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  • Flexible Online Learning
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Pass your IMC exams with confidence. Start your journey with Quartic today!

CFA® Program 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.
  • Course Details
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Course Details

The Chartered Financial Analyst (CFA®) Program is the benchmark of excellence in the investment industry.

To gain your charter you need to succeed in three levels. The exams cover analytical tools (such as quantitative methods and accounting), asset valuation, portfolio management and ethics. The knowledge you gain while studying will be invaluable to your financial career.

Quartic CFA® Learning Products

Learning products, crafted exclusively by CFA charterholders, include:

  • On-demand classes, covering every topic, every learning outcome statement.
  • Interactive e-books, allowing freehand annotations, plus print option.
  • More than 3,500 practice questions, across every phase of your learning.
  • Full-length mock exams.
  • Planning and studying tools, including study guides, our interactive Study Time Planner, detailed calculator tutorial and the Revision summary Q SheetTM.
  • Personalised one-to-one study support with CFA charterholders.

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

Support by CFA® Charterholders

Quartic has been supporting CFA candidates successfully through their exams since 2007. Our tutor support is second to none, with the faculty responding to most technical questions within one working day.

  • Q Stream: monthly subscription to our suite of CFA study products, with minimal financial commitment.
  • Core Package: a CFA charterholder will respond to all e-mail queries within one working day.
  • Premier Package: as well as e-mail support, you will have a series of one-to-one meetings with a CFA charterholder to discuss technical queries, exam strategies and your personalised path to success.
  • Quartic Executive Mentoring: a CFA charterholder will be your personal mentor, guiding your planning, your studying and your path to success at every stage.
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Helpful Information

Exams
Curriculum
Benefits of the CFA Program
Prerequisites
Exams

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

Curriculum

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

The ten different topic areas are as follows:

  • Quantitative Methods
  • Economics
  • Financial Statement Analysis
  • Corporate Issuers
  • Equity Investments
  • Fixed Income
  • Derivatives
  • Alternative Investments
  • Portfolio Management
  • Ethical and Professional Standards

Benefits of the CFA Program

Benefits of the CFA Program

Studying for the CFA Level I exam has many benefits for you, your clients, your current and future employers. The knowledge gained will provide you with:

• A deep understanding of finance.
• Strong financial analysis skills.
• Broader career prospects.
• A demonstrable commitment to higher ethical standards.
• Membership of a globally recognised community of investment professionals.
• Networking opportunities through your local CFA society.

Prerequisites

Prerequisites

In order to enrol for the CFA Level I exam you should:

• Have a bachelor’s degree (or equivalent) OR
• Be an undergraduate student with the exam date no more than 23 months before your graduation month OR
• Have 4,000 hours of qualified, professional work experience OR
• Have a combination of work experience and education that is accrued over a minimum of 36 months, with no overlap between the education and the work experience, and with at least 1,000 hours of higher education per year.

You must also sign Professional Conduct and Candidate Responsibility statements 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.

Course Options

Online Learning
Classroom Learning
Other Options
Online Learning

Below is the full list of our online course options for the CFA® Program.

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

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CFA L1 Q-Stream

Full access, low cost study solution
£95.00 + VAT / month

What’s Included?

Quartic Online

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

Mock Exams

These 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 Maths

This 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 Accounting

A 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

Sign up now

CFA L1 Lite

Self-paced learning solution
£695.00 + VAT

What’s Included?

Quartic Online

The Quartic Online portal is where you will find all the on-demand classes, question banks, mocks and other resources that make up your course.

Mock Exam

This 4.5-hour online Mock Exams is designed to mimic the actual exam in difficulty and structure. Your scores should help to guide you in focusing your final days of preparation.

Add to cart
Free Online Demo

CFA L1 Core

Comprehensive learning solution with tutor support
From: £950.00 + VAT

What’s Included?

Quartic Online

The Quartic Online portal is where you will find all the on-demand classes, question banks, mocks and other resources that make up your course.

Mock Exams

These 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 Support

Our support runs from the day you enrol with us until the day of your exam. You will be given a dedicated e-mail address to which you can send e-mails regarding any aspect of the course. Our faculty will do their best to respond to each message by the end of the next business day.

Quartic Books

We 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 for a supplemental fee.

Essential Financial Maths

This 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 Accounting

A one-day online course to give students the essential basics of accounting, structured in six parts: Introduction, Basic Concepts, Detailed Financial Statements, Worked Examples, Ratio Analysis, Management Choices

Add to cart
Free Online Demo

CFA L1 Premier

Tutor-guided study route with unlimited support
From: £1,695.00 + VAT

What’s Included?

Quartic Online

The Quartic Online portal is where you will find all the on-demand classes, question banks, mocks and other resources that make up your course.

Mock Exams

These 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.

Live Tutor Support

Our support runs from the day you enrol with us until the day of your exam. You will be given a named tutor and dedicated e-mail address, as well as having one-to-one Zoom support. Your tutor will do their best to respond to each message by the end of the next business day. Zoom meetings will be arranged to fit your (and the tutor’s) schedule.

Quartic Books

We 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 Maths

This 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 Accounting

A one-day online course to give students the essential basics of accounting, structured in six parts: Introduction, Basic Concepts, Detailed Financial Statements, Worked Examples, Ratio Analysis, Management Choices

Add to cart
Free Online Demo

CFA L1 Q-Stream

Full access, low cost study solution
£95.00 + VAT / month

What’s Included?

Quartic Online

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

Mock Exams

These 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 Maths

This 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 Accounting

A 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

Sign up now

CFA L1 Lite

Self-paced learning solution
£695.00 + VAT

What’s Included?

Quartic Online

The Quartic Online portal is where you will find all the on-demand classes, question banks, mocks and other resources that make up your course.

Mock Exam

This 4.5-hour online Mock Exams is designed to mimic the actual exam in difficulty and structure. Your scores should help to guide you in focusing your final days of preparation.

Add to cart
Free Online Demo

CFA L1 Core

Comprehensive learning solution with tutor support
From: £950.00 + VAT

What’s Included?

Quartic Online

The Quartic Online portal is where you will find all the on-demand classes, question banks, mocks and other resources that make up your course.

Mock Exams

These 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 Support

Our support runs from the day you enrol with us until the day of your exam. You will be given a dedicated e-mail address to which you can send e-mails regarding any aspect of the course. Our faculty will do their best to respond to each message by the end of the next business day.

Quartic Books

We 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 for a supplemental fee.

Essential Financial Maths

This 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 Accounting

A one-day online course to give students the essential basics of accounting, structured in six parts: Introduction, Basic Concepts, Detailed Financial Statements, Worked Examples, Ratio Analysis, Management Choices

Add to cart
Free Online Demo

CFA L1 Premier

Tutor-guided study route with unlimited support
From: £1,695.00 + VAT

What’s Included?

Quartic Online

The Quartic Online portal is where you will find all the on-demand classes, question banks, mocks and other resources that make up your course.

Mock Exams

These 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.

Live Tutor Support

Our support runs from the day you enrol with us until the day of your exam. You will be given a named tutor and dedicated e-mail address, as well as having one-to-one Zoom support. Your tutor will do their best to respond to each message by the end of the next business day. Zoom meetings will be arranged to fit your (and the tutor’s) schedule.

Quartic Books

We 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 Maths

This 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 Accounting

A one-day online course to give students the essential basics of accounting, structured in six parts: Introduction, Basic Concepts, Detailed Financial Statements, Worked Examples, Ratio Analysis, Management Choices

Add to cart
Free Online Demo
Classroom Learning

A Full timetable of face-to-face classes is available – please contact us for details.

Contact Us
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Other Options

Some of our course components are available to purchase as standalone products.

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

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CFA L1 Mocks only

Are you fully prepared yet?
£50.00 + VAT

What’s Included?

Mock Exams

These 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.

Add to cart
Free Online Demo

CFA L1 Q-banks only

Intensive Online Review
£400.00 + VAT

What’s Included?

Online Q-banks

An extensive Q-bank

Add to cart
Free Online Demo

CFA L1 Books only

Do-it-Yourself, Quartic style
£400.00

What’s Included?

Quartic Education Books

We 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 Books

We 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.

Add to cart
Free Online Demo

CFA L1 Revision only

Intensive Online Review
£445.00 + VAT

What’s Included?

Revision Notes

Key concepts on each reading are explained, with literally hundreds of exam questions worked through during this intense, 30 hours topic review

Q Sheet

Our 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.

Q-Banks
Mock Exams

Designed to mimic the actual exam difficulty, these provide you the best guidance on how to focus your final days of preparation

Add to cart
Free Online Demo

CFA L1 Mocks only

Are you fully prepared yet?
£50.00 + VAT

What’s Included?

Mock Exams

These 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.

Add to cart
Free Online Demo

CFA L1 Q-banks only

Intensive Online Review
£400.00 + VAT

What’s Included?

Online Q-banks

An extensive Q-bank

Add to cart
Free Online Demo

CFA L1 Books only

Do-it-Yourself, Quartic style
£400.00

What’s Included?

Quartic Education Books

We 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 Books

We 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.

Add to cart
Free Online Demo

CFA L1 Revision only

Intensive Online Review
£445.00 + VAT

What’s Included?

Revision Notes

Key concepts on each reading are explained, with literally hundreds of exam questions worked through during this intense, 30 hours topic review

Q Sheet

Our 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.

Q-Banks
Mock Exams

Designed to mimic the actual exam difficulty, these provide you the best guidance on how to focus your final days of preparation

Add to cart
Free Online Demo

Free Online Demo For CFA® Program Level I

Please complete the online demo download form to gain access to the interactive learning experience.

Other Helpful Resources

Q Sheet Level I

Quartic is proud to present Quartic's CFA® Level I Q Sheet. This guide includes the key concepts and formulae that you need to get through the Level I exam of the CFA Program, a handy summary of the breadth of knowledge with which you should be familiar.
More info

What Our Clients Say

At Quartic we teach investing with a passion, inspiring delegates of all levels. From exam courses to bespoke executive programmes, the Quartic team prides itself on making our courses highly interactive and enjoyable to attend, whether in person or online.

★★★★★ 5/5

Your online platform and study materials were absolutely instrumental in my preparation. The comprehensive content, practice exams, and especially the insightful explanations provided a solid foundation for my understanding. I truly believe that without the support and quality of Quartic’s resources, this achievement would have been much more challenging to attain.

Thank you for your dedication to creating top-notch educational tools that make a real difference in the lives of students like me. Your commitment to excellence has paid off, and I am incredibly grateful for the knowledge and confidence I gained from using your platform.

Sarvarjon Pulatov
Multinational Development Bank
★★★★★ 5/5

I used to be a Quartic student, and I remain deeply grateful for the foundational training I received. I still vividly remember Mr. Nicholas Blain’s teaching, which not only laid a solid foundation for me but also sparked my enduring interest in the industry.

Rhea Zhang 
Bank of China
★★★★★ 5/5

Today I passed my CFA level 1 exam and wanted to thank you for your great materials and your passion for sharing the knowledge. I really enjoyed watching your videos 😃

Bartosz 
★★★★★ 5/5

The tutors were enthusiastic, the classes enjoyable, the explanations clear and intuitive, and with excellent teaching materials Quartic helped me to pass each level at first attempt.

Kate Kalashnikova, CFA ACA
Analyst
★★★★★ 5/5

Nicholas is one of the best tutors I have ever studied under. His unique ability is to explain complicated concepts in simple words and graphics, passing on his excellent grasp of the subject.

Alroy Dcruz, CFA
Business Consultant
★★★★★ 5/5

A big thank you to Quartic without whose help I would not have passed CFA Level I first time. Classes were interactive and entertaining, the material easily digestible and very relevant to the exam, and the videos were extremely useful too. I would definitely recommend Quartic.

LD.
PwC

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Need to discuss your training needs?

Interested in learning about course pricing or curious about group discounts? Please provide details of your inquiry, such as the specific course or course type, pricing request, etc. Our dedicated team will be happy to assist.

Copyright ©2025 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® and Chartered Financial Analyst® are trademarks owned by CFA Institute.

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