Compare Providers

Select 2–4 providers to compare features, pricing, and policies side-by-side.

CFA Institute (Official Curriculum)
Official
IFT (Institute of Financial Training)
Mid
Mark Meldrum
Mid
UWorld CFA
Mid
Coverage
Levels Covered

Which CFA levels are supported

All three CFA levels (L1, L2, L3). 2026 curriculum. Packages available for each level separately.
Verified Jul 2026HIGH confidence
Covers L1, L2, and L3. UWorld CFA provides dedicated QBank, expert-led video lectures, study guides, and mock exams for all three levels. All content is 100% aligned with the 2026 CFA Institute LOS blueprints.
Verified Jul 2026HIGH confidence
L1, L2, L3 — Mark Meldrum offers CFA prep content for all three levels.
Verified Jul 2026HIGH confidence
All three CFA Program levels: Level I, Level II, and Level III
Verified Jul 2026HIGH confidence
Curriculum Year Support
2026 curriculum fully supported for all three levels. 2027 packages: Level I (Basic $299, Plus $489, Premium $775) and Level III (Basic $399, Plus $599, Premium $899 per pathway) are live for sale; Level II launches when exam registration opens (expected August 2026).
Verified Jul 2026HIGH confidence
2026 and 2027 CFA curriculum. All content aligned with CFA Institute LOS blueprints for the 2026 exam cycle. 2027 materials available for candidates sitting exams beginning February 2027; 2027 printed study guides shipping July 2026.
Verified Jul 2026HIGH confidence
2026 curriculum supported for L1, L2, and L3. L1 and L3 2027 curriculum also available (L2 2027 not yet listed on the subscriptions page as of 2026-07-03).
Verified Jul 2026HIGH confidence
2026 and 2027. CFA Institute IS the official curriculum body — content is always current. 2027 curriculum released May 26, 2026; applies to candidates sitting exams beginning February 2027. 2026 curriculum active for 2026 exam cycles.
Verified Jul 2026HIGH confidence
Content Types
Question Bank
Question banks available for L1, L2, and L3. Includes topic tests and reading-level practice questions. L1 standalone Q-bank: $139; L2 Q-bank and topic exams: $150; L3 standalone Q-bank: $150 (list $185). Included in Plus and Premium packages.
Verified Aug 2026HIGH confidence
UWorld QBank features 2,800+ practice questions for L1, 1,350+ for L2, and 900+ for L3 (including 375+ Constructed Response Questions for IPS & Essay Mastery), written by CFA charterholders at exam-level difficulty with detailed visual explanations. UWorld also sells dedicated CFA Flashcards for L1, L2, and L3 using SmartCards and ReadyDecks.
Verified Jul 2026HIGH confidence
Question bank available with thousands of exam-style practice questions.
Verified Jul 2026HIGH confidence
1,000+ practice questions in Learning Ecosystem; additional questions via optional Practice Pack add-on
Verified Jul 2026HIGH confidence
Video Lectures
Video lectures for all three CFA levels. L1: 90+ hours; L2: 110+ hours; L3: 100+ hours. Covers every LM in the curriculum using Active Learning methodology. Includes detailed lectures, summary lectures, examples, and Q&A videos.
Verified Jul 2026HIGH confidence
Expert-led video lectures taught by named CFA charterholders including Peter Olinto (JD, CFA, CPA), Ryan O'Connell (CFA, FRM), Darren Degraaf (CFA, CPA), and others. Bite-sized, LOS-focused format. Available for L1, L2, and L3.
Verified Jul 2026HIGH confidence
Video lectures delivered LOS-by-LOS following the CFAI curriculum. Includes reading videos, EOC question videos, and seminar videos for difficult concepts.
Verified Jul 2026HIGH confidence
No dedicated provider-style video lecture library is documented for the official CFA Learning Ecosystem. Public CFA Institute materials emphasize curriculum readings, practice questions, mock exams, flashcards, and planning tools instead.
Verified Jul 2026MED confidence
Study Notes
Comprehensive IFT Study Notes for L1, L2, and L3. Cover all LMs and learning outcomes, include worked examples. Available as standalone product or bundled in Plus/Premium packages. Free study notes also available for select topics.
Verified Jul 2026HIGH confidence
Concise study guides (digital eBook) included in all tiers; printed book set available in Elite Full Course. LOS-aligned, exam-critical material only. Available for L1, L2, and L3.
Verified Jul 2026HIGH confidence
PDF lecture notes and PDF formula sheet included in all packages.
Verified Jul 2026HIGH confidence
Official CFA Program curriculum readings included with registration via Learning Ecosystem
Verified Jul 2026HIGH confidence
Mock Exams
4 full mock exams available per level (L1, L2, L3). Sold standalone ($139 for L1, $150 for L2, $150 for L3 [list $185]) or included in Premium packages. Detailed solutions provided.
Verified Aug 2026HIGH confidence
Full-length mock exams: up to 5 for L1 (2 in Advanced Prep, 5 in Elite Full Course; 180 questions each), 1-3 for L2 (1 in Advanced, 3 in Elite; 88 questions each), 1-2 for L3 (1 in Advanced, 2 in Elite; 44 questions each, dual-session constructed-response + item-set format). Exam-realistic format, separate from QBank questions.
Verified Jul 2026HIGH confidence
Mock exams included (AM and PM versions). Online delivery with automatic grading and benchmark comparisons against other subscribers.
Verified Jul 2026HIGH confidence
2 official mock exams included free with enrollment (~60 days before exam window). Practice Pack add-on: L1 gets 5 additional mock exams + 1 Prometric simulated mock; L2 gets 3 additional mock exams.
Verified Jul 2026HIGH confidence
Live Classes
Live Online Classes via Zoom for all three levels. Full-course live classes (5-6 months, 2/week) and Crash Courses (final-month revision). L1 live: $695 (orig $749); L2 live: $775 (orig $845); L3 live: $875 (orig $975). Interactive, Q&A enabled.
Verified Jul 2026HIGH confidence
Live expert support available in Elite Full Course tier: ExpertConnect Live Q&A sessions (real-time expert answers), Expert MasterClass (on-demand topic sessions), and Accelerate BootCamp (intensive 2-day final review). All formats available for L1, L2, and L3.
Verified Jul 2026HIGH confidence
Live classes are offered only for L1 and L2 (Instructor-Led Online packages: 32 hours of interactive live sessions with expert CFA faculty, archived for on-demand viewing). L3 packages are Self-Study only — there is currently no Instructor-Led or live-class option for Level III.
Verified Aug 2026HIGH confidence
No live classes from CFA Institute directly. Candidates seeking live instruction are directed to approved third-party prep providers.
Verified Jul 2026HIGH confidence
Tutoring
Instructor Q&A available in Premium packages — candidates can ask questions answered by IFT instructors. No standalone 1-on-1 tutoring product listed on site.
Verified Jul 2026MED confidence
UWorld does not offer 1-on-1 human tutoring. UAsk AI is an AI-powered tutor assistant (not a human instructor). No human tutoring product found on the site.
Verified Jul 2026HIGH confidence
Tutoring/counselling hours available as a standalone paid add-on ($75/hour) at any level. L1 and L2 Instructor-Led Online packages additionally bundle 6 mentor hours ($450 value) plus unlimited instructor comments. L3 has no Instructor-Led package option, so L3 candidates access tutoring only via the $75/hour add-on, with standard (non-unlimited) instructor comments included in Self-Study.
Verified Jul 2026HIGH confidence
No individual tutoring offered by CFA Institute. Support via 24/7 technical support and community discussion boards in the Learning Ecosystem.
Verified Jul 2026HIGH confidence
Mobile App
IFT offers a native mobile app for CFA candidates with verified iOS App Store and Google Play listings.
Verified Jul 2026HIGH confidence
UWorld provides a dedicated UWorld Finance mobile app for CFA prep, with official iOS and Android availability.
Verified Jul 2026HIGH confidence
Mark Meldrum offers an app for offline video viewing on Android and iOS.
Verified Jul 2026HIGH confidence
Yes (Android). A dedicated "CFA Institute Learning" app is live on Google Play (com.cfainstitute.benchprep.companionapp), confirmed HTTP 200 on 2026-06-23. There is no current dedicated iOS App Store listing: the previously-referenced iOS app (id1556863750) is delisted across the US/GB/CA/AU/IN stores, and no official CFA Institute learning app is findable on the iOS App Store. iOS learners access the Learning Ecosystem via the web platform. App features: practice questions, mock exams, curriculum-based flashcards, study planner, progress tracker.
Verified Jul 2026HIGH confidence
Study Tools
Study Planner
IFT provides a study strategy guide and curriculum-aligned schedule guidance, but no automated adaptive study planner tool was found in product listings.
Verified Jul 2026MED confidence
UWorld includes a dynamic study planner that adapts to exam date, progress, and performance.
Verified Jul 2026HIGH confidence
Mark Meldrum includes a customizable study planner that builds a schedule around exam date, study start date, and weekly hours.
Verified Jul 2026HIGH confidence
Yes. Customizable study planner included: select study weeks, exclude topics, generates due dates with estimated reading times, calendar export option, email reminders available, and curriculum-based flashcards are included in the Learning Ecosystem/app study workflow.
Verified Jul 2026HIGH confidence
Performance Analytics
IFT references progress tracking, but no strong user-facing performance analytics dashboard is documented on current public pages.
Verified Jul 2026MED confidence
Detailed performance tracking and analytics are part of the current UWorld CFA offering.
Verified Jul 2026HIGH confidence
Performance stats and benchmark comparisons against other subscribers are documented on the public site.
Verified Jul 2026HIGH confidence
Yes. Progress Dashboard shows overall topic and module-level progress, practice question completion rates. Personalized activity recommendations based on performance.
Verified Jul 2026HIGH confidence
Offline Access
PDF notes and slides can be downloaded (tracked for refund compliance). Video content is online-only streaming; no offline video download mentioned.
Verified Jul 2026MED confidence
The UWorld Finance app supports offline lecture viewing and cross-device syncing.
Verified Jul 2026HIGH confidence
The Mark Meldrum app supports offline video viewing on Android and iOS for all levels. For L1 and L2, the Archive (an in-app reading-video library) remains accessible for up to three years after a package expires, per the Terms & Conditions. L3 is more restricted: candidates only retain Archive access while awaiting results for the current exam window — once results are released, ALL Archive access is removed unless the package is extended.
Verified Jul 2026HIGH confidence
Partial offline access exists through CFA Institute curriculum PDF/eBook materials, but full Learning Ecosystem workflows are not documented as fully offline-capable.
Verified Jul 2026MED confidence
Policies
Free Trial
Free trial available — no credit card required. Covers free videos, notes, and Q-bank samples for L1, L2, L3, and FRM. Separately, IFT offers a 7-day free trial to get comfortable with its paid products before purchase (per IFT's T&C). Sign up at ift.world/signup or ift.world/pass-cfa.
Verified Jul 2026HIGH confidence
UWorld offers a 7-day free trial with no credit card required.
Verified Jul 2026HIGH confidence
Free content is available with sign-up, and the homepage advertises a free preview with no credit card required.
Verified Jul 2026HIGH confidence
No free trial. Access to the Learning Ecosystem requires paid exam registration (from USD 1,140 per exam for L1/L2; from USD 1,240 per exam for L3 early registration). The one-time enrollment fee (~USD 350) was eliminated April 29, 2025 for exams from February 2026 onwards.
Verified Jul 2026HIGH confidence
Refund Policy
3-day money-back guarantee from purchase date. Conditions: refund request via email within 3 days; no more than 20% content viewed; no downloads beyond 5% of PDFs. Refund subject to 5% bank charge deduction. Study Notes/Formula Sheet standalone: no refund. Live Classes may have longer refund window.
Verified Jul 2026HIGH confidence
Case-by-case evaluation. Course/QBank refunds available within 1 week of activating, provided no more than 10% of course content used, minus 10% cancellation fee (minimum $10). Printed books refundable within 1 week of receipt. StudyPass provides access extension at no additional cost if exam not passed.
Verified Jul 2026HIGH confidence
No cash refunds — all content becomes available immediately upon purchase per the Terms & Conditions. Level 1 and Level 2 Instructor-Led packages include a “One Fee to Pass” guarantee (continue at no additional charge until you pass). All other packages require a one-time $100 USD extension fee to move to a different exam period.
Verified Jul 2026HIGH confidence
CFA Program registration is fully refundable only within 14 days of initial payment. After that, enrollment and registration fees are nonrefundable and non-transferable.
Verified Jul 2026HIGH confidence
Support Channels
Support via Freshdesk ticketing system (ift.freshdesk.com/support/home). Contact form available at ift.world/contact-us. Premium package holders get instructor Q&A. No live chat or phone support found.
Verified Jul 2026HIGH confidence
Customer support via email (support@uworld.com) and online contact form at uworld.com/contact_us.aspx. Business hours: Mon–Fri 9 AM–6 PM EST. Support categories: Technical, Billing/Sales, Media Relations, Content.
Verified Jul 2026HIGH confidence
Email (support@markmeldrum.com, Mon-Fri 8am-5pm EST), contact form, FAQ page, office hours (no sign-up required), Discord community (active subscribers), unlimited instructor comments (higher-tier packages).
Verified Jul 2026HIGH confidence
Help center at help.cfainstitute.org; 24/7 technical support via Learning Ecosystem; direct contact with CFA Program Staff via Canvas native Inbox.
Verified Jul 2026HIGH confidence
Pricing
Latest Pricing
$299
Basic Package 2027 L1one-time

As of Jul 10, 2026

$599 per pathway
Plus Package 2027 L3 (per pathway)one-time

As of Jul 10, 2026

$399 per pathway
Basic Package 2027 L3 (per pathway)one-time

As of Jul 10, 2026

Level I 2026 Packages & Pricing Level II 2026 Packages & Pricing Level III 2026 Packages & Pricing Level I 2027 Packages & Pricing Level II 2027 Packages & Pricing Level III 2027 Packages & Pricing
$399
Core
L3
2026 Level 3 access

As of May 27, 2026

$399
Core
L2
2026 Level 2 access

As of May 27, 2026

$595 sale / $699 MSRP
Advanced
L2
2026 Level 2 access

As of May 27, 2026

Level 1 Course Pricing Level 2 Course Pricing Level 3 Course Pricing
$860 USD
Self-Study + Applied Analysis
L2
2026 Level 2 access, one-time

As of Jul 2, 2026

$590 USD
Self-Study
L3
2026 Level 3 access, one-time

As of Jul 2, 2026

$900 USD
Self-Study + Applied Asset Management
L3
2026 Level 3 access, one-time

As of Jul 2, 2026

Pricing & Subscriptions
USD 1,140 per exam (early registration). Learning Ecosystem access included. Practice Pack add-on available separately. One-time enrollment fee ELIMINATED as of April 29, 2025 (was USD 350).
Exam Registration (Early) — 2026 updated
L1
per exam

As of Jun 17, 2026

USD 1,590 per exam (standard registration). Total all-levels cost ranges from USD 3,420 (all early) to USD 4,520 (all standard) as of 2026.
Exam Registration (Standard) — 2026 updated
L3
per exam

As of Jun 17, 2026

USD 1,240 per exam (early registration). Learning Ecosystem access included. Note: L3 early fee is USD 100 higher than L1/L2 early fee.
Exam Registration (Early) — 2026 updated
L3
per exam

As of Jun 17, 2026

CFA Exam Dates & Fees

Data sourced from provider websites and verified by our team. Always confirm current pricing and features on the provider's site. Learn about our methodology.