CFA® Level I

Level I introduces candidates to the foundations of finance and covers ten topic areas. The main focus of Level I is building knowledge on the various asset classes and the analytical tools that will be relied upon at Levels II and III.

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, on + 44 77 3527 6170 on WhatsApp, 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
Calculator Tutorial
Question Banks
Progress Tests
Mock Exams
Progress Dashboard

We also offer the options of Live Education and Live Revision classes (see combinations below). These are designed to be exam focussed, highly interactive and are capped at 20 participants to allow for personalised support. We run multiple sessions throughout the day to enable access from every time zone. Please see your options below.

For advice on your best study option contact us on +44 20 7776 7500, on + 44 77 3527 6170 on WhatsApp, or email us at with any questions you may have and we will be happy to help you.

The ultimate comprehensive online solution

Quartic Classroom Course Options

Face-to-face class options are currently unavailable, please check our online classroom options.

The Quartic classroom option is available for our intensive Revision Course in combination with a package of full online learning materials and support. The classroom revision option allows for face-to-face interaction with your personal tutor. Please see you options below.

For advice on your best study option contact us on +44 20 7776 7500, on + 44 77 3527 6170 on WhatsApp, or email us at with any questions you may have and we will be happy to help you.

Gold Live
All-rounder studying with live classroom Revision
Platinum Live
The ultimate comprehensive solution

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The first CFA® charter was awarded in 1963 and since then has grown to become the global standard: more than 200,000 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 provides a wide range of learning tools, classes and question banks, both online and face-to-face, to help you to prepare for these challenging exams.

Centered around our Quartic Online portal, with a comprehensive online video library and thousands of questions, these options offer the best targeted approach for your individual study plan.

Our print or e-books with unique freehand annotation technology offer you the instant availability and mobility needed to understand the complex concepts with ease from text.

Top-of-the-line live interactive workshops focusing on tougher concepts and question solving provide you with an intuitive and deep comprehension.

Our plentiful question banks, video quizzes, progress tests and mocks help you comprehend, practice and prepare for the exam flawlessly.

The wide range of supplementary study tools like our intro courses, reading summaries, Q-Sheet synthesis and others are available on all three levels and provide the perfectionating touch for a comprehensive coverage of your studies.

Unlimited tutor support is the feature that grants the ultimate comfort and dependability of the Quartic experience so important for you and all our students coming from different backgrounds.


The final paper-based Level I exam will be held in December 2020. The paper-based exam is 6 hours long, split into a morning and afternoon session. At Level I you will be given 240 multiple choice questions (3 answer choices), spanning across the different topic areas.

From 2021, the Level I exam will move to computer-based testing with four available testing windows in each year i.e. February, May, August and November. The duration of the exam will be approximately 4.5 hours, split into two sessions with an optional break if candidates so wish. Each session will contain approximately 90 multiple choice questions with three answer options from which to choose. The exam will cover all ten topics in the Level I curriculum.


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
  • Economics
  • Financial Reporting & Analysis
  • Corporate Finance
  • Equity Investments
  • Fixed Income
  • Derivatives
  • 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.

Furthermore, if you come from a non-financial background, consider taking our introductory financial maths or accounting course before you start your studies.

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