CFA Study Planning, Made Calm
More than half of CFA candidates don't pass their exam.¹The ones who do have a plan.
Poor planning — not poor effort — is the silent killer of CFA attempts. MentorForge turns your exam date and available hours into a week-by-week study plan built for real life, so you never run out of road.
No credit card. Under 2 minutes to your first plan.
¹ CFA Institute 10-year historical pass-rate averages: 41% Level I, 45% Level II, 51% Level III. Only an estimated 13.5% of Level I candidates ultimately complete all three levels. Source: CFA Institute Exam Results & Pass Rates. Independent study-planning software; not affiliated with CFA Institute.
Next Study Session
Tue · 12 May 2026
Equity Investments.
Today's Docket
Five sessions. · Three done.
◇ A look at your dashboard, on day one
300h
recommended per level
CFA Institute
13.5%
finish all three levels
within four years
18 wk
average runway
across MentorForge plans
Study planning and pacing software.Not tutoring, coaches, or a marketplace.
01
Realistic weekly plans
Calendar-anchored from your exam window, available hours, and start date — grounded in widely used study-hour benchmarks, not guesswork.
02
Smart rebalancing
Log actual hours when life gets in the way. Missed load rolls forward into remaining weeks so your runway stays honest and achievable.
03
Progress tracking
Mark weeks complete, scan status pills, and watch your plan status and readiness narrative stay in sync with what you log.
04
Levels I, II & III
Topic sequencing, exam weights, and level-specific tactics update when you switch levels. Level III reflects all three pathways.
05
Calendar & progress views
Choose a calendar-anchored window or follow your first incomplete week — so the planner stays where you are, not stuck on week one.
06
Ethics & review spacing
Ethics appears at sensible intervals, review checkpoints slot in for longer plans, and heavier topics can get a second pass before the exam.
Up and running in under 2 minutes.
Step 01
Enter your details
Pick your CFA level, exam window, start date, and weekly hours.
Step 02
Build your plan
MentorForge sequences topics by exam weight, spaces ethics reviews, and prorates partial weeks.
Step 03
Study & track
Log actual hours each week. Mark weeks complete. Rebalance if you fall behind.
Step 04
Stay on pace
Your summary, plan status, readiness note, and focus window stay aligned as you log hours and move through the weeks.
Pricing
Free forever. All Access at $99/yr.
No trial timer, no credit card to start. Upgrade when you want unlimited — or never. Less than the cost of one Schweser mock.
Common questions.
What's the catch with free?
No catch. Free stays free — full Level I plan, one calendar connection, a few Calendar Coach nudges per week, and basic progress tracking. All Access removes the caps and unlocks Levels II and III.
What if I fail and need to retake?
All Access is a yearly subscription. If you're studying again next year, just renew — you keep your plan and everything you've built.
Is this a tutoring or prep course?
No. MentorForge is purely a planning and pacing tool. It tells you when to study what — you bring the materials.
Is MentorForge affiliated with CFA Institute?
No. MentorForge is independent study-planning software. CFA Institute does not endorse, promote, or warrant the accuracy or quality of MentorForge.
Map a study runway you can defend week to week.
Join candidates who are done winging it.
No credit card. Independent study-planning software, not affiliated with CFA Institute.