Welcome to the Future of Finance Education
UWorld has helped tens of thousands of professionals prepare for CFA® and CMT® certifications and go on to thrive in their professional careers. We are more than a test prep company. We believe that superior exam results are the byproduct of a fundamental understanding of financial principles. Embrace a transformative mindset that empowers you to think like a true financial professional.
We've Been Where You're Going
In the late 90s, a young Indian medical student working through his postgraduate study was confronted with a problem—low-quality but expensive test prep materials. Having studied the learning pyramid, he understood that there were more effective ways to understand and retain complex information—active practice and teaching others. His idea was simple:
"If practice questions felt like the actual exam, then the real thing would feel as easy as practice."
He began writing case-based learning questions for the US Medical Licensing Exam in his dorm room while maintaining a full residency schedule. With slow and steady progress, he created a 200-page review and study guide and decided to publish it.
The publishers' reply? "Come back when you're a doctor."
Instead, he and his wife typed everything up on the early internet and, with the help of his brother and his dorm mate, created a website to offer the materials for a small fee. It took off. What had begun as Dr. Chandra Pemmasani's passion project became USMLE World (later renamed UWorld).
We've been where you're going. Dr. Pemmasani, his brother, and his former dorm mate still run the company, and while its scope and size have developed, the idea behind it has remained the same:
"Superior exam scores are a natural byproduct of focused study."
UWorld's Provider Credentials
Today, UWorld is an industry leader in medical, nursing, pharmacy, premed, accounting, legal, and of course, finance certifications. 20+ years of experience, over 500 employees, a passionate team of finance experts and professionals, and an obsession with quality—this is what UWorld Finance offers.
We don't just train you to pass your finance certification exam. We train you to start thinking like a top-tier financial professional—superior exam results are just the natural byproduct of such training.
UWorld has acquired Wiley Efficient Learning!
Our acquisition of Wiley Efficient Learning has added even more competent and bright people to our team who are dedicated to helping you pass your finance certification exams.
What Sets Us Apart?
Call us geeks. Call us nerds. Call us overly obsessive. But make no mistake about it, when you have a make-or-break exam, we're the company you can rely on. We've been refining our approach to exam prep for over two decades. Since we launched our CFA exam prep product in February of 2020, UWorld Finance has quickly transformed from an unknown underdog into a leader in high-stakes finance certification exam prep. We’ve since expanded into CMT exam prep. Our unwavering commitment to excellence has helped countless individuals excel on exam day and become better professionals. Here’s what sets us apart…
Proven Formula for Success
Our courses are designed around a system for iterative improvement. We help you assess your weaknesses and give you the resources you need to turn them into strengths.
Research-Backed Learning Method
More stimulating experiences cement stronger memories. That’s why all of our resources are built around learning new information from various modalities.
Content Curated by Subject-Matter Experts
All members are 100% charterholders with senior roles in the finance industry, or they have significant experience as finance instructors or professors.
Cutting-Edge Learning Tools
Quality content is at the core of what we do, but we also provide access to digital learning tools that help you learn faster and retain key information for exam day.
Recognized Leader in Learning Tech
We’ve put a lot of hard work into our courses and the technology that delivers them to you, and others have noticed.
Dedicated to Your Success
Studying for and taking high-stakes finance certification isn’t cheap. We understand that it’s an investment, and we want to help you reap the benefits.
Proven Formula for Success
Our courses are designed around a system for iterative improvement. We help you assess your weaknesses and give you the resources you need to turn them into strengths.
Research-Backed Learning Method
More stimulating experiences cement stronger memories. That’s why all of our resources are built around learning new information from various modalities.
Content Curated by Subject-Matter Experts
All members are 100% charterholders with senior roles in the finance industry, or they have significant experience as finance instructors or professors.
Cutting-Edge Learning Tools
Quality content is at the core of what we do, but we also provide access to digital learning tools that help you learn faster and retain key information for exam day.
Recognized Leader in Learning Tech
We’ve put a lot of hard work into our courses and the technology that delivers them to you, and others have noticed.
Dedicated to Your Success
Studying for and taking high-stakes finance certification isn’t cheap. We understand that it’s an investment, and we want to help you reap the benefits.
A Proven Formula for Success
Our active learning methodology is part of an integrated learning system: Start by studying content crafted by subject matter experts, assess yourself with exam-level practice, measure your performance, and use that information to calibrate your study strategy and turn your weaknesses into strengths. This process creates a positive feedback loop the output of which is subject mastery and exam success.
Study
QBank questions feature detailed explanations for each answer choice and visual aids that break down difficult financial concepts.
Assess
Simulate the real thing with exam-style questions, customizable practice tests, and comprehensive mock exams.
Measure
Track your progress and measure your performance so you can target your weaknesses, turn them into strengths, and repeat.
A Research-Backed Learning Methodology
Imagine a classroom full of athletes spending their days hunched over soccer textbooks. It would be ridiculous to expect such a cohort to excel on the field. The best way to improve their game, of course, is to play. So, why do most bar exam preparation resources neglect such an obvious blueprint for success? We at UWorld asked the same question. Then we developed a solution—test prep designed around the research-backed, tried-and-tested active learning method.
Active learning rests on three principles: learn by doing, learn with focus, and simplify your learning:
- Learn by Doing — Generate unlimited practice tests with questions developed by subject-matter experts to replicate the actual exam in both difficulty and format.
- Learn with Focus —- Don’t waste time studying what you already know. Our performance reports and spaced-repetition technology will show you exactly what you need to study.
- Simplify your Learning — Access industry-leading visual aids that break down difficult topics, engaging video lectures that simplify, and in-depth rationales that help you understand the why.
Content Created by Subject-Matter Experts
Our content creators are at the heart of what we do. We ensure that our questions and in-depth rationales are of the highest quality, up to date, and leverage the certification institution's blueprint. How? We only hire those who have dedicated decades of their careers to certification-specific teaching, content creation, and providing financial training for leading finance prep providers.
Quality Learning Tools
We’ve leveraged cutting-edge technology and proven pedagogical methods to create pioneering finance prep learning tools.
We’re Dedicated to Helping you Pass
UWorld Finance certification products are priced competitively to provide the best value for all candidates. We believe in offering world-class education whatever your situation and sticking with you until you succeed.
*Offers available on specific product bundles and not available in combination with other offers.
We Measure Our Success by Our Students’ Success…
Wiley was a tremendous help for my preparation for CFA. The humane and hands- on attitude of the lecturers is priceless. Lecturers provide you with tips for the exam and, what I think is the most valuable, they are trying to give you a bigger picture of the topics you are learning so that you understand where it fits in and how it is linked with other topics. "
I have used other well-known CFA providers and found the questions provided by UWorld to be very targeted in honing on the highly essential practice problems needed for success. I’m also a big fan of the available option to create flashcards; it’s been hugely beneficial so far."
The virtual classes with Darren Degraaf and Peter Olinto had been extremely helpful. They are incredibly skilled in both explaining tricky parts of the material and also keeping us going, motivating us to continue studying when we are at risk of burning out and giving up. Both of them go above and beyond for the benefit of the students and I will always be grateful for all the help we received from them."