The US medical exam prep juggernaut is bringing its unique practice-led, active learning platform to the CFA exams.
About UWorld
UWorld is a leader in high-quality CFA exam preparation, offering an all-digital, expertly crafted platform designed to help candidates master the CFA curriculum with confidence. Their resources provide an active learning experience beyond rote memorization, focusing on deep understanding and application. Trusted by thousands of CFA candidates, UWorld’s materials are continuously updated to align with the CFA Institute’s latest exam guidelines.
Why Choose UWorld?
- Unmatched question quality and explanations.
- Active learning techniques for deeper understanding.
- Realistic test simulation to boost confidence.
- Comprehensive study tools to optimize preparation.
Hear from UWorld’s lead instructor, Peter Olinto, JD, CPA (inactive), CFA:
UWorld Finance’s CFA Packages and Offers
UWorld Finance: Packages and Offers
UWorld offers flexible and affordable packages tailored to CFA candidates’ needs at all levels (Levels 1, 2, and 3). Their packages provide comprehensive resources to maximize study efficiency and effectiveness for every stage of the CFA journey.
Full Courses
UWorld’s Full Courses offer a structured, end-to-end learning experience designed to fully prepare candidates for all three levels of the CFA exam. These courses combine in-depth study materials, mentorship, live instruction, and strategic guidance to ensure exam success.
- Elite – This is for ambitious candidates who want intensive mentorship, live guidance, and in-depth strategy coaching to ensure exam success. This plan includes personalized coaching, live classes, a structured study plan, and all available learning resources.
- Advanced—This package is for interactive candidates who want personalized guidance through structured study plans and instructor-led sessions. It includes live sessions, extensive practice materials, and additional study support.
- Core – For confident candidates who know exactly what they need, providing self-paced learning with comprehensive resources. This package includes access to all QBank questions, study guides, and mock exams.
Supplements
Supplements enhance study preparation by providing targeted resources that reinforce learning and improve retention. These can be added to any study plan or used independently to strengthen key areas of study.
- QBank – Thousands of exam-style questions with detailed explanations and customizable quizzes to strengthen weak areas.
- Study Guides – Concise and comprehensive summaries of key CFA concepts, designed for efficient review. Available in print and digital formats.
- Mock Exams: UWorld’s mock exams simulate the actual CFA exam with exam-style questions, detailed explanations, and performance analytics.
- Live Virtual Classes – Instructor-led sessions with interactive discussions, problem-solving, and Q&A opportunities.
- Accelerate Bootcamp – An intensive program with targeted guidance from industry experts, extensive resources, and collaborative learning opportunities.
- Formula Sheet (SimpleSheets+) – A quick reference guide covering essential formulas, definitions, and CFA concepts. Available for print, online access, and download.
Other Ways to Save
- StudyPass – Request a free extension after an unsuccessful attempt with proof of registration
- FreshStart – Upgrade to UWorld from a current or past competitor course for a 50% discount.
UWorld Finance’s current CFA offers and deals
Exclusive discounts on UWorld’s CFA materials are sometimes available.
Here are the current deals, offers and coupon codes available for UWorld Finance:
UWorld Finance Product Details
All-digital Platform for Study Anywhere
UWorld’s intuitive platform is accessible on multiple devices, including laptops, tablets, and mobile phones, allowing you to study seamlessly.
Dynamic Study Planner
- Automatically generates a personalized study plan based on exam dates and weekly study hours.
- Adjusts dynamically when scheduling conflicts arise, keeping candidates on track.
Engaging Video Lectures from Top Instructors
- Watch to learn about what sets our instructors apart: Video Here
- Expert-led video lectures with decades of CFA exam experience.
- Tips, breakdowns, and in-depth explanations for complex topics.
- Accessible on all devices for flexible learning on the go.
Comprehensive, Easy-to-Understand Study Guides
- Complete coverage of each Learning Outcome Statement (LOS) for all three levels of the CFA.
- Crafted by seasoned charterholders who understand what it takes to pass.
- Available in both print and digital formats for convenience.
Award-Winning CFA QBank
- Access an extensive library of CFA exam questions and in-depth explanations written by our in-house team of charterholders.
- Questions are routinely updated to reflect the current exam format and Learning Outcome Statements (LOSs).
- Customizable quizzes to strengthen weak areas and reinforce learning.
SimpleSheets+ Time-Saving Formula Sheet
Sometimes, you need a quick refresher on the DuPont analysis or the Time Value of Money Formula. SimpleSheets+ distills key formulas, definitions, and CFA concepts into an easy-to-reference format. Print it out for quick access, view it online, or download it for on-the-go study.
Customizable CFA Flashcards and ReadyDecks
- Seamlessly highlight and transfer source content to the front or back of flashcards.
- Add unique notes and organize by subject, topic, or custom tag.
- Grade flashcards by difficulty, with spaced-repetition technology adjusting frequency based on proficiency.
User-Friendly Digital MyNotebook
- Effortlessly transfer UWorld’s expertly crafted CFA source content to your digital notebook.
- You can annotate notes based on your preferences and quickly retrieve them based on titles, internal text, or custom tags.
Performance Tracking & Analytics
- Customizable exams based on your study focus.
- Performance metrics to track strengths and weaknesses.
- Peer comparison for benchmarking progress.
- Detailed Performance Reports – Identify knowledge gaps in real time and focus your studies accordingly.
Fully Featured CFA Mobile App
- Study on the go with access to QBank questions, performance reports, and video lectures.
- Review key concepts anywhere, anytime.
Live Virtual Classes
- Gain expert-led instruction from the comfort of your home with live-online classes and pre-recorded lectures that cover strategies for commonly missed exam questions.
- Get extra support with built-in Q&A sessions every three weeks for personalized clarification from an expert.
- Watch Video: HERE
Accelerate BootCamp
The UWorld Accelerate Bootcamp provides intensive study materials, expert instruction, and practice questions for accelerated learning.
- Gain targeted guidance from industry experts, access extensive resources, and collaborate beyond the typical CFA course experience.
- Watch Video: HERE
For more information and the latest offers, visit UWorld CFA.
UWorld Finance CFA Reviews and Ratings
Brendan C. • Level 1
Quite impressed. Very challenging which is good. The only reason I’m not giving 5-stars is because sometimes I think the questions get “too fancy”. I am all for preparing candidates with questions that are more challenging than the test itself, but sometimes these questions make me anxious because they possibly go too far into little details. Not necessarily a bad problem to have, but perhaps need some of the questions need to be reviewed. I also found an error in one question (the question appears to be trying too hard to trick candidates, and ended up being wrong). Other than that, my experience has been great.
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Monika B. • Level 3
I just wanted to let you know that I passed level 3 of the CFA program. I seem to see so many posts about you buying coffee for those who passed the cpa exams but it appears you forgot about the finance people. 😜 In all honesty though I wouldn’t have gotten to level 3 without your tremendous help, kindness, guidance, and expertise at level 2. Thank you so much, Pete! I really appreciate instructors like you, who not only know the subjects they’re teaching but can convey the information in an easy, understandable, and memorable way!
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Diana B. • Level 2
Great questions! Very much like the CFAi mock questions, just harder. The answer explanations are thorough and clear. I also love how alternate explanations are provided if there’s more than one right way to get to the answer. Overall I’m super impressed and I’ll definitely keep using UWorld for future exams.
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Ngozi M. • Level 1
I am currently enrolled to take my exams this August. How i wish i found this platform earlier!!. The practice questions allows for a more simplified explanation to my answers and i am able to assimilate better. Thank you the team in charge!!!. I will definitely be using this portal more often as i progress.
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John L. • Level 1
Great questions, love the service, will definetly be going with UWorld for L2. Would like of there were more keyboard shortcut functionality. Wish the UX was changed so it was more similar to CFA institute question bank or uppermark question bank for CAIA (desktop version)
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Pham C. • Level 1
I wish we can have more Questions relates to the concept in the CFA curriculum that does not require to calculate much. However, this platform is brilliant, i wish i had known about UWorld earlier. I’m really like the test analysis and explanations of the questions.
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Yannic D. • Level 2
There could be more questions overall. Furthermore there is missing a “all questions” button when creating a test. And for CFA lvl II, it would also be great to have also a set of just freestanding questions for quick practice of main principles and equations.
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Susanne P. • Level 1
I highly recommend this platform! The questions provided are excellent, but what truly stands out are the detailed descriptions of the answers. They greatly assist in understanding the mistakes made and contribute to a better grasp of the subject matter.
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Alex J. • Level 1
The questions are much harder than I imagined but it’s exactly what I need to be best prepared for the exam and even for real life analysis. Not everything in life is straight-forward, it takes hard work and dedication to achieve your dreams.
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Donatien B. • Level 1
The Qbank is great because it allows the constitution of tests. An additional feature could be the capacity of generating mock exam weighted test. Meaning not only selecting a number of topic but the relative weight of each topic to.
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Orick A. • Level 2
This experience has been amazing and has helped me vastly in gathering all the concepts. It also makes me feel like I am inside the exam. I love it, the explanations are thorough and makes it easy to understand. Thank you!
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Ankit K. • Level 2
The Q bank solutions and the notebook feature are game-changers. I have noticed that the retention using UWorld’s material is much higher than that of Kaplan Notes. The visual depiction of solutions sticks in the mind.
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Hetang G. • Level 1
I am delighted to express my satisfaction with the platform that enables us to simulate the environment of CFA exams. It has been an invaluable tool that greatly aids in our preparation for the challenging exams.
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gohe h. • Level 1
the questions and mock test that uworld offers helps me as a student to prepare something extra and get that edge in the exam. really thankful for this and i hope uworld keeps coming up with this kind of stuff.
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Priti S. • Level 1
UWorld has been a game-changer for my CFA prep. The Qbank and explanations help to not only understand but internalize concepts that are tough to grasp otherwise. Their Ethics section, especially, is excellent.
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jay k. • Level 1
very good . i am very satisfied. the ui is fantastic also the explanation of answers is really good and they elaborate the answer properly . loving this app and will use more in the coming exams
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abhijit s. • Level 1
please allow students to use these materials for free of cost as the exam fee itself is too much of a burden for student requesting you to keep it free for a social cause thank you uworld
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Farah A. • Level 1
It covers and explains topics better than the CFA questions and mocks. however questions are a little harder and can be tricky cause of the wording. But its great as a resource for learning.
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jun j. • Level 1
The explanation provided was incredibly detailed and easy to remember. It exceeded my expectations in terms of comprehensiveness, going beyond what is typically covered in the curriculum.
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An L. • Level 1
Very useful, the explanation is detailed and easy to understand, much better than the QBank on CFA website. I have only 4 days left for the CFA exam. I wish I knew this site earlier.
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Gatsby L. • Level 1
the test is challenging and cover all the material in detail. All I hope is that they will match with the actual exam! (they are CFA approved 3rd party provider so I believe so?)
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J C. • Level 1
The explanations are very comprehensive compared to those of other providers. The simulation of Prometric’s interface is also very helpful to create a good test environment.
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Jake S. • Level 1
Great! Keep up the good work. I appreciate the detailed explanations provided after answering the questions. Once the free trial is over, I plan to purchase it for level 2.
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Aset B. • Level 1
I really like Qbank tests, ex[lanations save tons of time, hope I could you find yearly to prepare well, Hope the test are similar with real test. Thank you!
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Sarah H. • Level 2
Great explanations, the charts/diagrams are really helpful. I wish there were pre-made flashcards with all of the charts that are in the explanations.
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May A. • Level 1
challenging-enough questions that are relevant to the exam with an explanation that is even better than the book’s explanation or internet’s. Good job!
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Nisarg M. • Level 1
Its really helpful. If there is a feedback necessary from my end i would only suggest that if you could add more questions it would be more helpful.
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Jan M. • Level 2
The best CFA question bank I’ve ever worked with. The answers are written in a way that helps to learn the key concepts required for the CFA exam.
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Anjum A. • Level 1
One of the best detailed Question bank I have come across. Hats off to people who have put in all of their efforts in writing these questions
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Travis K. • Level 2
Great practice! Feeling more and more confident each day with the rationales and ability to create flashcards. The quality is also top notch!
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Supitcha C. • Level 1
So excellence to prepare CFA exam with the shortest period, The answer explanations are easy to understand, and the program is easy to use
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Muhammad U. • Level 1
the emphasis on quantification of question is amazingly difficult, means good for preparation. Also, theoretical part is above par too.
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Nishant M. • Level 1
Great explanations for the solutions. Also really helpful that the incorrect answers have clarifications for why they are wrong.
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Johnson O. • Level 1
A very solid Platform for strong preparation which easily exposes hidden principles and make yiu want to go and read again
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Naomi E. • Level 1
The explanations are very thorough. I’ve used other providers, and they do not explain as clearly and concisely as UWorld.
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Alicia M. • Level 1
Question bank does contain a nice mix of easy, intermediate and challenging questions. Really helpful for the prep.
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Waste of time • Level 2
Tutored question banks were very effective. The mock exams were structured similarly to the actual exam, so it was good practice.
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Ritabrata D. • Level 1
I am very happy with the way the questions are presented on the screen, giving a very much exam like atmosphere.
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Ernest F. • Level 1
Questions are slightly harder than Questions asked on the exam; good for practice. Explanations are fantastic.
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VARUN N. • Level 1
Good questions and explained very well and summarized. Explains adequately why wrong answer choices are wrong.
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Fernando T. • Level 3
I like the difficulty level of the questions and the answer explanation which helps to reinforce the readings.
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Bouga B. • Level 1
It’s extremely helpful for checking your knowledge. Practicing the concepts and getting ready for the exam.
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Tyra N. • Level 1
amazing platform . it includes everything you need to fully prep for the exam and to watch your progress .
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Jason Y. • Level 1
I wish it can also set a percentage of each subject then make a bigger test instead of subject by subject.
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Colin L. • Level 1
I love this app. The ability to instantly convert Qbank answers to Flashcards and notes is invaluable.
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luiz f. • Level 1
Its so much better than anything I was using before. What a vallued contribution to my life. Thank you
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Thanh G. • Level 1
Such a good website that helps me with studying CFA, thank you so much guys. Keep up the good work!
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Gino H. • Level 1
The Q bank helped me to correclty review all my lessons on each part of the curriculum. Great tool
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deepak b. • Level 1
Loved the depth of questions as well as the explanations. Especially love the notebook feature.
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mohas m. • Level 1
I wish the enrollment price is lower, we are students and the exam it self cost a fortune 🙁
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Pret M. • Level 1
Very concise explanations but some areas I feel the calculation breakdowns can be improved.
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Louis C. • Level 1
Quite large Data Bank, nice explanation most of the time. Haven’t tried the mock exams yet.
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Samuel M. • Level 1
It explains topics deeply, and its a good addition to the q bank from the official material
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ROMANO R. • Level 1
Great explications when we do wrong. The level of the questions is close to the real exam.
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nadira d. • Level 1
Excellent experience! The best for QBank with very clear explanation! 1000% recommandation
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Ridham A. • Level 1
Great question Bank. Many concepts which are left can be lean from this question banks.
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Abhishek S. • Level 1
I just wanted to send you a quick message that I very much appreciated your QBank.
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Isah F. • Level 1
This Uworld question bank is very sufficient and the explanations are top notch.
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Hansol S. • Level 1
This expereince was hands down the best service I used (over MM and kaplan!)
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Sujan P. • Level 1
U world providing the elaborative reason has made me to obtain more concepts
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Anh N. • Level 1
The questions are challenging enough, and the explanation is very detailed.
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Anish A. • Level 1
Yes, really nice questions, they are really tricky and thank you for this
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Paulina C. • Level 1
This is a great plattform when you practice and learn at the same time.
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Sergio P. • Level 1
Clear and brief explanations. I made a good choice with Uworld Qbank.
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Kouadio Y. • Level 1
Good practice, ask more brain activities than CFA institute practice
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MING Y. • Level 1
Good practice and good system. Much better than CFA official system
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Tushar M. • Level 2
questions quality is extremely nice. its expensive but worth it :))
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SUCHITH C. • Level 1
Really love it. I am grateful to have come across UWorld Qbank!
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SUKHDEV M. • Level 1
the question bank clears the conceptual understanding of topics
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SUKHDEV M. • Level 1
the question bank clears the conceptual understanding of topics
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Sanad B. • Level 1
very informative explanations and inquisitive test questions.
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Luke P. • Level 1
Great questions which align well with CFAI text books / QBank
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Vishnu M. • Level 1
Its easy to use and very handful for revising the concepts.
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naman k. • Level 1
The course was very helpful in understanding the concepts.
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nani s. • Level 1
It could be nice if you provide more questions. Thank you
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Belen M. • Level 1
I love the answers and justifications for every question.
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Foram J. • Level 1
Could have been better with the quality of the questions.
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Almamy B. • Level 1
Excellent questions with extremely detailed explanations.
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Zlatan Y. • Level 1
Really detailed. A pain at first I guess, but 5 stars.
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Muthena A. • Level 2
So far so good. I love the problems and explanations.
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Abhishek S. • Level 1
I’m quite satisfied with questions difficulty level.
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Carlos C. • Level 1
Questions are difficult to prepare you for the exam
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