Exclusive CFA® Exam Prep for Society Members

Strengthen your CFA® Society with premium exam prep, exclusive discounts, teaching resources, and revenue-sharing opportunities — enhancing member benefits and boosting candidate success.
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Empower Members to Develop Top Talent

CFA Society members — faculty, firm leaders, and training providers — play a vital role in shaping the next generation of finance professionals. UWorld Finance supports these efforts with expertly crafted CFA prep to enhance learning, accelerate career growth, and uphold industry excellence.

Higher Pass Rates

Proven study tools and resources help members succeed on their first attempt.

More Engagement

Interactive resources and structured plans keep members on track.

Better Value

Bulk discounts and revenue-sharing make quality prep accessible for members.

Driving Success Through Strategic Partnership

For over 20 years, we have helped millions of members succeed on high-stakes exams. Our finance experts develop top-tier CFA courseware to equip candidates with the real-world skills to excel.

Society Initiative Support

A portion of each member’s purchase funds events, scholarships, and growth.
Society Initiative Support
Complimentary Study Tools

Complimentary Study Tools

Free mock exams and study aids enhance exam readiness.

Expert-Led Learning

CFA professionals offer live Q&A sessions and video lectures.

Expert-Led Learning
Seamless Integration

Seamless Integration

CFA-aligned teaching tools ensure a hassle-free learning experience.

Smarter Learning, Stronger Results

Our adaptive tools, expert-crafted content, and real-time analytics help candidates study efficiently, master concepts, and stay on track for exam success.

Custom Quizzes and Analytics

Industry-Aligned Content

Personalized Study Plans

Expert-Led Video Lectures

Interactive Learning Tools

Tailored Solutions to Meet Your Members’ Needs

Provide CFA training that best fits your society’s structure and objectives. Our flexible solutions ensure seamless integration, allowing you to equip your members with essential finance skills — on their terms.

Tailored Options for Content Integration
Flexible

Empower candidates with the freedom of self-paced study.

Tracked

Enable mentors to track members' performance.

Structured

Gain full control over content, assignments, and tracking.

Oversight Required
Hands Off
Monitor
Direct
Question Bank
Mock Exams
Expert Lectures
Study Guide
Digital Tools
Study Planner
Tracking
Performance Dashboard
Presentation Mode
Customizable Assignments
Assignment Delivery
Pricing Structure

Provide exclusive access for candidates purchasing directly from UWorld.

Manage licenses or pass costs to candidates — or fit them into your budget.

No individual licenses needed for managers or faculty; flexible pricing for candidates.

Flexible

Empower candidates with the freedom of self-paced study.
Question Bank
Mock Exams
Expert Lectures
Study Guide
Digital Tools
Study Planner
Tracking
Pricing Structure
Provide exclusive access for candidates purchasing directly from UWorld.

Tracked

Enable mentors to track members' performance.
Question Bank
Mock Exams
Expert Lectures
Study Guide
Digital Tools
Study Planner
Tracking
Performance Dashboard
Pricing Structure
Manage licenses or pass costs to candidates — or fit them into your budget.

Structured

Gain full control over content, assignments, and tracking.
Question Bank
Mock Exams
Expert Lectures
Study Guide
Digital Tools
Study Planner
Tracking
Performance Dashboard
Presentation Mode
Customizable Assignments
Assignment Delivery
Pricing Structure
No individual licenses needed for managers or faculty; flexible pricing for candidates.

Ready to Help Your Members Succeed on the CFA Exam?

Let’s Build a Successful Partnership

Encourage other societies to take the next step in empowering their members with our support.

Let’s Connect

Frequently Asked Questions (FAQs)

UWorld partners with finance, investment, and business-related professional societies that support members pursuing CFA or similar certifications.
Members can access special pricing, personalized study plans, premium learning tools, and exclusive resources to improve their CFA Exam success rates.
Yes. We offer flexible options tailored to your society’s goals, including bulk pricing, co-branded webinars, customized study plans, and additional learning resources for your members.
We provide interactive study tools, performance tracking, live webinars, and exclusive society-sponsored workshops to keep members engaged and motivated throughout their CFA preparation journey.
Our dedicated account team provides onboarding, training, and ongoing support to ensure a seamless experience for society administrators and members.
Yes. Our ‘tracked’ and ‘structured’ solutions offer real-time performance analytics to track member progress, identify areas of improvement, and measure success rates.
Getting started is simple! Fill out a Request a Demo form or contact our account team to explore how we can collaborate to support your society’s goals.
We currently provide CFA exam prep materials and plan to expand to other finance and investment-related certifications.
Yes. We offer exclusive deals and bulk pricing options for CFA Societies purchasing prep resources for multiple members.
Our experts continuously update all study materials to align with the latest CFA Exam blueprints and industry standards, ensuring your members access the most relevant and accurate content.
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