Careers & Education

  • UWorld vs Kaplan CFA® Review: Which Prep Makes Sense?

    The average CFA® pass rate has hovered around 45% for the past 10 years. That can only mean one thing: effort alone isn’t enough. Plenty of candidates put in the hours and still missed the mark because their prep didn’t match how they actually learn; sadly, as a test prep expert, it’s a mistake I’ve […]

  • UWorld Promo Code: CPA, CMA, CFA®, SAT, ACT Discounts

    CPA CMA CFA SAT ACT UWorld releases limited-time discounts that give students and professionals a chance to start serious exam prep at a lower cost. Current deals apply across multiple UWorld programs, including CPA, CMA, CFA®, SAT, and ACT prep. The same exam-level practice questions, detailed explanations, analytics tools, and digital study resources are included […]

  • UWorld CFA® Review: My Honest Take

    UWorld CFA® Review is one of the most popular prep courses for candidates pursuing a Certified Financial Analyst charter, and their reputation precedes them. It’s a difficult experience, so I knew I had a grind ahead of me, but UWorld had a unique approach I haven’t felt with other CFA courses. In this guide, I’ll […]

  • Kaplan Series Promo Codes and Discount Coupons

    Looking to save on your finance certifications? Using Kaplan FINRA Series discount codes helps make SIE, Series 6, 7, 9, and 10 courses more affordable and accessible. Kaplan offers expertly developed prep courses, flexible study options, and robust student support to help you maximize your success. That’s why they’re trusted by finance professionals nationwide. Kaplan […]

  • Kaplan SIE Promo Code: Verified Discounts March 2026

    Preparing for the SIE exam is the first step toward entering the securities industry—and using a Kaplan SIE promo code from this page can help you save on high-quality exam prep. Kaplan’s digital-first study packages include videos, practice exams, and blended learning tools designed to build a strong foundational understanding while keeping exam prep flexible […]

  • Kaplan CFA® Promo Code: Verified March 2026

    Looking for reliable ways to save on CFA® exam prep? Kaplan offers promo codes that reduce the cost of their well-known CFA® exam prep course study packages. I’ve listed the verified discounts below so candidates can access trusted study tools for less. Kaplan’s materials include structured lessons, QBank practice, mock exams, and updated CFA® content […]

  • Kaplan Cyber Monday 2026 Deals: Biggest Sale of the Year

    If you’re preparing for a major exam, Kaplan Cyber Monday deals give you the perfect opportunity to save on live online classes, tutoring packages, and official practice tests. Kaplan offers prep courses for a wide range of exams—spanning LSAT, CFA®, CFP®, ACT, SAT, GMAT, GRE, real estate licensing, and more. Across these programs, you benefit […]

  • Kaplan Black Friday Deals: LSAT, CFA®, CFP®, FRM® & More

    Kaplan’s Black Friday sales are one of the easiest ways to save on major exam prep courses across academic, finance, and professional licensing categories. Whether you’re studying for law school, college admissions, or advanced finance certifications, the platform offers structured programs, large question banks, live and on-demand instruction, and long-term access options. Kaplan Black Friday […]

  • AnalystPrep CFA® Prep Course: In-Depth Review + Buying Guide

    With pass rates between 40 and 50%, the CFA® exam is one of the most difficult exams in the world. That’s why choosing a top CFA® prep course is such a big deal. After all, your review course may be the difference between passing and failing—between success and having to try again. One prep provider […]

  • AnalystPrep Coupon Code: Save 30% Verified Discount March 2026

    If you’re prepping for the difficult CFA® exams or FRM® exam, AnalystPrep offers a range of flexible study packages packed with high-quality study materials. From detailed study notes and realistic mock exams to helpful video lessons, AnalystPrep is a trusted name for affordable exam prep across finance and risk management certifications. You don’t need to […]

  • What Are the Best CFA® Prep Courses?

    Have you ever bought a book or a video game, only to be disappointed when you actually start to read or play it? Chances are, you looked at the reviews, but didn’t fully consider the aspects of those things you loved the most—like that video game lacked a collectible aspect, or the book didn’t have […]

  • Best Series 6 Prep Courses and Study Materials

    In this guide, I’ve reviewed the best Series 6 exam prep courses by testing their dashboards, study materials, sample questions, videos, and practice exams. Each program offers something different—like live classes, smart learning tools, or an easy study plan, so you don’t have to waste time comparing. Instead, you can focus on getting ready for […]

  • Boston Institute of Finance Promo Codes: Verified Discount March 2026

    Earning your CFP® designation is a serious commitment of both time and money. According to the CFP Board, it takes 12 to 18 months on average just to complete the education program. The good news? You can cut costs without cutting corners with the right coupon code. The Boston Institute of Finance offers some of […]

  • Best Series 79 Study Materials: Top Exam Prep Courses

    How do you pass one of the most technical exams in finance? Choosing one of the best Series 79 prep courses that’s right for you. This isn’t a beginner’s exam. The Series 79 qualification enables you to work in investment banking and covers complex topics, including M&A, asset sales, tender offers, and financial restructuring. The […]

  • Best Series 10 Exam Prep Courses

    Looking to pass the Series 10 exam on your first try? With only about a 70% passing rate, you can’t afford to study the wrong way. A study course can make all the difference by offering practice exams, video lectures, adaptive learning, and live instruction tailored to your learning style. I reviewed the best Series 10 […]

  • Best Series 24 Exam Prep Courses: Top Study Materials

    Passing the Series 24 exam isn’t just about knowing the rules. It’s about actually remembering them on test day, even after a night of no sleep and too much caffeine. And if you’re aiming to move up in the financial industry, now’s a great time—jobs in business and finance are growing faster than average, according […]

  • Kaplan vs. Dalton CFP®: Pick the Right Prep Course For You

    If you’re looking at the best CFP® prep courses on the market, you’ve no doubt stumbled across both Kaplan and Dalton plenty of times—and that’s why you’re here. But more to the point, when it comes to Kaplan vs. Dalton’s CFP® courses, which is the smartest choice? I took both courses, digging deep into the […]

  • Guide to CFA® Exam Questions (+ Practice Questions)

    If you’re thinking about becoming a CFA® charterholder—or you’re already knee-deep in prep mode—you’re probably getting anxious about the big day. In particular, answering those questions correctly. Here’s something you should know: a large number of CFA® candidates get tripped up because they focus so hard on studying content that they forget to learn the […]

  • Securities Institute of America Review + Pros and Cons

    According to data from the BLS, securities sales agents make roughly $30,000 more than the median for all professions, but you only need to pass exams to get there—no degree required. To pass those exams, however, you’ll have to study a lot, and that means structure and guidance through a review course. The Securities Institute […]

  • Best Series 66 Exam Prep Courses

    Preparing for the Series 66 exam can feel like a full-time job, and it seems like every prep company out there has the answer—you just have to buy their course. So who’s telling the truth? With your future in security riding on the results (no pressure), finding a course that fits your needs is just […]

  • Best CFP® Prep Courses: Top Study Materials of 2026

    As a professional course reviewer, I dove headfirst into the most popular CFP® prep options on the market. After personally experiencing the structure and study materials of each course, I’ve narrowed it down to five courses that cater to five distinct learning styles. By the end of this guide, you’ll know exactly which courses are […]

  • Best FRM® Exam Prep Courses: Which Is Right for You?

    Trying to pick the best FRM® prep course can feel like scrolling through endless reviews, wondering, “Wait, is this even legit?” Choosing the wrong course could mean wasted time, money, and worse—showing up on exam day totally unprepared. And with 65% of senior finance leaders saying the volume and complexity of corporate risks have changed […]

  • Boston Institute of Finance CFP® Review: What You Should Know

    Future financial planners should spend at least 200-250 hours studying for the CFP®. That’s a looooong time, so you’d better choose an education program and prep course that A) you like, and B) gets the job done. One popular pick is the Boston Institute of Finance CFP® Review and education programs. So, I went down […]

  • ExamFX vs. Kaplan: Which is Best for Securities Exam Prep?

    If you’re anything like me, making a big decision can cause a lot of anxiety (and according to the National Library of Medicine, that could hurt your test scores). You do countless hours of research, poring through every review and Reddit thread known to humanity, and you’re still torn, but at least you’ve culled it […]

  • Understanding CFP Certification Requirements

    Interested in financial planning? Chances are, you’re sorting through a long list of three-letter certifications that promise to improve your career and set you apart from the majority. One option you’ve probably heard of is Certified Financial Planner™ (CFP®). If you love guiding people toward their financial goals, you’ve landed in the right spot. Below, […]

  • CFP® Exam Practice Questions

    90% of clients report valuing their advisor’s certifications, and the CFP® is simultaneously one of the most useful and challenging to earn. If you’re prepping for the CFP® exam, you already know it’s no casual quiz—it’s a detailed, multi-topic test designed to see if you’re ready to be a Certified Financial Planner. And let’s be […]

  • Best SIE Exam Prep Courses to Ace Your Certification

    Getting prepared to take the Securities Industry Essentials (SIE) exam? I’ve reviewed leading options, weighed their benefits/drawbacks, and narrowed them down to the best SIE prep courses. My goal? To help you find the perfect match, so you can study smarter, pass faster, and start your finance career confidently. Best SIE Exam Prep Courses Ranked […]

  • AnalystPrep FRM® Review: The Before-You-Buy Guide

    The pass rates for FRM® Part I and FRM® Part II are roughly the same: roughly 50% at the time of publishing. That means only half of the candidates pass, and that number decreases if it’s your first attempt. Needless to say, picking the right exam review course is essential, and AnalystPrep is one of […]

  • CFP® Salaries: What You Can Really Expect to Make

    Earning the CFP® certification takes a lot of time and effort, plus a small investment to boot. So, what can you expect in terms of CFP® salaries? Here’s the real scoop on what CFP® professionals make, what factors influence those numbers, and how to set yourself up for financial success while helping others do the […]

  • How to Study for CFP® Exams: Top Tips to Pass

    “Personal financial advisor” is one of the fastest-growing job titles, with a projected growth rate of 17% between 2023 and 2033. For reference, that’s over four times faster than the average career, which has an outlook of just 4% in the same timeframe. If you want that kind of career, you’ll have to prep for […]

  • Is the CFP® Exam Difficult? How Hard It Is

    Is becoming a CFP® on your mind? If so, you could join the other 100,000+ people who hold the certification! And you’re certainly not alone in wondering, “How difficult is the CFP® exam?” With the March exam pass rate sitting at 65%, it’s obvious that this isn’t a stroll through the park. But with the […]

  • CFP® Exam Pass Rate: What It Is and How to Beat the Odds

    According to the CFP Board, 79% of Certified Financial Planner™ professionals say their certification gives them a competitive edge. But before you get that shiny new designation, you’ll have to pass some seriously tough exams. The CFP® exam pass rate is no joke—but neither is the opportunity to become one of the most trusted and […]

  • Series 66 vs. 63: Choosing the Right License for Your Career

    The Financial Industry Regulatory Authority (FINRA) plays a role in the adminstration and registration process for dozens of Series exams, explaining, “To become registered, securities professionals must pass qualifying exams administered by FINRA to demonstrate their competence in the particular securities activities in which they will work.” One such partner is the North American Securities […]

  • Series 65 vs Series 66: Which License is for You?

    Though FINRA is normally the king of securities licensing, the North American Securities Administrators Association (NASAA) developed both the Series 65 and Series 66 licenses. But what really makes them unique? These two licenses sound similar—and honestly, they are. Both are used by professionals who want to offer investment advice, but their paths are slightly […]

  • What Does a CFP® Do?

    Considering finance for its high earning potential? If you’re looking for meaningful work that pays, you’ve probably seen a ton of three-letter certifications—each promising something unique and equally as desirable. An excellent option is the Certified Financial Planner™ (CFP®) certification. If working with your very own clients in the financial space is right up your […]

  • Series 65 Questions: Format, Topics, and Practice Questions

    You’re thinking about becoming an investment adviser representative, and you’ve got the Series 65 exam on your radar. After all, successful candidates frequently go on to become personal financial advisors, earning a $102,000 median salary with a Series 65, according to the Bureau of Labor Statistics. Whether you’re considering taking the exam, just starting to […]

  • Series 66 Questions + 20 Practice Question Quiz

    The Series 66 exam is unique in a number of ways, like the fact that it replaces the Series 63 and 65 combo, and that questions about laws and regulations account for 45% of your exam score. But you’re here to learn how to pass. To make your life easier, I’ve included 20 Series 66 […]

  • Series 63 vs Series 7: Which License Do You Need?

    With dozens of Series exams available through FINRA and its partners, and all but one named numerically, it can be next to impossible to figure out the right match for your needs. The Series 63 and Series 7 licenses are two popular options, but how do you know if you need neither, both, or just […]

  • Series 63 vs. 65: Which License is Right For You? (Is it the 66?)

    Thinking about joining the securities industry but unsure whether to take the Series 63 or 65? You’re not alone. A lot of folks trying to break into financial services—or level up within it—get confused about which license does what. But now is a great time to enter the field, with the Bureau of Labor Statistics […]

  • Kaplan Schweser CFA® Prep Review: What You Should Know

    The CFA Institute reports that 90% of hiring managers prefer hiring a CFA® for leadership positions. But you already know that the CFA® has unrivaled perks. Now, it’s time to actually become one, and that involves passing one of the hardest exams in the world. Kaplan CFA® Review is one option for a course to […]

  • Kaplan FRM® Review: Features, Value, and Results

    It’s no secret that financial risk managers make a lot of money—well over $150,000 on average, according to the Bureau of Labor Statistics. The tricky part is passing the FRM® certification exam (and choosing the right prep course to do it). As a professional course reviewer and finance industry veteran, I’m here to help. Kaplan […]

  • FRM® Sample Questions: Format, Topic, and Practice Guide

    FRM® pass rates are low, roughly 50% to 55%. If you want to boost your chances of passing, the old adage is true here: practice makes perfect. This guide walks FRM® candidates through the format, topics, and structure of the exam—and gives you 20 original, exam-style sample questions designed to reflect the tone and difficulty […]

  • What Is the FRM®? Here’s What You Really Need to Know

    Picture this. You’re in a meeting or scrolling through job listings, and you keep seeing the letters FRM®. You nod like you know what it means, but deep down, you’re thinking, “Seriously, what is the FRM®?” You’re not alone. The FRM®, short for Financial Risk Manager, is a professional certification provided by the Global Association […]

  • Series 6 License Requirements

    In 2023, the level of mutual fund assets under management totaled 25.5—wait for it—trillion dollars in the United States. If you’re interested in finance, it makes sense to want your own piece of the pie, but it takes a Series 6 license to earn the rights to do so. But before you dive in, it’s […]

  • Series 63 Sample Questions and Practice Quiz

    Registered representatives have one of the most unique salary ranges out there, making anywhere between $25k and $200k. However, the average rep makes a respectable $70k. Before you start earning, though, you’ll have to pass the Series 63 exam. The good news? The Series 63 isn’t the beast that some other licensing exams are. But […]

  • Series 7 Exam Questions (+20 Practice Question Quiz)

    There are 125 Series 7 exam questions, and to pass, you’ll need to answer 90 questions correctly. Understanding the question format, what topics they’ll cover, and getting some practice in can help you pass. Hence, this guide. Let’s break down what this exam entails and how you can tackle it effectively. Key Takeaways Understanding the […]

  • Series 7 License Salaries: How Much Money Can You Make?

    If you’re considering diving into the finance world, the Series 7 license might be on your radar—and for good reason. “Financial advisor” is a commonly pursued title for Series 7 license holders, and this career is expected to explode in the coming years. Financial advisor roles are growing over 4x faster than the average job, […]

  • Series 7 Exam: Must-Know Facts and Features

    If you’re planning to become a licensed stockbroker or want to work in the world of securities, you’ve probably heard about the Series 7 exam. This test is one of the biggest steps toward officially working with clients to buy and sell investment products like mutual funds, municipal securities, and money market funds. And considering […]

  • Series 3 Exam: What It Is, Who Needs It, and How to Pass

    If you’re interested in working with futures or commodities—think cattle, coffee, crude oil, or even financial futures—the Series 3 exam is your gateway in.This license, formally called the National Commodities Futures Examination, is required for anyone looking to become an associated person of a firm that deals in commodities, futures, or options. And with over […]

  • What Is a Series 6 License? Everything You Need to Know

    The average insurance agent salary is $65,000, but the top 10% break the six-figure mark. Many of these agents have a Series 6 license. But what is the Series 6, what does it do, and how do you know if you need it to pursue your chosen career? Whatever brought you here, this guide will […]

  • What is the Series 63 License, and Who Needs One?

    If you’re thinking about joining over 9 million Americans in the financial services industry, you’ve probably come across the Series 63 license. It’s one of those requirements that sounds like bureaucratic nonsense, and hey, I get it! But it’s actually a pretty big deal if you want to sell securities or mutual funds in most […]

  • Series 66 Pass Rate: How Hard is this Licensing Exam?

    Thinking about taking the Series 66 exam but feeling a little nervous about how hard it is? Totally normal. After all, no one wants to waste time (or money on that exam fee) just to end up staring down a retake. Whether you’re prepping to become a dual-licensed advisor or just exploring your next step […]

  • Series 66 Exam: What It Is, What It Covers, and How to Pass

    Passing the Series 66 exam (or more formally, the Uniform Combined State Law Examination) is one way to set yourself up for a six-figure salary. If you’re planning to give investment advice and sell securities without taking multiple exams, the Series 66 exam might be your best move. Whether you’re just starting out or trying […]

  • Series 65 Salaries: Salary Ranges and Potential Careers

    The job growth rate of the financial advisor (a common role for Series 65 holders) is astronomical: 17% compared to a measly 4% average. But there’s more appeal to earning a Series 65 than growth alone; the salary is equally desirable. But what Series 65 salary can aspiring investment advisor representatives expect? Fair question—after all, […]

  • Understanding the Series 65 Exam (and Passing It!)

    According to Nasdaq, the pass rate of the Series 65 exam falls in the 65% to 75% range. While that’s relatively high, that means 1 in 3 to 1 in 4 candidates fail. One way to improve your chances? Know the exam like the back of your hand. But before you dive into prep mode, […]

  • What is the Series 65 License? Everything You Need to Know

    According to the Bureau of Labor Statistics, Securities, Commodities, and Financial Services Sales Agents have a job outlook of 7% growth—nearly double the average growth rate of 4%. You’ll have to get the correct license to take advantage of this growing field. The Series 65 is one of the most popular, allowing certified licensees to […]

  • What is the Series 63 Exam? Format, Content, and Careers

    Between 10% and 20% of securities sales agents make over $100,000 annually, and passing the Series 63 exam could help you get there. But what is the Series 63 exam, really? Is it hard? Do you need it? And what’s the deal with all those other exams—Series 7, 65, 66? Don’t worry—I’ve got you. Whether […]

  • Understanding FRM® Pass Rates

    Since the beginning of the FRM® program in 1997, more than 84,000 certified Financial Risk Managers have successfully obtained the designation. However, you may be surprised to know that the recent FRM® Part I Exam only had a 55% pass rate, while Part II was 52%. That means only slightly more than half of FRM® […]

  • FRM® Certification Requirements: Your Steps to Success

    The FRM® designation is a globally respected certification for professionals in financial risk management. Awarded by GARP, the FRM® credential recognizes people who pass a difficult two-part exam and prove their skill in identifying and managing financial risk. More than 90,000 professionals across the globe have earned the FRM® certification, many describing it as an […]

  • Corporate Finance Institute Discount Verified March 2026

    If you’re looking to level up your finance career with practical, job-ready training, the Corporate Finance Institute offers industry-recognized certifications trusted by finance professionals worldwide. Whether you’re targeting roles in investment banking, financial planning, or business intelligence, CFI’s online courses provide the skills you need—and with an active Corporate Finance Institute discount, you can access […]

Master the field of finance with our comprehensive guides. Discover career options that require passing exams and obtaining certifications or licenses, such as becoming a financial analyst, investment banker, financial planner, or risk manager. Learn about essential skills, educational paths, job outlook, salaries, and tips to excel in finance-related roles.

Find information on key certifications like CFA (Chartered Financial Analyst), CFP (Certified Financial Planner), Series licenses, and other relevant credentials in the professional finance industry.