Securities and Insurance Exam Guides

Use this exam hub when you want a route-first guide instead of a concept library. Securities Mastery remains Canada-first, with Canadian securities, planning, and insurance licensing routes listed before U.S. and U.K. routes.

Main exam guide families

Insurance licensing routes

The insurance guide tree now uses a dedicated canonical structure under Insurance Guides. Use it for LLQP modules, RIBO Level 1, Canadian general-insurance demand pages, province-specific insurance routes, and U.S. insurance demand pages.

In this section

• Insurance Licensing Exam Guides: LLQP, RIBO, Canada General Insurance & U.S. Routes
  Insurance licensing guides for Canadian LLQP, RIBO, general insurance, province-specific routes, and U.S. insurance exam request pages.
  • Canada Insurance Licensing Exam Guides
    Canadian insurance licensing guides for LLQP, RIBO, general insurance, adjuster, and province-specific insurance exam routes.
    • LLQP Exam Module Guides: Life, Accident and Sickness, Segregated Funds & Ethics
      LLQP exam module guides for Life Insurance, Accident and Sickness, Segregated Funds and Annuities, and Ethics routes in Canada.
      • LLQP Life Insurance Exam Guide, Study Plan & Practice Questions
        LLQP Life Insurance exam guide with module fit, competency weights, study plan, cheat sheet, FAQ, resources, and practice questions.
        • LLQP Life Insurance Study Plan — 30‑Day Blueprint-Aligned Schedule
          A practical 30-day LLQP Life Insurance study plan using published competency weightings and a client-needs-first review loop.
        • LLQP Life Insurance Cheat Sheet — High-Yield Rules, Checklists, and Pitfalls
          Comprehensive LLQP Life Insurance cheat sheet covering fact-find and needs analysis, product selection, underwriting workflow, servicing mindset, common traps, and fast review tables.
        • LLQP Life Insurance FAQ — Licensing, Exam Structure, and Prep
          Frequently asked questions about LLQP Life Insurance, including licensing role, module focus, exam structure references, and study strategy.
        • LLQP Life Insurance Resources — Official Curriculum, Exam Credits, and Regulators
          Authoritative links for LLQP Life Insurance, including provincial exam references, CSI curriculum and credits references, and regulator starting points.
      • LLQP Accident and Sickness Exam Guide, Study Plan & Practice Questions
        LLQP Accident and Sickness exam guide with module fit, competency weights, study plan, cheat sheet, FAQ, resources, and practice questions.
        • LLQP Accident & Sickness Study Plan — 30‑Day Blueprint-Aligned Schedule
          A practical 30-day LLQP Accident & Sickness study plan using published competency weightings and a client-needs-first review loop.
        • LLQP Accident & Sickness Cheat Sheet — Decision Tables, Rules, and Product Fit
          Comprehensive LLQP Accident & Sickness cheat sheet covering needs analysis, DI/CI/LTC/extended health/travel product fit, contract mechanics, coordination, common traps, and fast review tables.
        • LLQP Accident & Sickness FAQ — Licensing, Exam Structure, and Prep
          Frequently asked questions about LLQP Accident & Sickness, including licensing role, module focus, exam structure references, and study strategy.
        • LLQP Accident & Sickness Resources — Official Curriculum and Exam References
          Authoritative links for LLQP Accident and Sickness, including provincial exam references, CSI curriculum and credits references, and regulator starting points.
      • LLQP Segregated Funds and Annuities Exam Guide, Study Plan & Practice Questions
        LLQP Segregated Funds and Annuities exam guide with module fit, competency weights, study plan, cheat sheet, FAQ, resources, and practice questions.
        • LLQP Segregated Funds & Annuities Study Plan — 30‑Day Blueprint-Aligned Schedule
          A practical 30-day LLQP Segregated Funds & Annuities study plan using published competency weightings and a goal-fit-first review loop.
        • LLQP Segregated Funds & Annuities Cheat Sheet — Decision Tables, Rules, and Product Fit
          Comprehensive LLQP Segregated Funds & Annuities cheat sheet covering investor fact-find, seg fund vs mutual fund trade-offs, guarantee and beneficiary concepts, annuity selection, common traps, and fast review tables.
        • LLQP Segregated Funds & Annuities FAQ — Licensing, Exam Structure, and Prep
          Frequently asked questions about LLQP Segregated Funds and Annuities, including licensing role, module focus, exam structure references, and study strategy.
        • LLQP Segregated Funds & Annuities Resources — Official Curriculum and Exam References
          Authoritative links for LLQP Segregated Funds and Annuities, including provincial exam references, CSI curriculum and credits references, and regulator starting points.
      • LLQP Ethics and Professional Practice Common Law Exam Guide
        LLQP Ethics and Professional Practice Common Law exam guide with competency weights, study plan, cheat sheet, FAQ, resources, and practice questions.
        • LLQP Ethics & Professional Practice (Common Law) Study Plan — 30-Day Blueprint-Aligned Schedule
          A practical 30-day LLQP Ethics & Professional Practice (Common Law) study plan using published topic weightings and a drill-first practice loop.
        • LLQP Ethics & Professional Practice (Common Law) Cheat Sheet — Rules, Checklists & Glossary
          Comprehensive LLQP Ethics & Professional Practice (Common Law) cheat sheet: scenario playbook, legal/ethical duties, privacy and documentation checklist, prohibited practices, common traps, and a glossary.
        • LLQP Ethics & Professional Practice (Common Law) FAQ — Exam Structure and Prep
          Frequently asked questions about LLQP Ethics & Professional Practice (Common Law): module fit, exam structure references, and study tips.
        • LLQP Ethics & Professional Practice (Common Law) Resources — Official Curriculum and Exam References
          Authoritative links for LLQP Ethics and Professional Practice (Common Law), including provincial exam references, CSI curriculum and credits references, and regulator starting points.
      • LLQP Ethics and Professional Practice Quebec Civil Code Exam Guide
        LLQP Ethics and Professional Practice Quebec Civil Code exam guide with competency weights, study plan, cheat sheet, FAQ, resources, and practice questions.
        • LLQP Ethics & Professional Practice (Civil Code / Québec) Study Plan — 30-Day Blueprint-Aligned Schedule
          A practical 30-day LLQP Ethics & Professional Practice (Civil Code / Québec) study plan using published topic weightings and a drill-first practice loop.
        • LLQP Ethics & Professional Practice (Civil Code / Québec) Cheat Sheet — Rules, Checklists & Glossary
          Comprehensive LLQP Ethics & Professional Practice (Civil Code / Québec) cheat sheet: scenario playbook, legal/ethical duties, privacy and documentation checklist, prohibited practices, common traps, and a glossary.
        • LLQP Ethics & Professional Practice (Civil Code / Québec) FAQ — Exam Structure and Prep
          Frequently asked questions about LLQP Ethics & Professional Practice (Civil Code / Québec): module fit, exam structure references, and study tips.
        • LLQP Ethics & Professional Practice (Civil Code / Québec) Resources — Official Curriculum and Exam References
          Authoritative links for LLQP Ethics and Professional Practice (Civil Code / Quebec), including exam references, CSI curriculum and credits references, and Quebec-facing regulator context.
    • RIBO Exam Guides: Level 1, Level 2, Level 3 & Ontario Broker Licensing
      Ontario RIBO exam guides for Level 1, Level 2, Level 3, broker licensing study routes, practice status, and request links.
      • RIBO Level 1 Exam Guide, Study Plan & Practice Questions
        RIBO Level 1 exam guide with topic weights, study plan, cheat sheet, FAQ, resources, and practice links for Ontario broker licensing.
        • RIBO Level 1 Study Plan
          Study plan for RIBO Level 1 with 30-, 60-, and 90-day tracks tied to the Ontario broker blueprint.
        • RIBO Level 1 Cheat Sheet
          Fast-review sheet for RIBO Level 1 covering product knowledge, risk classification, advising, and broker compliance.
        • RIBO Level 1 FAQ — Common Questions About Structure, Scope, and Study Strategy
          Frequently asked questions for RIBO Level 1: exam structure, what it tests, study priorities, and how to use this guide.
        • RIBO Level 1 Resources
          Official RIBO Level 1 sources plus study, review, and practice links for Ontario broker exam candidates.
      • RIBO Level 2 Exam Guide and Practice Status
        RIBO Level 2 route guide for Ontario broker licensing, current Finance Prep practice status, and request update link.
      • RIBO Level 3 Exam Guide and Practice Status
        RIBO Level 3 route guide for advanced Ontario broker licensing, current Finance Prep practice status, and request update link.
    • Canada General Insurance Exam Guides and Practice Status
      Canada general insurance route guide for Level 1, Level 2, Level 3, property and casualty, personal lines, commercial lines, and adjuster exams.
      • Canada General Insurance Level 1 Exam Guide and Practice Status
        Canada General Insurance Level 1 route guide with current Finance Prep practice status and request update link.
      • Canada General Insurance Level 2 Exam Guide and Practice Status
        Canada General Insurance Level 2 route guide with current Finance Prep practice status and request update link.
      • Canada General Insurance Level 3 Exam Guide and Practice Status
        Canada General Insurance Level 3 route guide with current Finance Prep practice status and request update link.
      • Canada Property and Casualty Insurance Exam Guide and Practice Status
        Canada property and casualty insurance route guide with current Finance Prep practice status and request update link.
      • Canada Personal Lines Insurance Exam Guide and Practice Status
        Canada personal lines insurance route guide with current Finance Prep practice status and request update link.
      • Canada Commercial Lines Insurance Exam Guide and Practice Status
        Canada commercial lines insurance route guide with current Finance Prep practice status and request update link.
      • Canada Insurance Adjuster Exam Guide and Practice Status
        Canada insurance adjuster route guide with current Finance Prep practice status and request update link.
    • Canadian Province Insurance Exam Guides
      Province-specific Canadian insurance licensing route guides for Ontario, Alberta, British Columbia, Manitoba, Saskatchewan, and Quebec.
      • Ontario Insurance Exam Guides: RIBO, OTL and LLQP
        Ontario insurance licensing route guide for RIBO Level 1, Level 2, Level 3, OTL agent searches, and LLQP handoffs.
        • Ontario RIBO Level 1 Exam Guide and Live Practice Route
          Ontario RIBO Level 1 route guide that points to the canonical live RIBO Level 1 guide and Finance Prep practice page.
        • Ontario RIBO Level 2 Exam Guide and Practice Status
          Ontario RIBO Level 2 route guide with current practice status and request update link.
        • Ontario RIBO Level 3 Exam Guide and Practice Status
          Ontario RIBO Level 3 route guide with current practice status and request update link.
        • Ontario OTL Agent Exam Guide and Practice Status
          Ontario OTL agent route guide with current Finance Prep practice status and request update link.
      • Alberta Insurance Exam Guides
        Alberta insurance licensing route guide for general insurance Level 1, Level 2, Level 3, and adjuster Level 1 searches.
        • Alberta General Insurance Level 1 Exam Guide and Practice Status
          Alberta General Insurance Level 1 route guide with current practice status and request update link.
        • Alberta General Insurance Level 2 Exam Guide and Practice Status
          Alberta General Insurance Level 2 route guide with current practice status and request update link.
        • Alberta General Insurance Level 3 Exam Guide and Practice Status
          Alberta General Insurance Level 3 route guide with current practice status and request update link.
        • Alberta Adjuster Level 1 Exam Guide and Practice Status
          Alberta Adjuster Level 1 route guide with current practice status and request update link.
      • British Columbia Insurance Exam Guides
        British Columbia insurance licensing route guide for general insurance Level 1, Level 2, Level 3, and adjuster Level 1 searches.
        • British Columbia General Insurance Level 1 Exam Guide and Practice Status
          British Columbia General Insurance Level 1 route guide with current practice status and request update link.
        • British Columbia General Insurance Level 2 Exam Guide and Practice Status
          British Columbia General Insurance Level 2 route guide with current practice status and request update link.
        • British Columbia General Insurance Level 3 Exam Guide and Practice Status
          British Columbia General Insurance Level 3 route guide with current practice status and request update link.
        • British Columbia Adjuster Level 1 Exam Guide and Practice Status
          British Columbia Adjuster Level 1 route guide with current practice status and request update link.
      • Manitoba Insurance Exam Guides
        Manitoba insurance licensing route guide for general insurance Level 1 and adjuster Level 1 searches.
        • Manitoba General Insurance Level 1 Exam Guide and Practice Status
          Manitoba General Insurance Level 1 route guide with current practice status and request update link.
        • Manitoba Adjuster Level 1 Exam Guide and Practice Status
          Manitoba Adjuster Level 1 route guide with current practice status and request update link.
      • Saskatchewan Insurance Exam Guides
        Saskatchewan insurance licensing route guide for general insurance Level 1 and adjuster Level 1 searches.
        • Saskatchewan General Insurance Level 1 Exam Guide and Practice Status
          Saskatchewan General Insurance Level 1 route guide with current practice status and request update link.
        • Saskatchewan Adjuster Level 1 Exam Guide and Practice Status
          Saskatchewan Adjuster Level 1 route guide with current practice status and request update link.
      • Quebec Insurance Exam Guides
        Quebec insurance licensing route guide for damage insurance, personal lines, and claims adjuster searches.
        • Quebec Damage Insurance Exam Guide and Practice Status
          Quebec damage insurance route guide with current practice status and request update link.
        • Quebec Personal Lines Insurance Exam Guide and Practice Status
          Quebec personal lines insurance route guide with current practice status and request update link.
        • Quebec Claims Adjuster Exam Guide and Practice Status
          Quebec claims adjuster route guide with current practice status and request update link.
  • U.S. Insurance Licensing Exam Guides and Practice Status
    U.S. insurance licensing route guide for life, health, life and health, property and casualty, personal lines, adjuster, and variable life and annuity exams.
    • U.S. Life Insurance Exam Guide and Practice Status
      U.S. life insurance licensing route guide with current Finance Prep practice status and request update link.
    • U.S. Health Insurance Exam Guide and Practice Status
      U.S. health insurance licensing route guide with current Finance Prep practice status and request update link.
    • U.S. Life and Health Insurance Exam Guide and Practice Status
      U.S. life and health insurance licensing route guide with current Finance Prep practice status and request update link.
    • U.S. Property and Casualty Insurance Exam Guide and Practice Status
      U.S. property and casualty insurance licensing route guide with current Finance Prep practice status and request update link.
    • U.S. Personal Lines Insurance Exam Guide and Practice Status
      U.S. personal lines insurance licensing route guide with current Finance Prep practice status and request update link.
    • U.S. Insurance Adjuster Exam Guide and Practice Status
      U.S. insurance adjuster route guide with current Finance Prep practice status and request update link.
    • U.S. Variable Life and Annuity Exam Guide and Practice Status
      U.S. variable life and annuity route guide with current Finance Prep practice status and request update link.