Pass your CFA exams the first time—by studying smarter, not harder.

Pass your CFA exams the first time—by studying smarter, not harder.

Pass your CFA exams the first time—by studying smarter, not harder.

The exact end-to-end study system used to clear all three levels first time with 90th percentile scores, while working full-time. Designed to sit directly alongside your existing prep provider.

The exact end-to-end study system used to clear all three levels first time with 90th percentile scores, while working full-time. Designed to sit directly alongside your existing prep provider.

Includes $470+ in exclusive partner discounts that completely offset the cost of enrollment.

Built out of sheer necessity.

Built out of sheer necessity.

Built out of sheer necessity.

I am not a finance graduate. When I sat Level 1, I had a degree in chemistry, zero industry internships, and had to learn the entire financial system from scratch while adjusting to the brutal hours of the banking industry.

I didn’t pass all three levels first time with 90th percentile scores at all applicable levels because I was naturally gifted at the curriculum. I passed because I realised early on that the standard textbook structure is a passive trap—and I spent over 1,000 hours building a study system focused entirely on what works: studying efficiently, retaining the content and performing under pressure.

If you are trying to survive the study volume alongside a demanding career, you do not have time to guess your way through. This program is that exact system, distilled into a self-serve platform you can access at any time.

I am not a finance graduate. When I sat Level 1, I had a degree in chemistry, zero industry internships, and had to learn the entire financial system from scratch while adjusting to the brutal hours of the banking industry.

I didn’t pass all three levels first time with 90th percentile scores at all applicable levels because I was naturally gifted at the curriculum. I passed because I realised early on that the standard textbook structure is a passive trap—and I spent over 1,000 hours building a study system focused entirely on what works: studying efficiently, retaining the content and performing under pressure.

If you are trying to survive the study volume alongside a demanding career, you do not have time to guess your way through. This program is that exact system, distilled into a self-serve platform you can access at any time.

Why most candidates study hard and still fail

Why most candidates study hard and still fail

Why most candidates study hard and still fail

Your prep provider gives you the curriculum—the thousands of pages of text, video lectures, and massive question banks. What they don’t give you is an objective framework for how to actually execute on any of it under pressure.

Most candidates default to the exact same passive approach: rewatching lectures, highlighting notes, looking over summaries, and just hoping it sticks on exam day. It’s a passive loop, and it explains why the historical fail rate hovers around 40%.

The CFA punishes studying without a precise methodology. The candidates who clear the exam first time aren’t smarter than you, and they aren’t working harder either. They have simply removed the guesswork, focused their limited hours entirely on active recall, and mastered how to take the exam.

Your prep provider gives you the curriculum—the thousands of pages of text, video lectures, and massive question banks. What they don’t give you is an objective framework for how to actually execute on any of it under pressure.

Most candidates default to the exact same passive approach: rewatching lectures, highlighting notes, looking over summaries, and just hoping it sticks on exam day. It’s a passive loop, and it explains why the historical fail rate hovers around 40%.

The CFA punishes studying without a precise methodology. The candidates who clear the exam first time aren’t smarter than you, and they aren’t working harder either. They have simply removed the guesswork, focused their limited hours entirely on active recall, and mastered how to take the exam.

A study methodology, not a curriculum

A study methodology, not a curriculum

A study methodology, not a curriculum

Charter Academy doesn’t teach you CFA content. That’s what Mark Meldrum, IFT, or AnalystPrep are for—and we explicitly recommend you use one of them alongside this program. They give you the content; I give you the system that actually makes that content stick.

What we teach you is how to execute your preparation. You will get a complete system covering how to structure a study session, learn material so it actually sticks under exam pressure, and organize your schedule across all three levels.

Our framework breaks your prep into three core phases: Understand, Review & Retain, and Apply. It is a structured system built from the ground up around what the CFA exams actually demand from a candidate.

Charter Academy doesn’t teach you CFA content. That’s what Mark Meldrum, IFT, or AnalystPrep are for—and we explicitly recommend you use one of them alongside this program. They give you the content; I give you the system that actually makes that content stick.

What we teach you is how to execute your preparation. You will get a complete system covering how to structure a study session, learn material so it actually sticks under exam pressure, and organize your schedule across all three levels.

Our framework breaks your prep into three core phases: Understand, Review & Retain, and Apply. It is a structured system built from the ground up around what the CFA exams actually demand from a candidate.

Nine modules. Everything you need, nothing you don’t.

Nine modules. Everything you need, nothing you don’t.

Nine modules. Everything you need, nothing you don’t.

This is a brief look at the actual interface you will be working inside — highly structured, clean, and built around active recall rather than passive reading. It provides a quick preview of the workflow before you review the full module-by-module breakdown below.

Module 3: Gallery View

Tracker, Q&A and Flashcards

Plus, inside Resources: a study tracker, Q&A tracker, calculator guide, and ready-to-use Anki flashcards — the tools that go alongside the methodology.

Plus, inside Resources: a study tracker, Q&A tracker, calculator guide, and ready-to-use Anki flashcards — the tools that go alongside the methodology.

Plus, inside Resources: a study tracker, Q&A tracker, calculator guide, and ready-to-use Anki flashcards — the tools that go alongside the methodology.

Who this is for

Who this is for

You’re studying for the CFA — at any level, for the first time or after a retake

You’re studying for the CFA — at any level, for the first time or after a retake

You’ve got (or are about to get) a prep provider, but no real system for how to use it

You’ve got (or are about to get) a prep provider, but no real system for how to use it

You’ve felt the “I read it three times and still don’t remember any of it” problem

You’ve felt the “I read it three times and still don’t remember any of it” problem

You want a structured roadmap, not just a pile of content to work through

You want a structured roadmap, not just a pile of content to work through

You’re willing to put in the hours — you just want them to actually count

You’re willing to put in the hours — you just want them to actually count

Who this isn’t for

Who this isn’t for

You’re looking for CFA content itself — readings, videos, question banks. That’s what your prep provider is for.

You’re looking for CFA content itself — readings, videos, question banks. That’s what your prep provider is for.

You want someone checking in on you, holding you accountable, or marking your work. This is self-paced — the system works, but you have to run it.

You want someone checking in on you, holding you accountable, or marking your work. This is self-paced — the system works, but you have to run it.

You’re hoping for a shortcut that requires less effort than studying properly. There isn’t one, and we won’t pretend otherwise.

You’re hoping for a shortcut that requires less effort than studying properly. There isn’t one, and we won’t pretend otherwise.

You’ve already got a study system that’s working for you. If it’s not broken, don’t fix it.

You’ve already got a study system that’s working for you. If it’s not broken, don’t fix it.

Trusted by dozens of CFA candidates

Trusted by dozens of CFA candidates

Used by candidates across all three levels of the CFA Program — studying alongside Mark Meldrum, IFT, AnalystPrep, and others.

Used by candidates across all three levels of the CFA Program — studying alongside Mark Meldrum, IFT, AnalystPrep, and others.

It completely pays for itself before you open a single textbook.

It completely pays for itself before you open a single textbook.

Charter Academy includes exclusive, direct student discount allocations for the major prep providers we actually recommend inside the program.


By activating our direct partnerships with Mark Meldrum, IFT, or AnalystPrep across all three levels, your immediate savings total $470 or more.


The math is absolute: Your immediate discount savings are larger than the entire price of this system. By securing the methodology today, you are effectively wiping out the cost of your enrollment and entering the upcoming exam window with a mathematically undeniable advantage.

Charter Academy includes exclusive, direct student discount allocations for the major prep providers we actually recommend inside the program.


By activating our direct partnerships with Mark Meldrum, IFT, or AnalystPrep across all three levels, your immediate savings total $470 or more.


The math is absolute: Your immediate discount savings are larger than the entire price of this system. By securing the methodology today, you are effectively wiping out the cost of your enrollment and entering the upcoming exam window with a mathematically undeniable advantage.

Get Charter Academy

Get Charter Academy

You already know what’s at stake.

You already know what’s at stake.

You can keep studying the way you have been—rereading notes, rewatching endless lectures, hoping it sticks under exam pressure, and gambling another six months of your life and $1,000+ in registration fees on a painful resit.


Or you can eliminate the guesswork, claim your partner discounts, and install a battle-tested system designed to clear the exam on your very next attempt.

You can keep studying the way you have been—rereading notes, rewatching endless lectures, hoping it sticks under exam pressure, and gambling another six months of your life and $1,000+ in registration fees on a painful resit.


Or you can eliminate the guesswork, claim your partner discounts, and install a battle-tested system designed to clear the exam on your very next attempt.

Get Lifetime Access to Charter Academy

Get Lifetime Access to Charter Academy

Standard Enrolment

$297

$297

Included Partner Savings

-$470 or more

-$470 or more

Mark Meldrum, IFT, or AnalystPrep

Mark Meldrum, IFT, or AnalystPrep

Net Cost

$0

$0

An immediate positive return on investment

An immediate positive return on investment

The Complete 3-Phase Execution Framework (Understand, Review, Apply)

The Complete 3-Phase Execution Framework (Understand, Review, Apply)

Proprietary Study Tools & Trackers

Proprietary Study Tools & Trackers

Lifetime Platform Updates Across All Three Levels

Lifetime Platform Updates Across All Three Levels

Instant Access to Exclusive Partner Discount Codes

Instant Access to Exclusive Partner Discount Codes

👉 Get Instant Access Now

👉 Get Instant Access Now

Frequently asked questions

Frequently asked questions

Frequently asked questions