New York State Department of Financial Services (NYDFS) Exam
The NYDFS certification exam is required for individuals seeking licensure in various financial roles in New York, including banking, insurance, and mortgage brokering.
About the NYDFS Exam
Take your NYDFS exam with confidence. At PSI, we’re committed to helping you succeed. Our dedicated team is here to support you throughout your testing journey, ensuring an easy scheduling process and a dependable testing experience. Choose the convenience of online testing or the familiarity of a local test center, whichever works best for you.
The NYDFS exam is designed to ensure that candidates understand New York-specific financial laws, regulations, and ethical practices. It covers areas such as compliance, consumer protection, and financial product knowledge, depending on the license type.
- Exam format: Multiple-choice questions.
- Duration: Varies by license type (typically 2–3 hours).
- Eligibility: Candidates must meet state pre-licensing education and application requirements prior to scheduling.
Exam locations and availability
Available across New York and online. Follow NYDFS guidelines for testing.
Schedule or manage your exam
Prepare for your exam
Test Center experience
Get familiar with the in-person testing process when visiting one of our Test Centers on your test day.
Online Proctoring experience
Understand what to expect when testing remotely for a seamless online test day.
NYDFS Exam Frequently Asked Questions
How do I register?
PSI provides two easy methods to schedule appointments. You may schedule your exam online, or via phone by calling our candidate support specialists.
What licenses are covered?
PSI Services provides all examination services to candidates seeking to obtain an insurance license in New York. To view all available tests, visit the NYDFS program page.
Can I retake the test?
You may retake your exam after the mandatory waiting period has passed. Many test appointments can be cancelled and/or rescheduled through logging in to your account. Check the NYDFS FAQs or Candidate Information Bulletin for your program’s particular rescheduling rules.
For more details, visit our FAQ page.
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Take your New York banking, insurance, or mortgage brokering exam today with PSI Exams.