Taiwan securities & futures qualification prep

Securities, Futures & SITE Specialist Tests
PrepLicense: TW Securities & Futures

One app covering all four SFI qualification tests: Securities Specialist, Senior Securities Specialist, Futures Specialist, and SITE Specialist. 1,500 original bilingual questions written against the Securities and Exchange Act, the Futures Trading Act, and the investment trust and consulting regulations — every question verified against its source statute or independently recomputed. Mock exams, study analytics, offline practice, no ads.

About the four qualification tests

Taiwan's securities and futures qualification tests are administered by the Securities and Futures Institute (SFI) under the supervision of the Financial Supervisory Commission's Securities and Futures Bureau. Passing the relevant test and completing registration is required to work in securities brokerage, futures brokerage, or investment trust and consulting in Taiwan. All four tests are four-option multiple choice with no essay component.

The four tests and their pass marks

  • Securities Specialist: 2 subjects, 100 questions, pass 50 in each — the entry-level licence with the largest candidate pool
  • Senior Securities Specialist: 3 subjects, 150 questions, pass 50 in each
  • Futures Specialist: 2 subjects, 100 questions — scoring below 60 in any subject fails, a higher bar than the other three
  • SITE Specialist: 3 subjects, 150 questions, pass 50 in each

The four tests overlap heavily. "Securities Trading Regulations & Practice" appears in the Specialist, Senior, and SITE tests; "Securities Investment & Financial Analysis" appears in both Specialist and SITE. The question banks are organised by subject and shared across tests, so preparing for several licences does not mean repeating the same questions. Registration, test dates, and pass marks follow the SFI's official announcements. FAQ →

Inside the app

Practice questions, instant explanations, mock exams, and study analytics in one place.

Taiwan securities and futures exam practice question
Practice
Taiwan securities and futures exam score analysis
Results
Taiwan securities and futures mock exam
Mock exam
Taiwan securities and futures study analytics
Analytics

Four qualification tests all in one app

SPECIALIST SFI

Securities Specialist

證券商業務員

2 subjects · 100 questions · pass 50 in each

Securities Trading Regulations & Practice; Securities Investment & Financial Analysis

SENIOR SFI

Senior Securities Specialist

證券商高級業務員

3 subjects · 150 questions · pass 50 in each

Securities Trading Regulations & Practice; Investments; Financial Analysis

FUTURES SFI

Futures Specialist

期貨商業務員

2 subjects · 100 questions · below 60 in any subject fails

Futures Trading Regulations; Futures Trading Theory & Practice

SITE SFI

SITE Specialist

投信投顧業務員

3 subjects · 150 questions · pass 50 in each

Investment Trust & Consulting Regulations; Securities Investment & Financial Analysis; Securities Trading Regulations & Practice

Pricing

Buying a single test unlocks only that test; the all-four plan unlocks every question bank at once. Choose monthly, yearly, or lifetime.

Monthly Yearly Lifetime
Single test HK$58 HK$248 HK$298
All four tests HK$98 HK$488 HK$798

The App Store price applies; other regions convert automatically at Apple's equivalent tiers.

Why PrepLicense

Independent

Built independently, with no affiliation to the SFI, the FSC Securities and Futures Bureau, or any securities or futures firm.

Bilingual

Every question and explanation is available in both Chinese and English, so you can prepare in either language.

Verified question by question

Regulatory questions are checked against the source statute; calculation questions are independently recomputed in code. All 1,500 passed.

Offline practice

The question bank lives on your device, so you can practise anywhere without a connection.

No ads, no tracking

A clean experience with transparent pricing. No advertising, no tracking of your data.

Coming soon to the App Store

Download the app and start preparing

1,500 original bilingual questions and mock exams. Mocks draw questions in the official per-subject proportions, and every explanation cites its statute or shows the full calculation.

This app is an independent study aid. It is not affiliated with or endorsed by the Securities and Futures Institute (SFI) or the Financial Supervisory Commission's Securities and Futures Bureau. Actual test rules and formats follow the competent authority's announcements.