Email 1

Audience: All CFA Level II Candidates

Target Send Date: Week of May 4, 2026

Subject Line: Join Us for a Free CFA^® Level II Webinar

Preheader: Top Tips to Pass the Level II CFA Exam

Headline: Free CFA® Webinar: Top Tips to Pass the Level II Exam

As you start to prepare for the Level II CFA exam, be sure to attend this informative session presented by Kaplan Schweser. This complimentary session will impact how you prepare for the Level II exam. This webinar will cover:

• How the Level II and Level I exams differ

• How to get started on your exam prep

• Exam prep challenges

• Proven strategies and tips to pass the Level II exam

• Questions and answers

So, come ready with your questions and learn what it takes to pass the CFA Level II exam.

Dr. Bijesh (B.J.) Tolia, CFA, CA is Vice President of CFA Education at Kaplan Schweser, and he is Schweser’s Level II CFA Program professor. He has taught CFA Program review courses for more than 10 years in Chicago and around the world. B.J. has also served as the Associate Dean and Department Chair in the College of Business at Chicago State University.  B.J. is a CFA charterholder who earned his MBA and doctorate in finance from the University of Wisconsin–Milwaukee. Apart from academia, B.J. has experience in commercial banking and public accounting, and has published papers in the areas of IPOs, executive compensation, and international finance.

CTA: Register Now

This message contains an advertisement for Kaplan Schweser.

Kaplan Schweser is a CFA Institute Prep Provider. Only CFA Institute Prep Providers are permitted to make use of CFA Institute copyrighted materials, which are the building blocks of the exam. We are also required to update our materials every year and this is validated by CFA Institute.

Our products and services substantially cover the relevant curriculum and exam and this is validated by CFA Institute. In our advertising, any statement about the numbers of questions in our products and services relates to unique, original, proprietary questions. CFA Institute Prep Providers are forbidden from including CFA Institute official mock exam questions or any questions other than the end of reading questions within their products and services.

CFA Institute does not endorse, promote, review, or warrant the accuracy or quality of the product and services offered by Kaplan Schweser. CFA Institute^®, CFA^® and “Chartered Financial Analyst^®” are trademarks owned by CFA Institute.

©2026 Kaplan North America. All Rights Reserved.

Kaplan Schweser | 1515 West Cypress Creek Road, Fort Lauderdale, FL 33309

Email 2

Audience: All CFA Level I Candidates

Target Send Date: Week of May 11, 2026

Subject Line: CFA Level I Exam Prep Solutions

Preheader: Start your journey to the CFA charter.

Headline 1: Get an Extra 10% Off Schweser Premium CFA Study Packages!

For a limited time, Kaplan Schweser’s Premium Study Package is available at an additional 10% discount. That’s on top of the 15% discount you already receive through your CFA Society.

This popular study package has everything you need to prepare for the CFA Level I exam. Your exclusive offer runs through May 28th, so act now. Use promo code KS-RESULTS at checkout to lock in your savings.

CTA1: 

Headline 2: Complete Your Prep wtih a Review Workshop for the August 2026 Exam

Attend a Schweser Review Workshop, and you'll receive a thorough curriculum review, extensive practice, and proven exam strategies. Review workshops are available in 5-Day Live Online, 3-Day In-Person, and OnDemand formats at your CFA Society’s discounted price.

1) 3-Day Live In-Person Workshop for the August 2026 Exam

New York: Friday–Sunday, June 12–14, 2026, from 8:30 am–5:00 pm ET

Toronto: Friday–Sunday, July 10–12, 2026, from 8:30 am–5:00 pm ET

2) 5-Day Live Online Workshop for the August 2026 Exam

Schedule: Wednesday–Sunday, June 24–28, 2026, from 8:30 am–5:00 pm ET

3) OnDemand Workshop for the August 2026 Exam

CTA 2: {{Link}}

Headline 3: Get Expert Help with a Masterclass for the November 2026 CFA Exam

Live Online Masterclasses from Kaplan Schweser start June 3rd at your CFA Society’s discounted price. With the Masterclass, you get:

● 15 weeks of online classes led by expert instructors

● Recordings of each session in case you miss a class

● Class workbooks

● Ability to interact with instructors and fellow candidates

CTA 3: {{link}}

Headline 4: Free CFA Practice Questions Every Day

Everyone knows that practice means passing! Receive free CFA Program practice questions for your exam level directly in your inbox each day until your exam.


CTA 4: Sign Up Today

Terms and Conditions: 10% off applies to Premium Study Packages for the Level I, Level II, and Level III CFA® exam only. To redeem online, enter code KS-RESULTS at checkout. This offer cannot be used in conjunction with other discounts or promotions, cannot be applied to previous purchases, and is not redeemable for cash value. Offer begins May 4, and expires May 28, 2026, at 11:59 pm CT.

†Terms and Conditions: 15% off applies to Schweser OnDemand and Live Online Review Workshops; Premium Package, Ultimate Package, and Essential Package; and Live Online Class and OnDemand Class for the CFA® Level I, Level II, and Level III exam only. Prices as shown on the website. This offer cannot be applied to previous purchases and is not redeemable for cash value.

Most Recommended CFA Exam Prep Provider: This is one of the findings of a quantitative survey conducted by Kaplan between April 1 and October 31, 2023. For this survey, a sample of 272 CFA Candidates were interviewed online in English. The survey was fielded to subscribers of 300Hours.com.

More Likely to Pass: These are the findings of a quantitative survey conducted by Kaplan between June 30 and Aprust 30, 2021. For this survey, a sample of 313 U.S. CFA Level I and Level II candidates was interviewed online. The survey was fielded to subscribers of 300Hours.com and AnalystForum.com.

This message contains an advertisement for Kaplan Schweser.

Kaplan Schweser is a CFA Institute Prep Provider. Only CFA Institute Prep Providers are permitted to make use of CFA Institute copyrighted materials, which are the building blocks of the exam. We are also required to update our materials every year and this is validated by CFA Institute.

Our products and services substantially cover the relevant curriculum and exam and this is validated by CFA Institute. In our advertising, any statement about the numbers of questions in our products and services relates to unique, original, proprietary questions. CFA Institute Prep Providers are forbidden from including CFA Institute official mock exam questions or any questions other than the end of reading questions within their products and services.

CFA Institute does not endorse, promote, review, or warrant the accuracy or quality of the product and services offered by Kaplan Schweser. CFA Institute^®, CFA^® and “Chartered Financial Analyst^®” are trademarks owned by CFA Institute.

©2026 Kaplan North America. All Rights Reserved.

Kaplan Schweser | 1515 West Cypress Creek Road, Fort Lauderdale, FL 33309

Email 3

Audience: All CFA Level II Candidates

Target Send Date: Week of May 18, 2026

Subject Line: CFA Level II Exam Prep Solutions

Preheader: Continue your journey to the CFA charter.

Headline 1: Get an Extra 10% Off Kaplan Schweser CFA® Exam Prep Materials

For a limited time, Kaplan Schweser’s Premium Study Package is available at an additional 10% discount. That’s on top of the 15% discount you already receive through your CFA Society.

This popular study package has everything you need to prepare for the CFA Level II exam. Your exclusive offer runs through May 28th, so act now. Use promo code KS-RESULTS at checkout to lock in your savings.

CTA 1: {{link}}

Headline 2: Complete Your Prep wtih a Review Workshop for the August 2026 Exam

Attend a Schweser Review Workshop, and you'll receive a thorough curriculum review, extensive practice, and proven exam strategies. Review workshops are available in 5-Day Live Online, 3-Day In-Person, and OnDemand formats at your CFA Society’s discounted price.

1) 5-Day Live Online Workshop for the August 2026 Exam

Schedule: Wednesday–Sunday, July 15–19, 2026, from 8:30 am–5:00 pm ET

2) OnDemand Workshop for the August 2026 Exam

CTA 2: {{link}}

Headline 3: Get Expert Help with a Masterclass for the November 2026 CFA Exam

Live Online Masterclasses from Kaplan Schweser start June 16th at your CFA Society’s discounted price. With the Masterclass, you get:

● 15 weeks of online classes led by expert instructors

● Recordings of each session in case you miss a class

● Class workbooks

● Ability to interact with instructors and fellow candidates

CTA 3: {{link}}

Headline 4: Free CFA Practice Questions Every Day

Everyone knows that practice means passing! Receive free CFA Program practice questions for your exam level directly in your inbox each day until your exam.

CTA 4: Sign Up Today

Terms and Conditions: 10% off applies to Premium Study Packages for the Level I, Level II, and Level III CFA® exam only. To redeem online, enter code KS-RESULTS at checkout. This offer cannot be used in conjunction with other discounts or promotions, cannot be applied to previous purchases, and is not redeemable for cash value. Offer begins May 4, and expires May 28, 2026, at 11:59 pm CT.

†Terms and Conditions: 15% off applies to Schweser OnDemand and Live Online Review Workshops; Premium Package, Ultimate Package, and Essential Package; and Live Online Class and OnDemand Class for the CFA® Level I, Level II, and Level III exam only. Prices as shown on the website. This offer cannot be applied to previous purchases and is not redeemable for cash value.

Most Recommended CFA Exam Prep Provider: This is one of the findings of a quantitative survey conducted by Kaplan between April 1 and October 31, 2023. For this survey, a sample of 272 CFA Candidates were interviewed online in English. The survey was fielded to subscribers of 300Hours.com.

More Likely to Pass: These are the findings of a quantitative survey conducted by Kaplan between June 30 and Aprust 30, 2021. For this survey, a sample of 313 U.S. CFA Level I and Level II candidates was interviewed online. The survey was fielded to subscribers of 300Hours.com and AnalystForum.com.

This message contains an advertisement for Kaplan Schweser.

Kaplan Schweser is a CFA Institute Prep Provider. Only CFA Institute Prep Providers are permitted to make use of CFA Institute copyrighted materials, which are the building blocks of the exam. We are also required to update our materials every year and this is validated by CFA Institute.

Our products and services substantially cover the relevant curriculum and exam and this is validated by CFA Institute. In our advertising, any statement about the numbers of questions in our products and services relates to unique, original, proprietary questions. CFA Institute Prep Providers are forbidden from including CFA Institute official mock exam questions or any questions other than the end of reading questions within their products and services.

CFA Institute does not endorse, promote, review, or warrant the accuracy or quality of the product and services offered by Kaplan Schweser. CFA Institute^®, CFA^® and “Chartered Financial Analyst^®” are trademarks owned by CFA Institute.

©2026 Kaplan North America. All Rights Reserved.

Kaplan Schweser | 1515 West Cypress Creek Road, Fort Lauderdale, FL 33309

Email 4

Audience: All CFA Level III Candidates

Target Send Date: Week of April 27, 2026

Subject Line: CFA Level III Exam Prep Solutions

Preheader: Finish strong in your journey to the CFA charter.

Headline 1: Get an Extra 10% Off Schweser Premium CFA Study Packages!

For a limited time, Kaplan Schweser’s Premium Study Package is available at an additional 10% discount. That’s on top of the 15% discount you already receive through your CFA Society.

This popular study package has everything you need to prepare for the CFA Level III exam. Your exclusive offer runs through May 28th, so act now. Use promo code KS-RESULTS at checkout to lock in your savings.

CTA1: {{Link}}

Headline 2: Complete Your Prep with a Review Workshop for the August 2026 Exam

Attend a Schweser Review Workshop, and you'll receive a thorough curriculum review, extensive practice, and proven exam strategies. Review workshops are available in 5-Day Live Online or OnDemand formats at your CFA Society’s discounted price.

Live Online 5-Day Review Workshops

Portfolio Management Pathway Live Online Review Workshop
Schedule: Wednesday–Sunday, June 24–28, 2026, from 8:30 am–5:00 pm ET

Private Markets Pathway Live Online Review Workshop
Schedule: Wednesday–Sunday, June 24–28, 2026, from 8:30 am–5:00 pm ET

Private Wealth Pathway Live Online Review Workshop
Schedule: Wednesday–Sunday, June 24–28, 2026, from 8:30 am–5:00 pm ET

CTA 2: {{link}}

Headline 3: Get Free CFA Practice Questions Every Day

Everyone knows that practice means passing! Receive free CFA Program practice questions for your exam level directly in your inbox each day until your exam.

CTA 3: Sign Up Today

Terms and Conditions: 10% off applies to Premium Study Packages for the Level I, Level II, and Level III CFA® exam only. To redeem online, enter code KS-RESULTS at checkout. This offer cannot be used in conjunction with other discounts or promotions, cannot be applied to previous purchases, and is not redeemable for cash value. Offer begins May 4, and expires May 28, 2026, at 11:59 pm CT.

†Terms and Conditions: 15% off applies to Schweser OnDemand and Live Online Review Workshops; Premium Package, Ultimate Package, and Essential Package; and Live Online Class and OnDemand Class for the CFA® Level I, Level II, and Level III exam only. Prices as shown on the website. This offer cannot be applied to previous purchases and is not redeemable for cash value.

Most Recommended CFA Exam Prep Provider: This is one of the findings of a quantitative survey conducted by Kaplan between April 1 and October 31, 2023. For this survey, a sample of 272 CFA Candidates were interviewed online in English. The survey was fielded to subscribers of 300Hours.com.

More Likely to Pass: These are the findings of a quantitative survey conducted by Kaplan between June 30 and Aprust 30, 2021. For this survey, a sample of 313 U.S. CFA Level I and Level II candidates was interviewed online. The survey was fielded to subscribers of 300Hours.com and AnalystForum.com.

This message contains an advertisement for Kaplan Schweser.

Kaplan Schweser is a CFA Institute Prep Provider. Only CFA Institute Prep Providers are permitted to make use of CFA Institute copyrighted materials, which are the building blocks of the exam. We are also required to update our materials every year and this is validated by CFA Institute.

Our products and services substantially cover the relevant curriculum and exam and this is validated by CFA Institute. In our advertising, any statement about the numbers of questions in our products and services relates to unique, original, proprietary questions. CFA Institute Prep Providers are forbidden from including CFA Institute official mock exam questions or any questions other than the end of reading questions within their products and services.

CFA Institute does not endorse, promote, review, or warrant the accuracy or quality of the product and services offered by Kaplan Schweser. CFA Institute^®, CFA^® and “Chartered Financial Analyst^®” are trademarks owned by CFA Institute.

©2026 Kaplan North America. All Rights Reserved.

Kaplan Schweser | 1515 West Cypress Creek Road, Fort Lauderdale, FL 33309