My Notebook Features & Benefits

All of your CFA notes in one place, organized and tailored to your liking.

Create Unlimited Note Entries

Add as many notebook tabs and pages as you need to master CFA concepts

Find Content With Enhanced Search

Quickly access desired content based on titles, internal text, and custom tags

Link Your Content Between QBanks

Move notebook content across levels from current or past subscriptions from prior year

Quickly Transfer Content

Simply highlight the text and illustrations you want to save from our QBank and select “Notebook.” When My Notebook pops up, select the tab you would like to transfer the content into and paste it by moving your cursor on the page.
Simply highlight the text and illustrations you want to save from our QBank and select “Notebook.” When My Notebook pops up, select the tab you would like to transfer the content into and paste it by moving your cursor on the page.
Intuitively create new tabs with the plus sign (+) in My Notebook. Name tabs and enter custom text to better organize your notes or incorporate study material from other resources, such as the CFA Institute.

Create New Entries from Scratch

Intuitively create new tabs with the plus sign (+) in My Notebook. Name tabs and enter custom text to better organize your notes or incorporate study material from other resources, such as the CFA Institute.

Personalize Your Notebook

Click-and-drag entries to organize content as you go, add unique tags for straightforward searching, and annotate text to leave a personal touch. My Notebook was created to be as adaptive as possible to optimize your study experience.
Click-and-drag entries to organize content as you go, add unique tags for straightforward searching, and annotate text to leave a personal touch. My Notebook was created to be as adaptive as possible to optimize your study experience.
My Notebook is fully accessible on the UWorld CFA mobile app. Your content is saved and synced across devices, so you’ll never miss a beat in your CFA prep. Download it today from Google Play or the Apple App Store.

Stay Exam Ready, Even on the Go

My Notebook is fully accessible on the UWorld CFA mobile app. Your content is saved and synced across devices, so you’ll never miss a beat in your CFA prep. Download it today from Google Play or the Apple App Store.

CFA Review to Help You Pass

Leave nothing to chance and be your best. Take our proven approach for passing results with our CFA Review.

How to Take Notes From UWorld CFA

Taking notes as you read UWorld CFA practice-problem explanations will help reinforce essential exam concepts and organize content for later review. Below are our suggestions for utilizing My Notebook and enhancing your study process.

CFA Candidate Success Stories

Frequently Asked Questions

As you go through your UWorld CFA QBank, transfer illustrations and definitions into My Notebook to reinforce important CFA topics. Write difficult concepts in your own words, add personal notes, and annotate text for later review.
My Notebook was designed from the ground up to optimize the review process. Creating notes from our premier CFA QBank rationales has never been easier, and it’s all viewable on your mobile device. You choose what to include, whether from our platform, the CFA Institute, or elsewhere.
Your UWorld CFA notes are saved and synced between your desktop and the mobile app. You no longer need to lug around pounds of textbooks to study for your exam.
My Notebook comes with a few basic instructions, but is otherwise blank. This allows candidates to organize QBank material and other notes as they progress in their study efforts.
My Notebook material is archived for one year once your subscription expires, and is retrievable upon request with a new subscription in that time period. It is also linkable between levels. For example, if you pass Level 1 and subscribe to our Level 2 platform, you can link your Level 1 subscription’s content to Level 2.
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