Everything You Need to Pass the Level I CFA^® Exam—the First Time

New Purchase: All new subscriptions go into effect from the time they are activated and not at the time of setup/purchase. A subscription can be activated immediately or any
time thereafter. If your initial purchase consists of multiple courses (Qbank, Self-Assessment exam, CCS, etc.), each can be activated individually and independently via your account on our website. This process of activating a subscription after purchase allows you the flexibility to start a subscription when you are truly ready to use it.

We recommend that all subscriptions be activated within 180 days of setup/purchase. Once a subscription is activated, it cannot be paused or suspended for any reason and will run continuously for the duration of the course material.

Renewal: A renewal is an extension of time to continue access to a current activated subscription. Because a renewal is an extension to an already active subscription, it is
effective from the existing expiration date, not from the day of purchase and cannot be deferred to start at a later date/time.

Any of our product offerings can be purchased from our website with payment due in full at time of purchase via a credit or debit card with American Express/Discover/MasterCard or Visa logo.

You will need to register for an account in order to purchase any of our products. Once you have registered for an account or if you already have an account:

• Log in to your UWorld account
• Click on the Cart icon at the top of the page and then select your desired product to see a list of available packages and their prices
• Select the package you wish to purchase
• Verify your profile information, address, and educational status, then click the Update button
• Enter your Billing address and credit/debit card information, then click Review Order
• Verify that the correct product is in your cart and click Place Order
• A purchase receipt will automatically be sent to your registered email address

If you complete your purchase but do not receive a receipt, please contact the Customer Care Team at [email protected]

You can subscribe to any of our online courses/services using a credit or debit card with a Visa, MasterCard, Discover or American Express logo. After a successful payment, your subscription will immediately be available for activation via your account on our website or available complementary mobile applications.

You can also subscribe via personal check, money order, or demand drafts taken in U.S. dollars. These types of payments should be mailed to us and should include the name of the subscription and the duration, along with the details asked for in the registration form. We will set up your account as soon as we receive your payment and notify you via email of your access credentials. All direct-mail payments must be in U.S. dollars and made payable to:

UWorld, LLC
9111 Cypress Waters Blvd
Suite 300
Dallas, TX 75019

We do not accept cash via mail, currencies other than U.S. dollars or payments via fax.

Individuals purchasing our CPA Review product may finance their purchase using Affirm during checkout process. Your eligibility depends on your credit score and other criteria, as per Affirm’s policies (outlined here). A soft credit check, a credit check that does not affect your credit score, will be performed by Affirm to determine your loan eligibility. You will need a US based bank account to qualify.

All refunds are evaluated on a case-by-case basis for products purchased directly from UWorld. One case has no bearing on another. Refund amounts determined by UWorld are final.

In-App Purchases: We are unable to process any refunds for purchases made via mobile application (in-app). Please contact Apple for all refund/credit requests for Apple in-app
purchases.

USMLE Step 2 CS, Step 3 CCS, Subject Reviews & Self-Assessment Exams: These subscriptions are non-refundable, non-transferable, and cannot be converted into another subscription.

CPA Review: Students may request to cancel their CPA review product only within 10-days of activation of any of the materials. To qualify for a refund, no more than 10% of the
course (lectures, Qbank, or a combination there-of) may have been used per exam section. All CPA Review refunds are subject to a cancellation fee of $75 (for single section purchases) or $250 (for package
purchases), plus any applicable shipping charges. No return of merchandise is necessary.

All other Qbanks: Refunds are considered for subscriptions of more than 30 days. Refund amounts are based on the number of days elapsed since the subscription start date or
the number of questions used, whichever amounts to a higher deductible.

Example scenarion: An individual purchases a 180-day Qbank subscription and generates a few test blocks equal to 20% of the questions in the Qbank. After 45 days, he/she requests
a refund. Because the elapsed duration is greater than the percentage of questions used, the refund amount will be based on a subscription converted to the closest duration (60 days) by deducting the applicable
60-day subscription fee from the refund. In the same scenario, if the individual had used 85% of the questions, the refund would be 15% of the subscription fee paid.

Please use the following steps to purchase a renewal for your subscription:

• Log in to your account on our website
• Click on the User Icon in the top right corner of the screen
• Click on the Renew button corresponding to your subscription
• Select the Renewal duration you wish to purchase
• Verify your profile information, address, and educational status, then click the Update button
• Enter your Billing address and credit/debit card information, then click Review Order
• Verify that the correct package is in your cart and click Place Order

Upon a successful transaction, you will be sent a confirmation email receipt.

A renewal is an extension of time to continue accessing an active subscription, and it will not start the subscription over, provide a reset, or grant access to additional questions that were not previously accessible. Because a renewal is an extension to an already active subscription, it is effective from the existing expiration date, not from the date of purchase, and cannot be deferred in any way to start at a later date/time.

Please note that to qualify for renewal pricing, you will need to renew the course before it expires. Renewals are not offered to expired subscriptions. If you fail to secure a renewal before the expiration date, you will need to purchase a new subscription at the regular price directly from our website to regain access to the material.

You may request to upgrade or downgrade your subscription purchase as long as it has not been activated. If you purchase a combination package, all included subscriptions must be unused. Please be advised that current subscription pricing will apply.

If your subscription has been activated, unfortunately, we cannot upgrade it retroactively. If seeking to downgrade, please refer to our refund policy for available options.

We do not offer custom duration(s) or combination packages other than those outlined on the website. Please refer to our purchase page for currently available subscriptions (including discounted combination packages for some products).

Self-Assessment exam subscriptions are for 14 days each. Subscribers whose active subscription(s) have not expired can purchase renewals from 7 days or more at any time before their active subscription expires. Please refer to the respective course description page for renewal options.

We offer a demo on each of our product pages that contains a sample of the product interface and a few sample questions. We do not offer guest/trial accounts to test our software and view materials.