Only 54% of candidates passed the CFA® Level II exam recently, and my hot take? I think most of them simply chose the wrong prep strategy.
Level II demands more than just memorization. It tests your ability to apply concepts under pressure, especially in portfolio management and item sets. I tested the top CFA® prep platforms myself to identify those that deliver mock exams, study notes, performance tools, and content aligned with the CFA® curriculum.
Here’s what works, and what’s worth your time—and most importantly, what isn’t.
Best CFA® Level 2 Prep Providers
| CFA® Level II Prep Course Comparison | ||
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Which CFA® Level 2 Course Is Right for You?
- Choose UWorld if you need to master practice questions and exam-style logic through intensive test preparation.
- Choose AnalystPrep if you want extensive practice exams, robust analytics, and a great price.
- Pick Kaplan Schweser if you prefer structured study plans with expert instruction and comprehensive CFA® study materials.
- Try Bloomberg if you’re looking for a tech-forward platform with AI study tools and the largest CFA® question bank.
- Use Salt Solutions if you’re looking for free, modern CFA® review tools with solid video lessons and a clean study schedule.
1. UWorld: Best for Drilling Practice Questions
UWorld stands out for its detailed explanations of questions and strong review tools. When I tested the platform, I appreciated how each answer broke down the logic, helping me understand exactly where I went wrong. The QBank, digital flashcards, and mobile app made it easy to study on the go and reinforce areas of knowledge that needed improvement.
With flexible pricing, expert-led video content, and lifetime access through StudyPass, UWorld is an excellent option for learners who prefer to study through repetition and self-assessment. Many users, including myself, have noticed that the QBank and mock exams are significantly more difficult than the actual CFA® exam, which can be a significant asset for building confidence and test-day readiness.
One Reddit user said: “UWorld questions are harder than the actual questions usually. They are great for practice though and understanding concepts as they are so much better in explaining the right and wrong answers compared to CFAI.”
UWorld CFA® Level 2 Packages
The Core Plan includes UWorld’s QBank, which features clear explanations, digital study guides, performance tracking, a study planner, and mobile access. When I tested it, the MyNotebook feature stood out; it made organizing key concepts easy, especially during review weeks.
The Advanced Plan builds on Core by adding video lectures, flashcards, ReadyDecks, and two mock exams. I found the video explanations helpful for tough topics, and the digital flashcards were great for quick recall.
The Elite Plan includes printed guides, a MasterClass, the Accelerate Boot Camp, and access to ExpertConnect for personalized support. This plan feels more structured and hands-on, better suited for students who want full support from start to finish.
Key Features
- 2 full-length mock exams
- Expert-led video content
- QBank with detailed explanations
- Study Guides (eBook and optional printed)
- Mobile App Access
- Digital FlashCards + ReadyDecks
Pros
- Most detailed question explanations
- StudyPass™ gives long-term value
- Strong tools for review and retention
- Mock exams nearly identical to the real thing
- Bonus tools like a mobile app and digital flashcards
Cons
- The interface is more functional than pretty
Bottom Line
Overall, I see UWorld CFA as a strong, modern prep option that really shines when it comes to question quality and explanations. I think it’s best suited for candidates who learn by doing rather than reading, especially those who want exam-style practice that feels challenging but purposeful. If you’re comfortable taking a self-directed approach and want tools that make the actual exam feel more familiar, UWorld is a natural fit.
UWorld
2. AnalystPrep: Best Value for Practice-Focused Learners
AnalystPrep’s CFA® Level II course offers substantial value for candidates who learn best through repetition and targeted practice. I used the Learn + Practice Package and appreciated the structured item sets that reflect the actual CFA® Level 2 exam format. The built-in analytics helped me stay focused and quickly improve areas that needed improvement.
On Reddit, one user said AnalystPrep “doesn’t get the recognition it deserves but provides great value.” I agree. After testing it myself, I found the QBank and mock exams to be solid and surprisingly underrated.
The platform strikes a balance between affordability and robust features. With over 50 hours of video instruction, 1,500 pages of study notes, and full-length CBT mock exams, it covers all the core CFA® curriculum content in a user-friendly format.
AnalystPrep CFA® Level 2 Packages
The Learn + Practice Package gives you everything you need to master the CFA® exam with confidence. You’ll get 50 hours of expert video lessons and 1,500 pages of study notes to break down complex topics. With 225 CFA-style item sets, two full-length mock exams, and performance tracking tools, you can practice efficiently and measure your progress. The package also includes five Ask-a-Tutor questions, 12-month access, and 24/7 tech support for consistent guidance.
The Practice Package is ideal for students who already have study materials and want to focus on exam readiness. It includes 225 CFA-style item sets, two full-length mock exams, and tools to track your performance. You’ll also get five Ask-a-Tutor questions and 12 months of access.
See more details about all the AnalystPrep CFA® packages here.
Key Features
- Video Lessons: 50+ Hours
- Mock Exams: Two
- Study Notes: 1,500+ Pages
- Item Set Drills: 225+
- Analytics Dashboard
- Tutor Access: 5 Questions
Pros
- Affordable without sacrificing quality
- Item sets closely mirror the actual exam
- High-yield notes and tutor support included
- The interface is intuitive and straightforward to use
- The videos are entertaining and easy to follow
Cons
- No live classes
- Support is limited to customer service
Bottom Line
As a reviewer, I found AnalystPrep to be an excellent platform for test-takers who want extensive practice questions, mock exams, and built-in performance feedback. It’s a perfect choice if you’re confident self-studying but want a solid support system and realistic practice tools.
AnalystPrep
3. Kaplan Schweser: Best for Structured CFA® Exam Prep
Kaplan Schweser is a trusted name in CFA® preparation, particularly for candidates seeking a structured and guided path through the Level II exam.
One Reddit user noted, “Kaplan also had a distinct, regimented focus on HOW to take the exam… better than any other resource.” I saw the same thing when testing the Premium and Essential Packages. Kaplan’s structured system taught me to think and respond exactly like the exam expects, and I believe it can do the same for real CFA® candidates.
SchweserNotes broke down even the most technical topics into digestible content, and the live or on-demand Masterclasses made it easier to stay engaged.
What stood out most to me was the Review Workshop. Whether you choose live or on-demand, the expert-led strategy sessions help bring everything together right before exam day. Kaplan also offers a unique PassProtection™ policy, adding peace of mind for retakers.
Kaplan Schweser CFA® Level 2 Packages
Kaplan’s most complete option, the Ultimate Package, includes live or on-demand instruction, SchweserNotes, QBank, mock exams, and full access to workshops and planning tools. With instructor Q&A, community support, and PassProtection, it’s ideal for students who want full guidance.
The Premium Package is a popular choice that features on-demand classes, SchweserNotes, quizzes, mock exams, and community access. It covers all essential tools and includes PassProtection, with the option to add live instruction.
A great fit for independent learners, the Essential Package offers SchweserNotes, SchweserPro QBank, on-demand videos, topic quizzes, and community access with PassProtection included.
Finally, the Basic Package is best for students using CFA Institute materials. This option includes on-demand classes, core quizzes, and expert discussion threads to reinforce your studies.
See more in my full review of Kaplan Schweser CFA® or see how they compare vs AnalystPrep.
Key Features
- SchweserNotes
- Masterclasses (Live or On-Demand)
- Mock exams and quizzes
- QBank and analytics
- PassProtection™
- Instructor Q&A and community support
Pros
- Most comprehensive CFA® Level II study system available
- Clear roadmap with progress tracking and personalized pacing
- Best-in-class notes and live support options
- Generous pass guarantee with full retake access
- Longstanding history of student success
Cons
- More expensive than most other options
- The user interface is dated compared to newer providers
Bottom Line
Kaplan Schweser is the best CFA® Level II prep for candidates who want maximum structure and expert-led instruction. I wouldn’t recommend it if you’re on a tight budget, but if you want to feel fully supported every step of the way, Schweser delivers the complete package.
Kaplan
4. Bloomberg Prep: Best for Tech-Savvy CFA® Candidates
Bloomberg Prep offers one of the most high-tech platforms for CFA® Level II candidates. I tested their adaptive learning system and was impressed by how it adjusted my study path based on performance. The performance dashboard provided helpful insights into pass probability, and the questions were among the most challenging I encountered, perfect for pushing beyond memorization.
Another Bloomberg user on Reddit felt the same: “One standout feature is the dashboard that tracks progress and sets daily goals to complete the material by a specific target date. The dashboard also provides performance analysis in various topic areas and assesses how well users are doing on exam-level questions.”
Their mock exams stand out, especially in the Premium and Ultimate plans. However, Bloomberg is best suited for independent learners who are comfortable navigating a digital-first environment without much instructor interaction.
Bloomberg CFA® Level 2 Packages
The Essential Package offers complete access to all video lessons, practice content, and six mock exams. It features an AI-powered study schedule and a 100% money-back guarantee for confident, self-paced prep.
The Premium Package includes everything in the Essential Package, plus two additional mock exams and 20 Ask-a-Tutor questions. It’s ideal for students who require extra support and personalized guidance throughout their learning journey.
The Ultimate Package adds even more support with 100 Ask-a-Tutor questions and full access to all features. It’s the best fit for students who want in-depth guidance and as much practice as possible.
Key Features
- Adaptive study plan with performance analytics
- 90+ hours of video content
- Up to 8 full-length mock exams
- Ask-a-Tutor access (Premium and Ultimate only)
- 100% money-back guarantee
- 7-day free trial
Pros
- Exceptional analytics and adaptive scheduling
- Huge number of mock exams
- Clean, intuitive platform
- Risk-free with a money-back guarantee
Cons
- Expensive, especially at higher tiers
- Less personalized than instructor-led platforms
Bottom Line
If you’re a CFA® candidate who thrives with tech tools and real-time analytics, Bloomberg’s platform is an excellent fit. I found it valuable for performance diagnostics and adaptive scheduling. However, compared to platforms like AnalystPrep or Kaplan Schweser, it lacks the hands-on support and structured instruction that many candidates find helpful when tackling tough CFA® Level II concepts.
Bloomberg
5. Salt Solutions: Best for Modern, Self-Study
Salt Solutions delivers one of the most intuitive platforms I’ve used in CFA® prep. I started with their free Quantitative Methods module and mock exam, and was impressed by the clean interface and focused video content. The lessons are short and well-organized, making it easy to track progress across each Learning Outcome Statement.
Salt lacks the in-depth structure and live instruction you’d find in Kaplan Schweser, but it’s ideal for self-motivated learners who want flexibility without overwhelm. The Complete plan unlocks full curriculum access and lifetime use, making it a potent supplement or even a primary course for confident test-takers.
Salt Solutions CFA® Level 2 Packages
The Free Trial includes access to the Quantitative Methods module and one full mock exam. It’s a simple way to explore the platform with no credit card required.
The Focus Express plan offers 45 days of access to topic reviews, quizzes, and mock exams. It’s designed for short-term study or final review.
The Complete Plan provides lifetime access to the whole curriculum, including video lessons and review tools. Best suited for students who want long-term flexibility.
Key Features
- 50+ hours of focused video content
- Topic quizzes and progress dashboards
- 1 full-length mock exam included in the free trial
- Lifetime access with the Complete Plan
- No credit card required for trial access
Pros
- Beautiful platform and user-friendly UX
- Lifetime access for a one-time purchase
- Free trial lets you preview before committing
- Strong video content with clear CFA® focus
Cons
- Limited mock exam coverage
- No live instruction or tutor support
- Less comprehensive material library
Bottom Line
Salt Solutions is ideal for CFA® candidates who want modern, affordable study tools and prefer a flexible, self-paced approach. It’s not always comprehensive enough to stand alone, but it works well as a supplement for targeted review. AnalystPrep, by comparison, offers a more structured experience with deeper content coverage, making it a stronger choice for complete exam prep.
Salt Solutions
6. Mark Meldrum: Best for In-Depth Lectures
Mark Meldrum’s approach feels like sitting in a classroom with a professor who has walked hundreds of candidates through the CFA® journey. I tested the Self-Study + Applied Analysis plan and liked the reading videos, lecture notes, and EOC question breakdowns. It’s old-school in terms of layout, but if you learn best through full lectures and detailed notes, you’ll appreciate it.
The One-Fee-To-Pass model means you don’t have to re-buy the course if you need a second try, something I always value as a reviewer.
Key Features
- 100+ hours of video content across LOS topics
- Lecture PDF notes, formula sheets, and question banks
- EOC and seminar video coverage
- Multiple package options, all with App access
- 6 mentor hours included (in premium tiers)
Pros
- Conceptual, professor-style instruction
- Great value for in-depth learners
- Lifetime pass model gives peace of mind
- Clear alignment with CFA® curriculum
Cons
- Dated interface
- Lacks adaptive tools or live class options
- Expensive packages
- Mostly for live learners; loses value otherwise
Bottom Line
Mark Meldrum is ideal for learners who want traditional, lecture-style CFA® prep. If you’re visual and auditory, this course offers plenty of value, though it may not appeal to students who prefer more interactivity or built-in performance tracking. Kaplan, by contrast, provides a more structured platform with planning tools and community support, which may suit students who need a bit more guidance.
Mark Meldrum
7. Chalk & Board: Great for Personalized, Instructor-Guided Prep
Chalk & Board feels like working with a private CFA® tutor, and I mean that in the best way. When I reviewed their Premium Plan, I liked the personalized study plan, regular check-ins, and direct access to instructors. The mock exams, written by Nathan Ronen himself, are primarily focused on mastering item sets, which helped me sharpen my exam-day skills.
It’s not the most high-tech platform, but it feels like prep with purpose.
Key Features
- 50+ hours of on-demand video content
- Personalized study plans and tracking
- Instructor messaging and feedback
- 2–3 mock exams with an item set focus
- Unlimited course access
Pros
- Boutique feel with expert-level guidance
- Strong mock exams and topic breakdowns
Cons
- Higher cost per feature than competitors
- Limited tech features (no app, minimal dashboard)
- Inflexible structure, which can feel limiting
- Higher sense of obligation, which might be stressful
Bottom Line
Chalk & Board is for serious CFA® candidates who want hands-on guidance. I wouldn’t choose this for solo, tech-based studying, but if you want real-time feedback and structure, this course stands out.
Chalk & Board
Honorable Mentions
While the following CFA® prep providers didn’t make my top list, they still offer valuable tools that may work well for specific study styles or supplement your main course:
Related Articles
Comparing the CFA® Level 2 Prep Courses
AnalystPrep vs. Kaplan Schweser
Choose AnalystPrep because… it’s affordable, practice-heavy, and includes analytics that mirror real CFA® exam item sets. It’s best for self-studiers who want maximum value without overspending.
Choose Kaplan Schweser because… you want the most structured study system with live classes, SchweserNotes, and PassProtection™ for added peace of mind.
AnalystPrep vs. Bloomberg
Choose AnalystPrep because… it delivers robust mock exams and tutor access at a fraction of the cost, making it the best value option for CFA® Level II prep.
Choose Bloomberg because… you’re tech-savvy and want adaptive AI tools, detailed analytics, and the largest CFA® question bank available.
Kaplan Schweser vs. Salt Solutions
Choose Kaplan Schweser because… you need guided instruction, comprehensive SchweserNotes, and live or on-demand Masterclasses that bring structure to your study plan.
Choose Salt Solutions because… you want a modern, budget-friendly platform with lifetime access and concise videos that make self-paced learning straightforward.
Kaplan Schweser vs. UWorld
Choose Kaplan Schweser because… it offers a complete prep package with structured content, live instruction, and a proven track record of preparing CFA® candidates to pass.
Choose UWorld because… you prefer drilling difficult practice questions with detailed explanations and want flexible, review-focused study tools.
Mark Meldrum vs. Chalk & Board
Choose Mark Meldrum because… you want in-depth lectures, conceptual explanations, and a one-fee-to-pass model that ensures long-term value.
Choose Chalk & Board because… you learn best with direct instructor access, personalized study plans, and boutique-style prep that feels like private tutoring.
Final Verdict
AnalystPrep offers unbeatable value, adaptive tools, and a deep bank of exam-style questions that closely mirror the actual test. Kaplan Schweser follows as the gold standard for structured learning, live instruction, and detailed study notes. Bloomberg is ideal for tech-savvy candidates who seek AI-driven test preparation and advanced performance tracking.
Salt Solutions stands out as a clean, affordable option for flexible self-study. UWorld is excellent for drilling practice problems and reviewing challenging concepts. Mark Meldrum is ideal for lecture-focused learners who seek conceptual depth, while Chalk & Board is the go-to choice for students requiring personalized, instructor-guided support.
Find the CFA® prep course that fits your style, and start your path to passing Level II with confidence…then onto CFA® Level 3 prep.
FAQs
Yes, but using a prep course with mock exams, videos, and study tools greatly improves your chances.
Absolutely. They help simulate exam conditions, improve pacing, and reinforce key concepts.
Kaplan is ideal for structured learning. Salt Solutions offers a strong self-paced option for new candidates.
No. Most mirror the CFA® curriculum but do not include official content. You can buy the CFA® Institute’s materials separately.
Look for comprehensive study tools, clear videos, performance tracking, and realistic practice questions.
