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.
These are study roadmaps to help you pick an order and avoid random wandering.
They are not official proficiency requirements. Always confirm the current rules and acceptance criteria with the relevant regulator / education provider.
Best page to open first
| If you need to… | Best page | Why |
|---|---|---|
| Follow a suggested Canada, U.S., or UK sequence | Finance Prep roadmaps | Best page when you want guidance on exam order instead of one exam code first. |
| Open one exam page fast | Finance exam pages | Best page when you already know the exam name or code. |
| Open web practice or sign in | Finance Prep Web App | Best page for browser practice and same-account access. |
| Check pricing and storefront links | Finance Prep Plans & Access | Best page for pricing, billing, and install guidance. |
How to use a roadmap
- Pick the track that matches your target role and geography.
- Use the exam page syllabus as your checklist and practice under time pressure.
- Add the next exam only after you can pass a full timed mock comfortably.
How the main roadmap lanes differ
| Roadmap | Best use |
|---|---|
| Canada | CIRO, CSI, PFP, LLQP, RIBO, CAIB, Alberta AIC, FP Canada, and CPA Canada sequencing when you need to place regulation, planning, insurance, broker, or accounting exams together |
| United States | FINRA, NASAA, MSRB, NFA, CFP Board, American College, and U.S. Certified Public Accountant (CPA) section sequencing when you need to place representative, principal, municipal, state-law, futures, forex, planning-designation, or CPA section paths together |
| United Kingdom | CISI sequence planning across foundation, regulation, advice, risk, financial crime, and investment-management lanes |
If planning is your real target
| If your real target is… | Open first | Why |
|---|---|---|
| Canada FP Canada planning path | FP Canada , QAFP , CFP Cases , and CFP MCQ | Best page when the target is integrated planning through FP Canada rather than the CSI planning sequence. |
| Canada CSI planning path | Canada Roadmap and CSI | Best page when you still need to place PFSA, FP I, FP II, and AFP inside the broader Canada sequence. |
| U.S. CFP / ChFC / RICP choice | U.S. Roadmap | Best page when you need the first planning-lane decision before opening one exam page. |
| U.S. CPA section practice | U.S. CPA | Best page when the target is CPA AUD, FAR, REG, BAR, ISC, or TCP rather than securities licensing or financial planning. |
| U.S. adviser-law registration instead of a planning credential | Series 65 | Best page when the real need is adviser-law registration rather than a planning designation. |
Current roadmap coverage
- The roadmap layer is strongest when you know the country or regulator family but do not yet know the right next exam
- Specialized sequence guides currently exist for the U.K. IOC path and the U.S. Series 16 supervisory-analyst path because those do not fit cleanly as one standalone exam
- If you already know the exam code, switch early to Finance exam pages instead of staying in the roadmap layer too long
Choose your roadmap
Canada
CIRO, CSI, PFP, LLQP, RIBO, CAIB, Alberta AIC, FP Canada, and CPA Canada order suggestions, including insurance routes plus QAFP and CFP companion practice choices.
Open Canada roadmapUnited States
FINRA, MSRB, NASAA, CFP Board, American College, CPA Auditing and Attestation, and NFA path suggestions, including CFP, ChFC, RICP, and Series 65 choice.
Open U.S. roadmapUnited Kingdom
CISI path suggestions for advice, operations, and broad investment-foundation paths (non-official).
Open UK roadmapStart here
Specialized Sequence Guides
Need web access or install help?
- Open Finance Prep on web: Finance Prep Web App
- See plans and access: Finance Prep Plans & Access
- Compare Finance Prep practice: Finance Prep App
Good next pages after Finance Prep roadmaps
- Finance exam pages if you already know the exam code and want the main exam page
- 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
- Finance if you want the broader finance and licensing map
In this section
- 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.