Free Personalized Study Planner
Build a personalized study plan for any of 34 finance credentials. The planner reads the exam blueprint, your readiness per topic, and your exam date, then sequences lessons, practice sets, and mocks so weakest topics get the most weight. Free to start with no credit card; the fully adaptive plan with mock scheduling and ICS export is part of the optional Fellow tier.
How it works in six steps
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1
Pick your exam
Open the exam picker and choose your credential. Every supported exam carries its own blueprint, readiness model, and lesson library.
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2
Set your exam date
Enter your sit date. The planner uses it to compute how many weeks you have and reserves the final 1 to 2 weeks for timed mocks and spaced review.
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3
Tell the planner your weekly capacity
Estimate hours per week you can realistically study. The planner blocks lessons and practice sets to fit; adjust as your life shifts.
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4
Take a readiness baseline
A short topic-spread mixed quiz tells the planner your starting readiness per topic. Weakest topics get the most weight; strong topics get spaced refreshers.
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5
Follow the weekly tile
Each week the planner surfaces a tile with the lessons and practice sets due. Mark items done as you go; the planner adjusts the rest.
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6
Tighten with mocks in the final stretch
In the last 2 to 4 weeks the planner schedules timed mock exams (Fellow tier) under exam-day conditions, then a spaced-review pass over what you missed.
Every credential FreeFellow covers
The planner works on every exam in the FreeFellow library:
- CFA Level I
- CFA Level II
- CFA Level III (PM)
- CFA Level III (PW)
- CFA Level III (PMKT)
- CPA AUD
- CPA FAR
- CPA REG
- CPA BAR
- CPA ISC
- CPA TCP
- CFP
- SOA Exam P
- SOA Exam FM
- SOA Exam FAM
- SOA Exam SRM
- SOA Exam ALTAM
- SOA Exam ASTAM
- CAS MAS-I
- CAS MAS-II
- CAIA Level I
- CAIA Level II
- FRM Part I
- FRM Part II
- Series 7
- Series 63
- Series 65
- Series 66
- SIE
- EA Part 1
- EA Part 2
- EA Part 3
- CMA Part 1
- CMA Part 2
Frequently asked questions
Is the FreeFellow study planner free?
The free tier gives every candidate a baseline study plan tied to the syllabus blueprint, the readiness score, and the exam date. The fully personalized adaptive plan (per-week pacing, lesson-by-lesson sequencing, mock-exam scheduling, automatic catch-up when you fall behind) is part of the optional Fellow tier ($59 per quarter or $149 per year per track). Both versions are built on the same engine.
How does the study planner decide what to schedule?
The planner reads the published exam blueprint (e.g., AICPA Blueprint for CPA, CFA Institute weights for CFA, NASAA outline for Series exams), your current readiness per topic, the exam date you set, and the hours per week you say you can study. It then sequences lessons, practice sets, and mock exams to put the most weight on weakest topics first, leaving final weeks for spaced review and timed mocks.
What happens if I fall behind the plan?
The plan is regenerated whenever your readiness changes or you adjust the exam date. If you miss a week, the planner shifts the unfinished items into the upcoming weeks and rebalances. There is no penalty for falling behind; the plan adapts.
Which exams does the study planner support?
Every credential FreeFellow covers: CFA Levels I to III (all five pathway combinations), CPA (six sections), CFP, SOA & CAS actuarial (P, FM, FAM, SRM, ALTAM, ASTAM, MAS-I, MAS-II), CAIA Levels I and II, GARP FRM (Parts I and II), FINRA / NASAA Series (SIE, 7, 63, 65, 66), IRS Enrolled Agent (Parts 1, 2, 3), and IMA CMA (Parts 1 and 2).
Do I need an account to use the study planner?
You can browse the free question bank and lessons without an account. Saving a study plan that adapts across sessions (and so it can rebalance when your readiness changes) requires a free account. No credit card.
Can I export the study plan as a PDF or calendar?
Yes for Fellow members. The plan exports as a PDF schedule and as an ICS file you can import into Google Calendar, Apple Calendar, or Outlook. Free-tier members see the plan in-app and can copy it manually.