Mark Meldrum is the video library many Level II and Level III candidates build their prep around: reading videos that follow the curriculum learning outcome by learning outcome, end-of-chapter question walkthroughs, seminar videos on the hard concepts, and an app that downloads to two devices for offline viewing. His site also ships a study planner, which takes your start date, your exam date, the hours you can commit each week, and how difficult you rate the material, and works out where those hours should go. exclam.ai answers the next question down: which reading today, which review today, and what a bad quiz score should change about tomorrow.
A day-by-day plan built backwards from your exam date
Every reading you upload gets its own quiz and flashcards
Mastery measured from your attempts, not from self-rated difficulty
The plan rebalances across your remaining days when you miss one
Runs on the CFA materials you already own and have the right to use
These are two different jobs and it is worth being precise about which is which. Mark Meldrum publishes a study planner, and it is a real feature — you give it how hard you find the content, how many hours a week you have, your start date and your registered exam date, and his blog describes it working out how many hours you need and shifting them toward what you rated as difficult. What it publishes about itself is an allocation of hours, and the signal it allocates on is your own difficulty rating — which you have to supply before you have studied the reading. exclam.ai works from the other end: it takes the material you actually have to get through and the days you actually have left, produces the list for tomorrow — this reading, this review, this quiz — and then updates from what you scored on the quiz rather than from what you guessed in advance.
Assembled from what his own subscriptions page says each package contains. If you learn from video, these pieces are strong and they fit together sensibly. The open question is the order and the dates.
His reading videos follow the CFA curriculum learning outcome by learning outcome, with separate videos per reading. You choose which reading to start.
Packages include PDF notes of what is on screen plus a formula sheet, so you are not transcribing while you watch.
His end-of-chapter question videos walk through the curriculum EOC questions, which keeps the practice anchored to the reading you just watched.
His subscriptions page states plainly that quizzes are available for select readings. When you finish a reading that has no quiz behind it, sourcing the retrieval practice for that reading is on you.
Mocks are delivered online with automatic grading and statistics benchmarked against the group sitting the same mock. His product pages give release dates rather than a fixed count, so check what your package includes.
Office hours need no sign-up, and seminar videos take a single hard concept apart. Both are released through the year rather than slotted into a schedule.
Every step above is a good use of an evening. None of them tells you which one is tonight. The videos are ordered by the curriculum, not by your calendar, and what his planner publishes about itself is an hour allocation rather than a task list. That is the seam exclam.ai sits in: it takes the materials you own, the date you registered for, and the days you actually have, and produces the specific list for tomorrow — with a quiz attached to every reading, including the ones nobody has quizzed for you.
| Feature | exclam.ai | Mark Meldrum |
|---|---|---|
| Adaptive study planner (coverage → review → mocks, exam‑date pacing) | Yes — phased plan that rebalances daily | Study planner — hour budget from self-rated difficulty |
| Exam‑date aware pacing & catch‑up | Planner takes your registered exam date | |
| Auto weak‑spot remediation tasks | Hours shift as you re-rate difficulty | |
| Per‑topic mastery (knowledge / understanding / application) | Performance stats vs the group on quizzes and mocks | |
| Upload your own PDFs into the planner | Unlimited | — |
| Semantic search across your uploads | — | |
| AI flashcards from your content | — | |
| AI quizzes from your content | — | |
| FSRS spaced repetition | — | |
| Anki import (.apkg) 1:1 | — | |
| Pre‑made content library | — (you bring the PDFs) | Reading videos, EOC question videos, seminar videos, PDF notes, formula sheet |
| Pre‑made question bank | Generated from your PDFs | Quizzes for select readings, per his subscriptions page |
| Video lectures | — | Yes — the core of the product |
| Live classes / cohorts | — | Instructor-led tiers at Levels I and II; Level III 2026 lists self-study only |
| Pass guarantee / refund | — | Per his published terms, tied to instructor-led packages for 2025–2026 |
Yes, and it is worth being accurate about it. His site describes a study planner that takes four inputs — how difficult you rate the content, the hours you can commit each week, your study start date, and the date of the exam you registered for — and uses them to work out where your study hours should go, shifting more of them toward what you have rated as difficult. What it publishes about itself is an hour allocation. exclam.ai is not a replacement for it; it answers a narrower question, which is what to read, review and practise on a specific day, across every material you own.
No. He ships instruction — video, notes, worked end-of-chapter questions, office hours. exclam.ai ships no CFA content at all. It turns the materials you already have the right to use into a dated plan with readings, reviews and mock-exam checkpoints. Most candidates who use both keep him for the teaching and use exclam.ai for the schedule.
Only material you have the right to upload. Your own summaries and notes you have authored are straightforward. Vendor PDFs are governed by that vendor's terms, so check them first. exclam.ai keeps uploads private to your account and does not host or redistribute any prep provider's content.
Per his FAQs, packages expire at the end of the exam period you selected, with an archive of reading videos continuing inside the app for three years. Your exclam.ai account, plan history, quizzes and flashcards stay in your account regardless of any vendor's access window, which matters if you end up sitting a later window than you planned for.
Two things worth checking on his site before you buy. His 2026 Level III lineup lists self-study tiers only, where Levels I and II also offer instructor-led packages, and his published terms tie the one-fee-to-pass provision to instructor-led packages for the 2025 and 2026 programs. Separately, Level III means committing to one pathway — Portfolio Management, Private Markets or Private Wealth — so the material you plan around is narrower than at the earlier levels. Vendor terms change; read his current pages rather than ours.
Upload your material, set the date, and get a phased plan with flashcards, quizzes, FSRS review, and weak-topic remediation.
If you want to test the workflow before signing up, use the public flashcard, quiz, and study-guide routes.
Upload a PDF or paste notes to generate a preview deck in minutes.
Turn a PDF or study notes into a short practice quiz you can scan immediately.
Convert lecture notes and PDFs into a readable study guide preview.
Turn PDFs, notes, and an exam date into a full coverage, review, quiz, and flashcard plan.
See how exclam.ai answers grounded questions over PDFs with citations and follow-ups.
exclam.ai is an independent study tool and is not affiliated with, authorized by, or endorsed by Mark Meldrum, MM Education, or CFA Institute. CFA®, Chartered Financial Analyst®, and CFA Institute are trademarks owned by CFA Institute; "Mark Meldrum" is used here nominatively, to identify the course being compared. exclam.ai does not reproduce or distribute CFA Institute curriculum, Learning Outcome Statements, end-of-chapter or practice questions, mock exams, or any prep provider's content. Package contents, terms and features described on this page reflect that vendor's own published pages at the time of writing and change each exam cycle — verify on their site before you buy. Use exclam.ai only with materials you have the right to upload.