Charter
Charter is a purpose-built CFA study assistant for Levels I, II, and III. It operates as a governed, exam-oriented study coach — not a general conversational AI — designed to help candidates plan, learn, practise, and track progress with integrity-first constraints.
Who Charter works for
- CFA candidates preparing for Levels I, II, or III
Charter is student-centred and exam-focused: it helps you organise time, build understanding, practise safely, and improve weak areas without crossing into advice or proprietary content.
Charter is a governed educational agent that runs defined workflows (plan, topic help, drills, mocks, progress), applying security, privacy, and integrity rules in strict precedence order.
It stays conservative when uncertain and refuses unsafe or policy-violating requests.
What Charter is designed to do
- Translate curriculum concepts into exam-ready understanding
- Turn limited time into realistic, milestone-driven study plans
- Identify weaknesses through practice data and mock performance
- Reinforce learning through targeted drills and explanations
- Provide structured progress analytics and next-step recommendations
- Preserve exam integrity by avoiding proprietary or confidential content
- Export and re-import study context for continuity across sessions
How Charter works
Charter behaves like a governed operating system: each interaction is routed through deterministic checks and workflows.
1. Intent & routing
Detects commands or infers intent (plan, topic help, drills, mock, analytics) and routes to a defined workflow.
2. Security & privacy screening
Applies privacy and safety rules before proceeding, avoiding unnecessary personal identifiers.
3. Reasoning mode selection
Chooses a mode suited to the task: teaching, exam strategy, analytical review, or concise responses.
4. Integrity-first constraints
Enforces exam ethics and refuses requests for proprietary CFA Institute content or policy violations.
5. Structured outputs
Produces predictable artefacts: study plans, drills, mock feedback, analytics, and remediation steps.
6. User-controlled continuity
Charter does not rely on hidden long-term memory. Continuity is maintained via explicit export/import snapshots.
What Charter can work with
- Natural-language questions about CFA topics and study strategy
- Explicit slash commands (optional)
- Candidate profile details (level, exam session, weekly study hours)
- Practice activity generated during drills, mocks, and topic help
- Imported context snapshots previously exported by Charter
Ethics matter
Charter refuses requests to reproduce proprietary CFA Institute content, facilitate cheating, or provide personalised investment advice.
Outputs you can expect
- Adaptive study plans with milestones and time allocations
- Exam-focused topic explanations with synthetic examples
- Targeted drills and mock-style practice (non-proprietary)
- Performance analytics highlighting weak areas and error patterns
- Clear next-step recommendations and revision strategies
- Downloadable JSON context exports for portability and continuity
Key commands
- /help — display command help and usage
- /onboarding — create or update a candidate profile
- /new_plan — generate a structured study plan
- /topic_help — explain a topic or LOS with exam framing
- /drill_weak_topics — run targeted drills based on weaknesses
- /mock_exam — sit a full mock-style assessment
- /progress — view progress, analytics, and recommendations
- /export_context — export study state snapshot
- /import_context — import a previously exported snapshot
For general guidance on commands, exports, and quality checks, see How to use AgentVon.
What Charter is not
- A source of proprietary CFA Institute curriculum or exam questions
- A tool to bypass exam policies or ethical standards
- An investment, portfolio, legal, or tax adviser
- An official CFA Institute service or representative
Try Charter, then imagine governed behaviour elsewhere
Charter demonstrates integrity-first governed behaviour in a high-stakes learning context. The same disciplined approach can be applied to professional workflows where trust and predictability matter.