Finance Prep Practice Tests

Practice questions, timed mock exams, and exam guidance for securities, insurance, planning, U.S. CPA, CPA Canada core and elective modules, UK CISI, Ontario real estate, mortgage, and compliance exam paths inside Finance Prep.

Finance Prep supports securities, insurance, financial-planning, CPA, and UK CISI exam paths with web/mobile access and live practice where available. Use this page when you need the right Finance Prep exam page before opening the web app.

Current coverage highlights:

Start here

Best page to open first

If you need to…Best pageWhy
Open the browser practice page or login path fastFinance Prep Web AppBest page for web start, login, and exam-page follow-through.
Install the mobile app or review pricing and billing notesFinance Prep Plans & AccessBest page for storefront links, billing notes, and same-account guidance.
Find one exam code quicklyFinance exam pagesBest page when you already know the exam family or code.
Choose the right Canada path firstCanada RoadmapBest page for CIRO, CSI, PFP, LLQP, IBABC FOI, OTL Ontario, RIBO, CAIB, Alberta AIC, FP Canada, live CPA Canada modules, and remaining CPA Canada update pages.
Choose the right U.S. path firstU.S. RoadmapBest page for FINRA, MSRB, NASAA, CFP, ChFC, RICP, U.S. CPA, NFA, and U.S. insurance request sequencing.
Choose the right UK CISI path firstUK RoadmapBest page for foundation, advice, regulation, risk, financial-crime, and investment-management sequencing.

How the main Finance Prep lanes differ

LaneBest for
Canada securitiesCIRO and CSI exams for registration, compliance, advisory, exempt-market, wealth-management, and portfolio exam paths
Canada insurance, planning, CPA, property, and complianceLLQP, IBABC FOI, OTL Ontario, RIBO Level 1 and Level 3, CAIB 1-4, Alberta AIC General Insurance Level 1-3, FP Canada, live CPA Canada Core 1, Core 2, Assurance, Finance, Performance Management, and Taxation pages, Ontario RECO and CMRAO practice, Canada mortgage, appraisal, AML/compliance, advisor-designation pages, and the CSI PFP path across Personal Financial Services Advice, FP I, FP II, and AFP exams
United States licensing, planning, and CPAFINRA, NASAA, MSRB, NFA, CFP Board, American College, U.S. Certified Public Accountant (CPA) sections, and U.S. insurance exam requests across representative, principal, municipal, state-law, futures, forex, planning-designation, accounting, producer, and adjuster paths
United Kingdom / CISIFoundation, regulation, advice, risk, financial crime, and investment-management coverage through live CISI exams plus UK exam guidance

Planning Shortcuts

If your real target is…Open firstWhy
Canada FP Canada planning credentialFP Canada , QAFP , CFP Cases , and CFP MCQBest page when the target is integrated household-planning recommendations through the FP Canada path.
Canada CSI PFP planning sequenceCSI , Personal Financial Services Advice , and AFP Exam 1Best page when the real path runs through the CSI planning sequence rather than FP Canada.
U.S. broad planning examCFP Board and CFPBest page when the target is the CFP Board exam itself.
U.S. program-based planning designationAmerican CollegeBest page when you are choosing ChFC or RICP rather than the CFP exam.
Adviser-law registration instead of a planning credentialSeries 65Best page when the role requires adviser-law registration coverage rather than a planning designation.

Choose your path

Canada (CIRO, CSI, insurance, PFP, FP Canada)

Use this path for Canadian securities, insurance, and planning exams, including the CSI PFP lane plus FP Canada QAFP and CFP companion practice.

Start Canada roadmap

  • CIRO exam pages (Canadian Investment Regulatory Exam, Retail Securities Exam, and more)
  • CSI exam pages (CSC Exam 1/2, Conduct and Practices Handbook, Canadian Compliance Course, EXMP, ETFs for Mutual Fund Representatives, Personal Financial Services Advice, FP I, FP II, AFP Exam 1, AFP Exam 2, and more)
  • LLQP exam pages (life, accident and sickness, segregated funds and annuities, and ethics modules)
  • IBABC FOI (British Columbia Fundamentals of Insurance practice)
  • OTL Ontario (Ontario Other Than Life agent practice)
  • RIBO exam pages (Ontario general-insurance broker and management practice)
  • CAIB exam pages (Canadian Accredited Insurance Broker course practice)
  • Alberta AIC General Insurance pages (Levels 1-3)
  • FP Canada exam pages (QAFP, CFP Vignette Companion, and CFP MCQ Companion)

United States (FINRA, MSRB, NASAA, CFP, ChFC, RICP, NFA, Insurance)

Use this path for U.S. representative licensing (FINRA), municipal securities paths (MSRB), state-law add-ons (NASAA), broader planning credentials (CFP, ChFC, RICP), futures or forex exam selection (NFA), and insurance producer or adjuster exam requests.

Start U.S. roadmap

United Kingdom (CISI)

Use this path for CISI foundation, advice, regulation, risk, financial-crime, and investment-management qualifications. Six live exams each include a 24-question public sample set, and the broader exam guides help when you want qualification comparison first.

Start UK roadmap

Canada

United States

United Kingdom

Current Finance Prep practice

  • deepest live coverage today is in the Canada and U.S. exam-code families plus the six live UK CISI exams, especially CIRO, CSI, FINRA, NASAA, MSRB, and CISI
  • NFA coverage now includes live practice for Series 3, Series 30, Series 31, Series 32, and Series 34, with the NFA hub helping candidates choose the right futures, managed-funds, foreign-registrant, branch-manager, or retail-forex exam
  • U.S. CPA coverage now includes live AUD, FAR, REG, BAR, ISC, and TCP section pages with public samples, free-practice pages, and topic pages.
  • insurance coverage is intentionally split by route: LLQP modules, IBABC FOI, OTL Ontario, RIBO Level 1, RIBO Level 3, CAIB 1-4, and Alberta AIC General Insurance Level 1-3 are live, while U.S. insurance pages remain separate from Canadian licensing paths
  • Ontario RECO Real Estate Essentials and CMRAO Limited Licence practice is live; broader mortgage, appraisal, AML/compliance, and advisor-designation requests should go through support when no live page exists
  • UK coverage now includes six live CISI exams in Finance Prep, plus exam guides for qualification and sequence selection

How to use Finance Prep exam pages

  1. Open your exam page and skim the snapshot once (scope + question styles).
  2. Use the linked study resources as a checklist by topic (turn misses into mapped objectives).
  3. Practice in a loop: short drills -> mixed review -> timed mock exams.

FAQ

Is this a trading app?

No. Finance Prep is an exam-prep app focused on licensing outlines, practice questions, and timed mock exams.

Does one subscription unlock web + mobile?

Yes. Finance Prep can start on web or mobile. Sign in with the same Finance Prep account on each supported device, and open Finance Prep Plans & Access when you need pricing, billing, or install links.

It is the same Finance Prep app either way. The Canada and U.S. buttons are localized storefront listings, not separate content catalogs; web and mobile use the same synchronized exam coverage. See: Finance Prep Plans & Access .

Good next pages after Finance Prep

Trademark note: Mastery Exam Prep and Tokenizer Inc. are independent exam-prep providers and are not affiliated with, endorsed by, or sponsored by any regulator or exam provider.

In this section

  • Finance Prep Exam Pages
    Find the right finance exam page across Canada, the U.S., UK CISI, financial planning, insurance, Ontario real estate, mortgage, appraisal, property management, AML, financial crime, live U.S. Certified Public Accountant (CPA) sections, live CPA Canada core and elective modules, GARP, PRMIA, CFA Institute, CAIA, CMT, FDP, SOA, CAS, AFP Treasury and FP&A, ACCA, CIMA, IMA, IIA, and vignette companion practice before opening the web app.
    • Finance Prep Roadmaps
      Choose a finance, accounting, securities-licensing, insurance, financial-planning, U.S. Certified Public Accountant (CPA), or UK CISI roadmap, then open the exact practice page for that path.
      • U.S. Sequence Guide: FINRA Series 16
        Non-official sequence guide for the FINRA supervisory analyst path, including Series 161, Series 162, and the broader research-analyst sequence.
      • United Kingdom Sequence Guide: CISI IOC
        Non-official sequence guide for CISI IOC candidates choosing UK and international operations, servicing, control, and oversight starting pages.
      • Canada Roadmap: CIRO, CSI, CPA, Insurance, FP Canada
        Suggested order for Canadian finance, securities, insurance, broker-licensing, financial-planning, live CPA Canada core and elective modules, Ontario real-estate practice, payroll, credit, estate planning, and adjacent Finance Prep pages across CIRO, CSI, IFSE, ACAMS, LLQP, IBABC FOI, OTL, RIBO, CAIB, Alberta AIC, FP Canada, CPA Canada, appraisal, mortgage, RECO, and CMRAO. Non-official study guidance.
      • U.S. Roadmap: FINRA, CFP, CPA and Insurance
        Suggested order for U.S. finance, accounting, securities-licensing, financial-planning, Certified Public Accountant (CPA), municipal, futures-related, and insurance exam requests. Non-official study guidance.
      • United Kingdom Roadmap: CISI Qualifications
        Suggested order for UK CISI qualification paths across Introduction, UK Regulation, Investment Risk and Taxation, risk, financial crime, IAD, and IOC pages.
    • Finance Prep Study Resources
      Use Finance Prep guide pages to choose the right Canada, U.S., or UK CISI roadmap, then move to the matching exam page, sample set, or web-app entry.
      • Finance Prep Web Access and Pricing
        Open Finance Prep on web or mobile, compare pricing and storefront access, and confirm how one Finance Prep account syncs securities, insurance, planning, U.S. CPA, CPA Canada core and elective modules, UK CISI, Ontario real estate, mortgage, and compliance exam paths.