UWorld CFA
Mid
UWorld CFA focuses on condensed study notes, video-based instruction, and question-bank practice with a mid-tier package mix.
Study NotesVideo LecturesQuestion BankMock ExamsMobile App
Provider Snapshot
At a Glance
Good Fit If You Want
- You care who is actually teaching the material and want named instructors rather than an anonymous content library.
- You want to test the platform before committing to a full package.
- You want more structure, progress tracking, or guidance on what to study next.
- You expect mobile or offline-friendly study access, not just desktop-only sessions.
Things to Consider
- This looks more self-directed than coach-led, so it may be a weaker fit if you want hands-on accountability.
Features & Details
- Curriculum Year Support
- 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.
- Question Bank
- UWorld QBank features 2,800+ practice questions for L1 and 1,350+ for L2, 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.
- Video Lectures
- 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.
- Study Notes
- 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.
- Mock Exams
- 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). Exam-realistic format, separate from QBank questions.
- Live Classes
- 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.
- Tutoring
- 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.
- Mobile App
- UWorld provides a dedicated UWorld Finance mobile app for CFA prep, with official iOS and Android availability.
- Study Planner
- UWorld includes a dynamic study planner that adapts to exam date, progress, and performance.
- Analytics & Tracking
- Detailed performance tracking and analytics are part of the current UWorld CFA offering.
- Offline Access
- The UWorld Finance app supports offline lecture viewing and cross-device syncing.
- Free Trial
- UWorld offers a 7-day free trial with no credit card required.
- Refund Policy
- 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.
- Support Channels
- 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.
- Pass Rate Claims
- UWorld does not publish a specific CFA pass rate. Claims "9/10 customers recommend us" (testimonials page) and highlights "100% LOS-aligned" content. No CFA-specific pass rate data provided on the site.
- Instructor Info
- UWorld publicly names CFA instructors and specifically highlights Peter Olinto, CPA, JD, CFA, alongside its full-time CFA instructor team.
Reviews
4.0 / 5.0(1 reviews)
Insufficient data (<5 reviews)
P. Harrison
L1
2026
April 6, 2026
Studying for Level I while working full-time, I needed materials with strong mobile support. The UWorld app synced seamlessly and the study planner adapted when my schedule got chaotic. Video lectures are clear and thorough. The QBank is a bit easier than the real exam and mock exams are fewer than competitors. Overall a polished, flexible product.
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