Finance Cert Bundle (3x)

Finance Cert Bundle overview in Notion1 / 8
Finance Cert Bundle overviewCFA exam prep dashboardCPA exam prep dashboardPersonal Financial Planner ProShared progress view across the three systemsFlashcards and question logMobile study viewMobile progress view

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๐Ÿ”ฅ Studying for the CFA and the CPA at once, in two different systems

Preparing for both exams at the same time is two full-time studies running in parallel. Yet most finance candidates at this stage end up with:

  • ๐Ÿ“š Two exam preps tracked in two different systems
  • ๐Ÿ” No shared view of where either study actually stands
  • ๐Ÿ—‚๏ธ Flashcards and question logs rebuilt from scratch for each exam
  • ๐Ÿ’ธ Personal finances ignored while study costs eat the budget
  • ๐Ÿงพ Three templates bought separately at full price

One failed exam sitting costs more than this bundle.


๐Ÿ“ฆ What is inside

  • ๐Ÿ“ˆ CFA exam prep: coverage tracking per topic across the curriculum
  • ๐Ÿ“’ CPA exam prep: study structure across all six sections
  • ๐Ÿ’ฐ Personal Financial Planner Pro: keeps your own money on track while you study

Bought on their own the three are three payments and three duplications: the bundle is one payment, one duplication and lifetime updates on all three.


๐Ÿ“ˆ What you will achieve

  • ๐ŸŽฏ Run CFA and CPA prep inside one structure
  • ๐Ÿ“Š See all three systems on one shared progress view
  • ๐Ÿ—‚๏ธ Learn one flashcard and question structure, then reuse it for both exams
  • ๐Ÿ’ต Keep your own finances on track through months of study
  • ๐Ÿงพ Pay once instead of three times

๐Ÿ’Ž Who this is for

  • ๐Ÿ“ˆ Finance professionals pursuing the CFA and the CPA together
  • ๐ŸŽ“ Accounting graduates stacking credentials early
  • ๐Ÿ’ฐ Candidates studying while managing a tight budget
  • ๐Ÿ”„ Career changers entering finance with a plan

๐Ÿš€ Getting started

  • โฑ๏ธ Setup: under 2 minutes, duplicate and go
  • ๐Ÿ”„ Updates: free lifetime updates
  • ๐Ÿ“š Guide: clear structure with built-in prompts
  • ๐Ÿ’ฌ Support: direct email support included

๐Ÿ‘‰ Click here for the full instructions: how to duplicate a Notion template

Needs a free Notion account. Works on Mac, Windows, iPhone and Android.


โ“ Questions

Can I buy these three separately?

Yes, each of the three is sold on its own. The bundle puts all three in one purchase, so you pay once and duplicate once instead of three times.

Do I need a paid Notion plan?

No. All three systems work on the free Notion plan.

Is this official CFA or CPA study material?

No. These are study systems, not courses. You bring your own curriculum and question bank, and the templates track topic coverage, flashcards, scores and progress.

Can I use only one of the three?

Yes. The three systems are independent, so you can run the CFA prep alone and leave the rest untouched.

How long does setup take?

Under 2 minutes. Open the link, click Duplicate, choose your workspace, then set your exam dates.

Can I change the structure?

Yes. The copy is yours, so rename fields, add properties, or delete what you do not use.

Do I get updates?

Yes, free lifetime updates on all three systems, sent to buyers by email.