Master the CFA® Exam with the Gold Standard of Practice

UWorld’s CFA® Program prep is built on a single, uncompromising belief: If practice feels like the actual exam, the real thing will feel like practice. By combining our heritage of high-stakes exam mastery with the academic excellence of Wiley Efficient Learning, we have created an integrated learning system that doesn't just help you memorize, it helps you think like a Charterholder.
A financial analyst asking a Level 3 candidate and colleague about UWorld prep after deciding to start the CFA certification process

Two Powerhouses, One Mission: UWorld + Wiley

Following the 2023 acquisition of Wiley Efficient Learning, UWorld has integrated Wiley’s elite curriculum and expert-led videos into our industry-leading platform. This combination provides candidates with a seamless path from foundational learning to advanced exam-day simulation.

Peter Olino Talking about why select UWorld to pass the CFA Charter

Why Candidates Choose UWorld for Levels I, II, and III

We focus on the metrics that matter: explanation depth, interface fidelity, and performance analytics.

1

Mini-Lectures in Every Rationale

We don’t just tell you which answer is right. Every question includes detailed explanations for both correct and incorrect choices, utilizing high-yield visuals to ensure you grasp the underlying financial concepts.

2

Exact Prometric Simulation

Eliminates exam-day anxiety by practicing in an environment that mirrors the actual Prometric CBT (computer-based testing) interface. On exam day, the only thing that should be new is the questions.

3

Active Mastery Methodology

CFA success is built on practice. Our QBank is designed to identify and eliminate your knowledge gaps through active recall, which research shows is the most effective way to retain the massive CFA curriculum.

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.
UWorld logo plus Wiley Efficient Learning logo

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, CAIA, and CIMA 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.

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.

My Notebook

Simply highlight source content and transfer to your digital notebook. Annotate, highlight, and rapidly retrieve notes via titles, text, and custom tag.

Smart Flashcards

Create unlimited digital flashcards. Use our source content, customize your own and flag difficult cards so you see them more often.

Engaging Lectures

Carry the lecture hall with you. Have a seasoned financial expert teach you through the most difficult topics step by step.

Mobile App

Swap social media scrolling for finance review. Study anytime, anywhere with our award winning mobile app.

Exam-Like Questions

Our subject-matter experts write and routinely update our QBank to ensure that each question reflects the current format and difficulty of exam questions.

Mock Exams

Our mock exams have gotten as close as possible to simulating every detail, from topic weightings and time constraints to difficulty level and interface.

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.

UWorld StudyPass
Request an extension following an unsuccessful attempt at no extra charge.
UWorld FreshStart
Update to UWorld from a current or past competitor course for a 50% discount.
UWorld Flexipay
Fixed monthly payment plan from a trusted financial institution.

Your Journey to Certification Starts Here

Still thinking about it? Test out our programs with a free trial!

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.”
Diana
“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.”
Pearle
“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. ”
Zabina
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