CFA® TotalPrep Series: Learn Smarter. Boost Confidence. Pass With Precision.
Built for CFA Levels 1–3, this complete 3-phase program combines study planning, concept mastery, and expert guidance to keep you on track and exam-ready. With BootCamps, MasterClass sessions, and live Q&A led by CFA charterholders, TotalPrep brings structure, accountability, and confidence from your first study session to exam day.
Think Like a CFA Charterholder — Starting Now
TotalPrep Series
$
- Expert MasterClass: on-demand, topic-level video lessons
- Accelerate BootCamp: deep dives and problem solving for every curriculum topic
- ExpertConnect: live Q&A sessions
Elite
$
- An extensive library of CFA-level questions written by Charterholders
- StudyPass (Access Until You Pass)
- Study guides (Printed and eBook)
- Mock exams
- SimpleSheets+ formula sheets
- Advanced study tools
- Performance and improvement tracking
Explore our Free Trial and Product Availability
What You’ll Get from the TotalPrep Experience
Focus on High-Yield Content
Master Strategy and Approach
Engage in Real-Time Q&A
Learn From Expert Insights
Collaborate With Peers
Boost Confidence Before Exam Day
TotalPrep Series Features at a Glance
| Feature | Expert MasterClass | Accelerate BootCamp | 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 | Flexible and personalized agenda driven by candidate-submitted questions |
| On-Demand Access | On-demand access to recordings right through exam day so that you can refer back at any time | On-demand access to recordings right through exam day so that you can refer back at any time | Live attendance only |
| Case Studies and 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
Phase 1: Expert MasterClass – Deep Dives into Every Topic
Move beyond passive CFA prep. Our Expert MasterClass sessions 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 set of deep dive videos per course topic
- In-depth problem-solving sessions and case-study walkthroughs
- Access to recorded lectures through exam day so that you can refer back to them at any time
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 BootCamp content through exam day
Phase 3: Live Q&A, Right When You Need It
Still have questions? That’s where our live Q&A 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
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
Here’s What Our Students Are Saying
The classes have been instrumental in keeping me on track. Peter Olinto’s lectures within the live, online classroom were incredibly helpful in pushing me forward. They were engaging and packed with valuable tips.”
I thoroughly appreciated the structured nature of the classes, which provided a consistent, well-planned, and dependable schedule. The interaction in the chat room with Darren and my fellow students was enjoyable and fostered a sense of camaraderie.”
The classes with Darren Degraaf and Peter Olinto have been immensely helpful. They possess remarkable skills in clarifying complex concepts and keeping us motivated to persevere through our studies, even when we're on the verge of burnout or giving up."
Frequently Asked Questions (FAQs)
What is the TotalPrep Series?
What’s included in the Expert MasterClass sessions?
Each Expert MasterClass session 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
How do I attend the Expert MasterClass sessions?
After purchasing a plan that includes Expert MasterClass, log into your UWorld dashboard, go to the “TotalPrep” tab, and view the content at your leisure.
Can I rewatch an Expert MasterClass session if I miss it?
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.
What is the Accelerate BootCamp?
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.
What is Live Q&A?
Live Q&A 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.
What kind of support is available outside of live classes?
Based on your package purchase, live Q&A sessions, Boot Camp, Expert MasterClass, and self-study tools such as the QBank, study guides, flashcards, and performance tracking are available.
What are the differences between the Core, Advanced, and Elite packages?
- Core: This option is best for independent learners. It includes QBank, an eBook study guide, mobile access, and performance tracking.
- Advanced: This option adds expert-led video lectures, digital flashcards, and a mock exam.
- Elite: This option includes everything in Advanced, plus Expert MasterClasses, Accelerate BootCamp, and live Q&A sessions.
