Pricing

Stop guessing. Start planning.

Free forever. Upgrade to All Access when you want unlimited — or never. No trial, no countdown.

Pricing tiers

Free

$0

Free forever. No card required.

What's included

  • Full Level I plan generation
  • 1 calendar connection
  • Gap finder — open windows in your schedule
  • 3 Calendar Coach nudges per week
  • Basic progress tracking
  • 1 smart rebalance per week
  • Weekly digest email
Best for the full journey

All Access

$8.25/month

Billed yearly at $99. All three levels, unlimited everything.

What's included

  • Everything in Free, unlimited
  • Unlimited calendars — work, personal, and shared all count against study time
  • Unlimited Calendar Coach nudges
  • Unlimited smart rebalancing
  • Full session history, heatmap, and forecast
  • Levels I, II & III unlocked
  • Priority support + direct founder access

Less than the cost of one Schweser mock exam.

Built around the CFA Institute’s widely cited 300+ study-hour benchmark — grounded in your calendar, not guesswork.

We’re early. Your feedback directly shapes what we build next — and we read every message.

Independent study-planning software. Not affiliated with CFA Institute.

Cancel All Access anytime in the Stripe Billing Portal. Your plan and history stay with you.

Pricing FAQ

What's the catch with free?

No catch, no trial timer. Free stays free — you get the 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 still studying next year, just renew. You keep everything you've built and can keep iterating on your plan through the next exam window.

Is this a tutoring or prep course?

No. MentorForge is purely a planning and pacing tool. It tells you when to study what — you supply the materials.

Ready to start?

Start free and upgrade when you're ready — your plan carries over.

No credit card required. MentorForge is independent study-planning software and is not affiliated with CFA Institute.