The support needed The study plan really is the cornerstone of getting through all the material in an organized manner and on your own. Kaplan provides the tools needed to learn and apply the concepts in order to successfully obtain the charter, but there's one thing they can't provide, the discipline required to get through it all, that is sold separately.

Many Mistakes, Great User Interface Pros: I really like Kaplan's User Interface and the mix of quizzes, classes, and reading. I think the online classes led by Martin Stoynov are very helpful. I also appreciate the ability to email an instructor with questions. Cons: There are many, many errors in both the books and the quizzes. I have only submitted about 25% of these errors through the online "report an error" tool, and it worries me that there haven't been any user notices for the other errors I've noticed. I am not confident that the Kaplan curriculum is sufficiently mirroring the FRM official curriculum, based on the fact that the classes are 3 years old, and a number of the errors I have identified relate to the fact that an outdated curriculum was being cited or used. The instructors, apart from Martin, are ineffective and do not enhance my understanding of the material. We only go through calculator instructions in Martin's recorded class: Kaplan has not provided any calculator instructions for key FRM learning needs like bond pricing.

Bated customer into buying a study… Bated customer into buying a study package only to to be informed months later that certain products of that study packages were not going to be made available. Would recommend going with UpperMark and not Kaplan.

Flexible and focused CFA program Kaplan provides you a great program to start your CFA journey. It helps you get organised and focus on the most important topics.

Excellent service Excellent service, used for both levels of my CAIA study and for Level 1 could not speak of then higher, notes and practice questions were excellent. Used again for level 2 and much the same quality although some minor technical difficulties with the site at unoptimal times. Would highly recommend overall