CFA LEARNING PLATFORM

CFA Learning Platform
What It Is
An adaptive learning system for CFA exam preparation. Users progress through topic levels, complete assessments in multiple formats, and receive AI-generated explanations for incorrect answers. The system tracks performance and adjusts difficulty based on demonstrated mastery.
The Problem
CFA pass rates are below 50%. Common issues:
- No structured progression through prerequisites
- Static content that does not adapt to user performance
- Difficulty identifying knowledge gaps
- Limited feedback on practice questions
The Solution
Structured, adaptive learning:
- Topic dependency mapping with prerequisite requirements
- Multiple assessment formats (MCQ, calculation, written, case study)
- AI-generated explanations for answers
- Performance tracking with gap identification
- Difficulty adjustment based on mastery
How It Works
- User selects topic or follows recommended path
- System presents content with prerequisite checks
- Assessment tests understanding (MCQ, calculation, or written)
- AI analyzes responses and provides feedback
- Performance determines next topic or retry
- Mastery exams verify readiness for each level
Assessment Types
| Type | Format | Pass Threshold |
|---|---|---|
| Knowledge Check | 5-10 MCQs | 70% |
| Calculation | Numeric input with step validation | Partial credit |
| Written Response | 200-500 words, AI-scored rubric | Clarity and depth |
| Case Study | Multi-format, 45-60 min | Scenario integration |
| Level Mastery | 25-30 MCQs + cases, 90 min | 75% |
Technical Architecture
Learning Engine
- Prerequisite tracking
- Topic dependency graph
- Adaptive difficulty
- Spaced repetition scheduling
Assessment System
- MCQ engine with randomization
- Calculation validator
- AI rubric for written responses
- Case study framework
AI Layer
- GPT/Claude for answer explanations
- NLP for written response analysis
- Knowledge gap prediction
- Study plan recommendations
Infrastructure
- React/Next.js frontend
- Node.js/Express APIs
- PostgreSQL and MongoDB
- Redis caching
- JWT authentication
Development Status
| Milestone | Target | Status |
|---|---|---|
| Progressive learning system | Q2 2025 | Complete |
| Calculation and case study engine | Q3 2025 | In Progress |
| AI explanation layer | Q3 2025 | In Progress |
| Gamification and streaks | Q4 2025 | Planned |
| Custom learning paths | Q1 2026 | Planned |
| Institutional dashboard | Q2 2026 | Planned |
Use Cases
CFA Candidates Structured preparation for Levels I, II, and III with adaptive pacing.
Self-Learners Custom topic selection with AI-guided study plans.
Institutions Employee training with group analytics and custom content.