Partnerships Programs for Finance Corporations and Firms

Improve Engagement, Increase Retention, and Build a Talent Pipeline.

The world of finance is constantly changing, and upskilling your team remains the most cost-effective way to stay on the cutting edge. Build an internal talent pipeline with career-centered courses that help your employees achieve certification faster, engage more, and deliver greater value to your business.

Partner With UWorld

Our certified, in-house experts and account teams in the field, are well-connected in the industry and offer tangible industry connections and continued support beyond implementation.

Authoritative Content

Our experts follow a rigorous 17-step process to ensure all questions are developed to reflect current industry practices and exam standards.

Data-Driven Confidence

Our practice tests simulate the actual exam, so your employees can review advanced analytics and identify what they need to study to pass.

Cutting-Edge Learning Tools

Our spaced-repetition flashcards, digital notebook, and dynamic study planner that creates a personalized schedule are based on individual employee needs.

Industry Connections

Our dedicated sales team fosters mutually beneficial relationships between universities and firms to address the pipeline and enrollment crises.

White-Glove Service

Our webinars, presentations, events, and promotional kits provide continued support long after your employees and team leads are onboarded.

Partner Discounts

Our team meets your business goals and needs by offering cost-effective solutions to help you incentivize more employees to pass their certification exams faster.

Finance Certifications That Make an Impact

Guide your team toward career growth with training aligned with job-ready skills for the Chartered Financial Analyst (CFA®) and Chartered Market Technician (CMT®) designations.

Targeted CFA Exam Preparation

Equip employees with UWorld’s comprehensive CFA prep to boost expertise and pass rates, aligning training with investment management standards where the CFA credential is highly valued.

Integrate CFA Topics into Broader Corporate Finance Training

Incorporate foundational CFA concepts into finance training areas like Corporate Finance and Economics, enhancing employees’ financial acumen and industry knowledge—whether or not they pursue certification.

Supplemental CFA Study Resources for Enhanced Training

Strengthen training programs with UWorld’s practice questions, quizzes, and mock exams, offering exam-relevant exercises that reinforce critical finance topics alongside your core curriculum.

Elevate Professional Development with CFA-Aligned Learning

Advance professional growth with UWorld’s CFA prep materials, which are perfect for certification programs and ongoing training, promote continuous learning, and promote a commitment to industry excellence.

How to Future-Proof Your Team Through Upskilling

Discover how investing in employee growth can reduce turnover, boost engagement, and drive innovation within your firm.

Choose Your Training Model

Whether you want to give your employees exclusive offers on self-paced study materials or provide managers with customizable tools to track progress, we’ll tailor a solution to your needs.

Self-Paced

Empower your employees to learn at their own pace with our comprehensive resources — no management oversight is required.

Employee-Led

Allow your employees to study independently while managers track their progress with detailed performance insights and an intuitive dashboard.

Manager-Led

Guide your team with full managerial control over content, assignments, and schedules while tracking employee progress and performance.

Get Your Employees Thinking Like Certified Professionals, Even Before They Pass

Employees develop job-relevant skills with routinely updated questions and in-depth answer explanations that guide them through the rationale of professionals.

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Download Free Resources for Your Team

Improve Employee Engagement, Increase Retention, and Build a Talent Pipeline

Discover how employee upskilling and certification can transform your firm. Explore key statistics and insights on the benefits of employee development, and learn how our tailored solutions can help close skills gaps and position your firm for long-term success.

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Careers in Finance: Pathways to Professional Success

The CFA and CMT are among the most respected designations in finance. But which is best for you? Explore detailed curriculum overviews, career outlooks, and step-by-step exam guides to help you decide which certification aligns with your goals and talents and sets you up for success in finance.

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The CFA Handbook: Invest in Yourself Today. Prosper Tomorrow.

This free, visually engaging e-book provides a clear roadmap to becoming a CFA charterholder: dates, fees, curriculum, career outlook, study tips, pass rates, and more — all in one simple, convenient guide

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Discover What Makes UWorld's Questions Exceptional

We’re guided by a simple idea: If practice feels like the exam, the exam will feel as easy as practice. That’s why our team of finance experts crafts each question following a rigorous 17-step process. Explore the end product inside.

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Connect with a UWorld Representative Today

We provide institutional discounts to companies and universities worldwide. Let's develop a plan that works for you.

Here’ What Our Student’s Are Saying…

"I strongly endorse UWorld material for CFA candidates because it significantly aided me in my pursuit of the CFA charter. It enabled me to review efficiently, grasp fundamental concepts, memorize formulas, and, most importantly, bolstered my confidence for the exams. With UWorld, I felt thoroughly prepared to tackle the tests. "

- Hiago

"I wholeheartedly recommend UWorld for my colleagues at work because of its comprehensive Qbank. It offers extensive preparation, and personally, I had an outstanding experience with it."

- David

"Hey there, I'm Derek. Just wanted to share my experience with you all. So, I recently cleared my CFA Level 1 exam, and I owe a big thanks to UWorld for their fantastic prep materials. What struck me was how familiar the software felt compared to what I had been practicing with. That familiarity really helped me prepare effectively. If you're gearing up for your CFA exams, especially Level 1 or Level 2, I highly recommend giving UWorld a shot."

- Derek