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:
- Canada: CIRO, CSI, EXMP, LLQP, IBABC FOI, OTL Ontario, RIBO, CAIB, Alberta AIC General Insurance, FP Canada, live CPA Canada Core 1 , Core 2 , Assurance , Finance , Performance Management , and Taxation practice.
- Canada property, mortgage, and compliance exam paths: live RECO Real Estate Essentials and CMRAO Limited Licence practice, plus current mortgage, appraisal, AML/compliance, and advisor-designation pages where live practice exists.
- United States: FINRA, NASAA, MSRB, NFA, CFP Board, American College planning credentials, U.S. insurance pages, and live Certified Public Accountant (CPA) section practice for AUD , FAR , REG , BAR , ISC , and TCP .
- United Kingdom / CISI: six live CISI exams, including Introduction to Investment , UK Regulation & Professional Integrity , Investment, Risk and Taxation , Risk in Financial Services , Combating Financial Crime , and Investment Management , plus broader guidance for IAD, IOC , and International Introduction to Investment.
- Planning paths: CSI Personal Financial Services Advice -> FP I -> FP II -> AFP Exam 1 -> AFP Exam 2 , plus FP Canada QAFP , CFP Vignette Companion , and CFP MCQ Companion .
Start here
- Web app: Finance Prep Web App (practice in your browser)
- Exam pages: Finance exam pages (snapshot, study resources, practice)
- Roadmaps: Finance Prep roadmaps (recommended exam order)
- Plans & Access: Finance Prep Plans & Access (web, iOS, Android, macOS)
Best page to open first
| If you need to… | Best page | Why |
|---|---|---|
| Open the browser practice page or login path fast | Finance Prep Web App | Best page for web start, login, and exam-page follow-through. |
| Install the mobile app or review pricing and billing notes | Finance Prep Plans & Access | Best page for storefront links, billing notes, and same-account guidance. |
| Find one exam code quickly | Finance exam pages | Best page when you already know the exam family or code. |
| Choose the right Canada path first | Canada Roadmap | Best 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 first | U.S. Roadmap | Best page for FINRA, MSRB, NASAA, CFP, ChFC, RICP, U.S. CPA, NFA, and U.S. insurance request sequencing. |
| Choose the right UK CISI path first | UK Roadmap | Best page for foundation, advice, regulation, risk, financial-crime, and investment-management sequencing. |
How the main Finance Prep lanes differ
| Lane | Best for |
|---|---|
| Canada securities | CIRO and CSI exams for registration, compliance, advisory, exempt-market, wealth-management, and portfolio exam paths |
| Canada insurance, planning, CPA, property, and compliance | LLQP, 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 CPA | FINRA, 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 / CISI | Foundation, 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 first | Why |
|---|---|---|
| Canada FP Canada planning credential | FP Canada , QAFP , CFP Cases , and CFP MCQ | Best page when the target is integrated household-planning recommendations through the FP Canada path. |
| Canada CSI PFP planning sequence | CSI , Personal Financial Services Advice , and AFP Exam 1 | Best page when the real path runs through the CSI planning sequence rather than FP Canada. |
| U.S. broad planning exam | CFP Board and CFP | Best page when the target is the CFP Board exam itself. |
| U.S. program-based planning designation | American College | Best page when you are choosing ChFC or RICP rather than the CFP exam. |
| Adviser-law registration instead of a planning credential | Series 65 | Best 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.
- 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.
- FINRA exam pages (SIE, Series 7, Series 23, Series 28, Series 39, Series 161, Series 162, and more)
- MSRB exam pages (Series 50/51/52/53/54)
- NASAA exam pages (Series 63/65/66)
- CFP Board exam pages (CFP)
- American College exam pages (ChFC, RICP)
- NFA exam pages (Series 30/31/32/34 plus the broader futures lane)
- U.S. insurance requests (Life, Health, P&C, Personal Lines, Adjuster, and Variable Life & Annuity)
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.
- CISI exam pages (foundation, regulation, advice, risk, financial crime, investment management)
- Introduction to Investment
- UK Regulation & Professional Integrity
- Investment, Risk and Taxation
- Risk in Financial Services
- Combating Financial Crime
- Investment Management (Level 4)
- IAD, IOC, and International Introduction to Investment for broader qualification views
Popular exam pages
Canada
- CIRO: Canadian Investment Regulatory Exam , Retail Securities Exam
- CSI: CSC Exam 1 , CSC Exam 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
- RIBO: RIBO Level 1 and RIBO Level 3
- IBABC / OTL: IBABC FOI and OTL Ontario
- LLQP: LLQP
- FP Canada: QAFP (integrated planning path), CFP Vignette Companion (client cases with attached questions), and CFP MCQ Companion (complementary stand-alone CFP drills)
United States
- FINRA: SIE , Series 7 , Series 23 , Series 28 , Series 39 , Series 161 , Series 162
- U.S. sequence guides: Series 16 for the research-supervision path
- MSRB (municipal): Series 50 , Series 51 , Series 52 , Series 53 , Series 54
- NASAA (state law): Series 63 , Series 66
- Planning: CFP , ChFC , RICP
- U.S. CPA: CPA AUD , CPA FAR , CPA REG , CPA BAR , CPA ISC , CPA TCP
- NFA (futures and forex exams): NFA hub , Series 3 , Series 30 , Series 31 , Series 32 , Series 34
- U.S. insurance requests: Life & Health, Property & Casualty, Personal Lines, Adjuster, Variable Life & Annuity
United Kingdom
- CISI: Introduction to Investment , UK Regulation & Professional Integrity , Investment, Risk and Taxation , Risk in Financial Services , Combating Financial Crime , Investment Management (Level 4)
- Qualification guides: Investment Advice Diploma (IAD), Investment Operations Certificate (IOC) , International Introduction to Investment
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, andSeries 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
- Open your exam page and skim the snapshot once (scope + question styles).
- Use the linked study resources as a checklist by topic (turn misses into mapped objectives).
- 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.
Which mobile install link should I use (Canada vs U.S.)?
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
- Finance exam pages if you want the main exam browse layer
- Finance Prep roadmaps if you want country, regulator, or qualification ordering first
- Finance Prep Web App if you want to start on web with the same Finance Prep account you use on mobile
- Finance Prep Plans & Access if you want pricing, install links, and access notes first
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 PagesFind 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 RoadmapsChoose 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 16Non-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 IOCNon-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 CanadaSuggested 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 InsuranceSuggested 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 QualificationsSuggested order for UK CISI qualification paths across Introduction, UK Regulation, Investment Risk and Taxation, risk, financial crime, IAD, and IOC pages.
- U.S. Sequence Guide: FINRA Series 16
- Finance Prep Study ResourcesUse 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 PricingOpen 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.