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▶ Watch the System in Action

Why most CFA candidates struggle

Most candidates are not lazy or undisciplined.

They:

• have notes spread across PDFs, apps, and notebooks

• rewrite summaries instead of revising

• feel busy but unsure if they’re progressing

• rebuild their study setup halfway through the year

This isn’t a discipline problem.
It’s a structure problem.

A quick note on Kaplan Schweser and Bloomberg CFA prep

Kaplan Schweser and Bloomberg are excellent at summarising CFA content.

But summaries don’t:

• organise your thinking

• connect topics across modules

• tell you when to revisit material

• turn reading into retention

The CFA curriculum already contains everything you need to pass.
What most candidates lack is a clear structure to use it properly.

Always choose structure over summaries.

What you’ll get when you sign up

When you enter your email, I’ll send you:

• A clear CFA Level 1 study structure you can reuse with any material

• A simple study flow: Capture → Retrieve → Revise

• An explanation of how high-performing candidates organise their studies

• Early access to my CFA Level 1 Obsidian Study Vault

This works whether you use:

• the official CFA curriculum

• Kaplan

• Schweser

• or a combination of all three

Who this is for

This is for you if:

• you’re sitting CFA Level 1 in the next 3–12 months

• you want clarity instead of more notes

• you care more about passing than tweaking tools

This is not for you if:

• you enjoy building systems more than studying

• you’re looking for ultra-condensed cheat sheets

• you’re not committed to the exam

The outcome

This won’t magically make CFA easy.

It will:

• remove friction

• make progress visible

• and help consistency take over

Set up the structure once.
Then focus on learning.

Already know you want the full system?
View the CFA Level 1 Study Vault