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$100/month per exam. Cancel anytime. Includes the full question bank, on-demand tutor, and progress dashboard.

CFP

CFP® Certification Exam

170 questions across 8 Principal Knowledge Topics.

Comprehensive financial planning coverage: ethics, general principles, risk, investments, tax, retirement, estate, and the psychology of planning.

$100/ month
  • • Full question bank
  • • On-demand tutor for every question
  • • Topic-level progress reports
  • • Timed & tutor practice modes
  • • Cancel anytime
EA

IRS Enrolled Agent Exam (SEE)

Three parts — Individuals, Businesses, Representation.

Become an Enrolled Agent and earn unlimited rights to represent taxpayers before the IRS.

$100/ month
  • • Full question bank
  • • On-demand tutor for every question
  • • Topic-level progress reports
  • • Timed & tutor practice modes
  • • Cancel anytime
EA-1

EA Part 1 — Individuals

Individual income tax: filing, deductions, credits, and compliance.

IRS Enrolled Agent exam Part 1: individual taxation. Covers filing status, income types, adjustments, itemized deductions, tax credits, and IRS collection procedures for individuals.

$100/ month
  • • Full question bank
  • • On-demand tutor for every question
  • • Topic-level progress reports
  • • Timed & tutor practice modes
  • • Cancel anytime
EA-2

EA Part 2 — Businesses

Business taxation: entities, income, deductions, and payroll.

IRS Enrolled Agent exam Part 2: business taxation. Covers sole proprietors, partnerships, C-corps, S-corps, tax-exempt organizations, and employment taxes.

$100/ month
  • • Full question bank
  • • On-demand tutor for every question
  • • Topic-level progress reports
  • • Timed & tutor practice modes
  • • Cancel anytime
EA-3

EA Part 3 — Representation

IRS procedures, Circular 230 ethics, and taxpayer representation.

IRS Enrolled Agent exam Part 3: representation, practices and procedures. Covers Circular 230, taxpayer rights, IRS audits, collection procedures, and appeals.

$100/ month
  • • Full question bank
  • • On-demand tutor for every question
  • • Topic-level progress reports
  • • Timed & tutor practice modes
  • • Cancel anytime
SIE

Securities Industry Essentials (SIE)

FINRA's entry-level securities exam.

Foundational product, market structure, and regulatory knowledge — the prerequisite for the Series 6, 7, and other top-off exams.

$100/ month
  • • Full question bank
  • • On-demand tutor for every question
  • • Topic-level progress reports
  • • Timed & tutor practice modes
  • • Cancel anytime
S7

Series 7 — General Securities Representative

125 questions across the full securities product set.

FINRA's flagship top-off exam covering equities, bonds, options, packaged products, and customer accounts.

$100/ month
  • • Full question bank
  • • On-demand tutor for every question
  • • Topic-level progress reports
  • • Timed & tutor practice modes
  • • Cancel anytime
S65

Series 65 — Uniform Investment Adviser Law

Qualify as an Investment Adviser Representative.

NASAA exam focused on economics, investment vehicles, recommendations & strategies, and laws/regs/ethics.

$100/ month
  • • Full question bank
  • • On-demand tutor for every question
  • • Topic-level progress reports
  • • Timed & tutor practice modes
  • • Cancel anytime
S6

Series 6 — Investment Company & Variable Contracts

Mutual funds, variable annuities, 529 plans.

Limited representative license focused on packaged products and suitability.

$100/ month
  • • Full question bank
  • • On-demand tutor for every question
  • • Topic-level progress reports
  • • Timed & tutor practice modes
  • • Cancel anytime
S63

Series 63 — Uniform Securities Agent State Law

NASAA state law — registration, ethics, prohibited practices.

NASAA exam on the Uniform Securities Act: agent/firm registration, fraudulent and prohibited practices, and ethical business conduct. Taken alongside the SIE and a top-off exam.

$100/ month
  • • Full question bank
  • • On-demand tutor for every question
  • • Topic-level progress reports
  • • Timed & tutor practice modes
  • • Cancel anytime
S66

Series 66 — Uniform Combined State Law

Combined state law + investment adviser law (63 + 65).

NASAA's 100-question combined exam covering state securities law (Series 63 content) plus investment adviser law and portfolio concepts (Series 65 content). Taken alongside the SIE to replace both the 63 and 65.

$100/ month
  • • Full question bank
  • • On-demand tutor for every question
  • • Topic-level progress reports
  • • Timed & tutor practice modes
  • • Cancel anytime

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