Pricing
Every paid plan opens the whole platform: 2,800+ practice questions, 5 full mock exams, 41 interactive charts and an AI tutor with no message cap. Start on the free plan, then pay monthly or once.
Retake coveredEvery retake covered: the next exam window is automatically included with Lifetime and Lifetime+.
Free plan: no card, no time limit. 7-day full refund on a first purchase, no questions asked. Prices in US dollars.
On Monthly, access runs for as long as the subscription does.
Plans and prices
§ 01The platform is the same on every paid plan. What changes is how long you hold it, and whether time with a person is included.
Pick your CFA® exam target.
Tells us which curriculum and which exam window you’re preparing for. You can change this anytime.
$120per month
Billed monthly. Cancel any time from your account.
Includes
Twelve months cost $1,440.
$400once
Less than 4 months of Monthly. Nothing renews.
With code WSU20: $320 until 22 Oct.
Includes
One payment, no renewal.
$550once
Lifetime, with one-to-one time added.
Everything in Lifetime, plus
Consultations are booked after purchase.
What it costs, compared
Monthly for a year
$1,440
12 × $120
Lifetime
$400
once, every retake covered
A full prep course
$1,000 to $1,500
typical price elsewhere
No card, no time limit.
Payment is taken on Stripe’s hosted checkout; we never see your card number. 7-day full refund on a first purchase, no questions asked. Prices in US dollars.
What you are paying for
§ 02In the order candidates ask about them.
Your access is not tied to an exam window. If a sitting does not go your way, move your exam plan to the next window and keep going with the same account, progress and analytics. There is nothing more to buy.
The WSU Assistant explains concepts, works through problems step by step and gives hints inside a quiz. It answers from the curriculum rather than the open web. The free plan includes 50 messages.
41
Each chart is a working formula: move a slider and the curve recalculates, with annotations, common mistakes and exam tips alongside.
43
Correct answers earn XP and move you up a level, a daily streak rewards steady study, and a public leaderboard shows how you compare.
143
Enter values and the result recalculates, with its substitution steps, the BA II Plus keystrokes and the common exam traps. Focus mode puts one formula on screen at a time.
Weak areas are detected from your own answers, mastery is tracked topic by topic, a learning curve shows progress over time, and mock reports show your pacing section by section.
A direct line to a person for questions about your preparation: planning, pacing and what to focus on next. Your consultant’s contact appears in Settings after purchase. Lifetime+ adds two 30-minute one-to-one consultations.
Learning by doing
§ 03There are no video lectures on Wall Street Uni. Each concept is something you work with: move it on a chart, question it with the tutor, then answer an exam-style question on it.
What this replaces: recorded lectures. What it does not replace: the official CFA Program curriculum, which Wall Street Uni is built to accompany.
Compare
§ 04The free plan is the same platform with fixed limits. Every paid plan removes them; Lifetime and Lifetime+ also cover every retake.
| Feature | Free$0 | Monthly$120 / mo | Lifetime$400 once | Lifetime+$550 once |
|---|---|---|---|---|
| Study | ||||
| WSU Notes study books | Quant book | All 10 | All 10 | All 10 |
| Practice questions | All Quant | 2,800+ | 2,800+ | 2,800+ |
| Mock exams | Half of one | All 5 | All 5 | All 5 |
| WSU Assistant (AI tutor) | 50 messages | No cap | No cap | No cap |
| Interactive charts | Quant set | 41 | 41 | 41 |
| Formula sheet: live solver, calculator steps, exam traps | Quant set | All 143 | All 143 | All 143 |
| Flashcards with spaced repetition | Not included | Included | Included | Included |
| In-quiz calculator | Included | Included | Included | Included |
| Learning format | ||||
| Video lectures | None on any plan: replaced by the AI tutor and interactive charts | |||
| Quiz engine | ||||
| Topic, subtopic and difficulty filters | Included | Included | Included | Included |
| Worked explanation and source reading | Included | Included | Included | Included |
| Analytics | ||||
| Weak-area detection | Not included | Included | Included | Included |
| Topic mastery and learning curve | Not included | Included | Included | Included |
| Mock reports with section pacing | Section 1 | Included | Included | Included |
| Motivation | ||||
| XP, levels and daily streaks | Included | Included | Included | Included |
| 43 achievement badges | Not included | Included | Included | Included |
| Support | ||||
| Email support | Included | Included | Included | Included |
| Study Consultant | Not included | Included | Included | Included |
| One-to-one consultations | Not included | Not included | Not included | 2 × 30 min |
| Priority support | Not included | Not included | Not included | Included |
| Plan terms | ||||
| Price | $0 | $120 / mo | $400 once | $550 once |
| Every retake covered | Not included | While subscribed | Included | Included |
| Access | No time limit | While subscribed | No end date | No end date |
| Card required | No | Yes | Yes | Yes |
| Renewal | None | Monthly | None | None |
| Future curriculum updates | Not included | Included | Included | Included |
| 7-day full refund (first purchase) | Not included | Included | Included | Included |
Answers
§ 05Plans, billing and refunds, in plain terms.
Something else? Talk to our team.
Start on the free plan: the whole Quantitative Methods book and all its questions, with no card and no time limit. If you then buy a plan and it is not right for you, the first seven days are refundable in full.
7-day full refund on a first purchase, no questions asked. Monthly plans can be cancelled at any time from your account settings.