Charta is on Google Play: practise on the go. Get the app
Charta

Charta. Prepare for your career.

Study the topics you are weakest on first.

Adaptive preparation for the CFA® and FRM® exams. A short diagnostic finds your gaps, a study calendar plans every day to your exam, and whiteboard video lessons teach each topic from scratch.

Take the free diagnostic Start the free trial See a sample question

No card needed. The diagnostic, your plan and your progress are free for good. Try everything free for 7 days.

Your diagnostic

Example

Where you stand after the diagnostic, weakest first

  • Fixed Income34%
  • Derivatives and Risk Management46%
  • Quant Methods58%
  • Ethics71%
  • Equities79%
Today’s plan · 45 minutes Duration and convexity, then 12 review questions
An illustration of the plan view, with example figures.
12,000+practice questions
2,100+learning outcomes
600+whiteboard video lessons
130full-length mock exams

Preparing for the CFA® exams?

Charta covers the CFA Program, one level at a time: the diagnostic, your study plan, practice with every wrong answer explained, narrated walkthroughs and mock exams. See what each of the three levels asks of you.

Updated for the 2027 Level I CFA® Program curriculum, including AI and large language models in Quant

See the CFA exams

Preparing for the FRM® exams?

Charta covers both parts of the FRM exam, on the same plans: the diagnostic, your study plan, practice with every wrong answer explained, narrated walkthroughs and mock exams.

See the FRM exams
See it all in a minute. Watch a full lesson.

Try five real questions

Pick an answer and see why it is right or wrong, the way every question in the course works.

Five questions from five different topics, taken from the same bank as the course. Choose an exam.

How it works

Most prep starts at chapter one. This starts at your gaps.

  1. Take the diagnostic

    A short test across every topic. It shows where you are strong and where you are not.

  2. Get your study calendar

    A day-by-day plan to your exam date, weighted by exam weight and your weak spots, with a deadline for every task.

  3. Learn, practise and sit mocks

    Watch a whiteboard lesson, practise questions that target your gaps, review just before you would forget, and sit mocks on a real clock. Stuck? Tutor on tap answers on the spot.

How your time is split

Each plan follows the exam owner's published topic weights for its exam, CFA Institute's for the CFA® levels and GARP's for FRM®, then leans towards the areas the diagnostic found weakest.

  1. Ethical and Professional Standards10-15%
  2. Equities11-14%
  3. Financial Statement Analysis11-14%
  4. Fixed Income11-14%
  5. Quantitative Methods11-14%
  6. Portfolio Construction8-12%
  7. Alternative Investments6-9%
  8. Corporate Finance6-9%
  9. Derivatives and Risk Management6-9%
  10. Economics6-9%

Share of the 2027 Level I exam by topic, as published ranges.

What is in the course

Also: mistakes sorted by cause, adaptive practice sized to your minutes, timing coaching, and a study buddy.

Whiteboard video lessons

About 25-minute lessons that teach every topic from scratch, drawn on a whiteboard as it is explained, with worked examples, subtitles, chapters and a quiz.

Study calendar

Pick your exam date and hours. Charta plans every day to the exam, moves tasks when you fall behind, and emails a weekly report.

XP, streaks and rewards

Earn XP and keep a streak as you study. Finish calendar tasks on time to earn credits towards a session with a human tutor. How it works

Reviews before you forget

A retention model brings each outcome back at about the point you would otherwise lose it.

Narrated walkthroughs

Diagrams drawn for the idea, with audio timed against the words.

Full mock exams

Enough questions for 21 full-length Level I mock exams, 19 at Level II and 18 at Level III and 28 full-length FRM® Part I mock exams and 44 at Part II before any question repeats. No feedback until you hand it in, a flag-for-review palette, and timing analysis afterwards.

Flashcards for every outcome

A deck for every outcome, every formula, and your own cards, brought back when you are due to forget them.

Snap a question

Photograph a question from a book or a mock and get it worked through step by step. Or have your own working checked, or ask for just a hint.

Your own notes

Write notes by topic, or photograph your own handwriting. Turn them into flashcards and a short study plan. They stay private to you.

Ask the AI tutor when you are stuck

Tutor on tap is an AI tutor built into every outcome. It answers in seconds, from our own note and practice questions for that outcome, so it explains in the same terms the course uses. How to get the most from it.

  • On every outcome, and in an Ask tab for any question about the course or the exam.
  • It can be wrong. Every answer has a report button and a reminder to check the note.
  • Included: 10 questions in the free trial, and a fair-use limit of 100 a month on monthly and lifetime.
You askWhy does a bond’s price fall when yields rise?
Tutor on tapA bond’s price is the present value of its fixed cash flows. When the required yield rises, those cash flows are discounted at a higher rate, so their present value, and the price, falls. The effect is bigger for longer maturities and lower coupons.

An example of the kind of exchange, written for this page.

What a question looks like

A real question from the bank, as you see it after answering: the right answer marked, and a reason on every wrong option.

$10,000 is invested at 12% compounded monthly. Its value after one year is closest to:

  1. $12,000Why not: A 20% gain, which none of the inputs produce. At 12% compounded monthly the growth over a year is 12.68%.
  2. $11,200Why not: 12% applied once, as if compounded annually. Twelve monthly compoundings lift the effective rate to 12.68%.
  3. $11,268 - correct

The bank pays 12% a year but adds interest every month, so each month earns 12% / 12 = 1%. Future value = PV x (1 + r/m)^(m x years), where m is the number of times interest is added each year. Here: 10,000 x (1.01)^12 = 10,000 x 1.126825 = 11,268.25. That is 68 more than the 11,200 you would get from adding 12% once at the year end.

Free CFA® formula sheet

A printable CFA® formula sheet for Level I, each symbol explained and a line on when to use it. We send it to your inbox, no account needed.

Every email has a link that deletes your address. See the privacy notice.

Pricing

Free to start. No card needed.

Free

£0

For good

The diagnostic, your study plan, your progress, and practice on one outcome in every topic. No card, no time limit.

Free trial

£0

7 days, no card

Everything at every level, with 10 Tutor on tap questions and 3 marked essays. Nothing is charged and nothing renews. When it ends you drop back to the free tier and everything you answered stays.

Start the free trial

No card. Verify your email and the 7 days begin.

Monthly Best value

£39

A month at a time

Everything, at every level: all practice, spaced review, walkthroughs, formula cards, mock exams and Tutor on tap. Pass one level and carry on to the next on the same plan. Cancel any time.

Lifetime Most flexible

£499

Once

Access to the service and updates for every level, until you pass. However many sittings it takes.

One fee for the ongoing service and updates. Nothing renews.

Everything each plan includes, cancelling and refunds

How we write and check questions.

Every question is written for Charta from the study note for its learning outcome, not copied from a past paper or another provider.

The questions and notes are reviewed and verified by experts, including CFA charterholders and PhDs, in their specialist areas.

The AI tutor draws on our own curriculum notes and the practice questions for the outcome you are studying.

  • Written from the note, checked before it goes live: each question tests one outcome in the note's own terms, has exactly one correct answer, and gives a reason on every wrong one.
  • Watched once it is live: any learner can flag a question, and one whose answer statistics look wrong, such as strong candidates missing it, is flagged for review automatically.

Common questions

Does this follow the official CFA Institute curriculum?

Yes. Every learning module and topic weight follows CFA Institute's published topic outline for its level’s curriculum, and the Ethics content is checked against the Standards of Practice Handbook (12th edition). The notes, practice questions and walkthroughs are Charta Learning's own, written to that curriculum; Charta Learning is independent of CFA Institute.

Will you cover other exams?

Yes. The CFA® Program and the FRM® exam are both here, and more professional exams are planned on the same approach. If there is one you want, tell us and we will email you once when it is ready.

Every email has a link that removes your address. See the privacy notice.

Which levels does it cover?

Levels I, II and III of the CFA® Program, on the 2027 curriculum. Also Part I and Part II of the FRM® exam.

Does it cover the FRM® exam?

Yes. Both parts: Part I (four topics) and Part II (six topics), with practice questions for every learning outcome, mock exams, narrated walkthroughs, flashcards, formula cards and Tutor on tap. The same diagnostic, plan and spaced review work for it. See the FRM page.

What do I get for free?

The diagnostic, your personalised study plan, your progress, and practice on one learning outcome in every topic, for as long as you like. No card is needed.

Does it work on my phone?

Yes. It is built for phones first, and you can add it to your home screen to use it like an app.

Can I cancel?

Monthly plans cancel from Settings, and you keep access to the end of the month you paid for. Lifetime has nothing to cancel.

Charta. Prepare for your career.

Take the free diagnostic

The diagnostic is free, takes a few minutes, and your plan is ready the moment you finish.

Take the free diagnostic

Already have an account? Log in