The only flowchart summaries for the CFA exam 2026 & 2027 Don't pass? Next edition free

Battle-Ready CFA® Level I Summaries — see the whole curriculum at a glance.

Dense LOS content turned into tight, color-coded flow-charts. Stop cramming paragraphs and start seeing how every concept connects — built for scanning, recall, and fast repeat review.

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$247 one-time

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Next Level I exam
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Get 2026 Summaries — $247
FinQuiz pass guarantee: if you don't pass, we send you the updated next-edition summaries for your new exam window — free.
Put $247 in perspective: resitting CFA Level I costs over $1,000 in exam fees alone. Strong review is the cheapest insurance against a retake.
Instant PDF download after checkout Written by CFA charterholders who aced the exam Covers all core LOS — no cross-referencing needed
Helping candidates pass since 2008 Written by CFA charterholders Updated for 2026 & 2027 Don't pass? Next edition free
See inside

This is what a summary actually looks like

One real page from the curriculum, turned into a color-coded flow-chart. Concepts, formulas, and relationships you can take in at a glance — instead of pages of text to re-read.

Sample CFA Level I Battle-Ready flowchart summary page showing non-recurring and non-operating items, color-coded by topic
Actual sample — Financial Statement Analysis, Learning Module 2. Every topic is mapped this way.
Get the full set — choose your year Download a free sample PDF
Nothing else like it

The only flowchart-based summaries in CFA prep

Every other provider hands you more text to read. We do the opposite — we turn the curriculum into visual logic you can actually hold in your head. That's why candidates keep coming back to Battle-Ready Summaries, and why there's no real substitute.

Visual flow-charts — see how concepts connect at a glance
Typical notes — walls of text you re-read and still forget
Color-coded by topic — built for fast scanning and recall
Standard summaries — dense paragraphs, no visual structure
3–4 page PDFs — one topic, readable in a single day
Why candidates choose it

Learn more in less time

Designed to cut memorization overload so you can focus on understanding — then recall it on exam day.

See the big picture

Flow-charts show how each LOS fits into the whole curriculum, so concepts stick instead of slipping away.

Read it in a day

Each topic is a focused 3–4 page PDF — easy to read, easy to re-read, perfect as an exam-week cheat sheet.

Only what's tested

A clear overview of every topic and module — no fluff, no skimming three textbooks to find the point.

Exhaustive formula lists

Key formulas and relationships in one place — candidates call the lists "pretty exhaustive" for a reason.

Retain and recall

Reinforce memory with minimal effort by reviewing relationships visually, again and again, right up to exam day.

Expert-curated

Created by experienced CFA charterholders who aced their exams — you're learning from people who've done it.

Is it right for you?

Built for the way you study

Battle-Ready Summaries are a focused review and recall tool. Here's who gets the most out of them.

Perfect for you if…

  • You're a visual learner who thinks in connections, not paragraphs
  • You're retaking and need a sharper, faster review than last time
  • You're short on time and can't re-read thousands of pages
  • You want one trusted source for fast, repeated pre-exam passes
  • You keep forgetting how topics link together under pressure

Good to know

  • They're a high-yield review layer — pair them with deeper reading on your weakest topics
  • They're concise by design: the goal is recall, not 500-page explanations
  • Not sure they fit? Download the free sample first and judge the format yourself
  • Available for both the 2026 and 2027 exams — pick your year at checkout
  • Covered by the pass guarantee: don't pass, next edition free
What candidates say

Trusted where candidates talk honestly

Reddit

Candidates describe the formula lists as "pretty exhaustive" — everything in one place, without digging through multiple textbooks.

AnalystForum

Users drilled the concepts and "kept everything fresh" in the final days before exam day, when fast review matters most.

All core LOS

Every learning outcome is covered — no fluff, no cross-referencing. The summary does the heavy lifting so you can focus on understanding.

Simple to start

How it works

Choose your exam year

Select 2026 or 2027 to match the exam you're sitting — same price, current curriculum.

Download instantly

Get your PDF summaries right after checkout and start reviewing the same day.

Review until it sticks

Re-read the flow-charts as often as you like — they're built for repeat review right up to exam day. And if the exam doesn't go your way, the updated next edition is free.

Complete the system

Pairs well with

The summaries show how concepts connect. These two round out the system — structured reading and formula drills.

Stanley Notes

Concise, curriculum-aligned notes organized by Learning Outcome — structured reading from Day 1, before the summaries take over for review.

Explore pricing
See Stanley Notes

Formula Sheet

Every key Level I formula in one place, organized by topic — the flow-charts show you when a formula applies, the sheet locks in what to compute.

$39 one-time
See Formula Sheet
Trusted by charterholders

What candidates say about FinQuiz

FinQuiz is built and run by CFA charterholders. Here's what candidates say about studying with our materials.

★★★★★

I used the FinQuiz study questions preparing for both Level II and Level III, and I can say with certainty I wouldn't have completed either exam without your organization's assistance.

DM
Daniel G. Mazzola, CFA
Passed Level II & III
★★★★★

I just found out I passed Level III. I couldn't have done it without FinQuiz's qbank and practice exams. I highly recommend your materials to all my friends.

CC
Christine Chen, CFA
Passed Level III
★★★★★

I would recommend FinQuiz for its smart summaries, curriculum notes and formula sheet.

C
CFA charterholder
Candidate feedback

Testimonials reflect candidates' overall experience with FinQuiz study materials across CFA levels.

Good to know

Battle-Ready Summaries — FAQs

What makes Battle-Ready Summaries different from other CFA notes?

They're flow-chart based. Instead of pages of text, each topic becomes a visual, color-coded flow-chart that shows how concepts connect. No other major CFA provider offers summaries in this format — which is exactly why candidates use them for fast review and recall.

Are the summaries updated for the 2026 and 2027 exams?

Yes. They're aligned with the current CFA Level I curriculum and Learning Outcomes. You choose your exam year — 2026 or 2027 — at checkout, and the content reflects the readings for that year.

What happens if I don't pass my exam?

You're covered by the FinQuiz pass guarantee. If you don't pass, we give you the updated next-edition summaries — matched to your new exam window — completely free. Just email info@finquiz.com with your order details and exam result. This policy applies to every FinQuiz product.

When in my prep should I use the summaries?

They work best in the middle-to-final phase of preparation, as a fast review layer over your primary reading, and again in the final weeks for repeated high-yield passes. Retakers and time-crunched candidates often use them as their core resource.

Do the summaries cover the whole curriculum?

Yes. All core Learning Outcome Statements are included, with no cross-referencing across multiple textbooks. Each topic is condensed into focused, readable flow-charts you can review in a single sitting.

Can I get a sample before buying?

Yes. A free sample PDF lets you preview the flowchart format, color-coding, and level of detail before you purchase.

Is FinQuiz affiliated with CFA Institute?

No. FinQuiz is an independent exam preparation provider. CFA Institute owns the CFA®, Chartered Financial Analyst®, and related trademarks and controls the official curriculum and examinations. Our materials are original prep resources designed to help candidates study; they are not endorsed or reviewed by CFA Institute.

Skip the memory panic. Study smarter.

Join the candidates who replaced endless re-reading with summaries they actually remember. Choose your exam year and start today — and if you don't pass, the next edition is on us.

Choose 2026 or 2027 — $247 Download free sample
Battle-Ready Summaries™ $247 one-time 2026 & 2027 · instant PDF · pass guarantee
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