About us

Finance certifications are among the most demanding qualifications in the world.

The curriculums are vast. The exams are rigorous. And the resources available to candidates are often either too shallow to be useful or too dense to be practical.

FinanceVault was built to change that!

WHO WE ARE?

We are finance professionals who have sat the exams, studied the curriculums and experienced firsthand the gap between what exists and what candidates actually need.

Not another generic exam prep company. Not a publishing house recycling the same content year after year.

FinanceVault is a platform built by candidates, for candidates — with one goal: to give you the clearest, most focused study material available for the world's most respected finance certifications.

WHAT WE DO

We distil complex, lengthy curriculums into concise, exam-focused digital notes that tell you exactly what you need to know — and nothing you don't.

Every set of notes on FinanceVault is:

- Curriculum-aligned — covering every topic the exam tests
- Exam-focused — structured around how you will be tested, not just what is in the textbook  
- Concise by design — because your time is limited and every hour of studying should count  
- Instantly accessible — delivered as a PDF the moment you purchase, on any device

THE VAULT

We cover the certifications that matter most in finance:

- CFA — Chartered Financial Analyst
- FRM — Financial Risk Manager
- CAIA — Chartered Alternative Investment Analyst
- FINRA — Financial Industry Regulatory Authority

And we are just getting started. As the vault grows, so does the range of exams we support — always with the same standard of quality.

OUR STANDARD

Every set of notes published on FinanceVault goes through one test before it goes live:

Is this the resource we wish we had when we were studying?

If the answer is yes, it earns its place in the vault.

We built FinanceVault because we believe that access to great study material should not be a competitive advantage — it should be the baseline.

Your certification is within reach. We are here to help you get there.

Frequently asked questions

What format are the notes?

All FinanceVault notes are delivered as PDF files. PDFs are compatible with all devices, desktop, tablet, and mobile, and can be printed if you prefer studying on paper.

How many pages are the notes?

Each set of notes varies by level:
• CFA Level I — 202 pages
• CFA Level II — 258 pages
• CFA Level III — 98 pages

CFA Level III is intentionally concise. Level III rewards deep understanding over memorisation, so our notes focus on frameworks and application rather than volume.

Are the notes updated for the latest curriculum?

Yes. All notes are aligned with the current 2026 curriculum for each exam. When major curriculum updates are released, we update our notes accordingly.

Do the notes cover the full curriculum?

Yes. Every topic area tested in the exam is covered. The notes are designed to be comprehensive while cutting out content that is unlikely to appear on exam day.

Can I use these notes as my only study resource?

Our notes work best when used alongside a question bank such as Kaplan, UWorld or AnalystPrep. The notes give you the knowledge, and practice questions build the exam technique. Together they are a powerful combination.

How do I receive my notes after purchase?

Immediately after your purchase is confirmed, you will receive an email with a secure download link. Your notes are available to download right away, no waiting, no shipping.

What if I find an error in the notes?

Please email us at financevaultt@gmail.com with the details. We take accuracy seriously and will review and correct any errors promptly.