51Թ can assist you during your San Diego SIE preparation in two different ways. First, we can enroll you in a comprehensive San Diego SIE prep class that covers everything you need to know heading into the exam. If you would prefer individualized attention, we can also refer you to an expert San Diego SIE tutor to help you pursue academic success. Some students even choose to take advantage of both services to help them feel as prepared as possible when they sit down for the test.
The SIE (Securities Industry Essentials) Exam is a high-stakes test that serves as an introduction to the financial industry for students interested in trading securities for a living. It covers basic topics in the space, such as prohibited practices, types of financial products and their risks, and regulatory agencies. The exam is offered by the Financial Industry Regulatory Authority, or FINRA, as an individual's first step toward obtaining a financial license. However, you will also need to take a qualification test such as the Series 7 or Series 3 in addition to the SIE before you can actually start trading. Keep reading to learn more about how we may be able to help you prepare for the SIE.
What can I review during San Diego SIE prep?
The SIE consists of 75 multiple-choice questions administered over a testing session lasting one hour and 45 minutes. You need to earn a score of at least 70 percent in order to pass the exam, so your instructor might review concepts such as monetary policy, fiscal policy, and equity securities with you to help you prepare.
Since there is a strict time limit in place, your instructor may also teach you time management strategies to help you answer all of the questions within the time available to you. For instance, FINRA is notorious for intentionally writing questions in a deceptive manner. You may be better off skipping a challenging item and coming back to it as opposed to spending a ton of time trying to figure it out. You might also want to consider taking practice exams to get a realistic sense of what the time available to you will feel like, helping you to pace yourself accordingly.
What are the advantages of the San Diego SIE prep options?
51Թ can place you in a San Diego SIE prep course or find you a private instructor to help you study for the test. If you choose to take a course, you'll meet with a knowledgeable instructor alongside other students at a set time using our proprietary Live Learning Platform. Each instructor is thoroughly interviewed to make sure that their SIE knowledge is up to date, so you don't need to doubt the applicability of anything they say.
Our Live Learning Platform enables you to interact with your classmates in real time, allowing you to work together to create a collaborative learning environment where everyone can work toward their academic goals. If one of your classmates is having a hard time with mutual funds, you can explain it to them while reinforcing your own knowledge of the subject. Studying in a group also gives you great value for your money, as you are sharing the cost of instruction.
If you would prefer to receive individualized attention, we can help you find a private SIE instructor. You'll be able to meet using the Live Learning Platform so that you can take commute time out of the equation. Powerful features such as video chat functionality and a virtual whiteboard ensure that you still get a premium face-to-face study experience.
A private instructor can design study sessions around your preferred learning style to help improve your experience. For instance, a visual learner might want to study an infographic detailing the differences between monetary and fiscal policy, while an auditory learner might get more out of a discussion format. Working with a private instructor also allows you to study at your own pace, as you never need to leave a topic behind until you feel comfortable doing so.
Can I sign up for San Diego SIE prep today?
Absolutely! Please reach out to 51Թ to learn more about each of our San Diego SIE prep options and to get started with whichever method interests you most. If you can't make up your mind, educational consultants are standing by to help you make the best possible decision for your needs. Call today to get started on the path toward understanding the concepts you'll need to know for the SIE.

Edward: San Diego SIE test prep instructor
A 25 plus year veteran of the Financial Services industry. I have been involved with advising and counseling both clients and advisors, and am passionate about helping others learn how financial markets work. I have passed the Series 6, 7, 24, 26, and 66 exams, and held the Massachusetts Life and Health insurance licenses. I am a former youth and high school basketball coach, youth and high school football coach.
Education & Certification
- Western New England University - Bachelor of Science, Finance
Subject Expertise
- SIE
- Series 79
- Series 7
- Series 26
- +26 subjects

Joshuah: San Diego SIE test prep instructor
...Bachelors of Science in Biology and Political Sciences; passed the SIE, Series 63, 65, and 7 on the first attempts, and have passed the Level I CFA exam. All of which are completely unimportant because it's not about me, it's about how I can help you (and I can)! Whether you know what you need to know, or are completely lost, I will make sure that we progress with content at a speed that fits...
Education & Certification
- Excelsior College - Bachelor of Science, Biology, General
Subject Expertise
- SIE
- Series 7
- Series 63
- CFA
- +14 subjects
Subject Expertise
- SIE
- Series 66
- Series 7
- Series 63
- +24 subjects

John: San Diego SIE test prep instructor
...professional in the securities industry, I bring a fresh perspective along with a deep understanding of the SIE and Series 7 exams. Having recently earned my own licenses, I developed a proven strategy that helped me succeed, and I am now offering tutoring services to help others do the same. With a tailored approach that simplifies complex concepts and focuses on key areas of the exam, I am committed to guiding aspiring professionals to achieve...
Education & Certification
- Northeastern Illinois University - Bachelor of Science, Marketing
Subject Expertise
- SIE
- Series 7
- Series 7 - General Securities Representative Exam (Stockbroker)
- FINRA - Financial Industry Regulatory Authority
- +1 subjects

Jennifer: San Diego SIE test prep instructor
...learning roadblocks-I tutor a broad range of subjects including Professional Certifications, Insurance License, NMLS, SIE, and Series 6. I am a graduate of Eastern Illinois University. I received my Master of Science Degree and Bachelor of Arts Degree in Family and Consumer Science with a Minor in Business Administration. I have over 20 Years of sales, leadership, mentoring and coaching in the Financial Services field-which includes -Mortgage Branch Management, VP of Membership, Top Mortgage Production...
Education & Certification
- Eastern Illinois University - Bachelor of Science, Family and Consumer Sciences
- Eastern Illinois University - Master of Science, Family and Consumer Sciences
Subject Expertise
- SIE
- Series 6
- Real Estate License
- Insurance License
- +5 subjects

Hajra: San Diego SIE test prep instructor
...I have helped and trained fellow colleagues to pass the different FINRA exams. I understand the pressure of learning the materials and then passing the exams in the allotted time frames given. I am passionate about helping people pass the professional exams and achieving their goals. I aim to be a resource to people, and letting them set the pace. I enjoy traveling when I can, either locally or internationally. Some of my favorite jaunts...
Education & Certification
- American International College - Bachelor of Science, Business Administration and Management
Subject Expertise
- SIE
- Series 22
- Series 86
- Series 82
- +9 subjects

Daniel: San Diego SIE test prep instructor
I am a CPA with a background in teaching and tutoring. I can work with you on most finance, business, and accounting subjects. I help simplify the material and highlight the core lessons. I've been told it's very effective and helpful!
Education & Certification
- Malone University - Bachelor in Arts, Organizational Leadership
- Baldwin-Wallace College - Masters in Business Administration, Accounting
Subject Expertise
- SIE
- ChFC - Chartered Financial Consultant
- FINRA - Financial Industry Regulatory Authority
- Series 4
- +25 subjects

Eunpa: San Diego SIE test prep instructor
Business analyst with five years of tutoring and significant corporate strategy experience. Applied BA in math at top ten research university to financial modeling, ROI analyses, marketing, academic research, technology, and higher education.
Education & Certification
- University of Chicago - Bachelor in Arts, Mathematics
Subject Expertise
- SIE
- Series 7 - General Securities Representative Exam (Stockbroker)
- Series 7
- Computer Programming
- +43 subjects
Education & Certification
- Arizona State University - Bachelor of Science, Political Science and Government
Subject Expertise
- SIE
- Series 63
- Series 10
- Series 65
- +9 subjects

Danny: San Diego SIE test prep instructor
...for considering me to be your tutor. I attended Pace University and received my Bachelor of Business Administration in Marketing, and then began my journey from the battlefield to the corporate office. I am happy to share my knowledge and experiences with you and help you achieve your goals. I have been a sales leader in the financial services industry for over 25 years and I retired a senior NCO in the Army Reserve serving...
Education & Certification
- Pace University-New York - Bachelor of Science, Marketing
Subject Expertise
- SIE
- Series 10
- Insurance License
- Series 86
- +11 subjects

John: San Diego SIE test prep instructor
I want to serve the academic needs of students in the areas of history, math, and finance. I have taught middle school math and US History for almost 20 years and am passionate about helping students in those areas. I also would work with people looking for help with exams to gain financial licenses such as the series 6 or 63.
Education & Certification
- Lycoming College - Bachelor in Arts, Economics
- Alvernia University - Masters in Education, Urban Education and Leadership
Subject Expertise
- SIE
- FINRA - Financial Industry Regulatory Authority
- Series 6
- PRAXIS
- +57 subjects

John: San Diego SIE test prep instructor
My name is John Walker. I am a seasoned veteran in the financial and insurance industries. I look forward to putting my personal experience, education, and training to work for you. I hope to work with up-and-coming professionals to ensure you meet and exceed your goals!
Education & Certification
- Florida State College at Jacksonville - Bachelor of Science, Business Administration and Management
Subject Expertise
- SIE
- Insurance License
- CFP
- Series 63
- +10 subjects

Myles: San Diego SIE test prep instructor
...7, 65, 63, SIE, and Life Insurance licenses. In addition, I am a Chartered Retirement Planning Counselor and Certified Financial Planner. Because of the study habits I was taught, I was able to pass all exams on my first attempt and in a relatively short time frame. I hope to pass on to more students the study habits that I was blessed to be taught from some of the best in the industry. I have...
Education & Certification
- Lamar University - Bachelor in Arts, Communication, General
Subject Expertise
- SIE
- Series 6
- Series 65
- Series 7 - General Securities Representative Exam (Stockbroker)
- +4 subjects

Sarah: San Diego SIE test prep instructor
...variety of accessible learning portals, eliminating the need for additional expenses on materials. My extensive resource library includes both my own unique materials and traditional ones (Kaplan, PassPerfect, and Achievable), ensuring a comprehensive learning experience. As a financial advisor and recent MBA graduate, I've been trained to cater to a wide range of learning styles, personality types, and unique challenges such as learning disabilities, test anxiety, and other mental blocks. My flexibility and deep understanding...
Education & Certification
- University of upper Iowa - Bachelor in Business Administration, Business Administration and Management
- University of Wisconsin-Madison - Masters in Business Administration, Accounting and Business Management
Subject Expertise
- SIE
- Series 66
- Series 65
- Series 63
- +36 subjects

Brendan Daniel : San Diego SIE test prep instructor
...all theory, after all. I'll have accomplished my job if I can be a foundational block to getting you closer to your goal. I graduated with a degree in Psychology and a minor in Economics. Since graduation, I worked in asset management as a portfolio manager while pursuing my CFA, and recently founded my own firm. Currently, I am a level 3 CFA candidate and portfolio manager for my digital asset hedge fund. I focus...
Subject Expertise
- SIE
- Series 27
- Series 3
- Series 79
- +62 subjects

Paul: San Diego SIE test prep instructor
...mine is assisting students to enter into a financial career. I've spent over three decades as a successful Financial Advisor. The multiple exams a student must pass can seem daunting. My goal is to add clarity and help students fully understand the necessary concepts and terminology. I have a Bachelors in religious studies. I've completed CLU / ChFC courses from American College and graduate studies in business at Wharton. I've always had a passion for...
Education & Certification
- Cincinnati Christian University - Bachelor in Arts, Religious Studies
Subject Expertise
- SIE
- Series 66
- Series 63
- Series 6
- +17 subjects

Joseph: San Diego SIE test prep instructor
...coaching positions has allowed me to develop a unique perspective and flexible tutoring style. While I tutor a range of subjects on business and financial topics, I am most passionate about FINRA and Insurance regulatory examinations. I am a firm proponent of continuing education throughout one's lifetime and in sharing knowledge with others as much as possible. I am a Certified Financial Educator (CFEd), and hold the Corporate Trainer Certified, and Remote Workforce Management Certified...
Education & Certification
- University of Phoenix - Associate in Science, Business, General
Subject Expertise
- SIE
- Series 24
- Series 7
- Insurance License
- +30 subjects

Jahlen: San Diego SIE test prep instructor
...bridge between the material and common terms that are very understandable. I've received a Bachelors of Arts degree in economics from SUNY Purchase. I've also spent my recent time of employment working for a insurance company. At this time I developed my experience in tutoring,over the last 2 years, by helping my fellow coworkers pass their exams. In my experience with the SIE exam, Series 6, and Series 63 is to study through practice questions...
Education & Certification
- SUNY at Purchase College - Bachelor in Arts, Economics
Subject Expertise
- SIE
- Insurance License
- Series 6
- Series 63
- +1 subjects

Joseph: San Diego SIE test prep instructor
...teach and inspire my student to attain their goals and objectives. I am very compassionate and patient with my students, especially those studying for FINRA and State Insurance Licensing exams. I have created unique study plans and practice exam questions that have assisted my students to pass their exams without any doubt about their capabilities. I'm happy to help you succeed in all FINRA and State Insurance Exams tutoring. Your passing grade is both of...
Education & Certification
- Yeshiva University - Bachelor of Science, Economics
- Western Governors University - Masters in Business Administration, Business Administration and Management
Subject Expertise
- SIE
- Series 6
- Series 4
- Series 3
- +48 subjects

Harrison: San Diego SIE test prep instructor
Hello, My name is Harrison and I am an economics major at the University of Pennsylvania from Philadelphia. I have experience tutoring in economics, statistics, algebra/pre-calc, and introductory calculus. I typically have the most availability during evening and weekend hours, but will always work to try and work with any schedule. If interested, please do not hesitate to reach out.
Education & Certification
- University of Pennsylvania - Bachelor in Arts, Economics
Subject Expertise
- SIE
- Series 63
- Series 7 - General Securities Representative Exam (Stockbroker)
- Series 57
- +20 subjects