Books to Prepare for the UFE

There’s so much UFE material out there now a days, where do you start?

So what’s out there?

Densmore has two very good books that I recommend for everybody.

UFE Success is about the soft skills, creating a plan and everything you need to get prepared for the UFE. At $60 I think it’s worth the investment if you won’t be attending the course (it comes included as part of the course). I read this book personally three years ago and I recommend it.

Competency Map Study Notes is another publication by Densmore that I highly recommend. This is your accounting, audit, tax, MDM and Finance technical knowledge at the UFE level. I used this extensively when I wrote the UFE and I think it’s a must-have for writers. Why do I recommend this so highly? It’s technical at the UFE level. You could learn a lot more, but why bother when the examinability potential is low? Study smart. At $105 it’s worth the price.

Densmore also offers a number of marking guides and simulations packages that I’d recommend. Unfortunately, Mr. Densmore doesn’t pay me to advertise his products so this is strictly my own recommendation 🙂


PASS offers two publications

Financial Accounting on the UFE – An Integrated Aproach for the 2013 UFE is one of the publications offered by PASS. I haven’t read this stuff myself so can’t comment personally but at a quarter under $85 you might check it out.

Financial Accounting Technical Review is the second publication which covers a technical review for Performance Measurement & Reporting (accounting). I’m sure it’s as useful as the Densmore publication, but at $96, I have to recommend Densmore’s publication because you get full coverage of each competency.

Like Densmore, PASS offers evaluation guides for SOA and UFE.


Jason Fleming’s Books

Jason Fleming has two books which cover specific UFE topics.


A newer book, I don’t think it was around when I wrote the UFE, this book is specific to tax. At 300 pages it seems pretty heavy though. If anyone’s read it already please feel free to leave us a book review in the comments! 🙂 At $50 it’s not going to set you back too badly, either.

UFE Case Writing, A Guide to Essential Case Writing Skills for the Uniform Evaluation

I haven’t read this myself but friends tell me this is a great book. If you won’t be taking a course, this might be a good spot to invest $43.


If anyone out there has read any (or all!) of these, would love to get your comments!


  1. Agree for the densmore books they are awesome. Thats coming from a pass course taker. Try getting the first densmore book early on in the process to get your head in the game.

    The pass books are solid as well. Very good insight on pmr in not just what was tested before but on what is likely to be tested and why and which areas to focus on. Densmore book had great overall technical notes but pass takes pmr to another level with much more insight.

    I saw the ufe tax book at soa but never read it myself. It looked very thorough for when you’re trying to pick at specific tax issues you see in cases and need to flesh out your knowledge.

    At the end of the day, if you aren’t limited by budget, the more books you get your hands on the better. Everyone has a different approach to the ufe and taking a bit from each is never a bad idea. Densmore/pass/norgrove often contradict each other (not on technical but approach wise) and each cover their technical in varying depth and scope. Good luck to 2013 ufe writers! Probably shouldnt be procrastinating this much on my phone this time of year….

    • Thanks for the comment, Phil!

      I’ll add that it’s not just about money, but also about time. A lot of people can’t or won’t go through this much written material. While you should get a firm grasp on case approach and so forth, make sure you’re doing that earlier rather than later as Phil mentioned. You’ll get the most out of writing many cases over reading how to do it.

      Now get back to work, Phil! 🙂

  2. UFE Tax is the best book ever.
    Why did no one tell me about it sooner!! 🙁

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