About Securities Mastery

Securities Mastery is the main editorial site for Canada-first exam and qualification coverage. The site now leads with CIRO, CSI, FP Canada, LLQP, and RIBO, while still supporting FINRA, NASAA, and CISI for U.S. and UK exam coverage. Finance Prep handles the larger question banks, timed mock exams, analytics, and synced mobile-plus-web access. Subscribers can also use the web app at the Finance Prep web app with the same account credentials, including email/password, Sign in with Apple, or Sign in with Google.

Canada-first Editorial guides + paid practice CIRO + CSI + FP Canada + LLQP + RIBO first iPhone + Android + Web

Current public guide focus

  • CIRO qualification paths
  • CSI securities, wealth, and planning-development paths
  • FP Canada planning certification support
  • LLQP and RIBO insurance licensing support
  • U.S. FINRA and NASAA exam coverage
  • UK CISI exam coverage

What the Site Does

  • Teach the structure: public guides explain products, rules, account flow, suitability, and exam logic in plain language.
  • Reduce wasted study time: study plans, cheat sheets, diagrams, and scenario questions give you a faster check before heavier drilling.
  • Lead with Canada: the editorial direction starts with Canadian dealer, planning, and insurance exams before U.S. and UK exam coverage.

What the Practice App Adds

  • Larger question banks and mixed practice sets
  • Timed mock exams and pacing practice
  • Progress analytics and cross-device sync
  • Web access through the Finance Prep web app for active subscribers using the same account credentials, including email/password, Sign in with Apple, or Sign in with Google

Roadmap and Coverage

The broader Finance Prep catalog, which subscribers can also use through the Finance Prep web app with the same account credentials, already includes Canadian, U.S., and UK practice routes. The public guide domain now mirrors that broader structure more honestly by putting CIRO, CSI, FP Canada, LLQP, and RIBO ahead of FINRA, NASAA, and CISI in the editorial order.

Public guides on this site are still being published in stages, but the homepage, menus, and main exam hubs now reflect the real commercial and editorial center of gravity: Canada first, then U.S. and UK exam coverage.

How Access Works

Subscribe in the App Store or Google Play, then use the same account credentials on the Finance Prep web app, including email/password, Sign in with Apple, or Sign in with Google.

No separate web subscription is required.


Independence and Scope

Securities Mastery is an independent educational publisher. We are not affiliated with or endorsed by CIRO, CSI, FP Canada, FINRA, the SEC, the MSRB, NASAA, CISI, Prometric, or any broker-dealer, insurer, regulator, designation body, or training provider.

Content is written for exam preparation and should not be treated as investment, legal, tax, compliance, or licensing advice. Always verify current rules and exam requirements with official sources.