Master Your
Financial Exams
Free, AI-powered study materials for Insurance, EA, SIE, Series licenses, CPA, CFP®, and more. Leveraging the latest AI to make quality exam prep accessible to everyone.
How AI Can Make Exam Prep Free for Everyone
I'm an engineer with 20+ years of writing code (started in primary school!). In 2023, when my first baby was born, I used paternity leave to pass my Life Insurance license. That sparked a journey through the EA exam, SIE, Series 6, 63, 65, and finally the CFP® exam in November 2025.
Through all these exams, one thing became clear: exam prep is expensive and not truly personalized. But with the incredible AI advancements in the last couple of years, I believe we can change that. AI can now create personalized learning experiences that were impossible before.
That's why I'm building OpenExamPrep. As an engineer, I can leverage AI to build tools that make quality exam preparation accessible and deeply personalized. The whole industry can benefit from AI - and I want to prove it.
If you believe AI can democratize education, let's connect and build this together!
Connect on LinkedInChoose Your Path
Select from our comprehensive preparation materials for the most sought-after financial certifications.
Securities
FINRA & NASAA licensing exams for securities professionals
SIE
FINRA ExamSecurities Industry Essentials
The foundational exam for anyone entering the securities industry.
Series 6
FINRA ExamInvestment Company Products
Qualify to sell mutual funds, variable annuities, and 529 plans.
Series 7
FINRA ExamGeneral Securities Representative
The most comprehensive license for selling all types of securities.
Series 63
NASAA ExamUniform Securities Agent State Law
Qualify to conduct securities business at the state level.
Series 65
NASAA ExamInvestment Adviser Representative
Qualify to provide investment advice for a fee.
Series 66
NASAA ExamUniform Combined State Law
Combined Series 63 + 65 for agent and adviser registration.
Insurance
State licensing exams for insurance professionals
Real Estate
Licensing exams for real estate and mortgage professionals
Salesperson
State LicenseReal Estate Salesperson
National exam outline covering core real estate concepts.
MLO
NMLS ExamMortgage Loan Originator
Federal SAFE MLO exam for mortgage professionals.
Professional Certifications
Advanced certifications for finance and accounting professionals
EA
IRS ExamEnrolled Agent
Federally-authorized tax practitioner with IRS representation rights.
CFA
Level I, II, IIIChartered Financial Analyst
Global gold standard for investment analysis and portfolio management.
CFP®
CFP® Board ExamCertified Financial Planner
Premier certification for comprehensive financial planning.
CPA
AUD, BEC, FAR, REGCertified Public Accountant
The gold standard in accounting certification.
Reality Orientation for Financial Professionals
Free courses to help you understand trending topics—so you can respond professionally when clients ask about day trading, crypto, options, and more.
Day Trading: A Beginner's Orientation
Understanding the mechanics, incentives, and failure modes—so you can respond professionally when clients ask.
Crypto for Financial Professionals
Navigate the 96% of clients asking about crypto
0DTE Options Explained
Understanding the explosion in same-day options
Everything You Need to Succeed
Quality exam preparation should be accessible to everyone. With recent AI advancements, we can finally make that a reality.
AI-Powered Learning
Study with AI agents built using Claude Code that mentor you throughout your journey.
Practice Questions
Thousands of practice questions with detailed explanations to reinforce your learning.
Open Source Tools
Access our open-source Claude Code setup on GitHub to supercharge your learning.
Podcast & Audio
Learn on the go with our podcasts and music content covering exam topics.
Community Support
Connect with fellow candidates, share tips, and learn from each other.
Free Study Materials
All study guides, practice questions, and explanations are free forever. Plus 10 free AI questions daily.
Real Results, Real Stories
Join thousands of students who are preparing for their financial certifications with OpenExamPrep.
“Finally, quality exam prep that doesn't cost hundreds of dollars. The SIE content is comprehensive and well-organized.”
“The AI-powered approach makes studying more efficient. I love that it's open source - you can see exactly what you're learning.”
“As someone who couldn't afford $500+ prep courses, OpenExamPrep was a game-changer. Passed my insurance exam on the first try!”
Quality Exam Prep Shouldn't Cost a Fortune
Traditional exam prep courses charge $99 to $500+ for study materials. That's a significant barrier for many aspiring financial professionals.
With advances in AI, we can now create comprehensive, high-quality study materials at a fraction of the cost. We believe this technology should democratize education, not create new profit centers.
OpenExamPrep is funded by passion, not profit. As a CFP® and AI Engineer, I built this to help others access the same opportunities I had - without the financial burden.
How We Compare
* All study materials free. AI questions: 10 free/day, upgrade for more. Competitor pricing as of January 2026.
Learn Your Way
Whether you prefer podcasts, videos, or even music - we've got exam content in every format.
Study Music Playlist
Video Lessons
Podcast Episodes
Compare Exams Side-by-Side
Understand the differences between securities exams to choose the right path for your career.
Entry-Level vs Full License
The SIE is required first, Series 7 is the complete securities license.
Agent vs Adviser
Series 63 for selling, Series 65 for giving investment advice.
Limited vs Full License
Series 6 for mutual funds only, Series 7 for all securities.
People vs Property
L&H covers life, health, annuities. P&C covers home, auto, liability.
Frequently Asked Questions
Everything you need to know about OpenExamPrep and how it can help you pass your exams.
Ready to Start Your Journey?
All study materials free forever, plus 10 free AI questions daily. Quality exam prep that's accessible to everyone.