A plan, a person and a deadline.
Mentorship keeps your preparation on course from the first week to exam day: a personal study plan, weekly small-group sessions, two one-to-one calls and office hours with a CFA® charterholder.
Your recommendations are right. The lost marks were in the justification: link each one to the client's stated objective.
Study rarely fails all at once. It drifts.
Most working candidates start with a plan. Then a busy month at work arrives, a mock is postponed and the written answers are left for the final weeks. Mentorship is there to catch that early.
A plan that fits your hours
Your plan starts from your exam date and the time you really have each week, not an ideal one.
Someone checking in
Each week, someone who knows your plan sees whether it's holding and helps you decide what to change.
Feedback that leads somewhere
Your marked mocks shape the next weeks of your plan, instead of sitting unread in a folder.
Structure you don't have to build yourself.
Four parts, built on the same notes, questions and marked mocks you use every week.
A personal study plan
Built around your exam date, your weekly hours and, if you're retaking, your previous result. Updated as your marked mocks come back.
Weekly small-group sessions
Live sessions by video with candidates preparing for the same exam window, covering the week's priority topics and written-answer technique.
Two one-to-one calls
Private calls with your mentor to go through your marked mocks and adjust your plan where your results show it's needed.
Office hours
Between sessions, bring a question on the material or on one of your answers, rather than waiting for the next week.
From the first call to exam day.
One payment per exam window, with access until your exam date. This is how the weeks in between are organised.
A 20-minute call
We talk through where you are, the hours you have and whether the Complete Programme fits. If it doesn't, we'll say so.
Your study plan
When you join, you get a plan for every week to the exam, with the Priority Map deciding where the hours go.
Sessions and marked mocks
Weekly sessions keep you on pace. Each marked mock comes back with written feedback and a record of where marks were lost.
One-to-one reviews
Two private calls to review your progress and adjust the plan before the final weeks.
Mentorship comes with everything else.
Mentorship isn't sold on its own. It's part of the Complete Programme, which also includes everything in Self-Study and Mock Grading, so your mentor works from the same material and marked mocks that you do.
- Study notes and Priority Maps
- Question bank
- Mock exams
- A review of your last attempt
- Written feedback on every mock
- A record of where marks were lost
- A personal study plan
- Weekly small-group sessions
- Two one-to-one calls
- Office hours
Who you'll work with.
Mentorship is led by Nikolas Maroulas, CFA, founder of PassTheFinal. He has more than 15 years across market and credit risk, quantitative finance, energy, hedge funds and banking, including regulatory experience.
He holds an MSc in Quantitative Finance and has mentored CFA® candidates through his local CFA society. He also writes the study material you'll use, so your sessions and feedback connect directly to it.
Mentorship isn't for everyone. That's deliberate.
It works best for candidates who want structure and someone to answer to. If that isn't you, a lighter plan will serve you better, and costs less.
Mentorship suits you if
- You work full time and need a plan that fits around it.
- You're retaking Level III and want a different approach this time.
- You study better when someone expects to see progress each week.
- You want your written answers discussed with you, not only marked.
A lighter plan may suit you better if
- You already have a study routine that works and prefer to study independently.
See Self-Study - You want marked mocks but are happy with the provider you already use.
See Mock Grading - You can't commit to a weekly session in the months before the exam.
Not sure yet? See how a charterholder marks your written answers before you decide.
Get a free marked essayNo. Mentorship is part of the Complete Programme, which also includes everything in Self-Study and Mock Grading. Your mentor works from the same notes, questions and marked mocks you use.
Start with a 20-minute call.
We'll look at where you are, how many hours you have and whether mentorship is the right plan for you. There's no obligation to join.