Finance Exam Prep

Certified Financial Planner (CFP) Exam Prep

Comprehensive planning exam covering retirement, tax planning, insurance, estate planning, and financial strategies.

Course code: CFP

CFA Level I Exam Prep

Foundational exam covering financial reporting, quantitative methods, economics, ethics, and investment tools.

Course code: CFA1

CPA Financial Accounting & Reporting (FAR)

Covers financial accounting, GAAP standards, reporting requirements, and financial statement analysis.

Course code: CPA-FAR

Financial Risk Manager (FRM) Exam Prep

Focuses on risk management, derivatives, market risk, credit risk, and quantitative analysis in finance.

Course code: FRM

Investment Banking Fundamentals

Covers valuation methods, financial modeling basics, capital markets, and deal structuring concepts.

Course code: IBF

Securities Industry Essentials (SIE)

Introductory exam covering securities markets, products, regulations, and industry structure for entry-level finance roles.

Course code: SIE

Series 63 Exam Prep

Focuses on state securities regulations, ethical practices, and legal responsibilities of financial professionals.

Course code: SERIES63

Series 65 Exam Prep

Covers investment advisory principles, portfolio management, fiduciary duty, and economic concepts for advisers.

Course code: SERIES65

Series 66 Exam Prep

Combination of Series 63 and 65 focusing on advisory regulations, ethics, and client relationship management.

Course code: SERIES66

Series 7 Exam Prep

Comprehensive exam covering investment products, suitability, customer accounts, and regulatory requirements for securities representatives.

Course code: SERIES7