Charter

Find your CFA weak
spots in 15 minutes.
Fix them before
exam day.

Take a free diagnostic. Charter identifies your weak areas, shows why you got questions wrong, and builds a focused study path around what you need to fix next.

Start my free 7 day trial →
No credit card required. Includes full access for 7 days, then $29/mo (locked for life) — cancel anytime.
Questions reviewed by a CFA Charterholder
charter / dashboard
Overall Readiness+6 this week
63%
Target 75%
Progress · 12 sessions
Recommended next sessionFixed Income — Duration
Topic Mastery
  • Ethics82%
    Strong
  • Quant Methods64%
    Strong
  • Financial Reporting41%
    Focus
  • Fixed Income28%
    Focus
  • Equity Investments71%
    Strong
THE PROBLEM

MOST CFA CANDIDATES DON'T NEED MORE CONTENT. THEY NEED BETTER FEEDBACK.

Question banks tell you what you got wrong. Videos explain concepts passively. Charter helps you understand why your reasoning broke down — so you know exactly what to fix next.

See the difference

Charter does not just explain the answer. It asks why you chose yours.

charter / tutor
You
I thought duration increases when coupon increases.
Misconception detected

Treating higher coupon size as higher risk instead of earlier cash flow recovery.

Charter
Let's test that. If a higher coupon gives you more cash flow earlier, what happens to the weighted average time you receive those cash flows?
You
It should decrease.
Charter
Exactly. Duration falls because more of the bond's value is received earlier. The misconception was treating coupon size as more risk, instead of thinking about timing of cash flows.
What you get

After your first diagnostic

  • Weak-area report

    See which CFA topics are dragging down your score.

  • Mistake diagnosis

    Understand the reasoning error behind your wrong answers.

  • Focused study path

    Know exactly what to review next based on your timeline.

  • Study plan with deadlines

    Get a day-by-day plan with deadlines for every topic, built around your exam date.

  • Mock exam simulator

    Sit a full 180-question mock exam under real timed conditions before exam day.

  • Readiness dashboard

    Track topic mastery and progress as you improve.

  • Tutor repair session

    Work through weak areas with guided questions.

  • CFA Charterholder reviewed

    Every question LOS-tagged and reviewed by a CFA Charterholder.

600+Charterholder-reviewed questions
185Formulas in your reference sheet
180Question mock exam
30Question adaptive diagnostic
Built-inBA II Plus calculator
Built for working professionals

Built for CFA candidates studying after work.

When your study time is limited, the biggest risk is spending it on the wrong things. Charter helps you focus each session on the concepts most likely to move your readiness forward — whether you have 15 minutes after work, an hour on a weekend, or the week before exam day.

charter / today's sessionFixed Income · Duration
⏱14 minutes
✓8 questions answered
↑Readiness +3% this session
⚑Weak area identified: Convexity
Next session focus
Convexity and Price Sensitivity
How it works

Three steps to stop guessing what to study next.

  1. 01

    Take a 15-minute diagnostic

    A short calibrated test pinpoints where you stand across key CFA concepts.

  2. 02

    Get your weak-area report

    See the topics, concepts, and reasoning gaps dragging down your readiness.

  3. 03

    Fix the reasoning behind your mistakes

    Charter asks why you chose your answer, identifies the misconception, and helps rebuild the concept step by step.

FOUNDER

Why I built Charter

After 14 years in corporate treasury and finance, I noticed a gap in how CFA candidates were being served. Every prep tool on the market tells you whether you got a question wrong. None of them tell you why your reasoning broke down — which is the only thing that actually matters if you want to stop repeating the same mistake.

I'm not a CFA charterholder, and I'm not pretending to be one. Every question in Charter is written and reviewed by one. What I brought was 14 years of watching how finance professionals actually think through problems — and the conviction that a tutor should diagnose the misconception, not just repeat the textbook definition.

— Khaled Soliman, Founder

The difference

ChatGPT explains. Charter remembers what you keep getting wrong.

ChatGPT

Explains the concept again

Duration is a measure of a bond's sensitivity to interest rate changes. It is calculated as the weighted average time until cash flows are received. A higher coupon generally leads to a lower duration, while a longer maturity leads to a higher duration. There are several types of duration, including Macaulay, modified, and effective duration…

Same textbook answer every time. No memory of what you actually got wrong.

Charter

Identifies the reasoning gap

Misconception detected

You said duration rises with coupon — but a higher coupon pulls cash flows earlier. If you receive money sooner, what happens to the weighted average time you wait to be paid?

Targets the exact misconception — and remembers it next time.

Same question. Two completely different paths to understanding.

FOUNDING ACCESS

Get early access to the CFA diagnostic system before public launch.

Join the founding group of CFA candidates testing Charter. Start with a free diagnostic, receive your weak-area report, and help shape the product before wider release.

First 50 members only
$29/mo$49/mo
Standard price after founding cohort closes.
  • ✓600+ charterholder-reviewed CFA Level I questions
  • ✓AI Socratic tutor
  • ✓Adaptive 30-question diagnostic
  • ✓Full 180-question mock exam
  • ✓185-formula reference sheet
  • ✓Built-in BA II Plus calculator
  • ✓$29/month, locked for life
No credit card required. Includes full access for 7 days, then $29/mo (locked for life) — cancel anytime.
FAQ

Questions candidates ask.