Accelerate Licensing & Readiness with Complete Visibility
ExamFX delivers cohort-friendly licensing and exam readiness solutions designed for financial institutions, wealth management firms, and broker-dealers who value efficiency, accountability, and long-term retention.
Empower new financial professionals to progress faster, stay engaged, and arrive fully prepared, while giving managers real-time insight at every stage.
Securities Licensing Solutions for Today’s Financial Professionals
ExamFX offers securities licensing training courses with proven outcomes. Our structured, data-backed training programs support group onboarding and long-term candidate success.
SIE
Introduces foundational concepts for new candidates entering the securities industry—ideal first step before taking Series exams.
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Series 3
Focuses on futures and commodities markets—required for professionals trading or advising on futures contracts.
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Series 6
Covers mutual funds, variable annuities, and insurance products—perfect for agents selling packaged investment products.
Series 63
Covers state securities regulations and laws—ideal for agents selling securities within a single state.
Series 65
Prepares candidates to become Investment Advisor Representatives, focusing on fiduciary standards and portfolio management.
All Other Courses
Includes SIE, Series 7, 66, and more. Supporting agents and advisors across a range of licensing needs.
Insurance Prelicensing & Continuing Education Training to Supplement Product Offerings
When you're ready to offer insurance products to your customer base, keep your licensing training in one place with ExamFX.
Insurance Prelicensing Courses
Popular courses, including:
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Life & Health
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Life
Insurance Continuing Education
Once your agents are licensed, take the stress out of license renewals and mandatory product training:
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Easily renew a standard Life/Life & Health license
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State-specific course library
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365-Day Course Access
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Automated Certificate Reporting
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Unlimited Certificate Exam Retakes
Why Financial Professionals Love ExamFX
Retention matters as much as pass rates. We help reduce drop-off by keeping candidates accountable, supported, and on-track throughout long and rigorous study periods.
Video-Based Courses
Video-based courses keep learners focused and progressing faster by breaking down complex concepts into easy-to-follow visual lessons. With ExamFX's expertly led videos, agents can learn at any time, from anywhere.
Built-In Study Tools
Learners will benefit from a wide variety of study tools. From videos, live webinars, online flashcards, quizzes, and a variety of practice exams, these materials will boost retention and knowledge.
Faster Course Completion & Deep Learning Library
Our concise content, with textbooks 30% smaller than those of our competitors, focuses on efficient exam preparation. We offer extensive question banks, spot-check quizzes in video lectures, and various practice exam modes to ensure retention and workplace application.
Expertly Authored Content
Course material has been crafted to mirror published exam study outlines, so you can focus only on what you need to know to pass. Our team of financial industry experts knows how regulators operate. Courses are updated in real-time to reflect regulatory changes and industry trends.
Live Focused Webinars
Streamline the learning experience. Candidates can save up to 13 hours of study time with access to Live Focused Webinars that dive deep into the most challenging topics frequently encountered on exams.
Comprehensive Support
Access a built-in interactive study calendar and 1:1 support from expert instructors for course materials and study tips. Our friendly Customer Support team is available to assist via phone, chat, or email for any technical issues.
See the ExamFX Experience in Action
Explore our learning platform to understand what sets us apart.
Designed for Financial Training Leaders
Financial organizations invest heavily in talent. Our training is engineered to protect that investment, with guided study paths, reinforcement tools, and analytics that help candidates progress confidently.
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1:1 Instructor Access
Gain deeper understanding in complex subject areas.
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Boost Accountability
Accurately measure candidate compliance and study progress.
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Data-Driven Coaching
Access tools that enable active intervention
Real-Time Visibility
Dive-deep into learner performance, activity, and study patterns.
Strengthen Licensing Outcomes and Protect Retention
Let our financial services consultants walk you through how ExamFX support cohort learning and readiness at scale.
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