Those interested in a San Francisco-Bay Area SIE course can enroll with assistance provided by 51Թ. The Securities Industry Essentials Exam, also known as the SIE or Essentials exam, is a test designed for prospective securities industry professionals. This test is one half of the testing process to become a registered member of a FINRA firm or to engage in the securities business. While some may feel the pressure of the SIE, you can feel at ease with the assistance of an in-depth, interactive, and comprehensive SIE course. As you move through the process of becoming a registered FINRA member, allow 51Թ to help you by signing you up for a San Francisco-Bar Area SIE prep course.
What does a San Francisco-Bay Area SIE class cover?
The SIE is a 75 question multiple choice test. Test-takers are allowed 1 hour and 45 minutes to complete this exam. In order to pass the SIE, you need a score of 70 percent or higher. For some, timed tests add pressure. However, an SIE class can help you learn about test-taking tips and strategies to help you feel more at ease. The SIE covers several topics related to the securities industry. For example, the SIE may ask you questions regarding the different types of markets, monetary vs. fiscal policy, or exchange-traded products. If you are not completely confident in your understanding of these areas, a San Francisco-Bay Area SIE class can offer you a guided learning experience.
With help from an SIE class, you can work with a skilled and professional instructor. The instructor leading your live, online class has a strong knowledge of the SIE. Additionally, your instructor also knows how to teach students in an effective manner. During your SIE class, feel free to ask questions to your teacher to receive replies in real time. Don't worry about feeling lost, left behind, or confused during an interactive, live SIE class. Your teacher is there to help you feel more confident in your understandings of hedge funds, investment returns, corporate actions, and so on.
Not only can you interact with your instructor in real time, but students can also communicate with one another. Get in touch with your peers to enjoy collaborative learning. If you are the type of student who thrives during interactive lessons, a San Francisco-Bay Area SIE class is for you. You can work with your peers when learning about debt instruments, equity securities, and customer account registrations to grow your confidence and deepen your understanding.
The course you enroll in is designed to help students feel more at ease as their SIE date approaches. In your course, you can learn about the areas of the SIE that may be causing you to struggle. Learning on your own isn't easy, especially if you are unsure of records and privacy requirements, prohibited activities, or registration and continuing education.
How can I enroll in a San Francisco-Bay Area SIE course?
If you are a student at San Francisco State University, the University of San Francisco, or a young professional in the working world who is looking to take the SIE, you are probably busy. This exam is just one step in the process of engaging in securities business or registering with a FINRA member firm. In addition to taking this exam, you may be studying for finals, working a full-time job, or preparing for your qualification exam. Finding free time to study for the SIE isn't easy. When you do find the time, make the most of it with a San Francisco-Bay Area SIE course.
We offer courses that are available on your schedule, no matter how busy it may be. Select a course that meets during the morning, afternoon, evening, or on the weekends to accommodate your needs. We understand that your schedule is packed, so opt for online learning to meet the requirements of your lifestyle. Thanks to the online platform, students don't have to worry about wasting time commuting to a course location. Instead, all an individual has to do is log onto their computer, laptop, smartphone, or tablet and connect to the internet. Learn in a space that is most comfortable for you, whether it be your home, local library, college campus, or favorite coffee shop. Select a familiar and distraction-free environment for the most beneficial learning environment possible. As you pursue a career in the securities industry, allow 51Թ to help you by enrolling you in a San Francisco-Bay Area SIE course right away.

Michael: San Francisco SIE course instructor
...means the order is at my discretion to pick the price. Here we traded large institutional size orders of every strategy for the banks client who are sophisticated hedge funds, asset managers and clients were desks in a bank who used me instead of their in-house trading desks. I have been involved in quantitative portfolio management recently designing customized passive investment strategies for state pension funds using quantitative data to help them generate alpha with...
Education & Certification
- Long Island University-C W Post Campus - Bachelor of Science, Finance
- CUNY Bernard M Baruch College - Master of Science, Finance
Subject Expertise
- SIE
- Series 3
- Series 63
- Series 44 - NYSE Arca Options Market Maker Exam
- +14 subjects

Kristin: San Francisco SIE course instructor
I just obtained my licenses within the last year: 6, 63, 66, 7. While my employer provided me with the books, I was not given study support which I think would have been incredibly helpful to me. I look forward to helping you pass on your first try!
Education & Certification
- Eastern Illinois University - Bachelor of Science, Special Products Marketing Operations
- Lewis University - Masters in Business Administration, Agricultural Business
Subject Expertise
- SIE
- Series 63
- Series 7
- Series 66
- +1 subjects

Bryan: San Francisco SIE course instructor
...Series 7, Series 63/66). In my experience helping students prepare for Licensing Exams, I have enjoyed seeing learners become more confident in their knowledge of financial products, industry regulations, and market mechanics. I am enthusiastic about learning and believe that anyone can grasp complex material, no matter how difficult. I believe that mastering challenging material empowers individuals to believe in their abilities and strive for ongoing success. In my spare time, I enjoy golfing, hiking,...
Education & Certification
- University of Utah - Bachelor in Arts, Finance
Subject Expertise
- SIE
- Series 7
- Series 7 - General Securities Representative Exam (Stockbroker)
- Series 63
- +5 subjects

Jahlen: San Francisco SIE course instructor
A young, vibrant, and enthusiastic tutor that is dedicated to tutoring to the best of his abilities. Currently, specializes in tutoring the SIE exam, Series 6, Series 63. Tutors in a style that establishes a 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...
Education & Certification
- SUNY at Purchase College - Bachelor in Arts, Economics
Subject Expertise
- SIE
- Series 6
- Insurance License
- Series 63
- +1 subjects

Zachary: San Francisco SIE course instructor
...of a broker dealer. I work for a large firm in the industry and give investment advice to our high networth clients 1mm+ in assets. I passed the SIE and Series 65 will I was still in college and was put through a TD Ameritrade's training program to pass the Series 7 and Series 63 Licenses. The program I have learned is designed specifically to teach you the information you need to know to pass...
Education & Certification
- Troy University - Bachelor in Arts, Finance
Subject Expertise
- SIE
- Series 65
- Series 28
- Series 7
- +12 subjects

Joyce: San Francisco SIE course instructor
Hello, I'm Joyce, and I'm here to help you excel in your academics. I hold a degree in Economics from Rutgers University, where I also pursued minors in International Relations and Korean. What sets me apart is my unique relationship with educationI graduated...
Education & Certification
- Rutgers University-Newark - Bachelor in Arts, Economics
Subject Expertise
- SIE
- Series 7 - General Securities Representative Exam (Stockbroker)
- Series 86
- Series 52
- +31 subjects

Joseph Fon: San Francisco SIE course instructor
As a wealth management professional, I have learned that my personal success is tied to how well I succeed in managing my clients wealth and that my success is tied to their success. As their wealth increases, so too does my satisfaction, happiness and compensation. As a Varsity Instructor, I will maintain the same values even though there will be no assets to manage.
Education & Certification
- University of New Orleans - Bachelor of Science, Business Administration and Management
- University of Alabama - Master of Science, Economics
Subject Expertise
- SIE
- Series 6
- Series 22
- UK A Level Economics
- +5 subjects
Education & Certification
- Florida State University - Bachelor of Science, Finance
- University of Miami - Master of Science, Finance
Subject Expertise
- SIE
- CFA
- CPA
- Series 66
- +35 subjects
Education & Certification
- University of California-Los Angeles - Bachelor of Science, Economics
Subject Expertise
- SIE
- Series 87
- CFA
- FINRA - Financial Industry Regulatory Authority
- +10 subjects

John: San Francisco SIE course instructor
...roles for the past 4 years. My most relevant experience is as an equity trader, where I was responsible for executing various equity and equity derivative products on behalf of hedge funds. Part of my background includes analyzing market trends, managing portfolio risk, and developing optimal trading strategies from both a fundamental and technical perspective. In addition to my professional experience, I am highly analytical, detail-oriented, and have a strong product knowledge through my CFA...
Education & Certification
- Marist College - Bachelor of Science, Business Administration and Management
- Marist College - Bachelor in Arts, Economics
Subject Expertise
- SIE
- Series 63
- Series 7
- Series 57
- +20 subjects

Karen: San Francisco SIE course instructor
...degree from Ashwood University in business administration. In addition, I hold an English teaching certificate. Since I graduated, I've taught or coached in several areas. However, my primary focus has been on Series licensing. I help students with all licenses such as SIE, 6, 63, 7 65.66, 24 and many more. Many students struggle with the concepts of the SIE exam. I can break it down for you and relate it to something that makes...
Education & Certification
- Ashwood University - Masters in Business Administration, Business Administration and Management
Subject Expertise
- SIE
- Series 99
- Series 87
- Series 65
- +24 subjects

Daniel: San Francisco SIE course 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
- CLU - Chartered Life Underwriter
- Series 4
- ChFC - Chartered Financial Consultant
- +25 subjects

Kim: San Francisco SIE course instructor
...in working with those who are learning challenged. This can range from a person who is a non-native English speaker to someone with ADHD/Autism. If you need to take a certification test, I can quell your nerves. I will tutor/coach/mentor you through the subject at hand and in process, impart in you a set of skills you will be able to use the rest of your life. As a certified NLP coach as well as...
Education & Certification
- University of Alaska Anchorage - Bachelor of Science, Political Science and Government
- International Seminary for Distance Education in Theology - Bachelor of Theological Studies, Theology
Subject Expertise
- SIE
- Series 7 - General Securities Representative Exam (Stockbroker)
- Series 63
- Insurance License
- +46 subjects

Eunpa: San Francisco SIE course 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
- SAT Math
- +43 subjects

Paul: San Francisco SIE course instructor
...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 helping others, in business, training, instructing and tutoring. I...
Education & Certification
- Cincinnati Christian University - Bachelor in Arts, Religious Studies
Subject Expertise
- SIE
- Series 9
- Insurance License
- Series 7
- +17 subjects

Michael: San Francisco SIE course instructor
...and then pass it on to others. That is what brought me to earn my PhD and my flight instructor certificate, allowing me to teach various areas in finance, such as corporate finance, personal finance, and securities markets, and anything dealing with aviation. I have recently changed my career to move out of in-house financial services firms and focus completely on teaching. The way I prefer to teach and tutor is to work with the...
Education & Certification
- Capella University - Doctor of Philosophy, Finance
Subject Expertise
- SIE
- Series 24
- Series 31
- Series 63
- +16 subjects

Raman: San Francisco SIE course instructor
...that. At 51Թ, my vision is to help you achieve your goal of successfully passing the Series 7, Series 63, Series 65, Series 66, State Life & Health Insurance License, the CFP curriculum and the exam, ChFC curriculum and anything related to the finance and financial services industry. Reading material and memorizing it is one thing, understanding how to strategically take these exams and understanding the concept is where my skills will help you...
Education & Certification
- University of Houston-Downtown - Bachelor in Business Administration, Finance
- Rice University - Certificate, Financial Planning
Subject Expertise
- SIE
- Insurance License
- Series 7
- CFP
- +25 subjects

Johnny: San Francisco SIE course instructor
...it as simple as I can by using analogies and references that is unique to each person and their way of absorbing information. The subjects I enjoy teaching within Finance are understanding Fundamental Analysis( financials such as 10Q and 10K), this goes with earning season or when companies report earning. Technical Analysis, which is understanding how to read a chart that includes candles, SMA, MACD, RSI and Divergence. I also teach economics and how economics...
Education & Certification
- University of Houston-Victoria - Bachelor in Business Administration, Finance
Subject Expertise
- SIE
- Series 7
- Series 66
- Series 57
- +14 subjects

Jessica: San Francisco SIE course instructor
Avid public speaker and advocate for financial literacy. I am a full-time financial advisor that uses my free time to help others gain the knowledge necessary to learn more about business and finance or make their own way in the financial services industry. I am also a life-long learner well-versed in a variety of subjects surrounding American History, Global Mythologies, US Government, Economics, Environmental Science, English, Study Skills and German.
Education & Certification
- SUNY College at Oneonta - Bachelor of Science, Economics
Subject Expertise
- SIE
- Series 27
- Series 7
- Series 63
- +80 subjects

Jacquelyn: San Francisco SIE course instructor
...professionally. As a Mom and a Business Leader in the community, mentoring, and coaching, I have assisted many others in accomplishing their educational goals. 1. Parenting my children at home on how to do well in class and on tests. 2. Advising employees on how to study to obtain professional licenses to achieve passing scores. It has been a great accomplishment for me. When your children graduate with Honors, and your student employees perform well...
Education & Certification
- University of Detroit Mercy - Bachelor of Science, Finance
- Southern New Hampshire University - Master of Science, Entrepreneurial Studies
Subject Expertise
- SIE
- ARM - Associate in Risk Management
- Exam FM - Financial Mathematics
- Exam IFM - Investment and Financial Markets
- +18 subjects