UWorld Acquires Surgent

Together, we offer industry-leading CPE and exam review courses for CPA, CMA®, CIA®, CISA®, CFA, and EA designations. Learn More
UWorld acquires Surgent

Why Partner with UWorld?

UWorld is more than a content provider; we are your performance partner. We deliver the immediate win of exam readiness and the long-term payoff of continued professional growth, developing accounting and finance professionals holistically on a single platform.

1 Partnership, Multiple Accounting and Finance Credentials

U.S. CPA

All 3 Core sections and every Discipline, per the latest AICPA® Blueprints

U.S. CMA

Both parts of the CMA exam covered end to end, from an IMA® Strategic Partner

CFA

All 3 CFA Program levels, curriculum-aligned prep from a CFA Institute Prep Provider

CIA

Complete prep for all 3 CIA exam parts, from UWorld + Surgent

EA

Full prep for all EA exam sections, from UWorld + Surgent
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Global Reach

UWorld supports universities, training providers, and professional education organizations across global accounting and finance certification pathways. We are proud to partner with institutions across the Asia-Pacific (APAC), Europe, the Middle East, Africa (EMEA) and other international markets.

More Impact, Less Effort

UWorld equips your organization with exam preparation that mirrors the real test, the industry’s clearest explanations, and the technology that predicts each learner’s needs. This results in 6 key benefits.
#1
Smarter Exam Prep

Lift Your Cohort Pass Rates

Your learners practice smarter, not just harder. UWorld’s exam-accurate questions, mocks, and simulations build the real readiness that helps cohorts pass.

  • Full-length mocks mirror real exam conditions, no surprises on test day.
  • Every question comes with a rationale, so learners grasp the "why," not just the answer.
  • Question bank stays current with the latest CPA blueprint, and CMA and CFA syllabus.
Training provider instructor leading a classroom cohort through CPA exam prep strategies to boost pass rates.
UWorld SmartPath Predictive Technology dashboard snapshots tracking CPA and CMA candidate exam readiness.
#2
Fewer Retakes, More Confidence

Ensure Exam Readiness

Our SmartPath Predictive Technology® helps CPA and CMA candidates know exactly when they’re ready to sit for the exam, reducing unnecessary study time and costly retakes. For the CFA exam, performance analytics provide the same data-driven progress tracking, while ReadySCORETM offers readiness insights for EA and CIA candidates.

  • Pass-probability scoring updates in real time. No guesswork.
  • Identify weak topics early, so your team can target gaps before they cost an attempt.
  • Same readiness rigor across every exam track your cohorts pursue.
#3
Your Guidance, Trusted Expertise

Combine Global Authority with Your Mentorship

Complement your faculty’s instruction with learning resources that best fit your program, from question banks and ebooks to video lectures and practice exams - best-in-class study material from world-renowned accounting & finance instructors.

  • On-demand lectures learners can revisit anytime.
  • Instructors with decades of exam-prep expertise.
  • Your faculty can focus on mentorship, not re-teaching basics.
UWorld's trusted accounting educators — world-renowned CPA and CMA instructors for training provider mentorship.
Training institute instructor teaching a UWorld CPA exam question, showing flexible LMS-integrated program delivery.
#4
Minimal Lift, Maximum Flexibility

Meet Learners Where They Are

Integrate UWorld content and technology into your live classes, self-study pathways, hybrid cohorts, or your existing Learning Management System (LMS) to support diverse learners and fit the way they learn best.

  • Covers CPA, CMA, CFA, EA, and CIA - one trusted source for all five courses.
  • Quick to launch, minimal lift on your team.
  • Learners move seamlessly between self-paced and faculty-led sessions.
#5
Exclusive Pricing, Lasting Support

Grow Enrollment with Pricing & Marketing Support

Access partner pricing, learner discounts, promotional resources, co-branded webinars, and dedicated implementation support to attract and convert prospective candidates.

  • Our pricing model is designed to scale with your partnership, supporting your growth every step of the way.
  • A dedicated account manager stays on beyond setup. Timely guidance on the latest content and features.
  • Our marketing team helps you promote co-branded campaigns and drive candidate interest.
Handshake representing a new UWorld training provider partnership with exclusive pricing and enrollment growth.
UWorld Test Analysis dashboard showing CMA exam performance for progress tracking.
#6
Real-Time Data, Early Intervention

Keep Every Learner on Track

Track learner and cohort performance in real time so your team knows where intervention is needed before exam day.

  • Dashboards break down readiness by learner, cohort, or topic.
  • Performance data flag at-risk learners early.
  • SmartPath data helps learners plan their attempt based on their readiness level before the exam.

World-Class Instruction

UWorld content reflects the teaching approach of globally recognized U.S. accounting and finance exam instructors, giving your organization a stronger academic foundation without additional staffing.
Roger Philipp, CPA, CGMA, UWorld REG instructor

Roger Philipp, CPA, CGMA

Roger Philipp (of Roger CPA Review) brings a wealth of experience and knowledge to his lectures. He has spent over 35 years as a CPA educator and is the founder and chief creative officer of UWorld CPA Review. He is an AICPA & CalCPA member and was named in Accounting Today's Top 100 Most Influential People.

Peter Olinto, JD, CFA, CPA

Peter Olinto, JD, CFA, CPA (inactive)

Peter Olinto (of Wiley Efficient Learning) passed all 4 CPA Exam sections and all 3 CFA levels on his first attempt. Peter has 25+ years of exam review teaching experience, and his videos are used by 300+ universities and 100,000+ candidates worldwide.

Monte Swain, PhD, CMA — UWorld CMA exam review instructor.

Monte Swain, PhD, CMA, CPA, CGMA

Monte Swain (of Wiley Efficient Learning) was Deloitte Professor of Accounting at BYU for 30+ years (retired 2024), and is the winner of IMA's Brummet Award. As the architect of the UWorld CMA Review program and a leader in management accounting, Monte delivers engaging, easy-to-understand instruction for CMA candidates of all backgrounds.

Built for Learners, Designed for Teachers

Give learners the tools to study independently, and give your teaching staff more time to mentor. From exam-grade content to AI-powered study support, UWorld strengthens every part of the learning experience for your cohorts.

Exam-Grade Question Banks, Practice Sets, and Full-Length Mock Exams

Thousands of exam-style questions, practice sets, and full-length mock exams across the CPA, CMA, CIA, CFA and EA programs are matched to real exam difficulty and aligned to each credential’s official blueprint or curriculum. Give your instructors ready-made practice instead of building content from scratch.
UWorld mock exam question in prometric interface with a digital calculator tool
Roger Philipp delivering a CPA lecture on the AICPA Code of Professional Conduct via a mobile device.

Comprehensive Video Lectures

Renowned instructors reinforce your live teaching between classes, allowing your faculty to focus on mentorship and exam strategy rather than re-explaining fundamentals.

  • Full library covers every major topic, kept current as blueprints change.
  • On-demand access, anytime, on any device.
  • Built for flipped-classroom or asynchronous formats.

Readily Available Digital Study Tools

Flashcards, My Notebook, a dynamic study planner, plus mobile and offline access help CPA, CMA, and CFA candidates stay consistent between study sessions. The UAsk™ AI Study Assistant provides instant answers to learners’ questions, extending support beyond classroom hours without increasing faculty workload. For EA and CIA candidates, predictive AI technology enhances knowledge retention and helps improve first-time pass rates.
CPA CMA CFA
Flashcards Flashcards Flashcards
Dynamic Study Planner Dynamic Study Planner Dynamic Study Planner
Mobile and Offline Access Mobile and Offline Access Mobile and Offline Access
UAsk AI Study Assistant UAsk AI Study Assistant

Note: Tools available may vary depending on the selected learning solution.

UWorld CMA and CPA study guides with an SOC engagements eBook - exam-aligned content for training providers.

High-Quality Study Guides

Curated, exam-aligned learning content and study guides, available in eBook and print formats, provide a ready-to-teach system. Empower your instructors to deliver a best-in-class program without producing materials in-house.

  • Print and digital formats fit every learning style.
  • Content mapped directly to exam blueprints without gaps.
  • Ready to deploy day one, zero content development needed.

Testimonials

Irfan A.

"UWorld was an excellent learning resource during my preparation. The questions, user interface, and the overall exam felt just like the real exam, which gave me a lot of confidence. The detailed explanations and flashcards made the revision much more effective."

Irfan A. — CMA candidate · Partner Student · India
Sanjana S.

"UWorld’s performance tracking helped me identify the weaker areas and focus my revision more effectively. The question bank was very similar to the actual exam in terms of style and difficulty, which really helped me become comfortable with the exam format and to build confidence. "

Sanjana S. — CMA candidate · Partner Student · India
Ayyappan M.

"UWorld’s detailed explanations, exam-oriented approach, and ability to identify weak areas made my preparation more focused and efficient. I especially appreciate how it helped me understand the why behind each answer, ultimately helping me gain clarity."

Ayyappan M. — CPA candidate · Partner Student · India

Our Partners

Let’s Talk about Your Program

Tell us about your institution and students, and we'll follow up with customized partnership and pricing options.
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Frequently Asked Questions (FAQs)

Yes. UWorld can complement your existing LMS and teaching model, whether you deliver live instruction, self-study pathways, hybrid programs, or blended learning.

UWorld offers preparation for the U.S. CPA, U.S. CMA, CFA, CIA, and EA credentials through a single partnership, making it easy to support multiple programs within your organization.

Learners gain access to exam-level questions, full-length mock exams, predictive readiness tools, performance analytics, and expert instruction that help them study more effectively and prepare with confidence.

No. UWorld is designed to complement your teaching staff by reinforcing classroom instruction with on-demand lectures, digital study tools, and independent practice, allowing teachers to spend more time mentoring learners.

Partners receive dedicated implementation support, exclusive pricing, learner discounts, promotional resources, and co-branded opportunities to help launch and grow their programs.

Yes. With mobile and offline access, learners can study wherever they are, making UWorld ideal for on-campus, hybrid, and fully online programs.

An international candidate must meet certain eligibility requirements in terms of education and work experience to become a U.S. CPA Exam for International Candidates.

Yes. The CMA designation is globally recognized and can help open doors to accounting and finance opportunities worldwide. Whether you’re building your career in the U.S. or abroad, earning the CMA can strengthen your professional credentials. For example, explore how professionals have used the CMA to advance their careers in Dubai.

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