Finance Certification Training Provider Partnerships

Expand Your Program Offerings and Boost CFA® Exam Pass Rates with UWorld

We are proud to partner with global training providers like you to enhance CFA®, CMA®, and CPA exam review programs, increase cohort pass rates, and tailor course offerings to regional needs.

Why Partner with UWorld?

UWorld Finance candidates pass the challenging CFA exam faster. Since 2003, we’ve helped over 2 million learners tackle high-stakes exams across industries. We’ll help your cohorts do the same.

* CFA Institute (CFAI) does not allow prep providers to publish specific CFA exam pass rates for their students.

Exclusive Partner Pricing

Help your trainers deliver top-notch CFA, CPA, and CMA exam support with special partner pricing for your program’s materials.

Relationships with Industry Leaders

Embed materials from an approved CFA Institute Prep Provider and IMA Strategic Partner into your framework.

Top Subject Matter Experts

Offer engaging learning opportunities for CFA candidates, such as information sessions and events led by UWorld’s experts.

Flexible Delivery Models

Choose between self-study options, trainer-led programs, or an integrated approach unique to your organization to help meet your candidates’ needs.

Dedicated Service and Support

Get support beyond onboarding with tailored presentations, events, promotional kits, discounts for candidates, and more.

Elevated Learning Technology

Combine the power of your classes with UWorld’s study tools — QBanks mirroring the Prometric exam look and feel, digital notebooks, and other customizable features.

Interested in enhancing your accounting certification program?

UWorld also offers comprehensive support for advanced accounting professional designations, including the CPA and CMA exams.

Increase Enrollment and Accelerate CFA Candidate Success

Integrate ready-to-use exam prep course content, connect your cohorts and team members with globally recognized CFA experts, access trainer resources, and provide leading support to CFA candidates.

UWorld CFA Review Courses Include…

An extensive collection of unique test bank questions covering foundational concepts
Engaging video lessons presented by leading instructors like Peter Olinto, CFA, CPA (Inactive), JD and Darren Degraaf, CFA, CPA, MAFM, PRM
Detailed performance reporting accessible on individual candidate and cohort levels
Customizable digital learning tools such as My Notebook and flashcards using spaced repetition technology
Dynamic study planner that builds custom prep schedules based on individual student needs

Trainer Solutions

Discover how UWorld Finance resources can strengthen your program and promote exam success.

Enhance Your Program

Let’s partner to equip exam candidates with job-ready skills, boost income potential, and stay competitive in an evolving global workforce.

Quality Content

We are dedicated to making hard concepts easy to understand. Our exam-level practice questions, vivid visual aids, engaging lectures, and detailed answer explanations help learners grasp the what, why, and how with our research-backed learning methodology.

Flexible Solutions

Empower candidates to hone their skills independently with high-quality tools like QBanks and full-length mock exams. This blend of self-guided and trainer-supported learning drives better outcomes and attracts more prospects to your program.

Globally Recognized Instructors

You don’t need to hire top instructors like Peter Olinto (Finance and Accounting), Roger Philipp (Accounting), or Monte Swain (Accounting) — we’ll deliver their expertise directly to your students with high-impact lectures that simplify complex concepts, keep learners motivated, and pack decades of industry and teaching experience into every minute.

Performance and Progress Analytics

With detailed performance reporting on individual and group levels, you can clearly understand each cohort's strengths and weaknesses. Up-to-date analytics can also help your instructors identify opportunities for just-in-time remediation.

Case Study: Insights Financial Review Services Partnership

Peter Olinto, UWorld's Global CFA and CPA Instructor, and Angel Secerio Jr., President of Insights Financial Review Services, discuss our Platinum partnership and how we’re helping professionals in the Philippines prepare for the U.S. CPA and CMA exams. Together, we’re providing a clear blueprint for certification and career success by combining UWorld’s leading study materials with Insights’ decade-long expertise in training candidates.

Connect with a UWorld Representative Today

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