For brokerages, RIAs & insurance agencies
Get your reps licensed faster.
One platform for every securities and insurance license your team needs — the SIE, Series 6, 7, 63, 65, 66, and life insurance. Volume per-seat pricing, an honest readiness score for every rep, and prep built to pass the first time.
Founding-firm launch pricing — lock in these rates before they rise.
Why firms train their reps here
Every exam in one place
SIE plus Series 6, 7, 63, 65, 66, and the life insurance licensing exam — one login, one bill, no juggling vendors per license.
Reps get licensed faster
Adaptive practice concentrates each rep's time on what they keep missing, and every question explains the why — so prep translates into a first-try pass.
An honest readiness score
A clear 0–100 readiness number per rep, built on section-weighted mastery and mock-exam performance, so you know who's ready for test day.
Realistic mock exams
Full-length, timed, and section-weighted to mirror the real thing — test day feels familiar, not frightening.
Retention that lasts
Spaced-repetition flashcards resurface material right before reps would forget it — efficient study that sticks past the exam.
Built for busy new hires
ADHD-friendly by design: one task per screen, short lessons, and visible progress that keeps reps moving without overwhelm.
Volume pricing that scales with your headcount
All-Access per seat, billed annually. The more reps you cover, the lower the per-seat rate.
Retail is $299/seat/year for All-Access. Firm rates above reflect founding-firm launch discounts and are subject to change. Single-exam team plans are also available — just ask.
Ready to onboard your team?
Tell us how many reps and which exams — we'll set up your firm and get everyone studying this week.
Firm FAQ
How does per-seat billing work?+
You buy a block of seats at the volume rate and assign one to each rep. Firm plans are billed annually. Reach out and we'll set up your firm and invoice you directly — no per-rep credit cards.
Which exams are covered?+
All-Access covers every track on the platform: the SIE, Series 6, 7, 63, 65, and 66, and the life insurance licensing exam. Reps can switch between tracks as their licensing path requires.
Can we add seats mid-term?+
Yes. Add seats as you hire — new seats are prorated to your renewal date so everything stays on one annual cycle.
Is Finance Exam Pro affiliated with FINRA or NASAA?+
No. We're an independent exam-prep platform. All practice questions are original and written to teach the concepts the real exams test — they are not actual exam questions.
Do you offer a trial for firms?+
Reps can create a free account and start studying immediately at no cost. For a firm rollout, contact us and we'll walk your team through it.
Studying on your own? See individual plans.