CFA study planning
Forge a realistic CFA study plan.
Turn your exam date and available hours into a study plan built for real life.
Plan, pace, and rebalance your study path with confidence.
Planner snapshot
CFA Level II
Exam window · Feb 2026
Readiness
0.68
Weekly pace
12.5h
Study weeks
18 left
Upcoming weeks
Week 9–15
18h planned · Quant & Econ
Week 16–22
20h planned · FRA focus
Missed hours roll forward — rebalance keeps future weeks honest.
Week focus
Week 9–15
Quant · Econ · Portfolio Mgmt
Rebalance
+2.5h rolled forward to Week 16–22 so your runway stays realistic.
Logged (7d)
11.5h
Plan status
Active
Follow your first incomplete week — or jump to a calendar window near your exam.
What MentorForge does
Study planning and pacing software—not tutoring, coaches, or a marketplace.
Realistic weekly plans
Enter your exam window, available hours, and start date. MentorForge builds a week-by-week CFA plan anchored to widely used study-hour benchmarks—grounded in your calendar, not guesswork.
Levels I, II & III
Topic sequencing, exam weights, and level-specific study tactics update when you switch levels. Level III reflects all three registration pathways.
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.
Progress tracking
Mark weeks complete, scan status pills (not started / partial / complete), and watch your plan status and readiness narrative stay in sync with what you log.
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.
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.
How it works
Enter your details
Pick your CFA level, exam window, start date, and weekly hours.
Generate your plan
MentorForge sequences topics by exam weight, spaces ethics reviews, and prorates partial weeks.
Study & track
Log actual hours each week. Mark weeks complete. Rebalance if you fall behind.
Stay on pace
Your summary, plan status, readiness note, and focus window stay aligned as you log hours and move through the weeks.
Frequently Asked Questions
Why would I use MentorForge instead of asking ChatGPT or another AI tool to build me a study plan?
ChatGPT and other AI tools can generate a study plan, but MentorForge is built to manage the study process over time. The value is not just “here’s a plan.” It is that the plan is structured around exam windows, realistic weekly pacing, partial weeks, benchmark readiness, actual progress, and rebalancing when someone falls behind. In other words, a general-purpose AI tool can draft a plan once; MentorForge is designed to help someone stay on plan, adapt the plan, and finish.
Who is MentorForge for?
MentorForge is built for people preparing for serious exams and certifications who need more than a one-time study plan. It is especially useful for working professionals balancing study time with jobs, family, and inconsistent schedules.
Does MentorForge replace prep providers like Kaplan, Mark Meldrum, or CFA Institute materials?
No. MentorForge is not a replacement for course content, question banks, or official curriculum materials. It is designed to sit on top of those resources and help users organize, pace, and adapt their study process over time.
What makes MentorForge different from a spreadsheet or planner template?
A spreadsheet can hold a plan, but MentorForge is designed to actively manage it. It accounts for benchmark pacing, partial weeks, exam windows, actual progress, and replanning when someone falls behind, which makes it much more useful than a static template.
Can MentorForge help if I fall behind?
Yes. One of the core ideas behind MentorForge is that real life interrupts study plans. Instead of forcing users to start over, MentorForge is designed to rebalance remaining weeks so they can recover realistically and keep moving forward.
Does MentorForge include study content, lessons, or question banks?
Not as the core product. MentorForge focuses first on planning, pacing, progress tracking, and replanning. It is designed to work alongside the materials users already rely on.
Build a CFA study plan you can actually follow.
Map your runway, log real hours, and rebalance when life happens — without losing the thread.
No credit card required. MentorForge is independent study-planning software and is not affiliated with CFA Institute.