Corporate and Firm Partnership Programs

Prepare Your Employees for Professional Success

UWorld Finance partners with investment firms to help employees pass the Level I CFA® Exam. Our flexible solutions improve pass rates, accelerate career growth, and reduce training costs. Whether you need discounted access or a full training partnership, we tailor programs to fit your firm’s needs and develop top finance talent.

Why Finance Firms Partner with UWorld

Focus more time on growing your business and less on managing exam prep. By partnering with UWorld, you offload the training burden and gain a trusted ally in your employees’ success. Our partnership benefits include:

Effortless Enrollment

A simple, customized landing page lets your employees enroll in our courses in just minutes, streamlining the sign-up process.

Progress Tracking & Analytics

User-friendly progress reports give you a snapshot of each candidate’s performance, allowing you to monitor results and make informed decisions to support your team’s development.

Career-Relevant Learning

Content is aligned with real-world applications, ensuring your professionals gain job-ready skills.

Simple & Transparent Billing

Clear, straightforward billing provides instant insight into your return on investment, with no hidden fees or surprises.

Implementation Coach

A dedicated UWorld representative ensures a seamless onboarding process and effortless integration of our platform into your training program.

Partner Pricing

Flexible and cost-effective solutions ensure firms of all sizes can invest in candidate success.

Firm & Corporate Solutions

Discover how UWorld resources can strengthen your program and drive success.

Invest in Your Team for Long-Term Success

Candidate success starts before exam day. Structured learning and development improve retention, boost engagement, and maximize ROI—ensuring long-term firm growth.

Increase Retention

Companies with robust internal mobility retain professionals nearly 2x longer (5.4 yrs).

Keep your best professionals longer and fill skills gaps from within while attracting top talent.

Increase ROI

The cost of replacing a professional is 0.5-4x their annual salary.

Increase productivity, earn client trust, and get your professionals to licensure and certification faster.

Increase Engagement

Objectives will be met 90% more often by increasing team skills.

Build a culture of continuous learning that fosters intellectual curiosity and adaptive thinking.

Exam Preparation Courses that Make an Impact

Encourage your team to stack designations and develop new, job-relevant skills as your business grows and confronts novel challenges that require new skills (CPA, CMA, and CFA).

Each Course Includes…

An extensive collection of unique test bank questions covering foundational concepts
Engaging video lessons presented by leading accounting and finance instructors
Detailed performance reporting accessible on individual candidate and cohort levels
Customizable digital learning tools like My Notebook and our flashcard builder with spaced-repetition technology
Dynamic study planner that builds custom prep schedules based on individual candidate needs

Future-Proof Your Firm with Workforce Upskilling

Investing in professional development is proven to boost retention, attract top performers, boost engagement, and enhance overall job satisfaction across departments.

Build a Sustainable Organization with Advanced Certification

Encouraging candidate growth and providing clear pathways to advanced finance and accounting credentials helps address pipeline challenges, reduce expenses, and build loyalty among your workforce in an ever-changing labor market.

65% of global leaders cite “talent and leadership shortages” as their #1 business challenge.

A full 90% of organizations do not have all the skills they need to be successful.

79% of L&D pros agree: it's less expensive to reskill a current candidate than to hire a new one.

Discover the UWorld Difference

Explore free, downloadable partnership program resources below.

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

Download Now

Careers in Finance: Pathways to Professional Success

Download Now

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

Download Now

Discover What Makes UWorld's Questions Exceptional

Download Now

Connect with a UWorld Representative Today

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

Our Partners

Here’s What Our Students 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