Master Your
Financial Exams
Free study materials, AI-powered learning tools, and open-source resources for CFP, CFA, CPA, and more. Built by someone who passed the CFP exam using these exact methods.
How I Passed the CFP Exam
I passed the CFP exam on November 10, 2025! This was my second attempt - I failed the first one in November 2024. To prepare this time, I built two AI agents using Claude Code to mentor me throughout my study journey, and I actually felt the exam was not as hard this time.
I finished both sessions (3 hours each) in about 2 hours each and felt confident about my answers. I've open-sourced my Claude Code setup so you can use it for your own learning as well.
For my preparation, I used Kaplan for the question bank - I completed around 500 questions and found it harder than the real exam, which was great practice. The CFP Board also has an app with around 500 questions that's closer to the real exam difficulty.
I'm Ran Chen, an AI/ML engineer and financial advisor. I'd love to connect!
Follow on LinkedInChoose Your Path
Select from our comprehensive preparation materials for the most sought-after financial certifications.
CFA
Levels I, II, IIIChartered Financial Analyst
Master investment analysis, portfolio management, and ethical standards.
CPA
AUD, BEC, FAR, REGCertified Public Accountant
Comprehensive preparation for all four sections of the CPA examination.
Series 7
FINRA ExamGeneral Securities Representative
Qualify to sell a broad range of securities products with our Series 7 prep.
Series 66
NASAA ExamUniform Combined State Law
Combined exam covering both investment adviser and securities agent laws.
CFP
CFP Board ExamCertified Financial Planner
Prepare for comprehensive financial planning certification.
FRM
Part I & IIFinancial Risk Manager
Specialize in risk management with comprehensive FRM preparation.
Everything You Need to Succeed
I built these tools because quality exam preparation should be accessible to everyone. Use the same AI-powered methods that helped me pass the CFP exam.
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.
100% Free Forever
All resources completely free. No hidden costs, no subscriptions required.
Learn Your Way
Whether you prefer podcasts, videos, or even music - we've got exam content in every format.
Study Playlist
Video Lessons
Podcast Episodes
Ready to Start Your Journey?
Use the same AI-powered tools and methods that helped me pass the CFP exam. It's completely free and open source.