Roger CPA Review
- Company typePrivate
- Founded2001
- HeadquartersSan Francisco, United States
- Headcount101–250
- GTM typeB2C
- OfferingSoftware
What Roger CPA Review does
Roger CPA Review, founded in 2001 in San Francisco, was an online e-learning platform providing self-paced preparation courses for the US Uniform CPA Examination and was built around Roger Philipp's mnemonic-driven lecture style. Following its 2023 acquisition by UWorld LLC alongside the parallel acquisition of Wiley CPA Review, the product has been consolidated into UWorld CPA Review (now also operating under the previously-known names Roger CPA Review and Wiley CPA Review) and sold under three principal subscription tiers — Premier, Elite-Unlimited, and Elite-Unlimited+ — with prices ranging from approximately $1,000-1,300 for the entry tier to $2,299 for the top tier, plus a $299 standalone QBank per section and $75 individual study guides. The platform serves individual CPA candidates (the primary segment), with secondary institutional channels into universities, accounting firms, and professional associations.
The underlying technology stack combines a cloud-based adaptive learning platform with integrated video lectures (1,400+ videos), a question bank of 9,000+ multiple-choice questions and 500+ task-based simulations, and full-featured iOS and Android mobile applications with offline study and cross-device progress syncing. The two proprietary technology assets are SmartPath Predictive Technology — a patent-pending adaptive engine that compares user progress against aggregated performance data from thousands of successful CPA candidates and issues a readiness score correlated with a 90% pass rate for benchmark-meeting candidates — and UAsk AI Assistant, a generative AI study coach trained exclusively on UWorld's CPA content and aligned with AICPA CPA Exam Blueprints, embedded in lectures, eTextbook, and QBank.
The revenue model is primarily subscription-based across multi-year access tiers, augmented by standalone QBank and study guide sales, and licensing/royalty-style institutional agreements for employer- and university-paid group access. A free 7-day trial (no credit card required) drives self-serve conversion under a product-led growth motion, supplemented by an institutional sales motion through partnerships with universities, accounting firms, corporations, and professional associations, plus marketing channels including blog content, webinars, and an active social presence on Instagram, Facebook, LinkedIn, TikTok, X, and YouTube.
Roger CPA Review firmographics
Firmographics- Name
- Roger CPA Review
- Legal name
- UWorld LLC
- Website
- https://rogercpareview.com
- Company type
- Private
- Founded year
- 2001
- Operating status
- Operating
- Headcount range
- 101–250 employees
- Ownership category
- akta.pro rank
Roger CPA Review industry classification
Industry- Product category
- Professional Exam Preparation
- NAICS
- Exam Preparation and Tutoring (611691)
- SIC
- Services-Educational Services (8200)
- akta.pro primary industry
- Accounting, Audit & Tax (CPA/CA/ACCA CPE) (EDAAALAA)
- akta.pro secondary industries
- Professional Certification & Training Content Publishing (Exam Prep, CE/CPD) (MPAJACAL), Remote & Live Online Proctoring Platforms (EDAFADAB)
Keywords
Where Roger CPA Review is headquartered
LocationHeadquarters
- HQ city
- San Francisco
- HQ country
- United States
- HQ region
- North America
Markets served
Roger CPA Review business model
Business model- GTM type
- B2C
- Offering type
- Software
- Cost components
- Personnel, Technology or R&D, Marketing or Sales, Operations
Revenue model
- CPA Exam Prep Course Subscriptions: Subscription-based access to comprehensive CPA exam prep packages with tiered access levels (Premier, Elite-Unlimited, Elite-Unlimited+). Revenue generated through annual/subscription billing with various access periods ranging from 6 months to unlimited access.
- Standalone QBank: Individual exam section question banks sold separately for candidates who only need practice questions for specific sections.
- Study Guides (Printed/ebook): Physical and digital study guides sold individually by section or in bundles, including 4-part bundles with core sections plus discipline choice.
- Institutional/Enterprise Licensing: Bulk licensing agreements with universities, accounting firms, corporations, and professional associations providing group access to CPA prep materials at negotiated rates.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Multi-year contract | Premier: 18-month access to 4 core sections with digital study guides |
| Subscription | Multi-year contract | Elite-Unlimited: Unlimited access with printed books and live boot camps |
| Subscription | Multi-year contract | Elite-Unlimited+: All 6 sections with pass guarantee |
| Subscription | Pay-as-you-go | QBank Standalone: Per section access for 6 months |
| One time/ perpetual license | Pay-as-you-go | Study Guide Individual Part |
| One time/ perpetual license | Pay-as-you-go | 4-Part Study Guide Bundle |
Go-to-market motion1 record
Distribution channels5 records
Marketing channels7 records
Roger CPA Review product offering
Product offeringCore offering
Roger CPA Review (now operating as UWorld CPA Review) is an online CPA Exam preparation platform that delivers subscription-based courses comprising 1,400+ video lectures from instructors Roger Philipp and Peter Olinto, a 9,000+ multiple-choice question QBank with 500+ task-based simulations, printed and digital study guides, mock exams, live boot camps, and adaptive learning tools. The platform also offers standalone QBank access, individual section courses, and printed/ebook study guides for purchase, with institutional licensing available to universities, firms, and professional associations.
Product overview
Roger CPA Review, now fully integrated into UWorld CPA Review following acquisitions of both Roger CPA and Wiley CPA, operates as a comprehensive multi-section exam preparation platform. The core offering consists of Full CPA Courses (with Premier, Elite-Unlimited, and Elite-Unlimited+ pricing tiers) that include video lectures from Roger Philipp and Peter Olinto, a 9,000+ question QBank with 500+ TBS, Study Guides (available as printed textbooks and eBooks), UAsk AI Assistant, SmartPath Predictive Technology, Study Planner, Mobile App, Flashcards, My Notebook, Live Boot Camps, and Cram Course. Single Section Courses allow purchase of individual exam sections (AUD, FAR, REG, ISC, BAR, TCP). The QBank and Study Guides are also available as standalone purchases. Related offerings include CMA Review and CIA Exam Review through UWorld's broader accounting education portfolio.
Differentiator
Problem solved
Functional benefit
Brands
- UAsk AI Assistant: AI-powered study assistant built into every UWorld CPA review course, trained exclusively on UWorld's CPA Exam content
- SmartPath Predictive Technology
- Live Boot Camps
Products and services
- UWorld CPA Review Full Course Comprehensive CPA Exam preparation program for individual candidates covering all required exam sections, combining Roger Philipp and Peter Olinto video lectures, 9,000+ MCQs, 500+ TBS, study guides, mock exams, SmartPath Predictive Technology, and the UAsk AI assistant.
- Single Section CPA Courses (AUD, FAR, REG, ISC, BAR, TCP) Standalone courses for each of the six CPA Exam sections (AUD, FAR, REG, ISC, BAR, TCP), enabling candidates retaking or focusing on a single section to purchase access without buying the full multi-section package.
- CPA QBank (Standalone Question Bank) Standalone practice question database with thousands of multiple-choice questions and task-based simulations, visual answer explanations, custom quiz creation, and Prometric-like testing interface; sold per section for ~$299 with 6-month access.
- CPA Study Guides Visually rich full-color study guides breaking down complex CPA Exam topics into clear lessons, available as printed textbooks and eBooks; sold individually by section or as a 4-part bundle.
- UWorld CMA Review Comprehensive CMA (Certified Management Accountant) Exam preparation program with video lectures, QBank, study guides, SmartPath Predictive Technology, flashcards, and live boot camps, offered to candidates pursuing management accounting certification.
Quantifiable outcome
- 90% pass rate for candidates meeting SmartPath benchmarks vs 55% national average
- +3 more outcomes
Companies that use Roger CPA Review
Customer profileNamed customers10 records
Segments5 records
Ideal customer profiles2 records
Roger CPA Review technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
AI capability6 records
Feature4 records
Roger CPA Review partnerships and signals
Strategic signalPartnerships
Four partnerships are on record, tiered core and minor.
- UniversitiescoreInstitutional partnerships with hundreds of educational institutions integrating CPA exam preparation into academic accounting programs. Provides group access, curriculum integration support, and institutional pricing.
- Firms & CorporationscoreEnterprise agreements with accounting firms and corporations providing CPA exam materials for employee development. Offers group rates, onboarding support, and enterprise account management.
- Professional Associations & SocietiescorePartnerships with professional accounting organizations offering member discounts and access to CPA prep resources as member benefits.
- Training ProvidersminorRelationships with training providers extending CPA exam prep reach to additional professional development channels.
Scale indicators6 records
Recent moves6 records
Expansion highlights6 records
Roger CPA Review competitors and assessment
Company assessmentDirect peers
- Gleim CPA Review: Gleim provides CPA, CMA, CIA, and EA review courses with a heavy emphasis on textbook-style study materials and adaptive QBank. Comparable on core CPA prep content, instructor-led video, and institutional/individual pricing models targeting the same candidate pool.
- Becker CPA Review: Becker is the long-standing incumbent in CPA Exam prep, offering adaptive courses, QBank, video lectures, and enterprise licensing directly competing with UWorld CPA Review across individual candidates, firms, and universities. Most directly comparable on product breadth, pricing tiers, and institutional channel.
- Surgent CPA Review: Surgent offers CPA, CMA, CIA, and EA exam prep with adaptive technology and a focus on efficiency. Directly comparable on adaptive learning approach, exam coverage, and partnership arrangements with accounting firms. UWorld's CIA Review link points to Surgent, highlighting the overlap.
- Yaeger CPA Review: Yaeger is a long-running CPA Exam prep provider with live and on-demand courses, QBank, and instructor-led instruction. Comparable on candidate-targeting, video-lecture-driven pedagogy, and similar premium pricing structure targeting motivated CPA candidates.
- Universal CPA Review: Universal CPA Review is an adaptive, online CPA prep platform focused on personalized study paths. Comparable on adaptive technology, online delivery, and self-paced individual subscription pricing within the same CPA Exam prep market.
Broad incumbents
- Kaplan Financial Education: Kaplan offers CPA, CMA, and other professional credential prep as part of a broader professional education portfolio. Overlaps with UWorld on CPA course content and pricing tiers, but operates as a diversified education incumbent rather than CPA-specialist.
- Princeton Review (CPA Prep): Princeton Review covers CPA Exam prep among a much broader test prep portfolio (SAT, GRE, MCAT, etc.). Comparable on the CPA exam prep offering and digital course structure, but a multi-vertical incumbent rather than CPA-focused specialist.
Emerging players
- Ankiflash / Brainscape (flashcard platforms): Digital flashcard and adaptive learning platforms serve a partially overlapping spaced-repetition study habit for CPA candidates. Comparable on the spaced-repetition and mobile-first study modality that supplements candidates' core prep resources.
- ExamMatrix: ExamMatrix historically offered CPA and other professional exam prep with a focus on flashcard-based study. Comparable on targeting the same credentialing candidate audience and a digital study modality approach.
Others
- McGraw Hill Education: McGraw Hill is an existing UWorld partner for educational content distribution and an established publisher of accounting and professional study materials. Comparable as a content and distribution ecosystem participant in the CPA prep market rather than a direct competitor.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat5 records
Key risks5 records
Key highlights7 records
Customer concentration
Roger CPA Review social profiles
Digital presenceRoger CPA Review financial estimates
Financial estimateRevenue estimate
Valuation estimate
Roger CPA Review leadership team
Management profileNumber of profiles
Profiles2 records
Roger CPA Review funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Roger CPA Review M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Roger CPA Review
What does Roger CPA Review do?
Roger CPA Review (now operating as UWorld CPA Review) is an online CPA Exam preparation platform that delivers subscription-based courses comprising 1,400+ video lectures from instructors Roger Philipp and Peter Olinto, a 9,000+ multiple-choice question QBank with 500+ task-based simulations, printed and digital study guides, mock exams, live boot camps, and adaptive learning tools. The platform also offers standalone QBank access, individual section courses, and printed/ebook study guides for purchase, with institutional licensing available to universities, firms, and professional associations.
Is Roger CPA Review a public or private company?
Roger CPA Review is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Roger CPA Review founded?
Roger CPA Review was founded in 2001. It employs 101 to 250 people.
Where is Roger CPA Review based?
Roger CPA Review is headquartered in San Francisco, United States, in the North America region.
How does Roger CPA Review make money?
Four revenue lines are on record. CPA Exam Prep Course Subscriptions are the primary driver. The others are standalone QBank, study Guides (Printed/ebook) and institutional/Enterprise Licensing.
Who are Roger CPA Review's main competitors?
Direct peers on record are Gleim CPA Review, Becker CPA Review, Surgent CPA Review, Yaeger CPA Review and Universal CPA Review. Broad incumbents are Kaplan Financial Education and Princeton Review (CPA Prep). Emerging players are Ankiflash / Brainscape (flashcard platforms) and ExamMatrix. McGraw Hill Education is listed as an others.
Does Roger CPA Review have an API?
No public API is recorded for Roger CPA Review.
What industry is Roger CPA Review in?
Roger CPA Review's product category is Professional Exam Preparation. Its primary akta.pro industry code is EDAAALAA, Accounting, Audit & Tax (CPA/CA/ACCA CPE), with a secondary code of MPAJACAL, Professional Certification & Training Content Publishing (Exam Prep, CE/CPD). Its NAICS code is 611691 and its SIC code is 8200.