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Best Wealth Planning Exam Study Apps

0+ iOS apps curated and reviewed

4.6 avg rating
20 free apps
Updated June 2026

Whether you're new to wealth planning exam study or looking for an upgrade, our curated collection of 0+ iOS apps has something for everyone. Each app is reviewed and rated by real users, helping you make an informed decision.

Compare top Wealth Planning Exam Study Apps (June 2026)

#AppPriceRatingAdsIn-App PurchasesUpdated
1Titan: Your Wealth TeamTitan: Your Wealth TeamFree4.6★ (7K)NoNoAug 2026
2Becker’s CPA Exam ReviewBecker’s CPA Exam ReviewFree4.8★ (12K)NoNoAug 2026
3SIE ExamSIE ExamFree4.5★ (304)NoYesAug 2026
4Sharpen - College Exam PrepSharpen - College Exam PrepFree4.7★ (3.1K)NoYesAug 2026
5Dearborn Real Estate Exam PrepDearborn Real Estate Exam PrepFree4.8★ (13K)NoYesAug 2026
6NCE Exam Prep 2026: PrepLabNCE Exam Prep 2026: PrepLabFree4.4★ (675)NoYesAug 2026
7FINRA Securities Exam PrepFINRA Securities Exam PrepFree4.4★ (43)NoYesAug 2026
8Pocket Prep Behavioral HealthPocket Prep Behavioral HealthFree4.8★ (18K)NoYesAug 2026

Top Picks for Wealth Planning Exam Study

Titan: Your Wealth Team#1

Titan: Your Wealth Team by Titan Global Capital Management, Inc.

Investing, Wealth Management
Editor's Choice
💰 Finance
4.6😞(7K ratings)
Free
Titan: Your Wealth Team screenshot 1
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Titan: Your Wealth Team screenshot 3
Titan: Your Wealth Team screenshot 4
Titan: Your Wealth Team screenshot 5
Titan: Your Wealth Team screenshot 6

This app offers comprehensive wealth management services, combining a dedicated advisory team with professional investment management. It simplifies investing, tax planning, and cash management, providing personalized guidance and active portfolio management without high fees or minimums.

What We Love

  • 💎 Consistent growth
  • 🤝 Exceptional customer service
  • 📚 Great education and content
  • 🔍 Unique investing strategies

Room to Improve

  • 💰 High membership and advisory fees, with less ROI
  • 🔒 Locked funds and strategy
  • 🔄 Changing policies and fees
Becker’s CPA Exam Review#2

Becker’s CPA Exam Review by Becker Professional Development Corporation

Your CPA study companion
Strong Contender
📚 Education
4.8😐(12K ratings)
Free
Becker’s CPA Exam Review screenshot 1
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Becker’s CPA Exam Review screenshot 5
Becker’s CPA Exam Review screenshot 6

Prepare for the CPA Exam with a comprehensive study and coaching system. Utilize adaptive learning technology, extensive practice questions, and expert-led lectures. Study anytime, anywhere with online and offline access, and sync your progress across devices.

What We Love

  • 💻 Great app for on-the-go studying
  • 📚 Useful lectures and content
  • 🎓 Helpful for CPA exam preparation

Room to Improve

  • 🐛 Frequent crashes and bugs
  • 📱 Interface issues on mobile devices
  • 💤 Lack of offline content availability
SIE Exam#3

SIE Exam by MastrAPI

SIE Exam Test Prep & Practice
Worth Considering
📚 Education
4.5(304 ratings)
FreeIn-App Purchases
SIE Exam screenshot 1
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SIE Exam screenshot 3
SIE Exam screenshot 4
SIE Exam screenshot 5
SIE Exam screenshot 6

Prepare for the Securities Industry Essentials (SIE) exam with a personalized study plan. Practice with over 700 questions, track your progress, and compare your scores to the community average to boost your confidence and pass on your first attempt.

More Wealth Planning Exam Study apps to explore

4
Sharpen - College Exam Prep
Sharpen - College Exam Prep
Sharpen - College Exam Prep
Quizzes, Videos & Flashcards
Free

This app revolutionizes college exam preparation by assessing your knowledge, identifying weak areas, and offering personalized AI-driven study plans. Access quizzes, videos, flashcards, and AI-powered study assistance to boost your exam readiness.

AI-driven study recommendationsPersonalized knowledge assessmentMultiple quiz modes
📚 Education
(3.1K)
free with in-app purchases
5
Dearborn Real Estate Exam Prep
Dearborn Real Estate Exam Prep
Dearborn Real Estate Exam Prep
Agent License Practice 2026
Free

Prepare for your real estate licensing exam with over 500 practice questions, flashcards, and audio content. This comprehensive study tool offers detailed explanations, progress tracking, and expert-developed video topics to help you pass on your first attempt.

500+ exam-like questionsDetailed explanations and images700+ real estate terms
📚 Education
(13K)
subscription
6
NCE Exam Prep 2026: PrepLab
NCE Exam Prep 2026: PrepLab
NCE Exam Prep 2026: PrepLab
Practice Tests & Study Plan
Free

Prepare for the National Counselor Examination with a structured study plan and practice tests. This app focuses on your weak areas and tracks progress to ensure efficient studying. Master the material anytime, anywhere, with detailed explanations and exam simulations.

Structured NCE study planPractice tests and exam simulationsDetailed explanations
📚 Education
(675)
freemium
7
FINRA Securities Exam Prep
FINRA Securities Exam Prep
FINRA Securities Exam Prep
SIE, Series 6, 7, 63, 65, 66
Free

Prepare for six FINRA securities licensing exams with over 5,300 practice questions and simulated tests. Track your progress with a readiness score and receive expert explanations for every question. Study on any device with cross-platform synchronization.

5,300+ practice questions6 FINRA exams coveredReadiness Score tracking
📚 Education
(43)
free with in-app purchases
8
Pocket Prep Behavioral Health
Pocket Prep Behavioral Health
Pocket Prep Behavioral Health
Pass MSW, LCSW, NCE, EPPP, BSW
Free

Prepare for behavioral health certification exams with thousands of practice questions and mock exams. Reinforce key concepts and improve retention to pass your exam confidently. Study for social work, counseling, therapy, and mental health certifications.

Thousands of practice questionsExpert-written, exam-aligned contentFull-length mock exams
📚 Education
(18K)
free with in-app purchases
9
ASWB Exam Practice 2026
ASWB Exam Practice 2026
ASWB Exam Practice 2026
LCSW BSW MSW Social Work Prep
Free

Prepare for your social work licensing exams with a comprehensive study tool. Access thousands of practice questions, detailed explanations, and a timed exam simulator. Track your progress and focus on weak areas to boost your confidence for the BSW, MSW, LCSW, and Advanced Generalist exams.

Extensive practice question bankDetailed answer explanationsCustomizable study plans
📚 Education
(1.5K)
freemium
10
CFP Exam Prep App by Achieve
CFP Exam Prep App by Achieve
CFP Exam Prep App by Achieve
4900+ Qs & CFP Practice Tests
Free

Prepare for the Certified Financial Planner exam with over 3600 practice questions, mock tests, and detailed analytics. Master key financial planning concepts and track your progress to ace the exam.

3600+ practice questionsCFP mock test seriesIn-depth analytics
📚 Education
(121)
free with in-app purchases
11
Ameriprise Financial
Ameriprise Financial
Ameriprise Financial
by Ameriprise Financial, Inc.
Free

Manage your finances and connect with your advisor on the go. Track investments, view account balances, and securely share documents. Make payments, deposit checks, and stay informed with market news.

Track asset value and account summaryView portfolio allocation and performanceAdd external accounts for a complete financial picture
💰 Finance
(37K)
free
12
Alphanso Wealth
Alphanso Wealth
Alphanso Wealth
Financial planning & advisory
Free

This app offers personalized financial planning and wealth management. It combines AI-driven insights with expert advice to help users achieve goals like retirement, tax optimization, and legacy planning. Enjoy affordable, flat-fee services with full control over your investments.

Personalized financial adviceFlat-fee wealth managementAI-powered financial insights
💰 Finance
(90)
subscription
13
CFP Exam Prep Mastery 2026
CFP Exam Prep Mastery 2026
CFP Exam Prep Mastery 2026
Financial Planner Test Pro
Free

Master the Certified Financial Planner (CFP) exam with a comprehensive test prep program. Features expert questions, realistic simulations, detailed explanations, and personalized study plans to build confidence for exam day.

Expertly crafted practice questionsRealistic timed exam simulationsDetailed explanations for all answers
📚 Education
(10)
free with in-app purchases
14
Pocket Prep Professional 2026
Pocket Prep Professional 2026
Pocket Prep Professional 2026
Pass PMP, PHR, CAPM, CSP, SHRM
Free

Prepare for professional certification exams with a vast library of practice questions and mock tests. Reinforce key concepts and track your progress to build confidence for exam day. Expert-crafted content ensures you study the most relevant material.

Thousands of practice questionsExpert-written contentFull-length mock exams
📚 Education
(7K)
free with in-app purchases
15
UWorld Accounting - Exam Prep
UWorld Accounting - Exam Prep
UWorld Accounting - Exam Prep
CPA Exam Prep Course
Free

Prepare for accounting certification exams with a comprehensive mobile study tool. Access a vast question bank, digital study guides, downloadable video lectures, and flashcards. Track your progress and identify strengths and weaknesses to maximize your study efficiency.

Extensive QBank with detailed explanationsCustomizable study plannerDownloadable video lectures
📚 Education
(201)
free with in-app purchases
16
SIE Exam Prep 2026
SIE Exam Prep 2026
SIE Exam Prep 2026
Securities Industry Essentials
Free

Prepare for the Securities Industry Essentials (SIE) exam with over 1,600 practice questions and detailed explanations. Features multiple exam modes and performance analysis to help you pass on your first attempt. Content is updated based on the latest FINRA syllabus.

1,600+ practice questionsDetailed answer explanationsMultiple exam modes
📚 Education
(72)
free with in-app purchases
17
FNP Exam Mastery | Prep 2026
FNP Exam Mastery | Prep 2026
FNP Exam Mastery | Prep 2026
FNP AANP & ANCC Practice Test
Free

Prepare for your FNP certification exams with realistic practice questions and adaptive learning. Get detailed performance analysis, expert support, and full-length simulations. Pass your boards or get triple your money back.

2,500+ boards-style questionsAI-driven adaptive learningIn-depth performance analysis
📚 Education
(13K)
free with in-app purchases
18
WealthBuilders Community
WealthBuilders Community
WealthBuilders Community
Building Wealth Together
Free

This app connects you with a community focused on financial growth. Access courses, tools, expert insights, and educational content to improve money management, saving, and investing skills. Participate in discussions and challenges to achieve financial freedom.

Community support networkOnline courses and financial toolsExpert financial insights
💰 Finance
(1.1K)
free with in-app purchases
19
GalaxyOne: Wealth & Investing
GalaxyOne: Wealth & Investing
GalaxyOne: Wealth & Investing
Yield, Cash, Crypto, Stocks
Free

Consolidate your banking, brokerage, and crypto into a single platform. Earn competitive yields on cash and investments, trade stocks and crypto commission-free, and automate your investing strategy.

All-in-one wealth managementEarn yield on cash and investmentsCommission-free stock and ETF trading
💰 Finance
(369)
free with in-app purchases
20
Pocket Prep PMP 2026
Pocket Prep PMP 2026
Pocket Prep PMP 2026
Project Management Practice
Free

Prepare for your Project Management Professional (PMP) certification exam with extensive practice questions and mock exams. This app offers expert-crafted content, detailed explanations, and performance analytics to help you master key concepts and pass on your first attempt.

1,120 PMP practice questionsFull-length PMP mock examExpert-written questions with explanations
📚 Education
(3K)
free with in-app purchases

FAQ about Wealth Planning Exam Study

What are the best wealth planning exam study apps for iPhone?
Titan: Your Wealth Team tops our wealth planning exam study apps ranking as of June 2026, with a 4.6-star average from 7K App Store ratings, and it's free to download.
Yes — 20 of the top wealth planning exam study apps we rank are free to download, including Titan: Your Wealth Team and Becker’s CPA Exam Review.
Titan: Your Wealth Team has no ads and has no in-app purchases, according to its App Store listing as of June 2026.
Titan provides a full-service wealth management experience by pairing a dedicated advisory team with in-house professional investment management. It aims to simplify investing, tax planning, and cash management for users, taking financial complexities off their plate.
Titan offers several investment strategies including Smart Treasury for higher yields on cash, Active Strategies managed by their in-house team, Automated Index Investing for diversified ETF exposure, and access to Alternative Assets like venture capital, crypto, and real estate.