Return to flip book view
Driving Excellence in Financial EducationPremium CFA Courseware for Universities and FirmsCFA® Message
Why UWorld?For over 20 years, we have helped millions of learners succeed on high-stakes exams. Our top-tier CFA® courseware is meticulously developed by finance experts to equip candidates with the real-world skills to excel in finance and drive your organization’s success.The CFA charter is globally recognized as a mark of excellence in finance.Drive high-level financial skills, strategic thinking, and decision-making.Students gain career-ready skills through real-world application.The CFA program emphasizes ethics as central to all investment decisions.Encourage a culture centered on growth, performance, and healthy ambition.Charterholders earn an average of $267K in total compensation across roles.Graduating top finance talent attracts more ambitious, high-achieving students.Increase profitability through skilled employees who improve client outcomes.90% of hiring managers prefer charterholders for executive positions.Retain top talent and reduce hiring costs by promoting from within.CFA Certification Training for UNIVERSITIESRECOGNITIONPERFORMANCEAPPLICATIONTALENTETHICSCULTUREPOTENTIALTRUSTREPUTATIONROIADVANTAGERETENTIONCFA Certification Training for FIRMSAttract top-tier candidates with aspirations for growth and excellence.Build cross-functional expertise for smoother, faster financial operations.It has many examples to practice for each topic, which helps to memorize the formulas.The UWorld QBank really is the best in the industry! Thank you, UWorld, for putting so much into this QBank!Questions that really make you scratch your head and think, along with explanations that reinforce and elaborate on fundamental concepts. Great content.The QBank is great, especially the ‘explanations’ section, which helps fill gaps in understanding.I love the notebook feature as well as the tutor function that comes with detailed explanations after each question. It helps fill gaps missed while reviewing the readings and videos.—Gustavo J. CFA Level 1—Meredith L. CFA Level 2—Hassan K. CFA Level 1—Stanislav S. CFA Level 1—Zurim G. CFA Level 223
Why UWorld?For over 20 years, we have helped millions of learners succeed on high-stakes exams. Our top-tier CFA® courseware is meticulously developed by finance experts to equip candidates with the real-world skills to excel in finance and drive your organization’s success.The CFA charter is globally recognized as a mark of excellence in finance.Drive high-level financial skills, strategic thinking, and decision-making.Students gain career-ready skills through real-world application.The CFA program emphasizes ethics as central to all investment decisions.Encourage a culture centered on growth, performance, and healthy ambition.Charterholders earn an average of $267K in total compensation across roles.Graduating top finance talent attracts more ambitious, high-achieving students.Increase profitability through skilled employees who improve client outcomes.90% of hiring managers prefer charterholders for executive positions.Retain top talent and reduce hiring costs by promoting from within.CFA Certification Training for UNIVERSITIESRECOGNITIONPERFORMANCEAPPLICATIONTALENTETHICSCULTUREPOTENTIALTRUSTREPUTATIONROIADVANTAGERETENTIONCFA Certification Training for FIRMSAttract top-tier candidates with aspirations for growth and excellence.Build cross-functional expertise for smoother, faster financial operations.It has many examples to practice for each topic, which helps to memorize the formulas.The UWorld QBank really is the best in the industry! Thank you, UWorld, for putting so much into this QBank!Questions that really make you scratch your head and think, along with explanations that reinforce and elaborate on fundamental concepts. Great content.The QBank is great, especially the ‘explanations’ section, which helps fill gaps in understanding.I love the notebook feature as well as the tutor function that comes with detailed explanations after each question. It helps fill gaps missed while reviewing the readings and videos.—Gustavo J. CFA Level 1—Meredith L. CFA Level 2—Hassan K. CFA Level 1—Stanislav S. CFA Level 1—Zurim G. CFA Level 223
Skills-Based CFA Content...Discover eective strategies to seamlessly integrate CFA® content into your curriculum, enhancing the learning experience and developing globally recognized, career-ready finance skills.Delivered on Your TermsExplore flexible strategies to deliver skills-based CFA content on your terms, ensuring alignment with your program’s unique goals and learners’ needs.SELF-STUDYEmpower learners with the freedom of self-paced study.SUPPORTEDMonitor student progress with real-time performance tracking.GUIDEDGain full control over content, assignments, and tracking.Oversight RequiredPassive Active ProactiveQuestion BankMock ExamsExpert LecturesStudy GuideDigital ToolsStudy PlannerProgress InsightsPerformance DashboardImmediate FeedbackLMS Integration*Starting Fall 2025Customizable and Ready-Made AssignmentsTailored Options To Integrate ContentBENEFITS to Your OrganizationEmpower learners with proven certification training that builds globally recognized, career-ready skills for excelling at the highest levels of finance.Professional Development Based on Top-Tier CertificationsDeliver high-quality materials seamlessly from a catalog of finance courses, such as Corporate Finance and Economics.Integrate CFA Topics into Broader ProgramsCreate assignments quickly with lecture videos, test bank questions, and quizzes that translate key topics into real-world skills.Deliver Supplemental, Career-Driven ResourcesQuickly spot group weaknesses and empower learners to self-identify knowledge gaps with advanced reporting and analytics.Accelerate Skills Development with DataWe oer a range of pricing solutions, from preferred partner rates for individual learners to institutional billing, and will work with you to find the option that best meets your institution’s needs.45Driving Excellence in Education
Skills-Based CFA Content...Discover eective strategies to seamlessly integrate CFA® content into your curriculum, enhancing the learning experience and developing globally recognized, career-ready finance skills.Delivered on Your TermsExplore flexible strategies to deliver skills-based CFA content on your terms, ensuring alignment with your program’s unique goals and learners’ needs.SELF-STUDYEmpower learners with the freedom of self-paced study.SUPPORTEDMonitor student progress with real-time performance tracking.GUIDEDGain full control over content, assignments, and tracking.Oversight RequiredPassive Active ProactiveQuestion BankMock ExamsExpert LecturesStudy GuideDigital ToolsStudy PlannerProgress InsightsPerformance DashboardImmediate FeedbackLMS Integration*Starting Fall 2025Customizable and Ready-Made AssignmentsTailored Options To Integrate ContentBENEFITS to Your OrganizationEmpower learners with proven certification training that builds globally recognized, career-ready skills for excelling at the highest levels of finance.Professional Development Based on Top-Tier CertificationsDeliver high-quality materials seamlessly from a catalog of finance courses, such as Corporate Finance and Economics.Integrate CFA Topics into Broader ProgramsCreate assignments quickly with lecture videos, test bank questions, and quizzes that translate key topics into real-world skills.Deliver Supplemental, Career-Driven ResourcesQuickly spot group weaknesses and empower learners to self-identify knowledge gaps with advanced reporting and analytics.Accelerate Skills Development with DataWe oer a range of pricing solutions, from preferred partner rates for individual learners to institutional billing, and will work with you to find the option that best meets your institution’s needs.45Driving Excellence in Education
Seamlessly Provide Career-Driven AssignmentsCreate tailored or ready-made assignments with ease. Instantly track progress and performance at both individual and group levels.Precisely modeled on the CFA Exam blueprint, continuously updated to meet CFAI standards.Questions and answer explanations rigorously crafted by our finance experts through a 17-step quality process.Flexible Assignment Tools with Real-Time InsightsExam-Aligned, High-Impact ContentIn-House Expertise and Quality AssuranceQUESTION TOPIC TOPIC BLUEPRINT OBJECTIVE QUESTION TYPECorporate Issuers Cost of Capital Calculate a private company’s equity beta using pure-play methodConceptual with CalculationsCorporate Issuers Sample QuestionExam-Level Questions:Our in-house team of educators, subject- matter experts, and certified professionals develop each question and write every word of content.Stay on Track:Each question oers instant feedback to enhance test-taking endurance.Comparitive Analysis:Candidates can compare their answer choice with those of other UWorld users.The CFAI Blueprint:Our CFA questions mirror the latest CFA Institute learning outcome statements (LOS), covering all expected candidate knowledge.Key Takeaway:This section contains the most important concepts for candidates to remember.Insightful Answer Rationales:Comprehensive answer rationales explain the why behind the problem.Visual Learning:Charts, graphs, and images that significantly increase retention.Beyond Right and Wrong:Explanations clarify correct and incorrect choices for deeper comprehension.Deeper Knowledge:Hyperlinks provide images, explanations of terms, or more information that can be added to spaced repetition flashcards.QUESTIONANSWER67Driving Excellence in Education
Seamlessly Provide Career-Driven AssignmentsCreate tailored or ready-made assignments with ease. Instantly track progress and performance at both individual and group levels.Precisely modeled on the CFA Exam blueprint, continuously updated to meet CFAI standards.Questions and answer explanations rigorously crafted by our finance experts through a 17-step quality process.Flexible Assignment Tools with Real-Time InsightsExam-Aligned, High-Impact ContentIn-House Expertise and Quality AssuranceQUESTION TOPIC TOPIC BLUEPRINT OBJECTIVE QUESTION TYPECorporate Issuers Cost of Capital Calculate a private company’s equity beta using pure-play methodConceptual with CalculationsCorporate Issuers Sample QuestionExam-Level Questions:Our in-house team of educators, subject- matter experts, and certified professionals develop each question and write every word of content.Stay on Track:Each question oers instant feedback to enhance test-taking endurance.Comparitive Analysis:Candidates can compare their answer choice with those of other UWorld users.The CFAI Blueprint:Our CFA questions mirror the latest CFA Institute learning outcome statements (LOS), covering all expected candidate knowledge.Key Takeaway:This section contains the most important concepts for candidates to remember.Insightful Answer Rationales:Comprehensive answer rationales explain the why behind the problem.Visual Learning:Charts, graphs, and images that significantly increase retention.Beyond Right and Wrong:Explanations clarify correct and incorrect choices for deeper comprehension.Deeper Knowledge:Hyperlinks provide images, explanations of terms, or more information that can be added to spaced repetition flashcards.QUESTIONANSWER67Driving Excellence in Education
Simulate the Actual CFA ExamWhat if your learners could take the exam before they take the actual exam? Our mock exams get as close as possible to simulating CFA Exams by meticulously replicating every detail — interface, format, diculty, number of questions, time constraints, and topic weighting.Keep Your Organization on TrackEasily spot at-risk learners with an intuitive dashboard, monitor progress, and address group or individual weaknesses in real time to ensure success across your organization.GROUP ASSIGNMENTS Create and edit assignments, set due dates, track status, and get performance data by group or learner.GRADEBOOK Track learner progress through the term; view, modify, and export assignment level data.ROSTERKeep learner ID numbers and emails organized, check their last login, status of emails, and create groups.REPORTSGet quick performance overviews of individual learners or groups.Assess or reinforce key concepts across topics.CUMULATIVE REVIEWAssign quizzes that hone in on specific topics.TOPIC LEVEL QUIZZESIdentify patterns in knowledge gaps within groups.GROUP ASSESSMENT89Driving Excellence in Education
Simulate the Actual CFA ExamWhat if your learners could take the exam before they take the actual exam? Our mock exams get as close as possible to simulating CFA Exams by meticulously replicating every detail — interface, format, diculty, number of questions, time constraints, and topic weighting.Keep Your Organization on TrackEasily spot at-risk learners with an intuitive dashboard, monitor progress, and address group or individual weaknesses in real time to ensure success across your organization.GROUP ASSIGNMENTS Create and edit assignments, set due dates, track status, and get performance data by group or learner.GRADEBOOK Track learner progress through the term; view, modify, and export assignment level data.ROSTERKeep learner ID numbers and emails organized, check their last login, status of emails, and create groups.REPORTSGet quick performance overviews of individual learners or groups.Assess or reinforce key concepts across topics.CUMULATIVE REVIEWAssign quizzes that hone in on specific topics.TOPIC LEVEL QUIZZESIdentify patterns in knowledge gaps within groups.GROUP ASSESSMENT89Driving Excellence in Education
Provide a Suite of High-Quality, Self-Study ResourcesIn addition to an extensive bank of exam-level questions, video lectures, performance reports, and mock exams, learners receive resources to help them take ownership of their success.Cutting-edge learning tools, designed for maximum retention and eciency, include advanced spaced-repetition flashcards to reinforce key concepts and a versatile digital notebook.Comprehensive and streamlined study guides cover every CFAI Learning Outcome Statement, crafted by experienced charterholders and available in print and digital formats.The dynamic study planner provides a calendar-based blueprint of a learner’s study plan, featuring daily links that clearly outline what to study and for how long, helping learners visualize their progress.Engaging Lectures From Top InstructorsEach course oers 100+ hours of on-demand video lectures led by top instructors, including Peter Olinto and Ryan O’Connell. With decades of industry experience, they make concepts engaging and accessible through real-world stories, practical insights, and a touch of humor.Assign targeted lectures to provide additional support for challenging concepts.Encourage eective use of program tools with spaced-repetition flashcards and integrated note-taking.Targeted SeamlessEcientPeter has taught CPA and CFA review for 20+ years and helped 100,000+ CFA and CPA candidates succeed. His videos are used by 300+ universities worldwide.Peter Olinto CPA (inactive), JD, CFARyan is a seasoned financial modeler and educator with a passion for accessible financial education. He holds advanced degrees in Finance and Computer and Information Technology.Ryan O’Connell CFA, FRMProvide key information filtered into dense, bite-sized lectures on every subject.1011Driving Excellence in Education
Provide a Suite of High-Quality, Self-Study ResourcesIn addition to an extensive bank of exam-level questions, video lectures, performance reports, and mock exams, learners receive resources to help them take ownership of their success.Cutting-edge learning tools, designed for maximum retention and eciency, include advanced spaced-repetition flashcards to reinforce key concepts and a versatile digital notebook.Comprehensive and streamlined study guides cover every CFAI Learning Outcome Statement, crafted by experienced charterholders and available in print and digital formats.The dynamic study planner provides a calendar-based blueprint of a learner’s study plan, featuring daily links that clearly outline what to study and for how long, helping learners visualize their progress.Engaging Lectures From Top InstructorsEach course oers 100+ hours of on-demand video lectures led by top instructors, including Peter Olinto and Ryan O’Connell. With decades of industry experience, they make concepts engaging and accessible through real-world stories, practical insights, and a touch of humor.Assign targeted lectures to provide additional support for challenging concepts.Encourage eective use of program tools with spaced-repetition flashcards and integrated note-taking.Targeted SeamlessEcientPeter has taught CPA and CFA review for 20+ years and helped 100,000+ CFA and CPA candidates succeed. His videos are used by 300+ universities worldwide.Peter Olinto CPA (inactive), JD, CFARyan is a seasoned financial modeler and educator with a passion for accessible financial education. He holds advanced degrees in Finance and Computer and Information Technology.Ryan O’Connell CFA, FRMProvide key information filtered into dense, bite-sized lectures on every subject.1011Driving Excellence in Education
© 2025 UWorld, LLC. All rights reserved.CFA-B2B-COURSEWARE-0125Let Us Help You Get StartedWe’ll work with your organization to create a tailored training and support plan. Using a seamless, phased approach, we’ll prepare your team to deploy the program confidently and build a foundation for lasting success.PHASE ACTIVITY GENERAL DESCRIPTIONPREPARATIONPlanning and PreparationWork with stakeholders to create a customized implementation and training plan, including schedules, locations, and timelines. Assess system compatibility and coordinate with departments to finalize plans and set participation goals.ONBOARDING AND ENABLEMENTTraining and SupportDeliver orientation and training for leaders, administrators, and employees, in person or virtually, with follow-up resources in digital and LMS formats. Track progress and engagement to ensure successful implementation and support.TESTING AND FEEDBACKPilot Stage (Optional)Initial roll-out to select departments or teams to refine processes and gather feedback before full implementation.EXECUTION AND SUPPORTImplementation SupportSchedule regular meetings with university or firm teams to review plans, share updates, address issues, and plan next steps, supported by phone, email, and webinars from 8 a.m. to 5 p.m. CT.EVALUATION AND OPTIMIZATIONPerformance Review and ReportingGather user feedback to enhance resources and training while delivering detailed updates on usage, successes, and issues at the university or firm level, including department, instructor, and team insights.Learn more about our custom pricing solutions.Connect With A UWorld Representative Today.qrco.de/AccFinContact