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How it works
From opening an account to exam day.
Six stages, in the order candidates actually work through them. Nothing here is automatic: the platform's job is to make what you have and have not covered visible, early enough to act on.
Two-day trial, no card required. Seven-day money-back guarantee on a first purchase.
What the trial includesTwo days
- Practice questions200from the full bank
- Assistant messages50grounded in the curriculum
- Mock exam½first half of one paper
- Interactive charts41no cap during the trial
- Card requiredNonothing is charged
Caps are lifted on any paid plan. A first purchase is refundable in full within seven days.
The sequence
§ 01Six stages, in order.
Working across all 10 Level I topics and 93 readings, with 2,800+ practice questions and 5 full mock exams behind them.
Open an account
Two days of access, no payment details required. Set your level and target exam window so the platform knows what it is planning around.
- No card required to start
- Set your target exam window
- Capped at 200 practice questions and 50 assistant messages
Work through the curriculum
Read a topic, then see the mechanics behind it. Every interactive chart is a working formula rather than a static diagram, so a concept can be moved rather than only read.
- Manipulate variables with sliders and inputs
- Live recalculation of curves and equilibria
- Plain-English explanation and exam tips beside each chart
Practise against the learning outcomes
Build a quiz from any combination of topics, subtopics and difficulty. Every question is written against a specific Learning Outcome Statement, so practice maps back to the curriculum.
- Filter by topic, subtopic and difficulty
- Filter by your own past performance
- Worked explanation and source reading on every answer
Find out what you have not covered
Accuracy is reported by topic and by difficulty band, drawn from your own attempts. Weaker topics are marked so revision time goes where it is worth most.
- Accuracy by topic and by difficulty band
- Weaker topics marked on the performance chart
- One record shared across every module
Sit a full mock under exam conditions
Each mock runs 180 questions over 4h 30m in two sessions of 2h 15m, matching the real exam's structure and topic weights.
- Timed, with the session break in the right place
- Score report broken down topic by topic
- Graded once, then repeatable as practice
Close the remaining gaps
Use the last stretch on what the analytics still flag: the formula sheet for recall, flashcards for retention, and the assistant for anything that is still not landing.
- 168 formulas with BA II Plus walkthroughs
- Spaced-repetition flashcards across every topic
- An assistant grounded in the curriculum, not the open web
What you are signing up to
§ 02Where the trial ends and a plan begins.
Stated here rather than discovered later. The trial is genuinely capped, and it is worth knowing the numbers before you start.
- During the two-day trial
- Every module is open, with caps: 200 practice questions, 50 assistant messages, and the first half of one mock exam. No card is required and nothing is charged.
- On a monthly or lifetime plan
- The caps come off. The full question bank, all mock exams end to end, unlimited assistant use, and every future Level I update.
- If you change your mind
- A first purchase is refundable in full within seven days, no questions asked. Monthly plans can be cancelled at any time from your own billing portal.
- What this does not replace
- The official CFA Program curriculum. Wall Street Uni is a companion to it: it organises, tests and measures your coverage of that material rather than substituting for it.
Full detail on refunds is in the refund policy, and the plan comparison is on the pricing page.
Begin your CFA® Level I preparation.
Two days of full access, no card required. If you continue and it is not right for you, the first seven days are refundable in full.
Wall Street Uni is an independent study platform and is not affiliated with, endorsed by, or sponsored by CFA Institute.