CFA® TotalPrep Series

Learn Smarter. Boost Confidence. Pass With Precision.

Our CFA® TotalPrep Series delivers a complete support system to help you crush Level 1-3 exams. Our CFA charterholders and expert educators built this 3-phase learning experience.

Think Like a CFA Charterholder — Starting Now

Invest in your CFA Exam prep today and maximize your returns on test day.

Step up to a Full Course!

TotalPrep Series

Power through CFA exam day with UWorld TotalPrep—comprehensive Expert MasterClasses, high-impact practice, and live Q&As to help you master concepts, build skills, and crush the exam.

 
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$  /Level

Core

Sharpen your skills with real test questions.

Includes:

Advanced

Study smarter with guides and on-demand lessons.

Includes EVERYTHING in Core, plus:

Elite

Ace the exam with expert support and live coaching.

Includes EVERYTHING in Advanced, plus:

Explore our Free Trial and Product Availability

What You’ll Get from the TotalPrep Experience

Our CFA instruction isn’t just about watching a lecture. It’s about fully engaging with the material, learning from those who have passed the exam before you, and preparing in a smarter, more efficient way.

Focus on High-Yield Content

Zero in on the most testable concepts and maximize your study impact.

Master Strategy & Approach

Expert guidance takes you step-by-step through approaching and solving complex CFA questions.

Engage in Real-Time Q&A

Get your questions answered on the spot by CFA pros who’ve been in your shoes.

Learn From Expert Insights

Gain insider tips, exam-day tactics, and proven methods that drive passing scores.

Collaborate With Peers

Connect with motivated candidates, exchange ideas, and learn from shared challenges.

Boost Confidence Before Exam Day

Walk into your exam with a clear plan, reinforced knowledge, and renewed focus.

TotalPrep Series Features at a Glance

Our seamless 3-phase journey — from strategy to skill to confidence — builds mastery at every step.
Feature Expert MasterClass Accelerate Boot Camp ExpertConnect: Live Q&A
Format On-demand video lessons (2–3 hours each) 2-day, on-demand deep dives into problem-solving and strategy Live Q&A sessions (1–2 hours) held
Coverage 1 focused session per major topic across the CFA curriculum Condensed but comprehensive review across all core topics Agenda driven by candidate-submitted questions; flexible and personalized
On-Demand Access On-demand access to recordings right through exam day so you can refer back at any time On-demand access to recordings right through exam day so you can refer back at any time Live attendance only
Case Studies & Walkthroughs Embedded in every session with step-by-step problem-solving Wall-to-wall coverage of challenging case studies and hand-selected concepts that you need to know for exam day Covered as needed, depending on participant questions

The Expert MasterClass Experience: Built for Your CFA Success

Access sessions of intensive instruction on key CFA Exam issues. We unpack the core concepts of the curriculum, guiding you on “what” and “how” to learn most effectively. We’ll walk you through common challenges and break down case studies in real time.

Phase 1: Expert MasterClass – Deep Dives into Every Topic

Move beyond passive CFA prep. Our Expert MasterClasses are 3-hour sessions that unpack the most testable curriculum topics, walk through commonly missed concepts, and give you expert strategies to apply on exam day.

You’ll get:

  • 1 deep dive video per course topic
  • In-depth problem-solving sessions and case-study walkthroughs
  • Access to recorded lectures through exam day so you can refer back to them at any time
Woman with headphones studies a CFA video showing a financial problem and handwritten solution, taking notes at her desk.
Desktop screen shows a finance problem with notes on coefficient of variation; workspace includes a calculator, notebook, and a 'CFA Exam – 2 weeks!' sticky note.

Phase 2: Accelerate BootCamp – 2 Days to Confidence

With just weeks to go before exam day, it’s time to laser-focus on what matters most. This intensive feature provides hours of problem-solving, focusing on the most calculation-heavy concepts and providing breakdowns of the trickiest exam content.

You’ll benefit from:

  • A compact, high-impact format (2 full-day sessions)
  • Hand-picked questions, examples, and scenarios that our experts want you to master
  • Strategy walkthroughs and expert insights to lock in your final prep
  • On-demand access to all Boot Camp content through exam day

Phase 3: ExpertConnect – Live Q&A, Right When You Need It

Still have questions? That’s where ExpertConnect comes in. As exam day approaches, join small-group Q&A sessions led by our instructors. These targeted 60-90-minute sessions give you the clarity and confidence to handle anything the exam throws at you.

Expect:

  • Direct access to CFA experts in an open Q&A format
  • Live problem-solving and last-minute clarifications
  • Available in the final weeks before exam day
Laptop shows a virtual finance class with six students, a slide with handwritten notes, and chat bubbles showing student-instructor interaction.
Smiling young man holds UWorld CFA prep book titled 'QMI & EC: Quantitative Methods and Economics,' appearing confident and study-ready.

Phase 4: The Outcome – Walk In Ready. Walk Out Victorious.

It’s not just about showing up — it’s about showing up prepared. After completing the TotalPrep Series, you’ll walk into your CFA Exam with more than just knowledge. You’ll have the mindset, strategy, and support that separates candidates from charterholders.

When you complete all 3 phases, you’ll have:

  • A clear game plan for how to approach each topic area and question type
  • The ability to quickly spot and solve common CFA exam traps
  • Deep confidence built on repetition, expert insight, and proven strategy
  • Answers to your toughest questions, delivered in real time by CFA charterholders
  • The clarity that comes from structured guidance and a professional approach to solving complex problems
  • A final-stage review that reinforces, refocuses, and reenergizes your prep

Meet the CFA Experts Behind the TotalPrep Series

Our instructors aren’t just CFA charterholders — they’re world-class educators who have trained thousands of successful candidates. When they teach, you don’t just understand the “what” — you finally get the “why.”

Here’s What Our Students Are Saying …

Frequently Asked Questions (FAQs)

The TotalPrep Series is a 3-phase learning program designed to help CFA candidates maximize their exam performance. It includes Expert MasterClass, Accelerate Boot Camp, and ExpertConnect: Live Q&A, each focused on different parts of the prep journey — from core concept review to last-minute support.

Each Expert MasterClass includes:

  • 1 focused topic review per curriculum topic
  • 3-hour deep dives into the most testable content
  • Strategy coaching and step-by-step case-study walkthroughs
  • On-demand access to recorded sessions for review

After purchasing a plan that includes Expert MasterClass, simply log into your UWorld dashboard, go to the “Events” tab, and view the content at your leisure.

Yes. All Expert MasterClass sessions are posted and available on-demand for easy access up through exam day. Watch and rewatch as needed until you master concepts.

This is a 2-part, all-day intensive feature meant to be used just before exam day. It’s designed to lock in your prep with expert-led reviews, problem-solving, and strategy refinement. Boot Camp also includes 90-day access to recordings.

ExpertConnect offers 60-90 minute small-group sessions in the final weeks before your exam. These are fully live and interactive, allowing you to ask questions and receive real-time answers from CFA instructors.

Live Q&A sessions, Boot Camp, Expert MasterClass, and self-study tools such as the QBank, study guides, flashcards, and performance tracking are available based on the package you purchase.

  • Core: Best for independent learners. Includes QBank, eBook study guide, mobile access, and performance tracking.
  • Advanced: Adds expert-led video lectures, digital flashcards, and a mock exam.
  • Elite: Includes everything in Advanced, plus Expert MasterClasses, Accelerate Boot Camp, and Live ExpertConnect Q&A sessions.
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CFA Level 3 TotalPrep

 

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CFA Level 2 TotalPrep

 

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CFA Level 1 TotalPrep

 

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CFA Level 1 Core

 

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CFA Level 1 Elite

 

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CFA Level 1 Advanced

 

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