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Bridge the Gap Between Academia and Career ReadinessAccounting and Finance Courses Mapped to Certification ExamsCPA | CMA® | CFA®

TABLE OF CONTENTSEducation Is in Our DNAHow UWorld grew from a medical student’s dorm-room passion project to a market leader in edtech with over 600 employees.3Beyond the Degree: Students Seek Professional DesignationsSee what the data say about what students want from academic institutions and get insights on how to provide it.5How to Bridge the Career-Readiness GapEnhance your curriculum with a comprehensive course catalog and read how UWorld helped one student pursue certification.7Get Students Thinking Like ProfessionalsMake career prospects feel achievable with task-based questions featuring in-depth rationales.9Create Customized, Career-Driven AssignmentsStudents learn dierently and at dierent paces. Learn how to customize assignments and administer based on need. 11Remediate with PrecisionHelp at-risk students by identifying them early with detailed insights on classes, cohorts, groups, and individuals.13Spend More Time EngagingGet more face-time with your students and encourage collaboration.15How a Major University Used UWorld to Get Students Career ReadyLearn how this university revamped its finance curriculum to position its graduates as contenders in the industry.17Story on Next Page >“Come back when you’re a doctor.”See the answeron page 10

TABLE OF CONTENTSEducation Is in Our DNAHow UWorld grew from a medical student’s dorm-room passion project to a market leader in edtech with over 600 employees.3Beyond the Degree: Students Seek Professional DesignationsSee what the data say about what students want from academic institutions and get insights on how to provide it.5How to Bridge the Career-Readiness GapEnhance your curriculum with a comprehensive course catalog and read how UWorld helped one student pursue certification.7Get Students Thinking Like ProfessionalsMake career prospects feel achievable with task-based questions featuring in-depth rationales.9Create Customized, Career-Driven AssignmentsStudents learn dierently and at dierent paces. Learn how to customize assignments and administer based on need. 11Remediate with PrecisionHelp at-risk students by identifying them early with detailed insights on classes, cohorts, groups, and individuals.13Spend More Time EngagingGet more face-time with your students and encourage collaboration.15How a Major University Used UWorld to Get Students Career ReadyLearn how this university revamped its finance curriculum to position its graduates as contenders in the industry.17Story on Next Page >“Come back when you’re a doctor.”See the answeron page 10

42012–2013201620182023Wiley Ecient Learning acquired, adding CMA.Peter Olinto joins the UWorld team20222021Family Nurse Practitioner & AP® prep products launched2020CFA Level 1 & Multistate Bar Exam (MBE®) products launchedThemis Bar Review acquiredMCAT® product launchedCFA Level 2 product launchedRoger CPA Review acquired, adding CPA and accounting productsRoger Philipp joins the UWorld teamDr. Chandra creates his first medical test prep questions in his dorm room20032005First questions are published online and USMLE World is formed (later renamed UWorld)In the late 90s, a young medical student working through his postgraduate study was confronted with a problem—low-quality but expensive test prep materials. Having studied the learning pyramid, he knew that there were more eective ways to understand and retain complex information—active practice and teaching others. His idea was simple:“If practice questions felt like the actual exam, then the real thing would feel as easy as practice.”He began writing case-based learning questions for the U.S. Medical Licensing Exam® in his dorm room while maintaining a full residency schedule. With slow and steady progress, he created a 200-page review and study guide and decided to publish it.The publishers’ reply? “Come back when you’re a doctor.”Instead, he and his wife typed everything up on the early internet and, with the help of his brother and his dorm mate, created a website to oer the materials for a small fee.It took o. What had begun as Dr. Chandra Pemmasani’s passion project became USMLE World (later renamed UWorld).Dr. Pemmasani, his brother, and his former dorm mate still run the company, and while its scope and size have developed, the idea behind it has remained the same:“Superior exam scores are a natural byproduct of exam-like practice.”Today, UWorld is an industry leader in medical, nursing, pharmacy, premed, legal, and of course, accounting and finance certifications. But this isn’t just about high-stakes exams; it’s also about getting students ready for their careers. That’s why we work with higher education programs around the world to close the widening skills gap between classroom and career.OUR STORY3 600+ EMPLOYEES and Growing RapidlyQUALITY OBSESSED Team of Accounting and Finance ExpertsOver 20 YEARS Helping3 MILLION+ STUDENTSPass High-Stakes Exams From Dorm to Doctorto the UWorld DierenceThe UWorld DierenceAmerican Board of Internal Medicine (ABIM®) & American Board of Family Medicine (ABFM) products launchedEDUCATIONIs in OurDNA

42012–2013201620182023Wiley Ecient Learning acquired, adding CMA.Peter Olinto joins the UWorld team20222021Family Nurse Practitioner & AP® prep products launched2020CFA Level 1 & Multistate Bar Exam (MBE®) products launchedThemis Bar Review acquiredMCAT® product launchedCFA Level 2 product launchedRoger CPA Review acquired, adding CPA and accounting productsRoger Philipp joins the UWorld teamDr. Chandra creates his first medical test prep questions in his dorm room20032005First questions are published online and USMLE World is formed (later renamed UWorld)In the late 90s, a young medical student working through his postgraduate study was confronted with a problem—low-quality but expensive test prep materials. Having studied the learning pyramid, he knew that there were more eective ways to understand and retain complex information—active practice and teaching others. His idea was simple:“If practice questions felt like the actual exam, then the real thing would feel as easy as practice.”He began writing case-based learning questions for the U.S. Medical Licensing Exam® in his dorm room while maintaining a full residency schedule. With slow and steady progress, he created a 200-page review and study guide and decided to publish it.The publishers’ reply? “Come back when you’re a doctor.”Instead, he and his wife typed everything up on the early internet and, with the help of his brother and his dorm mate, created a website to oer the materials for a small fee.It took o. What had begun as Dr. Chandra Pemmasani’s passion project became USMLE World (later renamed UWorld).Dr. Pemmasani, his brother, and his former dorm mate still run the company, and while its scope and size have developed, the idea behind it has remained the same:“Superior exam scores are a natural byproduct of exam-like practice.”Today, UWorld is an industry leader in medical, nursing, pharmacy, premed, legal, and of course, accounting and finance certifications. But this isn’t just about high-stakes exams; it’s also about getting students ready for their careers. That’s why we work with higher education programs around the world to close the widening skills gap between classroom and career.OUR STORY3 600+ EMPLOYEES and Growing RapidlyQUALITY OBSESSED Team of Accounting and Finance ExpertsOver 20 YEARS Helping3 MILLION+ STUDENTSPass High-Stakes Exams From Dorm to Doctorto the UWorld DierenceThe UWorld DierenceAmerican Board of Internal Medicine (ABIM®) & American Board of Family Medicine (ABFM) products launchedEDUCATIONIs in OurDNA

Beyond the DegreeSTUDENTS SEEK PROFESSIONAL DESIGNATIONSWe’re here to enhance your curriculum, not replace it. Seamlessly integrate exam review materials into your class, fill gaps, pick and choose topics as needed, and add an extra layer of career-centered context.Industry Recognition We cater to highly respected designations that increase employment opportunities.University Reputation Graduates’ success enhances university prestige, which opens doors for students.Practical Application Students develop skills and knowledge through real-world application.Competitive Advantage Students gain an edge in the job market if they’re on the path to licensure or certification.Higher Earning Potential Professionals with these designations often command higher salaries.Ethical Standards Each designation emphasizes high ethical standards, which align with universities’ goals.A Catalog of Courses Aligned with Your CurriculumProvide a Clear Path to Success with UWorld93% believe that upskillingor acquiring certifications are importantFinance degrees ranked #1 when it comes to confidence in career prospectsSources: CFA Institute Global Graduate Outlook Survey 2023, AICPA 2019 Accounting Graduates Supply and Demand ReportAccounting degrees have fallen 7% for undergraduates and 11% for master’s since 201572% believe that certifications will help them secure higher salaries62% say that a “good salary” is what’s most important in an employer69% believe that certifications will have a significant impact on their job opportunities93%72%62%69%2021 2023FINANCE24%15%EDUCATIONSALES, MEDIA, MKTGIT & TELECOMSThe data show that students expect more than just a degree; they want to secure high-paying, fulfilling careers in their desired field. And they believe that finance and accounting degrees and certificates will empower them to do so.“If I didn’t have UWorld study materials, I definitely would not have pursued a CPA.”An extensive collection of test bank questions covering foundational conceptsEngaging video lessons presented by leading accounting and finance instructorsDetailed analytics with insights on student, group, and class performanceCourses Include:5Story on Next Page >

Beyond the DegreeSTUDENTS SEEK PROFESSIONAL DESIGNATIONSWe’re here to enhance your curriculum, not replace it. Seamlessly integrate exam review materials into your class, fill gaps, pick and choose topics as needed, and add an extra layer of career-centered context.Industry Recognition We cater to highly respected designations that increase employment opportunities.University Reputation Graduates’ success enhances university prestige, which opens doors for students.Practical Application Students develop skills and knowledge through real-world application.Competitive Advantage Students gain an edge in the job market if they’re on the path to licensure or certification.Higher Earning Potential Professionals with these designations often command higher salaries.Ethical Standards Each designation emphasizes high ethical standards, which align with universities’ goals.A Catalog of Courses Aligned with Your CurriculumProvide a Clear Path to Success with UWorld93% believe that upskillingor acquiring certifications are importantFinance degrees ranked #1 when it comes to confidence in career prospectsSources: CFA Institute Global Graduate Outlook Survey 2023, AICPA 2019 Accounting Graduates Supply and Demand ReportAccounting degrees have fallen 7% for undergraduates and 11% for master’s since 201572% believe that certifications will help them secure higher salaries62% say that a “good salary” is what’s most important in an employer69% believe that certifications will have a significant impact on their job opportunities93%72%62%69%2021 2023FINANCE24%15%EDUCATIONSALES, MEDIA, MKTGIT & TELECOMSThe data show that students expect more than just a degree; they want to secure high-paying, fulfilling careers in their desired field. And they believe that finance and accounting degrees and certificates will empower them to do so.“If I didn’t have UWorld study materials, I definitely would not have pursued a CPA.”An extensive collection of test bank questions covering foundational conceptsEngaging video lessons presented by leading accounting and finance instructorsDetailed analytics with insights on student, group, and class performanceCourses Include:5Story on Next Page >

For many students, the pathway to a fulfilling career isn’t clear. Oering a blueprint for post-grad success is key to attracting and retaining top students. Read how UWorld set one student on his path to becoming a CPA.Self-StudyInstructor-Led7 8Bridging the Career-Readiness GapCombine Self-Study with Instructor GuidanceAs CPA licensure can increase qualified professionals’ salaries by up to 15%*, a lack of preparedness for certification upon graduation could directly impact a new graduate’s earning potential.“It makes sense that if we’re going to become a CPA, then we should start studying for the exam as early as possible.”Taking Charge of the JourneyUsing UWorld to supplement his undergraduate textbooks, Michael Rziha passed all four sections of the CPA Exam within just 7 months of graduating.When Michael received access to UWorld CPA Exam Review to use alongside his university coursework, he initially felt that it was simply nice to have. However, it soon became an essential part of his studies.“I transitioned hard into using my UWorld materials. Once I did that, the class really turned around.”A Seamless Supplement for SuccessWhen his professor covered dicult topics in class, Michael turned to UWorld for supplemental practice questions and videos to add context to lectures.“If you’re confused, you can go watch a video in the UWorld prep material—and it has specific practice questions for each of [the sections].”Michael also benefited from the integration of UWorld content into his university’s Learning Management System (LMS).“It’s easy to use since students have access to everything in one place.”The Importance of Starting EarlyStudies show that the sooner learners take their exams, the better they perform. In contrast, unconfident students often delay their exam, negatively impacting their odds of success. Michael’s story serves as a perfect anecdote for this statistic. CASE STUDYOPTION 1 OPTION 2“If I didn’t have UWorld study materials, I definitely would not have pursued a CPA.”AssignCustomize assignments based on individual or cohort knowledge gaps and have students watch topic-relevant lectures from top instructors at home.TeachFlip the classroom. Students come to class ready to engage. Have groups discuss Qbank questions and key subjects in detail, then walk through answer rationales as a class.MeasureAssign quizzes targeted by subject, topic, or question topic, proctor mock exams, and use detailed performance reports to remediate accordingly.StudyWatch lectures from top instructors, read study guides that distill every concept necessary to pass, and review with customizable spaced-repetition flashcards.ApplyPractice with routinely updated questions featuring in-depth explanations, then assess yourself with mock exams aligned to the exam blueprint.MeasureSelf-identify knowledge gaps by topic with detailed performance reports, then plan your studies accordingly to turn weaknesses into strengths.*AICPA 2023 Salary and Benefit SurveyTeach, assign, measure, repeat—this instructor-led feedback loop, combined with self-study, increases cohort performance with every iteration.

For many students, the pathway to a fulfilling career isn’t clear. Oering a blueprint for post-grad success is key to attracting and retaining top students. Read how UWorld set one student on his path to becoming a CPA.Self-StudyInstructor-Led7 8Bridging the Career-Readiness GapCombine Self-Study with Instructor GuidanceAs CPA licensure can increase qualified professionals’ salaries by up to 15%*, a lack of preparedness for certification upon graduation could directly impact a new graduate’s earning potential.“It makes sense that if we’re going to become a CPA, then we should start studying for the exam as early as possible.”Taking Charge of the JourneyUsing UWorld to supplement his undergraduate textbooks, Michael Rziha passed all four sections of the CPA Exam within just 7 months of graduating.When Michael received access to UWorld CPA Exam Review to use alongside his university coursework, he initially felt that it was simply nice to have. However, it soon became an essential part of his studies.“I transitioned hard into using my UWorld materials. Once I did that, the class really turned around.”A Seamless Supplement for SuccessWhen his professor covered dicult topics in class, Michael turned to UWorld for supplemental practice questions and videos to add context to lectures.“If you’re confused, you can go watch a video in the UWorld prep material—and it has specific practice questions for each of [the sections].”Michael also benefited from the integration of UWorld content into his university’s Learning Management System (LMS).“It’s easy to use since students have access to everything in one place.”The Importance of Starting EarlyStudies show that the sooner learners take their exams, the better they perform. In contrast, unconfident students often delay their exam, negatively impacting their odds of success. Michael’s story serves as a perfect anecdote for this statistic. CASE STUDYOPTION 1 OPTION 2“If I didn’t have UWorld study materials, I definitely would not have pursued a CPA.”AssignCustomize assignments based on individual or cohort knowledge gaps and have students watch topic-relevant lectures from top instructors at home.TeachFlip the classroom. Students come to class ready to engage. Have groups discuss Qbank questions and key subjects in detail, then walk through answer rationales as a class.MeasureAssign quizzes targeted by subject, topic, or question topic, proctor mock exams, and use detailed performance reports to remediate accordingly.StudyWatch lectures from top instructors, read study guides that distill every concept necessary to pass, and review with customizable spaced-repetition flashcards.ApplyPractice with routinely updated questions featuring in-depth explanations, then assess yourself with mock exams aligned to the exam blueprint.MeasureSelf-identify knowledge gaps by topic with detailed performance reports, then plan your studies accordingly to turn weaknesses into strengths.*AICPA 2023 Salary and Benefit SurveyTeach, assign, measure, repeat—this instructor-led feedback loop, combined with self-study, increases cohort performance with every iteration.

Answer and ExplanationGet Students Thinking Like ProfessionalsExample Question: CFA® Level IPrepare students for their careers with routinely updated questions aligned to high-stakes exams that emphasize the real-world application of what they learn in class. Then guide them through the thought process of a professional with detailed rationales for each answer choice.—Marina Messina Department of Accounting and Finance at the Collat School of Business“They are hearing about the exam and think it’s something they have to take, but don’t understand what it really entails,” Messina says, “I give them access so they can get their feet wet and understand that it’s an option for them.”10Charts, graphs, and images that significantly increase retention (according to research*).Hyperlinks provide images, explanations of terms, or more information that students can add to spaced-repetition flashcards.Our in-house team of educators, subject-matter experts, and certified professionals develop each question and write every word of content.*Dale E. 1969. Cone of Experience, in Educational Media: Theory into Practice“After 3 days subjects retained 45-55% more visual information than written or verbal information.”In-depth explanations for each answer choice guide your students through a professional’s rationale.

Answer and ExplanationGet Students Thinking Like ProfessionalsExample Question: CFA® Level IPrepare students for their careers with routinely updated questions aligned to high-stakes exams that emphasize the real-world application of what they learn in class. Then guide them through the thought process of a professional with detailed rationales for each answer choice.—Marina Messina Department of Accounting and Finance at the Collat School of Business“They are hearing about the exam and think it’s something they have to take, but don’t understand what it really entails,” Messina says, “I give them access so they can get their feet wet and understand that it’s an option for them.”10Charts, graphs, and images that significantly increase retention (according to research*).Hyperlinks provide images, explanations of terms, or more information that students can add to spaced-repetition flashcards.Our in-house team of educators, subject-matter experts, and certified professionals develop each question and write every word of content.*Dale E. 1969. Cone of Experience, in Educational Media: Theory into Practice“After 3 days subjects retained 45-55% more visual information than written or verbal information.”In-depth explanations for each answer choice guide your students through a professional’s rationale.

CREATE CUSTOMIZEDCareer-Driven Assignments12CREATECALIBRATEASSIGNTRACKtopic-specific assignments with our quizzes, videos, and text, and customize with your content.the diculty level and set a due date or time limit.to a single student, a defined group, or the entire class.student progress to ensure they are on task.performance, identify student and cohort weakness, and remediate accordingly.Quickly build assignments based on the topics you teach. Incorporate lecture videos, test bank questions, and customized quizzes. Distribute based on need and spend more time on what’s important.11ANALYZEVideo lectures from leading industry experts like Peter Olinto and Roger Philipp.Cutting-edge learning tools like spaced-repetition flashcards and a digital notebook.Manage your classes & monitor student progress from aneasy-to-use dashboard.Your All-in-One Learning Platform

CREATE CUSTOMIZEDCareer-Driven Assignments12CREATECALIBRATEASSIGNTRACKtopic-specific assignments with our quizzes, videos, and text, and customize with your content.the diculty level and set a due date or time limit.to a single student, a defined group, or the entire class.student progress to ensure they are on task.performance, identify student and cohort weakness, and remediate accordingly.Quickly build assignments based on the topics you teach. Incorporate lecture videos, test bank questions, and customized quizzes. Distribute based on need and spend more time on what’s important.11ANALYZEVideo lectures from leading industry experts like Peter Olinto and Roger Philipp.Cutting-edge learning tools like spaced-repetition flashcards and a digital notebook.Manage your classes & monitor student progress from aneasy-to-use dashboard.Your All-in-One Learning Platform

Review Student Performance1413Use Data to Remediate with PrecisionEarly-identification of at-risk students is key to increasing graduation rates. Create quizzes and assignments from a full library of exam-level questions and insert them into your course with one click. Get a visual overview of cohort weaknesses and easily identify students who are falling behind so you can correct course immediately.CLASS ASSIGNMENTS Create and edit assignments, set due dates, track status, and get performance data by class or student.GRADEBOOK Track student progress through the term; view, modify, and export assignment level data.ROSTERKeep student ID numbers and emails organized, check their last login, status of emails, and create groups.REPORTSGet quick performance overviews of individual students, groups, or cohorts.Create Targeted Quizzes and Assignments

Review Student Performance1413Use Data to Remediate with PrecisionEarly-identification of at-risk students is key to increasing graduation rates. Create quizzes and assignments from a full library of exam-level questions and insert them into your course with one click. Get a visual overview of cohort weaknesses and easily identify students who are falling behind so you can correct course immediately.CLASS ASSIGNMENTS Create and edit assignments, set due dates, track status, and get performance data by class or student.GRADEBOOK Track student progress through the term; view, modify, and export assignment level data.ROSTERKeep student ID numbers and emails organized, check their last login, status of emails, and create groups.REPORTSGet quick performance overviews of individual students, groups, or cohorts.Create Targeted Quizzes and Assignments

Spend More Time Engaging15Studies have shown that fostering student engagement is an eective strategy for mitigating student attrition. By assigning students lectures to watch at home, they can come to class prepared for interactive exercises, group work, and discussion, while getting more face-time with their instructors.“Australian Universities’ Review” Improving Student Retention in Higher Education

Spend More Time Engaging15Studies have shown that fostering student engagement is an eective strategy for mitigating student attrition. By assigning students lectures to watch at home, they can come to class prepared for interactive exercises, group work, and discussion, while getting more face-time with their instructors.“Australian Universities’ Review” Improving Student Retention in Higher Education

CASE STUDYA Major University Gets Finance Students Career-Ready We’re with You Every Step of the WayTheir finance program initiated a promising transformation, equipping students with career-ready knowledge, skills, and experience to graduate primed for success in a competitive industry.17Learn more about our custom pricing solutions.Our dedicated onboarding team will work directly with you to ensure that you’re up and running in time for class.We provide institutional discounts to companies and universities worldwide. Let’s develop a plan that works for you and your institution.Connect with aUWorld Representative TodayCHALLENGE SOLUTION OUTCOMEStudents lacked practical proficiency with essential financial tools.Provided students access to on campus Bloomberg Terminals.Students demonstrated increased proficiency in using financial tools.Students gained invaluable real-world experience and networking opportunities.Students lacked exposure to real-world experience at finance firms.Curriculum gaps hindered students from pursuing finance certifications.Students were prepared to take Level 1 while still in college.qrco.de/AccFinEmpowered students to proactively oversee an investment portfolio on behalf of the University.Students lacked practical trading experience.Students acquired practical trading experience and achieved real-world results.Secured summer internship opportunities for students.Developed an electivecourse aligned with the CFA Level 1 exam, supplemented by UWorld.Degree specializations didn’t stand out in the industry.Introduced a comprehensive 5-year graduate program in Investment Management.Finance degree specializations became more distinctive in the industry.

CASE STUDYA Major University Gets Finance Students Career-Ready We’re with You Every Step of the WayTheir finance program initiated a promising transformation, equipping students with career-ready knowledge, skills, and experience to graduate primed for success in a competitive industry.17Learn more about our custom pricing solutions.Our dedicated onboarding team will work directly with you to ensure that you’re up and running in time for class.We provide institutional discounts to companies and universities worldwide. Let’s develop a plan that works for you and your institution.Connect with aUWorld Representative TodayCHALLENGE SOLUTION OUTCOMEStudents lacked practical proficiency with essential financial tools.Provided students access to on campus Bloomberg Terminals.Students demonstrated increased proficiency in using financial tools.Students gained invaluable real-world experience and networking opportunities.Students lacked exposure to real-world experience at finance firms.Curriculum gaps hindered students from pursuing finance certifications.Students were prepared to take Level 1 while still in college.qrco.de/AccFinEmpowered students to proactively oversee an investment portfolio on behalf of the University.Students lacked practical trading experience.Students acquired practical trading experience and achieved real-world results.Secured summer internship opportunities for students.Developed an electivecourse aligned with the CFA Level 1 exam, supplemented by UWorld.Degree specializations didn’t stand out in the industry.Introduced a comprehensive 5-year graduate program in Investment Management.Finance degree specializations became more distinctive in the industry.

qrco.de/AccFinOnly for the Hardest Exams on the PlanetConnect with a UWorld Representative Today.© 2025 UWorld, LLC. All rights reserved.ACC-FIN-UNIV-0225