16-Week In-Person or Online Class      2022 ENROLMENTS NOW OPEN!

(For Levels II and III select from the CFA® Program 16 Week Courses menu above)

CFA® Program Overview

The CFA Program, administered by CFA Institute, sets the global standard for investment industry knowledge and ethical behaviour. CFA Institute determines the curriculum, administers the exam, and awards the charter. Known as the “gold standard” amongst financial industry professionals, the CFA charter is recognized as a significant benchmark within the financial community. A quote from The Financial Times reads: “Among the countless finance degrees around the world, the Chartered Financial Analyst qualification has become the gold standard.” The CFA Institute describes its program as a “globally recognised, graduate level curriculum that links theory and practice with real-world investment analysis and portfolio management skills.” The program focuses on portfolio management, asset valuation, financial reporting and corporate finance.

The CFA Program consists of a series of three examinations (Levels I, II, and III). The Level I exam is offered four times per year, and the Level II and III exams twice a year.

The entrance requirement for the CFA Program is a bachelor’s (or equivalent) degree, or be in the final year of your bachelor’s (or equivalent) degree, or have four years of work experience (does not have to be investment related).

Kaplan Schweser

Level I CFA® Program: 16-Week In-Person or Online Course

Financial Training Solutions is proud to partner with Kaplan Schweser! With 30 years as the proven global leader in CFA Program review, Kaplan Schweser is uniquely qualified to show you the way. Kaplan Schweser has constructed the most effective and comprehensive study packages in the industry and has helped hundreds of thousands of candidates prepare for CFA Program exams. Financial Training Solutions and Kaplan Schweser are members of the CFA Institute Approved Prep Provider Program.

With our classes (totalling over 70 hours), you will be guided through the entire CFA Program curriculum with an expert instructor. You can choose an in-person class or an online class. The online classes are archived in your online account, and can be accessed at anytime. The classes will take you through all the important topics and drive the key concepts home to help you retain vital information. Structured, focused, motivated… these classes can help you pass the CFA Program exam – The First Time!

View some sample online classes here:
(if you enrol for the classes, you will watch them on the website, not YouTube, and we will provide you with soft and hard copies of the slides):


We have 4 training options:

16-week In-Person Class and
Schweser Essential
Study Package
16-week In-Person Class and no
Schweser material
and Schweser Essential Study Package
and no Schweser material 
16-week In-Person Class including Class Slides and Notes
ONLINE Classes including Class Slides and Notes
SchweserNotes™ (5-volume set)
SchweserNotes™ Videos
4 Full-length Practice Exams
Checkpoint Exams
SchweserPro™ QBank
Schweser’s QuickSheet™
Price excl. VAT: R14 900 R7 900 R14 900 R7 900
VAT R2 235 R1 185 R2 235 R1 185
Price incl. VAT: R17 135 R9 085 R17 135 R9 085

In-person class training hours
: 18 classes × 4 hours each = 72 hours. Additional online training of 5 hours. Total = 77 hours.

Online class training hours: A total of 75 hours.

It is possible to enrol for both the in-person and online classes. Please contact us for further information.

If you are selecting Option 1 or 3, our recommendation is to enrol early so that you can receive your Schweser study material as soon as possible so that you can begin your preparations. The Schweser study material is currently available.

Flexible payment options are available by arrangement. The prices do not include CFA Institute registration and exam fees. You need to register on the CFA Institute website (www.cfainstitute.org) and pay them the registration and exam fees.

To enrol for the course, you need to download the enrolment form below, complete it and email it to us with your proof of payment. The banking details are on the enrolment form. We do currently have space for the course.

Description of products:

2022 CFA Level I study package
  • In-Person Classes
    The In-Person classes consist of 18 lectures of 4 hours each, providing a total of 72 hours of interactive training. As not all the material can be covered in this time, an additional 5 hours of training is provided online, which is accessible at anytime.
  • Online Classes
    The online classes are designed to cater for distance learning, and for students who prefer to attend classes from the comfort of their home. The classes consist of a total 75 hours of training, are archived in your online account, and can be accessed at anytime.
  • Class Slides and Notes
    The Class Slides and Notes contain printouts of all PowerPoint slides presented at the lecturers. The Class Slides and Notes contain concise but thorough coverage of the CFA Program curriculum. 
  • SchweserNotes™ (physical books and eBooks)
    This 5-volume set consists of clear, exam-focused study notes and examples that cover every Learning Outcome Statement in the most effective manner possible. The notes contain exam tips and strategies, end-of-reading Module Quizzes, Topic Assessments and formula sheets.
    • Book 1:  Quantitative Methods and Economics 
    • Book 2: Financial Reporting & Analysis
    • Book 3: Corporate Issuers and Equity Investments
    • Book 4: Fixed Income, Derivatives, and Alternative Investments
    • Book 5: Portfolio Management and Ethical & Professional Standards
  • SchweserNotes™ Videos
    These recorded videos cover the SchweserNotesTM material. These videos are available to view at anytime.
  • 4 Full-length Practice Exams
    Each exam mimics the length, format, and difficulty of the actual CFA Program exam, and provides detailed solutions. The exams are in the same format [Computer-based test (CBT)] as the CFA Program exam.
  • Checkpoint Exams
    Checkpoint Exams assess your knowledge at 1/3 of the way through, 2/3 of the way through, and the end of the study program. These checkpoint questions mimic the difficulty and format of the actual CFA Program exam.
  • SchweserPro™ QBank
    The QBank prepares you for the CFA Program exam with over 3,800 exam-like questions and custom quizzes, tutorial videos with detailed answer explanations, and performance metrics to pinpoint strengths and weaknesses.
  • Schweser’s QuickSheet™
    This foldable, 6-page, laminated document includes key formulas, definitions, and concepts for a quick review of every major topic in the CFA Program curriculum.


Your success on the CFA Program exam depends on quality instruction… and Schweser’s classes are presented by the best in the business. Our Online and In-Person Class instructors are CFA charterholders with years of experience teaching CFA Program courses. Tim Davies, CFA, is a co-founder and a partner of Financial Training Solutions in Johannesburg, where he conducts financial market training courses. Apart from academia, he has experience in banking, stockbroking and portfolio management with leading global financial institutions.

2022 Weekly In-Person Class Schedule, July 2022 – Nov 2022 class

(If you are enrolling for the ONLINE course, we recommend you structure a similar schedule. The online classes are archived in your online account, and can be accessed at anytime.)

5.00pm – 9.00pm

0 18 July Orientation  
1 19 July Quantitative Methods 1
2 26 July Quantitative Methods 1, 2
3 2 Aug Quantitative Methods / Economics 2, 3
4 4 Aug Economics 4
5 9 Aug Economics /
Financial Reporting and Analysis
6 16 Aug Financial Reporting and Analysis 6
7 23 Aug Financial Reporting and Analysis 6
8 25 Aug Financial Reporting and Analysis 7
9 30 Aug Financial Reporting and Analysis 7, 8
10 6 Sep Corporate Finance 9
11 8 Sep Corporate Finance /
Equity Investments
9, 10
12 13 Sep Equity Investments 11, 12
13 15 Sep Fixed Income  13
14 20 Sep Fixed Income 13, 14
15 27 Sep Derivatives  15
16 4 Oct Alternative Investments /
Portfolio Management
17 11 Oct Portfolio Management 17, 18
18 18 Oct Ethical and Professional Standards 19

As not all the material can be covered in this time, an additional 5 hours of training is provided online, which is accessible at anytime.

Venue for In-person classes

The Wanderers Club, 21 North Street (corner Rudd Road), Illovo, Johannesburg 

Some comments from candidates on our courses:

The quotes below are reproduced with permission. Should you wish to obtain the contact details of any of the candidates below, please let us know, and we will pass them on to you after the candidate gives us the necessary permission.

“I am very pleased to let you know that with the guidance and help from the team at Financial Training Solutions, I managed to score above 70% for all topics, with my overall result above the 90th percentile of all candidates. I cannot imagine attempting the CFA® Program without the help of FTS, and would recommend FTS to any person wishing to make the most of the opportunity of attempting the Level I CFA Program exam!

I am very grateful for your help and look forward to seeing you in Level II”

– Willem (Wim) le Roux

“I passed the Level I CFA Program exam, will see you for Level II. I couldn’t have done it without FTS.”

– Benedatta Kalu

“Thanks for your wonderful lectures, I truly enjoyed those that I attended. I am happy to say that I am one of those who passed the Level I CFA Program exam. Keep on doing what you do. ☺”

– Tshepo Masango

“I just wanted to inform you that I have passed the Level I CFA Program exam, and I scored in the top 90th percentile. Thank you so much to all of you! I really couldn’t have done it without your support and teachings! Will definitely see me next year!”

– Berno Roelofse

“I passed the exam with flying colours thanks to you guys. Landed in the top 10%.”

– Costa Drepaniatos

“ I used Financial Training Solutions for my CFA Level 1 examination and have passed within the top 20%. I owe this all to Tim and the team. The resources and lectures provided are a great help and have made the studying process easier and enjoyable. I would recommend them to anyone pursuing the CFA charter!”

– Rachna Prema

“I have passed the Level I CFA Program exam, I am really overwhelmed with my result. Your classes, the workshop and notes contributed highly to my success with the exam. I found your notes, tips and guidelines to be very helpful and they have definitely assisted with my approach to studies. Schwesser notes and the supporting Qbank questions were a very important component to successful comprehension of such huge volumes.”

– Svetlana Shornikova

“I thought I would share my good news with you and let you know that I passed Level III of the CFA Program. Thank you Tim, Colin and Financial Training Solutions for all of the help and support throughout my CFA Program studies over the last few years, it made all the difference in the World and I don’t think that I would have managed to pass otherwise.”

– Faryn Edelstein

“I am pleased to inform you that I passed my exam. I am so grateful to you and the whole Financial Training Solutions team for your support. Your classes and exam workshop were a great help in achieving my result.”

– Nomhle Mnguni

“FTS really made a huge difference to my exam results. I cannot express the importance of putting in the hours and actually keeping track of it (credit to Colin 😁). I just scored under the 90th percentile, thanks to your team at FTS.”

– Peter Steenkamp

“I am ecstatic to inform you that I passed the Level I CFA Program exam on my first attempt. I could not have done this without your guidance. Coming from a completely different background (dentistry), you were able to guide me through the CFA Program in an expert manner.”

– Gretel Engelbrecht

“I’m writing to thank you guys for all the help and let you know that I passed with flying colours. I got over 70% in every single subject except Quants where I was in the 51-70% range!”

– Sebastian Valencia

“Just to let you know that I passed. Thanks for your IMMENSE contribution.”

– Raymond Majozi

“Thanks so much for all the assistance received during the course. FTS is the best and greatly committed to the students. I received my happy email below. Thank you for helping me pass!!!”

– Petia Skvorikova

“I passed the Level I CFA Program exam in December. The classes made it easier for me to understand the new concepts. I have a computer science and physics background so this was a completely new world.”

– Mugu Mtsetfwa

“I’m very happy to inform you that I’ve passed my exam. Thank you so much for all the support with the classes, it made a huge difference.”

– Lusanda Ndesi

CFA Institute does not endorse, promote, or warrant the accuracy or quality of the products or services offered by Financial Training Solutions or Kaplan Schweser. CFA® and Chartered Financial Analyst® are trademarks owned by CFA Institute.

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