about us

Exam Success is devoted to providing the most straightforward, succinct and engaging exam-focused exam preparation courses and materials possible. 

"We're on a mission:  Make it easier for you to pass."


Beyond your typical exam prep 

A radically simplified approach that truly defines "just right"

our STory

Exam Success began with Prof. Brian Gordon, CFA, CFP, CIM, MBA, FCSI. A Bay Street Banker, Finance Instructor and Level 3 CFA Program candidate at the time, Brian put his wizardry of finance, education and exam prep to work after recognizing that preparing to pass financial industry exams the typical way was too hard.

Brian founded Exam Success in 1999, with the vision for making the exam prep journey to passing the notoriously tough high-stakes financial industry exams a lot easier, even enjoyable. He began developing a study system and solutions that would help eliminate study stress, struggles and wasted time... and that grew into something incredibly useful.


fIrst at It. still Going Strong.

EXAM SUCCESS TODAY

With Prof. Brian Gordon as the key spark for company innovation, Exam Success has been revolutionizing the financial industry exam prep in Canada and worldwide since 1999. Today, more than 20 years after Exam Success began, and backed by an awesome team, we're committed as ever to delivering the simplest path to a pass for investment management, financial planning, and securities industry professionals and aspirants preparing for their licensing and designation exams.


4 Core BELIEFS

OUR way

KEEP IT STUDENT CENTERED

We know that our students are the heart of our business, and everything we do revolves around building their trust and success. Exam Success is honest and transparent and we embrace a one-team attitude and constantly strive to make a real difference.

We're about the people.

KEEP IT SIMPLE & RELEVANT

We spend time making things radically simplified — because we know that efficiency and ease resonates with those we appeal to. Most people think simplicity is about having less. We believe it's really about having "just enough of what you need". This is Exam Success' north star.

None other is as bold or concise.

KEEP IT great

Every Exam Success study solution is created by company founder and Canada’s own exam prep personality Prof. Brian Gordon, CFA, CFP, CIM, MBA, FCSI, with more than 20 years expertise — so we can guarantee they’re the highest quality and they work!

Our value goes beyond price.

KEEP IT real

Exam Success is incredibly impactful for savvy students who have an academic or professional background in the testable topics, or have failed the exam before and want a viable "Plan B" to confidently clear the passing score and move up — for good.

Better prep for the right student.

Organizations Whose People
We’ve Prepped

Citi

Royal Bank of Canada 

jPMorgan 

HSBC

Scotiabank

CIBC

Harvard 

Investors Group

Manulife Financial

ontario Teachers' Pension Fund

BMO

BlackRock

OUR Accolades

98+%
Student Satisfaction

(based on 1000+ student surveys)

5-star
google rating
Trusted by the
World's Top Organizations
Top Choice Award-Nominated
(Best Prep Provider)*
Canada's Longest-serving CFA Program Prep Provider (Since 1999)
Certified Educational Institution by the Canadian Government (ESDC)

coursES WE OFFER

CFA

CHARTERED FINANCIAL ANALYST

LEVEL 1, 2, 3

CFP

CERTIFIED FINANCIAL PLANNER

CFP, QAFP

CIM

CHARTERED INVESTMENT MANAGER

 AIS, IMT, PMT

cSC

Canadian Securities Course
Exam 1, 2

wme

Wealth Management Essentials
Exam 1, 2

Do you want to pass your exam with less stress?

No need to wait!

start your course today!

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