CFA® My Notebook
Keep all your CFA notes in one organized workspace with My Notebook, UWorld’s built-in digital note-taking tool. Save QBank content in seconds, add your own insights, and review your notes anytime across desktop and mobile.
Organize Your CFA® Notes in Minutes
Keep All Your CFA Notes in One Place
Quickly Transfer Content
Move important QBank content directly into My Notebook as you study for faster, more focused review.
- Highlight and save in seconds
- Transfer text and diagrams
- Save answer explanations for later review
- Skip manual retyping
Unlimited Custom Entries
Create a note-taking system that fits the way you study. Organize topics with custom tabs, add new pages as needed, and keep everything together for a more personalized review experience.
- Unlimited tabs and pages
- Write notes in your words
- Add outside study material
- Combine QBank highlights with outside material
Personalize Your Notebook
Customize your notes to match the way you study. Format content for better readability, organize ideas your way, and update everything as your understanding evolves.
- Bold, highlight, and underline
- Add tables and bullets
- Drag-and-drop organization
- Adapt notes as you learn
Seamless Mobile Prep
Keep your notes within reach wherever you study. Your notebook syncs automatically across desktop and mobile, so your latest updates are always ready when you are.
- Full mobile app convenience
- Auto-syncs across devices
- Available for iOS and Android
- Study seamlessly on the go
Best CFA Notes Compared: UWorld vs Others
| Comparison Factor | UWorld My Notebook | Others |
|---|---|---|
|
Content Capture
|
Highlight text and illustrations from the QBank and save them in seconds. |
Content is typically retyped or maintained in separate apps. |
|
Customization
|
Unlimited tabs, custom formatting, and content from any outside resource. |
Often limited to provider-made summaries with little flexibility. |
|
Searchability
|
Search titles, internal text, and up to six custom tags per note. |
Finding specific concepts often means scrolling through pages. |
|
Learning Experience
|
Notes connect directly with the QBank, flashcards, and study tools. |
Notes are often separate from practice and review tools. |
|
Continuity
|
Link notes between levels and retrieve content from past subscriptions. |
Notes rarely transfer as you progress through the exam levels. |
Content Capture
Highlight text and illustrations from the QBank and save them in seconds.
Content is typically retyped or maintained in separate apps.
Customization
Unlimited tabs, custom formatting, and content from any outside resource.
Often limited to provider-made summaries with little flexibility.
Searchability
Search titles, internal text, and up to six custom tags per note.
Finding specific concepts often means scrolling through pages.
Learning Experience
Notes connect directly with the QBank, flashcards, and study tools.
Notes are often separate from practice and review tools.
Continuity
Link notes between levels and retrieve content from past subscriptions.
Notes rarely transfer as you progress through the exam levels.
CFA Digital Notes: (FAQs)
What is My Notebook in UWorld's CFA courses?
My Notebook is UWorld’s built-in digital note-taking tool for CFA candidates. It lets you transfer text and illustrations directly from the QBank, create your own entries, and organize everything into searchable tabs. You can access the notes across desktop and mobile for review anywhere.
How should I take notes for the CFA exam?
Transfer key illustrations, definitions, and rationales from your UWorld QBank into My Notebook as you practice. Rewrite difficult concepts in your own words to improve understanding. Include diagrams with short, clarifying text, and add tags so every concept stays easy to find during final review.
How is My Notebook different from other CFA review notes?
Our CFA digital notebook makes it easy to build and review your study notes. Save content directly from the UWorld CFA QBank instead of retyping it, access your notes on desktop and mobile, and keep everything you need for review in one place.
Can I transfer QBank content into My Notebook?
Yes. Highlight any text, diagram, or illustration in the UWorld CFA QBank and select the Notebook button. The content is added directly to the tab of your choice then annotates and adds your own insights.
Does My Notebook come with prefilled notes?
My Notebook includes a few basic instructions but is otherwise blank. This gives you full control to organize QBank material, personal insights, and outside resources in whatever structure fits your study approach.
How do I organize and search my CFA notes?
Create unlimited tabs and pages to organize your notes your way. You can add up to six custom tags to each note and use search to quickly find concepts by title, content, or tag.
Can I format and annotate my notes?
Yes. My Notebook works like a word processor, letting you bold, italicize, underline, and highlight text. You can also create tables and bullet points to structure complex CFA concepts for easier review.
Can I use My Notebook on my phone?
Yes. My Notebook is fully accessible on the UWorld CFA mobile app for iOS and Android. Your notes automatically save and sync across desktop, tablet, and mobile.
Do my CFA notes expire when my subscription ends?
Your My Notebook content is saved for one year after your subscription ends. If you renew within that time, you can restore your notes and continue using them across your UWorld CFA courses.
Is My Notebook included with every UWorld CFA course?
My Notebook is available across UWorld CFA courses for Levels 1, 2, and 3. Check your selected package to confirm which study tools are included with your plan.