CFA Level I Case Study: Candidate Experience with AnalystPrep

1. What motivated you to pursue the CFA designation?

I am actively pursuing opportunities in equity research and the CFA designation offers the analytical depth, ethical grounding and global credibility needed to break into the field. It has also helped me sharpen my understanding of financial statements, valuation techniques and investment principles. These are skills I am eager to apply in a research-driven role.

2. When did you sit for your CFA Level I exam?

November 15, 2023.

3. What is your current role and how does the CFA help your career growth?

I currently lead finance and operations at a clothing company where I manage budgeting, cost analysis and strategic planning. As a finance graduate, I have built a strong foundation in core concepts. The CFA curriculum has helped me deepen that knowledge while preparing to transition into equity research roles.

Discovery and Decision-Making

4. How did you first discover AnalystPrep?

Through Google, while exploring CFA prep options.

5. Before choosing AnalystPrep, did you consider other prep providers? If yes, what made you choose AnalystPrep over them?

Yes. AnalystPrep’s value for money was the clincher.

6. What was your biggest concern before purchasing our materials?

My main concern was whether the prep material covered the full CFA Level I syllabus in sufficient depth. AnalystPrep stood out for its structured content, comprehensive question bank and clear explanations. It gave me confidence that I would not miss any key topics.

Experience with AnalystPrep

7. What AnalystPrep resources did you use?

I used the video lessons, question bank, study notes and mock exams. They helped me internalize concepts that were not so straightforward.

8. How did our materials help you during your preparation?

The question bank was especially useful for reinforcing understanding and identifying weak areas.

9. Which feature of AnalystPrep did you find the most valuable? Why?

The video lectures were unmatched, especially the hands-on tutorial on how to approach essay-style questions. They broke down complex topics into actionable steps and provided a clear framework for structuring responses.

10. How would you describe the clarity and quality of the explanations in the question bank and mock exams?

The explanations were direct and insightful. They helped me grasp both the mechanics and the reasoning behind each concept. Overall, it was an excellent experience.

Results

11. Did you pass on your first attempt?

Yes, I passed all three levels on the first attempt.

12. How confident did you feel going into the exam after using AnalystPrep?

I felt confident and well prepared. There were the usual jitters but I was quietly confident in my preparation.

13. What percentage of your study time was spent using AnalystPrep materials?

Roughly 80 percent.

Advice to Other Candidates

14. What is one piece of advice you would give to someone preparing for CFA Level I?

Be genuinely interested. The CFA curriculum is a vast ocean of knowledge and curiosity is your best compass. If you are serious about completing the course, you need to stay engaged and motivated throughout. Interest is what sustains the long hours and deep dives into complex topics.

15. Would you recommend AnalystPrep to other CFA candidates? Why?

Absolutely. It is a high-value platform that delivers clarity, structure and depth. It is especially useful for candidates who want to build strong financial foundations.

16. Can we include your first name, last initial, job title and country in the case study?

No, please anonymize.

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