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.
Mock Exams
Are you fully prepared yet?
£50
Revision Only
Expert support, intense review
£695
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Quartic Revision BooksWe invest significant energy and resources into producing what we believe are the best materials on the market today. The e-books have a unique freehand annotation capability and accompany the tuition to provide a knowledge base to be used throughout your studies. Included in your pack is a Revision workbook and a Revision Question Bank. A print alternative is available. -
Live Online RevisionOur Online Revision classes are interactively live streamed, giving you the ability to participate in the class in real time from anywhere in the world and on any device. -
Tutor SupportOur support begins on the day you enrol with us. Whether in person or online, via Zoom, email or telephone, our tutors are available for any queries you may have throughout your studies. -
Mock ExamsThese 4.5-hour online Mock Exams are designed to mimic the actual exam in difficulty and structure. Your scores should help to guide you in focusing your final days of preparation.
Quartic CFA Books
Do-it-Yourself, Quartic style
£350
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Quartic Education BooksWe invest significant energy and resources into producing what we believe are the best materials on the market today. The e-books have a unique freehand annotation capability and accompany the tuition to provide a knowledge base to be used throughout your studies. A print alternative is available. -
Quartic Revision BooksWe invest significant energy and resources into producing what we believe are the best materials on the market today. The workbooks accompany the tuition to provide a knowledge base to be used throughout your studies. They can be used in class, with videos or for self-study. Included in your pack is a Revision workbook and a Revision Question Bank.
Revision Online
Intensive Online Review
£208
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Online RevisionKey concepts on each reading are explained, with literally hundreds of exam questions worked through during this intense, 30 hours topic review -
Revision e-BooksOur e-workbooks are your companions both when attending revision workshops and when using our recorded revision videos. Included in your pack are a Revision e-Workbook and a Revision Q&A e-Book. -
Tutor SupportOur support begins on the day you enrol with us. Whether in person or online, via Zoom, email or telephone, our tutors are available for any queries you may have throughout your studies. -
Mock ExamDesigned to mimic the actual exam difficulty, these provide you the best guidance on how to focus your final days of preparation
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
Silver Lite
Self-paced long-distance learning
£495
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Quartic OnlineThe Quartic Online portal is your comprehensive online resource platform including: Video Library Calculator Tutorial Question Banks Progress Tests Mock Exams Progress Dashboard -
Mock ExamsThese 4.5-hour online Mock Exams are designed to mimic the actual exam in difficulty and structure. Your scores should help to guide you in focusing your final days of preparation. -
Essential Financial MathsThis one day course on Essential Financial Maths is designed for candidates that wish to brush up on their numeracy skills, and is structured in four parts: Back to basics - notation and algebra Time value and money Applications Statistics -
Introduction to AccountingA one day online course to give students the essential basics of accounting, structured in seven parts: Introduction Basic Concepts Detailed Financial Statements Worked Examples Ratio Analysis Management Choices
Silver
Self-paced all-rounder study solution
From: £695
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Quartic OnlineThe Quartic Online portal is your comprehensive online resource platform including: Video Library Calculator Tutorial Question Banks Progress Tests Mock Exams Progress Dashboard -
Mock ExamsThese 4.5-hour online Mock Exams are designed to mimic the actual exam in difficulty and structure. Your scores should help to guide you in focusing your final days of preparation. -
Tutor SupportOur support begins on the day you enrol with us. Whether in person or online, via Zoom, email or telephone, our tutors are available for any queries you may have throughout your studies. -
Quartic BooksWe invest significant energy and resources into producing what we believe are the best materials on the market today. The e-books have a unique freehand annotation capability and accompany the tuition to provide a knowledge base to be used throughout your studies. A print alternative is available. -
Essential Financial MathsThis one day course on Essential Financial Maths is designed for candidates that wish to brush up on their numeracy skills, and is structured in four parts: Back to basics - notation and algebra Time value and money Applications Statistics -
Introduction to AccountingA one day online course to give students the essential basics of accounting, structured in seven parts: Introduction Basic Concepts Detailed Financial Statements Worked Examples Ratio Analysis Management Choices
Gold
All-rounder studying with live webinar Revision
From: £1,095
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Quartic OnlineThe Quartic Online portal is your comprehensive online resource platform including: Video Library Calculator Tutorial Question Banks Progress Tests Mock Exams Progress Dashboard -
Mock ExamsThese 4.5-hour online Mock Exams are designed to mimic the actual exam in difficulty and structure. Your scores should help to guide you in focusing your final days of preparation. -
Tutor SupportOur support begins on the day you enrol with us. Whether in person or online, via Zoom, email or telephone, our tutors are available for any queries you may have throughout your studies. -
Quartic BooksWe invest significant energy and resources into producing what we believe are the best materials on the market today. The e-books have a unique freehand annotation capability and accompany the tuition to provide a knowledge base to be used throughout your studies. A print alternative is available. -
Essential Financial MathsThis one day course on Essential Financial Maths is designed for candidates that wish to brush up on their numeracy skills, and is structured in four parts: Back to basics - notation and algebra Time value and money Applications Statistics -
Introduction to AccountingA one day online course to give students the essential basics of accounting, structured in seven parts: Introduction Basic Concepts Detailed Financial Statements Worked Examples Ratio Analysis Management Choices -
Live Online ReviewOur Online Review classes are interactively live streamed, giving you the ability to participate in the sessions in real time from anywhere in the world and on any device.
Exec Mentoring
Quartic Executive Mentoring with your own dedicated personal exam coach
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.
ABOUT THE COURSE
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.
Exams
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.
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
Benefits
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).
Prerequisites
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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COPYRIGHT ©2022 Quartic Training Limited. CFA Institute does not endorse or warrant the accuracy or quality of the products or services offered by Quartic Training Limited. CFA Institute, CFA®, Chartered Financial Analyst® and Investment FoundationsTM are trademarks owned by CFA Institute.
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