Finance Prep Study Resources

Last revised: July 25, 2026

Use Finance Prep guide pages to choose the right Canada, U.S., or UK CISI/CII roadmap, then move to the matching exam page, sample set, or web-app entry.

Short, practical resource pages help you choose the right Finance Prep exam page, roadmap, or web-app entry point before you start drilling questions.

Best page to open first

If you need to…Best pageWhy
Choose a Canada finance or licensing pathCanada Finance Prep RoadmapBest page when you need CIRO, CSI, LLQP, RIBO, Insurance Institute, CAIB, Alberta AIC, FP Canada, CPA Canada, RECO, CMRAO, or insurance sequencing before picking one exam.
Choose a U.S. finance, accounting, or licensing pathUnited States Finance Prep RoadmapBest page when you need FINRA, NASAA, MSRB, NFA, U.S. CPA, insurance, or planning-exam sequencing before picking one exam.
Start a UK CISI or CII pathUnited Kingdom RoadmapBest page when you want the UK qualification pages first before choosing the CISI or CII paper page.
Open one exam page fastFinance exam pagesBest page when you want the exam page, public preview, and current practice path first.

How this resource layer differs from exam pages

Page typeBest use
Exam pagePublic preview, current practice path, and current exam guidance for one exam code
RoadmapCountry, regulator, or qualification-family ordering before you pick one exam
Web app accessOpening Finance Prep practice or signing in with the same Finance Prep account you use on mobile

Current resource coverage

  • The deepest live practice coverage here includes CIRE, RSE, CSC, CPH, LLQP, RIBO Level 1, Insurance Institute C81/C82, CAIB 1-4, Alberta AIC General Insurance Levels 1-3, FP Canada QAFP, FP Canada CFP companion practice, live CPA Canada Core 1/Core 2/Assurance, RECO Course 1-4, CMRAO, SIE, Series 7, Series 63, Series 65, Series 66, MSRB, NFA, and expanded live UK CISI/CII exam pages
  • If you know the exam code, use the main exam page first; that page remains the primary practice page

Canada (CIRO / CSI / Insurance / FP Canada / CPA)

United States (FINRA / NASAA)

United Kingdom (CISI and CII)

If your UK goal is…Best page to open firstWhy
First UK investment foundationIntroduction to InvestmentBest first UK-specific paper with a live 24-question sample set.
IAD securities, derivatives, or financial planningIAD Securities , IAD Derivatives , or IAD Financial Planning and AdviceBest page when you need a live Investment Advice Diploma unit rather than the broader roadmap.
FCA/PRA regulation and conduct coreUK Regulation & Professional IntegrityBest page when you need regulation, complaints, client assets, and financial-crime duties.
Advice, suitability, and UK tax decisionsInvestment, Risk and TaxationBest page for product, tax, wrapper, and recommendation judgement.
Broad risk or compliance oversightRisk in Financial Services or Combating Financial CrimeBest split between broad enterprise-risk coverage and narrower AML/sanctions/fraud work.
Portfolio and valuation depthInvestment Management (Level 4)Best page for the technical investment-management lane.
Regulated financial planning through CIICII R01-R06Best page when your target is CII financial-planning MCQ practice or R06 case-style vignettes.
Broader qualification comparison firstIOC sequence guide , International Introduction to Investment, and the United Kingdom roadmapBest page when you want the structure first rather than one paper.

Live UK CISI and CII pages

  • CISI exam pages for foundation, ICWIM, IAD, PCIAM, CWM, CMP, regulation, advice, risk, financial-crime, and investment-management practice.
  • CII exam pages for R01-R05 MCQ practice and R06 case-style financial-planning vignettes.

Each live UK exam page has focused public pages, topic coverage, timing guidance, and direct Finance Prep web/mobile access.

Start with a roadmap

If you’re not sure what exam comes first, start here:

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