
FinQuiz
Founded in 2008, with uniform per-level pricing across L1, L2, and L3 — Stanley Notes, Battle-Ready Summaries, question bank, and full mock exams.
Provider Snapshot
At a Glance
Good Fit If You Want
- You want to test the platform before committing to a full package.
- You expect mobile or offline-friendly study access, not just desktop-only sessions.
- You want a practice-heavy study plan built around question volume
- You want condensed written notes you can revisit quickly
Things to Consider
- Lower-cost providers can be great value, but make sure the support depth matches what you need.
- This looks more self-directed than coach-led, so it may be a weaker fit if you want hands-on accountability.
- There is no clearly documented native mobile app in the current data, which matters if you rely on phone-first study.
Features & Details
- Curriculum Year Support
- 2026 and 2027 CFA Program Curriculum. All materials (Stanley Notes, Battle-Ready Summaries, Formula Sheets, Q-Bank, mock exams) are available for both the 2026 and 2027 exams across Levels I, II, and III; exam year is chosen at checkout. (Previously 2026-only; 2027 editions now live as of 2026-07.)
- Question Bank
- Question bank available for all three levels at $99/year per level (one-year access). Included in Premium ($339) and Practice Plus ($169) packages. Level II QBank focuses on item-set format.
- Video Lectures
- Free CFA Level I full course playlist on YouTube covering the complete Level I syllabus (all topic areas). Taught by CFA charterholders. No paid video component — videos are a free supplemental resource only. No Level II or Level III video courses found.
- Study Notes
- Stanley Notes™ — curriculum-mirrored PDF companion notes available for all three levels at $299 per level (standalone). Follows same Learning Module order and section names as the official CFA curriculum. Included in Premium package ($339). Also offers Battle-Ready Summaries™ (~200-page flow-chart PDFs, $247 per level).
- Mock Exams
- Six full mock exams per level ($129 standalone; included in Premium $339 and Practice Plus $169 packages). Plus one full-length mock free at every level with a free account (180 questions, two 90-question sessions, explanations, no purchase required). Paid mocks offer unlimited attempts. Level II mocks are item-set format.
- Live Classes
- No live classes offered. FinQuiz is a self-study materials provider focused on downloadable PDFs, QBank, and mock exams.
- Tutoring
- No 1-on-1 tutoring offered.
- Mobile App
- No native mobile app. Access to purchased materials is via web portal at app.finquiz.com (browser-based). Materials are downloadable PDFs, so offline access is available after download.
- Study Planner
- No automated study planner or scheduler offered.
- Analytics & Tracking
- No performance analytics dashboard. The QBank may offer basic question-level feedback but no dedicated analytics tracking system is advertised.
- Offline Access
- Yes — all study notes (Stanley Notes™), Battle-Ready Summaries™, and Formula Sheets are downloadable PDFs. Once downloaded, fully offline. QBank access requires internet (web-based).
- Free Trial
- Yes. A free FinQuiz account includes one full-length mock exam at every level (L1/L2/L3) - 180 questions in two 90-question sessions with answer explanations, no purchase required. Free sample PDFs are offered for every product ('try before you buy'), and the full CFA Level I video course is free on YouTube. No time-limited trial of the paid QBank/notes, but substantial free sample/mock access is available.
- Refund Policy
- No cash/money-back refund policy is published. However, FinQuiz prominently advertises a Pass Guarantee on every product: if you don't pass, you receive the updated next-edition materials (matched to your new exam window) free - email info@finquiz.com with order details and exam result. This is a free-repeat guarantee, not a monetary refund.
- Support Channels
- Email support (info@finquiz.com), toll-free phone (855-FINQUIZ / 855-346-7849), and international phone (+1 855-346-7849). No live chat found. Pre-sales: sales@finquiz.com.
- Pass Rate Claims
- No pass rate claims. FinQuiz relies on testimonials from named CFA charterholders rather than statistical pass rate figures.
- Instructor Info
- Materials are described as "built by charterholders." No named instructors are featured in the product offerings. The free YouTube video course is described as "taught by CFA charterholders" but instructors are not individually named in marketing.
Reviews
Passed Level I using FinQuiz notes as a supplement to CFAI material. The Battle-Ready Summaries are the real highlight — visual flow-chart PDFs that make last-week revision very manageable. Notes are well-aligned with the curriculum and cheap enough to be a no-brainer add-on. One warning: skip their mock exams. Reddit consensus is they're harder than the real thing and not representative. Used CFAI mocks instead. For notes alone, solid value — just treat the mocks as optional.
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