Where do I start?

I’m a senior in finance undergrad and gearing up for CFA Level I, either this November or the first 2025 exam window. I know the curriculum is massive, so I’m trying to craft a smart study plan before diving in. Could really use advice from those who’ve been here!

What’s the best sequence to tackle the material? I’ve heard Ethics is high-yield and conceptual, so maybe start there? Or should I build a foundation with Quantitative Methods or Economics first? Are there topics like Derivatives or Alternative Investments that are better left for later when I have stronger basics? And which ones are “memorize-heavy” for last minute review vs. require deep practice early on.

Is the official curriculum worth reading cover to cover, or is it too dense? I’ve seen people swear by Kaplan Schweser notes and Wiley, do you use those for content and only dip into official texts for practice questions? How crucial are the CFAI QBank and mock exams? I don’t want to waste time on redundant material, but also don’t want to miss key concepts.

Resource recs welcome! Are there any courses, YouTube channels, or study groups that helped you grasp tricky topics? I’m open to paid options if they’re structured well, just need to balance cost with effectiveness.

#letschat #asklemon8 #grades

2025/5/6 Edited to

... Read moreGetting ready for CFA Level 1 felt like preparing for a marathon, and honestly, setting up my CFA study desk was one of the first things I tackled to get into the right mindset! I remember staring at a blank space, wondering how to organize the mountain of CFA books and study materials I knew were coming. My goal was to create a zone that was both functional and inspiring, especially with the Nov 2024/2025 exam window looming. For anyone mapping out their CFA LEVEL STUDY PLAN, understanding what materials you need and how to arrange them is key. My desk quickly became command central. First up, the official CFAI curriculum: yes, it’s dense, but I treated it as my primary reference. I didn't read it cover-to-cover initially, but used it extensively for practice questions and to clarify concepts not fully grasped elsewhere. Then came the third-party providers. I personally found Kaplan Schweser notes to be incredibly helpful for distilling complex topics into manageable summaries. They were my go-to for daily learning. I'd keep them front and center on my desk, often with color-coded highlighters. Wiley, another popular choice, also offers great practice questions, which I’d integrate after reviewing a topic. It's not about choosing one over the other, but finding what complements your learning style best. The CFAI QBank and mock exams were non-negotiable. I'd dedicate specific times on my schedule to simulate exam conditions, clearing my desk of all notes except the essentials. The QBank is fantastic for reinforcing concepts, and the mocks are crucial for timing and endurance. I'd print out key formulas and keep them pinned above my desk for quick reference, a trick I picked up from another finance undergrad. Regarding the sequence, I started with Quantitative Methods to build a solid foundation, followed by Ethics – which really is high-yield and conceptual, just as others mentioned. I tackled Derivatives and Alternative Investments later, once my core understanding was strong. For memorization-heavy topics, flashcards were my best friend, neatly stacked on my desk for quick reviews. Don’t underestimate the power of a clean, organized study desk; it truly impacts your focus and efficiency. Making sure all your CFA exam study materials are easily accessible reduces friction and helps maintain momentum. Good luck to all my fellow CFA candidates!

11 comments

Teagan🪽's images
Teagan🪽

Prepping for CFA Level I is tough, but your plan shows you're serious! Start with Quant/Econ for a solid base.

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