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An AI assistant built specifically for CFA preparation.
Powered by proprietary WSU notes and aligned with CFA terminology, concepts, and exam-style reasoning — not generic AI responses.
RAG, Not Hallucination
The answer is built on what we actually retrieved.
Every response is based on relevant passages from WSU's proprietary notes and CFA-aligned learning materials. The assistant cites the sources behind its answer, so you can verify the explanation yourself.
When the available sources are not strong enough, the assistant says so instead of guessing.
Vector retrievalScore thresholdSource citationsTopic detection
Ask a question
Three Pillars
Retrieval, citations, context — wired into every reply.
The assistant is built on three structural layers. Each one is designed to make answers more grounded, verifiable, and useful for CFA exam preparation.
Retrieval
Grounded in WSU notes
Every question is matched against WSU's proprietary notes, CFA-aligned learning materials, and internal knowledge base. The answer is built on the most relevant retrieved context — not on what the AI happened to remember.
Semantic searchRelevant-source retrievalConfidence threshold
Citations
Sources on every reply
The assistant attaches the WSU notes and study sources it actually used to each answer — so you can verify, drill deeper, or move into a related concept without leaving the chat.
Inline referencesSource-basedVerifiable
Context
Understands the thread
WSU Assistant keeps track of the conversation, so follow-up questions stay connected to the topic you are studying.
Topic detectionVague-query stitchingMulti-turn
Drop A Screenshot · Get It Explained
Snap a page from the book.
Get it broken down line by line.
Stuck on a paragraph, formula, chart, or practice question? Drop a screenshot or PDF into the chat and WSU Assistant explains it in plain English — using WSU notes, CFA-aligned terminology, and the same source-grounded reasoning that powers the rest of the system.
The conversation around the attachment is saved, titled, and pinnable — every other workspace affordance still applies.
Image & PDF attachments
Drop a screenshot of a textbook page, a formula, or a question — the assistant treats the attachment as part of the prompt.
Explained in plain English
Dense finance language is broken into a study-note rhythm — definitions first, formulas next, examples last.
Auto-titled threads
Every conversation gets a precise title generated from the first exchange — the history sidebar reads like a real index, not "New chat (47)".
Pin the threads that matter
Pin a conversation to the top of the sidebar — reference threads you keep returning to never disappear under newer chatter.
Code, math & tables
Formulas render as proper math. Tables stay readable. Code blocks appear in monospaced formatting, so technical answers feel structured instead of messy.
Persistent history
Every conversation is saved to your account — refresh, switch device, come back next week. The thread is exactly where you left it.
Even Mid-Question
A hint, the moment you need one.
The assistant sits one keystroke away inside a live quiz — it sees the question on screen, hints without revealing the answer, and unpacks the underlying concept the second you ask. The same engine runs from the floating widget on any page, or in the full /chat workspace when you want to settle in.
In-quiz hint panel
Stuck on a question mid-sitting? Open the side panel — the assistant sees the question you’re on and explains, hints, or unpacks the concept without leaving the page.
Floating widget — every page
A small chat button rides every page in the app. Open it mid-chart, mid-explanation, mid-anything — your scroll position waits for you.
Full chat workspace
A dedicated /chat workspace with a conversation sidebar, pinned threads, and the same RAG-grounded answer engine.
What It Knows
Built for every CFA Level I topic area.
Our WSU notes span the full Level I topic map. Topic detection runs on every prompt — the assistant knows which domain your question lives in before the answer is composed.
Four Steps
From your question to a sourced answer.
01
Detect
The prompt is scanned for CFA topic keywords — the assistant knows which domain to retrieve from.
02
Retrieve
A semantic search runs across the WSU notes index and pulls the most relevant passages above a confidence threshold.
03
Compose
The answer is composed only from the retrieved evidence, with sources stitched inline.
04
Save
The exchange persists into your conversation history — titled, pinnable, and reachable from any surface.
Ready to ask the assistant?
Open the WSU Assistant and turn the topic you've been circling for a week into one you can explain to someone else.