Meet the UWorld Finance Instructors

Our CFA and CMT instructors are professors, thought leaders, authors, and subject matter experts with years of real-world experience. Each has a unique approach, but they're all dedicated to keeping you engaged while making the hard stuff easy to understand.
Meet the UWorld Finance Instructors

Engaging Lectures From Top Finance Instructors

Get tips, breakdowns, and walk-throughs from top instructors who have spent their careers studying and teaching finance exams.

Industry Experience

Gain industry knowledge for long-term career success from leaders in finance with decades of hands-on experience.

University-Level Pedagogy

Watch university-grade lectures from instructors who have spent years teaching at accredited institutions.

Credentialed Professionals

Get insider tips from finance experts who have studied for the same credentials you’re pursuing and succeeded.

Meet Your Instructors

You’ll be spending a lot of time with these instructors as they get you exam-ready, so why not get to know them?
Peter Olinto, JD, CPA (inactive), CFA

Peter Olinto, JD, CPA (inactive), CFA

Meet Peter

Peter has been teaching CPA and CFA Program Exam Review courses for more than two decades. 300 universities have used his instructional videos, numerous accounting and financial firms, and over 100,000 successful CFA and CPA candidates worldwide. He holds CPA (inactive), J.D., and CFA qualifications.

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Darren Degraaf, CFA, CPA, MAFM PRM CFA Instructor

Darren Degraaf, CFA, CPA, MAFM PRM

CFA Instructor

Meet Darren

Darren Degraaf is a Certified Management Accountant, Chartered Financial Analyst, US Certified Public Accountant (Delaware), and Professional Risk Manager with extensive experience teaching CFA exam review courses globally, including Level I, Level II, and Level III topics.

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Chris Ansell, CFA

CFA Instructor

Meet Chris

Chris Ansell is an experienced financial professional, having worked in financial analysis, equity valuation, and operations. He has years of experience as a Module Leader of Masters level courses at BPP and the University of Hertfordshire Business School teaching key topics on the CFA.

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Sam Gottlieb, CFA, JD (inactive), LLM, FRM, CFP

Sam Gottlieb, CFA, JD (inactive), LLM, FRM, CFP

Director of Finance Education

Meet Sam

Sam began his professional career as an attorney after earning J.D. and an LL.M. degrees, and has practiced extensively in estate planning and taxation. In addition to his law degrees, he has received the CFA, FRM, and CFP designations.

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Doug Carroll, CFA

Doug Carroll, CFA

CFA Instructor

Meet Doug

Doug has been conducting investment-related training seminars in major financial centers around the globe for more than two decades. His varied experiences in sales, trading, and investment management allow him to draw upon an extensive range of professional activities.

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James Fang, CFA

CFA Instructor

Meet James

James has years of experience in corporate finance, startups, private equity, private banking, and financial education. He explains financial concepts from a simple and practical perspective so that students can relate to these topics in the real world.

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Leslie Jouflas

Leslie Jouflas, CMT

CMT Instructor

Meet Leslie

Leslie is a private trader and educator with nearly 25 years of experience in the financial markets. She is the founder of Trading Live Online, LLC and has authored bestselling books and articles in industry publications like The Trader’s Journal and Active Trader. Leslie develops QBank and mock exam questions across all three levels of the UWorld CMT Review Course.

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Alex Cole, CMT

CMT Instructor

Meet Alex

Alex has nearly 20 years of financial market experience and has contributed to major industry news publications like Bloomberg. Alex helped build the Wiley (now UWorld) CMT Exam Review course, for which he designed instructional content aligned with the Official CMT Curriculum and filmed 30+ hours of video lectures.

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Get Immediate Access to Top Instructors

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See What Our Students Are Saying

"The video lectures are incredibly well-designed, easy to follow, and perfectly timed to keep you fully engaged. Peter Olinto is an exceptional teacher, making his videos both enjoyable and captivating."

Dante R.
Uworld CFA Student

"The video lectures provided were exceptionally comprehensive, particularly in explaining complex Learning Outcome Statements (LOSs) such as Derivatives. This course made the learning process much easier for me."

Goto A.
UWorld CFA Student

"I have used many different review materials while studying for the CFA and CMT exams, and trust me—as a CMT and a candidate who passed the CFA exam with good scores—when I say that UWorld Exam Review materials excel in every aspect! The videos are amazing and the mentoring is exceptional. I really couldn’t have done as well without UWorld."

Mahmoud E.
UWorld CMA Student

"The self-study lectures are engaging, and I appreciate the dashboard that visualizes the learner’s progress in the course. I find it helpful to take practice questions concurrently with the lectures. It helps keep content fresh while also preparing you for a testing environment."

Connor C.
UWorld Accounting Student
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