Last updated: January 26, 2023
CFA Exam Prep with Soleadea

How to Plan & Prepare for
CFA Exam?


Planning your CFA exam preparation carefully is important for a number of reasons.

Firstly, the CFA exam is a highly rigorous and challenging test that covers a vast amount of material. Proper planning can help you break down the material into manageable chunks and develop a study schedule that works for you. This can make it easier to stay on track and avoid getting overwhelmed by the sheer volume of information you need to learn.

Secondly, careful planning can also help you identify any gaps in your knowledge and address them before the exam. This can improve your chances of success on the exam and reduce the risk of being caught off guard by a question on a topic you are not well-versed in. It can also help you identify the areas where you need to focus your studying efforts in order to maximize your chances of success. Review slots scheduled in your study plan are perfect for that!

Finally, careful planning can help you manage your time effectively and avoid last-minute cramming. Trying to cram a vast amount of information into your brain in a short amount of time is not an effective way to study and can actually decrease your chances of success on the exam. By planning your preparation carefully, you can ensure that you have enough time to study all of the material thoroughly and arrive at the exam feeling confident and well-prepared.


The How & When of CFA Exam Preparation

When to Prepare for
CFA Exam?


In 2023, the CFA exam will take place:

  • level 1 – FEB 14-20, MAY 16-22, AUG 22-28, and NOV 11-17,
  • level 2 – MAY 23-27, AUG 29-SEPT 2, and NOV 18-22,
  • level 3 – FEB 21-23 and AUG 29-SEPT 5.

When To Start My CFA Exam Prep?

Create Free Study Plan

We’ll remind you when your prep starts


Prepare for CFA Exam with Soleadea


Our study planner has 4 main sections: PLAN, STUDY, PROGRESS, and REVIEW.

The PLAN section allows you to tailor your study schedule to your needs. You can adjust your Exam Date, Start Date, number of Final Review Weeks, the sequence of topics and the difficulty of the topics. You can also add or remove holiday (no study) weeks and your plan will adjust accordingly.

The STUDY section shows you what to study each week and provides access to study lessons and many materials such as videos, questions, or formulas. Progress bars and benchmark study times are provided for both weeks and learning modules (readings). You can also navigate between weeks and manage your study process by checking off your lessons and readings.

The PROGRESS section provides you with a visual representation of your study progress in the form of a Gantt chart and your Chance-to-Pass Score.

The REVIEW section allows you to easily browse and review specific study content such as videos, formulas, lesson sections or even whole lessons. You can filter by different content types to quickly revise what you need. You can also use the flashcard feature to test your knowledge of CFA exam formulas.



Our study planner is designed to help you stay on track and achieve success in your CFA exam. As soon as you get started – don't hesitate to activate your account. We're using the Pay-What-You-Can model, so using our Study Planner won't be a drain on your pocket.

Many CFA candidates are particularly fond of the review sessions scheduled up each week. They say that these review sessions are what made the difference in their preparation. Dont worry – we'll make sure to provide you with the motivation and support you need to add a few extra hours of review each week. It will surely pay off in the form of better knowledge retention and more effective learning!

With our Study Planner, you can be confident that you're making the most of your study time and setting yourself up for success!!!



About Soleadea:

Our CFA Exam Study Planner is available to candidates of all levels at the groundbreaking Pay-What-You-Can prices. You decide how much you want to pay for our services. After you activate your account, you get unlimited access to our Study Planner 4.0 with study lessons inside, various level 1/level 2 study materials & tools, regular review sessions, and a holistic growth approach to your preparation. Join