Frequently Asked Questions

  • Why should I buy any of your study products?

    Great's what a few of our students said about this:

    CFA Students:
    "...I already purchased CFA study materials from another provider and am taking their classes, but I sill couldn't grasp some topics. Maybe I just needed to hear it explained by someone else for it to sink in.

    "...I didn't have time to go through the CFA curriculum page by page and I wanted someone to tell me what to skip and what to focus in on. Your notes and videos did just that.

    "...I used your CFA notes as my final review plan. I actually took your Instructor Slides and exercises to the exam to review at lunch! No way I could review the 2000+ pages in my Kaplan texts.

    CFP/QAFP Students:
    "...Your CFP study materials were pure GOLD! I used another provider and found it WAY too technical.

    "...I found your QAFP test bank to be an excellent source to quickly cover the FP Canada BOK.

    WME/CIM/CSC Students:
    "...following your study tips allowed me to get through the WME requirement quickly and easily."

    "...I have a slide book from another provider but I found it lacked the depth I needed and was not as useful as your PMT topic summaries.

    "...I found the CSC Check to be totally useless. Your questions were challenging and the detailed explanations really helped me understand the material, especially in the fixed income and alternative investments chapters.

  • Who is the author of your study products?

    There are so many "Youtubers" and "pop up" websites out there. How do you find a trusted and competent source to rely on?

    We are a Certified Educational Institution - Canada

    We have been providing exam prep resources since 1999.

    All of our study resources are created by Prof. Brian Gordon, CFA, CFP, CIM, MBA, FCSI.

    Prof. Gordon is an exam prep expert with over 20 years of experience teaching financial industry candidates. So highly sought after, his CFA study program in Toronto was eventually acquired by Kaplan Schweser.

    The Exam Success study products have been crafted from his personal teaching notes and classroom learning resources.

  • If I have a content related question, is there someone I can speak to?

    The answer is "yes, of course"!

    Prof. Gordon and his team provide our exclusive "Ask the Prof." student support feature.

    Be aware, we also offer tutoring for candidates that require a little extra personal attention.

  • If I do not pass can I access the products again for free?

    CFA Products:
    CFA Complete Package students receive our Success Guarantee. Have peace of mind knowing if you do not pass your exam, for any reason and without any milestones, you can access the materials again at no cost for another exam attempt that falls within 1 year of your original exam date.

    CFP, QAFP, WME, CIM and CSC Products:
    We provide free access for up to 2 years from your purchase date or until you pass your exam, whichever date comes first.

  • Can I get a refund?

    We understand, sometimes you push that buy button without really thinking it over — so we give you 24 hours after your purchase time to back out and get a full refund, no questions asked.

    This is not a "test it, see if you like it" offer — we have lots of free samples for that.

    Our Terms of Use, clearly state due to the downloadable nature of our products, we do not offer refunds under any circumstances after you have logged in to the site.

  • Do I pay tax on your products?

    Yes you do. We help candidates from countries around the world.

    To make the purchase process as efficient as possible, we have simplified our payment system so the price you see includes all applicable taxes.

    If you have any questions or require any adjustments, just email us ( and our Student Support Team will be glad to help.

  • Where are your passing rates?

    CFA Institute does not permitted prep providers to quote CFA exam passing rates. Posting such would be a violation of their policies.

    We do review the published list of successful QAFP and CFP candidates and have a near 100% completion rate!

    Now having said that, would anyone quote a low passing rate?

    So ask yourself if an unverifiable passing rate is really a reliable measure to're supposed to be an analyst, right?

    Look at our 20+ year history, favourable reviews and industry accreditations as proof positive you're in good hands with Exam Success!

  • What is the Student Support Forum?

    Studying alone can be frustrating.

    Have a doubt, not sure how a solution was derived or just have a quick query that needs addressing? This exclusive feature allows students to get help directly from the Prof.

    Student Support Forum is available in all of our Complete Study Packages.

    In general, do you require extra attention? Check out our personal tutoring.

  • I cannot access my resources, what should I do?

    Sometimes our system "times out" from extended periods of inactivity. To have your access reinstated, simply email us ( and your access will be validated and reinstated.

Teaching what you need to know to pass!