FinQuiz

Features & Details

Curriculum Year Support

2026 and 2027 CFA Program Curriculum for Levels I and II; Level III is offered for the 2027 exams only (both the February and August 2027 windows). Materials (Stanley Notes, Battle-Ready Summaries, Formula Sheets, Q-Bank, mock exams) are available for both the 2026 and 2027 exams at Levels I and II; exam year is chosen at checkout. (2027 editions live as of 2026-07; Level III 2026 no longer sold as of 2026-09-30.)

Question Bank

Question bank available for all three levels at $99 one-time per level (not an annual subscription — FinQuiz's own pricing pages advertise "no subscriptions"; the $99 covers a specific exam edition year, 2026 or 2027, chosen at checkout). 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

Limited. The top-tier Level I Premium Plus (Pass-Assist) package ($549) lists a 'Roadmap & study calendar', and the Level II Premium package lists a 'study plan'. No standalone automated adaptive planner; lower tiers and standalone products have none.

Analytics & Tracking

Yes — Practice Plus and Premium study packages explicitly include built-in progress tracking & analytics (per FinQuiz's own package feature lists on cfa-level-1-study-packages, verified 2026-08-24). The free Quant question bank includes result filters (unattempted/incorrect/bookmarked) but no dedicated dashboard; full analytics require a paid package.

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.