanced financial analysis skills
Shows dedication to the profession
Career recognition
Highlights your commitment to high standards of ethics
Allows you to network with fellow candidates and charterholders
Might be used for regulatory purposes (in the UK, Level I in combination with the IMC exam gets you RDR qualified).


In order to enrol on the Program you need:

a bachelor’s degree (or equivalent) OR
to be in the final year of a degree programme OR
to have four years of professional work experience OR
to have a combination of university and work that totals four years

You must also sign a statement of professional conduct, pay the exam fees to CFA Institute and be in possession of a valid international passport.

If you’d like to brush up your maths skills or you come from a non-financial background, we would strongly advise you to take our introductory courses on financial maths and accounting, to bring you up to speed before delving into your Level I studies..

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