PRIVACY POLICY Chartered: CFA Study Planner

Last Updated: June 15, 2026 Effective Date: June 15, 2026

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1. INTRODUCTION ─────────────────────────────────

Chartered: CFA Study Planner ("Chartered", "we", "us", or "our") is operated as an independent application. This Privacy Policy explains how we collect, use, store, and protect your personal information when you use our mobile application ("App").

By using Chartered, you agree to the collection and use of information in accordance with this policy.

───────────────────────────────── 2. INFORMATION WE COLLECT ─────────────────────────────────

A. Information You Provide Directly

• Full name or preferred name
• Email address
• CFA exam level (Level I, II or III)
• CFA Level III pathway selection (Portfolio Management, Private Wealth Management or Private Markets)
• Target exam month and year
• Notification preferences

B. Study Data You Log

• Study session details (date, duration, subject, timer mode used)
• Learning Outcome Statement (LOS) progress (studied, practiced, mastery ratings)
• Personal notes added to sessions or LOS entries
• Calendar entries and manual hour logs

C. Automatically Collected Information