5 Reasons to Use Wiley

Bite-Sized Lessons

Bite-sized Lessons You Can Master in 30-45 MinutesBuilt from the ground up for online self-study, our Efficient Learning platform “chunks” content into “bite-sized” lessons to help busy professionals and students study in the most effective and efficient method possible.

Bite-sized Lessons You Can Master in 30-45 Minutes

You’re busy. You also need to cram about 700 hours of CFA Institute® curriculum text into in 300 hours or less. Bite-Sized Lessons℠ is for real-world CFA exam candidates just like you. These efficient mini-lessons cover everything you need to know about a specific exam topic in as little as 30 minutes.

  • Learn more, at a faster pace – At the end of each short section, you’ll already have completed a full lesson, including study text, proficiency questions, flashcards, task-based simulations and more.
  • Get more hands-on CFA Exam practice – Shorter, segmented lessons give you more opportunities to test your knowledge and monitor your progress. This active learning environment helps to keep you engaged throughout the exam preparation process for higher passing scores.

Wiley’s Bite-Sized Lessons℠ not only give you an ongoing feeling of accomplishment each time you study, they are also the most effective way to absorb and remember vast amounts of information!

Unlike other CFA Review Courses that require long, unbroken blocks of study time to cover each lesson, Wiley enables you to master an entire lesson during your lunch or coffee break. That’s a realistic approach for your real-world schedule.

No Expiration
Level I CFA Practice Questions Level II CFA Study Guide Level III CFA Lecture Videos

It’s the best guarantee in the market.

  • Your Platinum, Gold, Silver or Self-Study CFA Exam Review course has no expiration date. Use it until you pass the CFA Exam.
  • All course repeats, online content updates, and software upgrades are free.

We’re Your Partner Until You Pass.

This is our complete guarantee. There is no fine print. No paperwork to submit. No ifs, ands, or buts. With this guarantee,  you get:

  • Ultimate Flexibility – Before you start studying in earnest, you can take time to browse the course and learn how to get the most out of it. Then, when you are ready to start studying, spread your study schedule over as many or as few months as you like.
  • Maximum Convenience –  New job, marriage or baby? There are many events in life that may have unintended consequences on your study schedule. With Wiley, once you order, you’ll be able to use your course for as long as you need, no hassles. Just keep on learning!
  • No Worries – Take each level when you are confident you will pass. (Wiley’s built-in performance metrics will tell you when you are ready!)
  • Guaranteed Price – Your initial cost is your total cost to actually pass each level. No extras!
  • Professor-Mentored Course – Choose a Platinum or Gold course and continue to get access to weekly live online virtual classes and subject-expert instructors, who continue to give prompt answers to your questions, monitor your progress, and offer guidance.

Don’t Pay Twice to Pass Once. Other courses typically charge you 50% of the list price to re-take a level. With Wiley’s Platinum, Gold, Silver and Self-Study courses, pay once until you pass. Retain your notes, practice tests, and metrics. Learn More

The Best Content

Simply put, our content is better.

Since we introduced our CFA Exam review materials in 2010, user feedback has consistently rated our Study Notes, Video Lectures, and Practice Questions as better than the competition. And word is starting to spread quickly… in just four years, thousands of candidates from more than 100 countries have relied on our materials to pass the CFA Exam. See what the world is saying – listen to candidates explain how we rank vs. Schweser.

What makes us better? Here is the short list:

1. Our explanations are more detailed. We teach you the concepts not just the recap.

2. Our CFA Practice Questions are close to the CFA Institute exam questions. They prepare you better by matching the exam difficulty, trap doors, and misdirection so you’re ready for anything on exam day.

3. Our CFA Study Guides use colors and cross-references so you can clearly follow explanations and can map them back to the Program Curriculum.

4. Our CFA Video Lectures offer more depth. Wiley videos use whiteboards and worked examples to walk you through each solution in a way that helps you crystallize how topics are applied in practice so you build confidence and tackle a greater variety of exam questions.

5. Wiley is one of the most respected educational providers in the world, having published 450 Nobel laureates in every Nobel Prize category. We are a proven leader in Business, Finance and Accounting as well as Test Prep, where our study materials have helped more than half a million candidates study for and pass accounting and finance exams, among others. So you can be assured of our quality, integrity, and support.

Top Instructors

Your CFA Exam Review Course comes with expert instructors who have proven track records teaching candidates how to pass the CFA Exam, from the fundamentals point of view as well as by exam tactics needed to avoid common traps.

From video lecturers and authors to our Course Mentors, who answer your questions within 24-to-48 hours online, Wiley has master CFA instructors to help you every step of the way. They include:

Basit Shajani, CFA

Basit Shajani, CFAIn 2009, Basit Founded on-line education start-up Élan Guides to help address CFA candidates’ need for better study materials. As lead writer, lecturer and curriculum developer, Basit’s unique ability to break down complex topics helped the company grow organically to be a leading global provider of CFA (Chartered Financial Analyst) Exam prep materials. In January 2014, Elan Guides was acquired by John Wiley & Sons, Inc., where Basit continues to serve as consulting editor. Basit graduated magna cum laude from the Wharton School of Business at the University of Pennsylvania with majors in Finance and Legal Studies. He went on to obtain his CFA charter in 2006, passing all three levels on the first attempt. Prior to Elan Guides, Basit ran his own private wealth management business. He is a past president of the Pakistani CFA Society.

LinkedIn Biography  Sample Video

Peter Olinto, CPA (inactive), JD

Peter Olinto, CPA (inactive), JDPeter Olinto, CPA (inactive), JD, has taught both CPA and/or CFA Exam Review courses, live and online, for the past twenty years. While attending law school, Peter began his teaching career in the areas of SAT, LSAT, GMAT and CPA test preparation in the NYC area. Since passing the first two levels of the CFA exam on his first attempt, Peter has taught level one and level two CFA classes in more than fifty cities around the world. Videos featuring Peter teaching the CFA Level I, Level II and/or CPA review classes have been used by more than 300 universities, hundreds of accounting and/or financial services firms, and more than 100,000 successful CFA and/or CPA candidates from all over the world. In addition to Peter’s CFA and CPA teaching experience, he has worked as an auditor for Deloitte & Touche, as a tax attorney for Ernst and Young, and later spent nearly ten years teaching law, accounting, financial statement analysis, and tax at both the graduate and undergraduate levels at Fordham University’s business school. He earned his JD degree from Fordham University School of Law in 1995.

LinkedIn Biography    Sample Video  Meet the Instructor

Darren Degraaf, CFA, CPA (US), CMA, PRM

Darren Degraaf, CFA, CPA (US), CMA, PRMDarren Degraaf is an adjunct professor, curriculum developer, and faculty manager at Sauder School of Business at the University of British Columbia. He has taught numerous CFA exam courses in Europe, the Americas, and throughout Asia, covering a wide range of Level I, Level II, and Level III topics. As a practitioner, Darren was a senior manager at the Hong Kong Shanghai Banking Corporation in Vancouver, Canada. In this position, he primarily focused on reporting on the credit risk exposure of the bank’s lending portfolio as well as performing stress testing on the same. Prior to working in HSBC’s Risk Management department, Darren held various analytical and accounting positions in their Finance, Asset Management, and Insurance divisions, during his 12+ year career there. Darren holds a Bachelor of Commerce degree from the University of British Columbia in Vancouver. He is a Certified Management Accountant, a Chartered Financial Analyst charterholder, a U.S. Certified Public Accountant (Delaware), and a Professional Risk Manager.

LinkedIn Biography  Sample Video

Chris Ansell, CFA, MBA, MSc

Chris Ansell, CFA, MBA, MScChris is an experienced financial professional in financial analysis, equity valuation and operations. He is Senior Lecturer and Course Director MSc Global Finance at Coventry University London and Visiting Fellow at Cranfield University, UK . Chris has many years of experience as a Module Leader of Masters level courses in Portfolio Management, Corporate Finance,  Investment Banking, Valuation, Entrepreneurial Finance, Corporate Financial Strategy, Investment Banking, Private Equity and Venture Capital including post-grad courses at BPP and the University of Hertfordshire Business School. He has also designed several in-company Finance programs. Chris has been working in Equity Markets for nearly two decades in both the UK and the US; previous roles include Senior Equity Analyst covering Europe and North America at a leading international investment bank, Nomura, and Investor Relations Manager at BT. He has also been Head of Finance at an entrepreneurial start-up. Chris consults on corporate finance to a number of small and international clients.

LinkedIn Biography

Ben Jones, CFA, CFP, CPA, MBA

Ben Jones, CFA, CFP, CPA, MBABen has a passion for financial education and helping others reach their goals. He earned his CPA after graduating from Indiana University and later his CFA designation in 2007. He earned his MBA from the University of Chicago in the International Executive Program in Barcelona, Spain while living and working in Switzerland. Ben has taught thousands of students in complex concepts in accounting and finance, both at the collegiate level, as well as specifically for the CPA and CFA review. He is best known for his knowledge in accounting and corporate finance, bringing real world situations to his learning. Ben is a Principle in his own investment management firm in Chicago, and has lived and worked in over 20 countries around the globe.

LinkedIn Biography  Sample Video

Daren E. Miller, CFA

Daren Miller, CFADaren E. Miller, CFA, has over 15 years of international CFA® teaching experience and is now a CFA instructor for Wiley and writer for Wiley’s CFA prep notes. Daren is described as a “walking encyclopedia of knowledge” across the entire CFA curriculum and is committed to helping candidates achieve exam and career success. Daren is based in Calgary, Alberta, and delivers engaging CFA prep courses to a global roster of individual candidates and corporate clients.

LinkedIn Biography  Sample Video

Stuart Jackaman, CFA, CAIA, FRM

Stuart Jackaman, CFA, CAIA, FRMBased in the UK, Stuart has helped hundreds of London’s finance professionals pass their finance exams working for Kaplan Financial and, before that, BPP Professional Education. Before BPP, Stuart gained 10+ years experience in London, where he worked primarily in the fund management for Close Investments with a focus on portfolio management and equity trading, and has experience in hedge funds, derivatives and fixed income. Stuart teaches SII certificates in Regulations, Securities, and Derivatives, all levels of the CFA®, CAIA and IMC Programs and a wide range of financial product courses. Stuart also teaches master’s level courses in statistics. He graduated with a degree in Mathematics from Pembroke College Oxford University in 1996.

LinkedIn Biography

Frank Stalla, CFA

Frank Stalla, CFAFrank Stalla, CFA, has been helping to prepare candidates for the rigors of the CFA® exams for over 13 years, serving as a manager, CFA® exam prep instructor, editor, author, and consultant to the leading providers in the industry. For Analyst Success, Frank carefully assembled an elite team of subject matter experts representing both the academic and practitioner perspectives. Analyst Success was acquired by Wiley in October of 2015.

LinkedIn Biography

James M Forjan, PhD, CFA

James M Forjan, PhD, CFAJames Forjan is an Associate Professor of Finance in the Graham School of Business at York College of Pennsylvania. James earned a PhD in Finance from the University of North Texas in 1993 and has been teaching a wide variety of Finance topics at both the undergraduate and graduate levels, including Investments, Derivative Securities, Quantitative Methods, Financial Statement Analysis, Economics, and Corporate Finance. James has published numerous scholarly articles and consistently receives excellent evaluations from his students. James has extensive experience in creating and editing CFA study materials as well as serving as an experienced CFA tutor.

LinkedIn Biography

Jane Vessey, CFA

Jane Vessey, CFAJane graduated in Mathematics from Oxford University. She has some eighteen years’ experience working in the investment industry, as an equity analyst and investment manager before running an investment management company in Asia.She is now a visiting lecturer at leading business schools in the UK and teaches modules in asset management and valuation, as well as providing training courses covering investment management and related topics at leading financial institutions in the UK and overseas. She has been teaching CFA review courses and developing CFA curriculum materials for over fifteen years. Jane completed a three year term as a director of the CFA Society of the UK and has been elected a fellow of the society.

LinkedIn Biography

Digital Study Tools

Wiley’s CFA Exam Review courses are designed for today’s learners and feature a variety of digital support tools to keep you on track in your studies and ensure you’re fully prepared on exam day.

Personalized Exam Planner

The #1 reason candidates fail? They have no plan. Know exactly what and when you need to study to pass the CFA® Exam with our effective personalized Exam Planner that you can adapt and update based on your schedule, pace of learning and progress.

Powerful Online Dashboard

Wiley’s powerful e-learning platform gives you access to all of your course content and study tools in one place. Quickly access your exam plan, current and future lessons, practice exams and progress metrics via one screen. See exactly where you are in your studies with just a glance plus access all of your study materials with one click.

Progress Metrics

Are you really ready for the CFA exam? Now you can have a clear, quick answer with our progress metrics that show you exactly how well prepared you are for exam day. Quickly see the areas in which you’re strong as well as the weak areas where you should focus, so you don’t waste a minute of your precious study time.

Optimized For Phones & Tablets

Best of all, you can access your review course and Bite-Sized Lessons any time anywhere via Wi-Fi or your data plan, turning your smartphone or tablet into a powerful study tool. Make the most of the time available to you during your work commute, lunch break or down time.