Question 1

Which exams does Omni Finance Academy cover?

Accepted Answer

Three credentials: the CFA Program (Levels I, II and III), GARP’s FRM (Parts I and II), and the CAIA charter (Levels I and II). We deliberately keep the catalogue to these three so each one stays deep, current and exam-accurate rather than spreading thin.

Question 2

Do you offer prep for actuarial exams or the GMAT?

Accepted Answer

No. We focus only on CFA, FRM and CAIA. If you are studying for an actuarial exam or the GMAT, we are not the right fit today.

Question 3

How much study material is there?

Accepted Answer

Across the three programs the library includes 1,500+ curriculum readings, a 9,600+ question bank, 14,000+ spaced-repetition flashcards and 24 full-length mock exams, mapped across 180+ learning outcomes — and every practice question ships with a worked explanation. These figures are counted from the live database, not marketing math.

Question 4

Do you cover every level of each program?

Accepted Answer

Yes — CFA Levels I, II and III; FRM Part I and Part II; CAIA Level I and Level II. You choose the specific level when you start, and your study plan is built for that level.

Question 5

Is the content kept current for the exam cycle I am sitting?

Accepted Answer

Yes. Material is reviewed against the official curriculum each cycle, and every meaningful change is recorded — dated and described — in our public changelog, so you can see exactly what moved and when.

Question 6

What languages is the platform available in?

Accepted Answer

The interface is available in English and Chinese. Study content itself is written in English, the language the exams are sat in.

Question 7

What is included when I study a level?

Accepted Answer

Source-cited study notes for every reading, a question bank with worked explanations, spaced-repetition flashcards, full-length mock exams, an adaptive study planner, a performance dashboard, and the Socratic AI tutor — all working from the same curriculum map.

Question 8

What is the Socratic AI Tutor?

Accepted Answer

An AI study companion that leads you toward the answer with questions instead of just handing it to you. It is sandboxed to the sources of the reading you are on, so it stays on-curriculum rather than free-associating like a general chatbot.

Question 9

How does the adaptive study planner work?

Accepted Answer

It reads your performance each day and rebalances what to study next — concentrating drilling on the specific outcomes you keep missing instead of marching you through a fixed schedule. Miss a week and it re-plans, rather than burying you in overdue tasks.

Question 10

How are the question bank and mock exams structured?

Accepted Answer

Topic-level question banks let you drill a specific area; full-length, timed mock exams simulate the real sitting and are scored against published minimum-passing-score bands. Every question — practice or mock — carries a worked explanation, not just a correct letter.

Question 11

Can I track my progress and readiness?

Accepted Answer

Yes. A performance dashboard shows mastery by topic and how your readiness is trending over time, and the study planner uses that same signal to decide what to serve you next.

Question 12

Do I need to install anything?

Accepted Answer

No. Omni runs in any modern web browser on desktop, tablet or phone — nothing to download or install. Just sign in and study.

Question 13

How is your content sourced?

Accepted Answer

From the official curriculum plus named graduate-level textbooks, with a citation on every reading so you can audit our work the way you would a research note. The full approach is written up on our Methodology page.

Question 14

Do you use AI to write the content?

Accepted Answer

Yes, and we say so plainly. AI is used as a drafting tool, but every numerical example is verified by hand and every formula traces back to a cited source. The Socratic Tutor you interact with is also AI, sandboxed to each reading’s sources.

Question 15

Who writes and reviews the material?

Accepted Answer

Credentialed practitioners — CFA charterholders and FRM-certified risk professionals — author the readings, and a second reviewer signs off before anything ships. The people writing an explanation have sat the exam it is meant to help you pass.

Question 16

How do I know the material is accurate and up to date?

Accepted Answer

Every reading shows its sources and its last-reviewed date, and every material change is logged in the public changelog. If you spot an error, tell us and we will fix and log it.

Question 17

Are you affiliated with CFA Institute, GARP, or the CAIA Association?

Accepted Answer

No. CFA®, FRM® and CAIA® are trademarks of their respective owners. We are an independent prep provider with no access to private or live exam content, and we do not claim any endorsement.

Question 18

Is there a free trial?

Accepted Answer

Yes — one full topic per level is free, with no card required. That means a complete study note, the entire question bank for that topic, and the Socratic Tutor. It is enough to judge the material against how you actually study before you pay anything.

Question 19

How does pricing work?

Accepted Answer

You buy access by program and level. Current plans and prices — including any bundles — are listed on the pricing page; we keep exact figures there so they are always the live numbers rather than a stale copy here.

Question 20

What payment methods do you accept?

Accepted Answer

Payments are processed securely by Stripe, which accepts major credit and debit cards. Your full card details are handled by Stripe and are never stored on our servers.

Question 21

Do you offer bundles or discount codes?

Accepted Answer

Yes — bundle pricing across levels is available, and we occasionally run seasonal promotions and coupon codes. Any current offer and how to apply a code is shown on the pricing and checkout pages.

Question 22

Is it a one-time purchase or a subscription?

Accepted Answer

It depends on the plan you choose. Where a plan renews, that is stated clearly at checkout before you confirm, and you can cancel future renewals at any time from your account.

Question 23

How do I cancel or manage billing?

Accepted Answer

Manage or cancel a renewing plan from Profile → Billing, or email support@omnifinacademy.com. Cancelling stops the next renewal; you keep access through the period you have already paid for.

Question 24

What currency will I be charged in?

Accepted Answer

The price and currency are shown at checkout before you confirm the payment, so there are no surprises after you buy.

Question 25

What is your refund policy?

Accepted Answer

There is a 14-day refund window from purchase, provided you have not completed more than 10% of the content for the level you bought. The full terms are on the Refund Policy page.

Question 26

Are there any exceptions to refunds?

Accepted Answer

Yes. Bundle purchases and the lifetime tier are non-refundable after 14 days regardless of usage, and free-tier access is not refundable because it is unpaid.

Question 27

Do you guarantee I will pass?

Accepted Answer

No, and we will not pretend otherwise. Pass outcomes depend on hours invested, your background and exam-day variables no provider controls. What we do guarantee is that every claim in our content is sourced and verifiable.

Question 28

Why not offer a pass-or-your-money-back guarantee like some competitors?

Accepted Answer

Because those guarantees usually come with fine print that makes them hard to actually claim — that is marketing, not substance. We would rather give you a full free topic per level so you can judge the material on your own work first.

Question 29

How do I create an account?

Accepted Answer

Sign up with your email and a password on the registration page. You can start your free topic straight away — no payment details needed to begin.

Question 30

How do I sign in?

Accepted Answer

With the email address and password you registered. If you forget your password, use the reset link on the sign-in page; if you are still locked out, email support@omnifinacademy.com from your account address.

Question 31

How long do I keep access to what I buy?

Accepted Answer

It depends on the plan — for example, a level package versus the lifetime tier. The access terms for each plan are shown at purchase.

Question 32

Can I use Omni on my phone and tablet as well as my laptop?

Accepted Answer

Yes. The platform is fully web-based and responsive, so it works in any modern browser on desktop, tablet and phone. Your progress syncs to your account, so you can switch devices mid-study.

Question 33

How do I delete my account?

Accepted Answer

Any time from Profile → Account → Delete account, or by emailing support@omnifinacademy.com from your account address. The Account Deletion page explains exactly what is removed and what we are legally required to retain.

Question 34

How do you handle my personal data?

Accepted Answer

Our Privacy Policy sets out what we collect, why, how long we keep it, and your rights — access, correction, deletion, portability and objection — under GDPR, UK GDPR, CCPA, PIPEDA, Hong Kong PDPO and similar laws.

Question 35

Is my payment information safe?

Accepted Answer

Yes. Card payments are handled by Stripe, a PCI-DSS compliant processor. We do not receive or store your full card number.

Question 36

Do you sell my data or use it to train AI models?

Accepted Answer

We do not sell your personal data. Our Acceptable Use terms also prohibit using our content or candidate data to train third-party models. See the Privacy Policy for how your study data is used to run and improve the service.

Question 37

How do I make a privacy or data request?

Accepted Answer

Email support@omnifinacademy.com, or use Profile → Account for account and data deletion. We aim to action verified requests promptly and within the timelines set out in the Privacy Policy.

Question 38

How do I contact support?

Accepted Answer

Email support@omnifinacademy.com for anything about your account, billing, content or the platform. It is one real inbox, monitored by the team — not a ticket maze.

Question 39

How quickly will I get a reply?

Accepted Answer

We aim to reply to support email within one business day. Refund requests are processed within 7 business days of receipt.

Question 40

I found a mistake in a reading or question — how do I report it?

Accepted Answer

Email support@omnifinacademy.com with the program, level and reading (or question) and what looks wrong. Confirmed corrections are made and recorded in our public changelog.

Question 41

Who do I contact about partnerships, licensing or press?

Accepted Answer

Business, institutional-access, licensing and press enquiries go to business@omnifinacademy.com. Anything to do with your own account or studying should go to support@omnifinacademy.com instead.

Frequently Asked Questions

Programs & coverage

How the platform works

Content, sourcing & accuracy

Plans, pricing & payment

Refunds & guarantees

Account, access & devices

Privacy, data & security

Support & contact

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