There are three exams in the program; Levels I, II, and III. The exams are done.

They are offered at test centers around the world on the first Saturday in June. In December, the Level I exam is offered.

It must be passed in sequential order.

They are only available in English.

Each level increases the complexity of the exam content, learning focus, and question format.

There is a focus on curriculum content and learning.

The ethical and professional standards curriculum content shows the increase in complexity. The content is similar for each exam level, but candidates are asked different types of questions.

The ethical and professional standards are tested at level I.

The second level tests how you apply the standards.

The standards are applied in a portfolio management context.

In general.

Some questions in the level I exams will require analysis.

There is a focus on valuing assets in Level II exams.

There are a variety of applications for effective portfolio management and wealth planning that require the synthesis of all the concepts and analytical methods.

The Level I SchweserNotes package provides a framework for a successful exam study program. The basic study package includes three full-length practice exams and the go-anywhere QuickSheet. You can use your Study Calendar to create a detailed study plan.