about Arkad

What we do

Credential paths can be confusing. Arkad helps adults entering financial services choose the right exam path and stay on it.

Credential Roadmap

Core credential pathways we help members map: SIE and FINRA licensing, CFA, CFP, and CPA

What we track with members

Assessment, advisor roadmap, and mentor-led cohorts keep members focused on prerequisites, registration windows, and coursework timelines.

SIE & FINRA

Entry exam path, sponsorship questions, and licensing sequence planning

Entry

CFA charter

Multi-level exam path with coursework planning and registration windows

Levels

CFP cert

Education requirements, exam timing, and experience documentation

Plan

CPA exam

State education rules, section sequencing, and study timeline design

Sections

Our story

Milestones shaping our credential journey

Start your roadmap

12 March 2024

Arkad launched Credential Roadmap: assessment, advisor session, and a written path plan for members.

18 July 2022

Mentor-led cohorts were added so members could keep exam timelines and coursework on track together.

09 January 2021

Arkad Finance Institute Inc. began helping career changers compare SIE, CFA, CFP, and CPA pathways.

Adults studying together for a financial credential exam path

FAQ

Questions about credentials and cohorts

Arkad Institute

4495 Hale Pky, Denver, CO 80220

Who is the Credential Roadmap for?

Adults entering financial services who want a clear credential path based on their background, not a one-size course catalog.

What is included in the $99 Credential Roadmap?

An assessment plus an advisor session that produces a written roadmap for the credential that fits your background.

How does the Credential Cohort work?

Mentor-led cohorts keep you on your roadmap with session reminders, exam-date planning, and accountability ($149 per month).

Do you guarantee exam results or income outcomes?

No. Arkad provides plain guidance and structure. We do not promise exam scores, licenses, or career income.

How do account notification texts work?

Optional SMS covers registration and cohort confirmations, session and exam-date reminders, and billing notices (not promotions). Reply STOP to cancel.

How do I get started?

Start with the Credential Roadmap on the Pricing page, then join a cohort if you want mentor-led accountability.