If you want to make the most of your San Francisco-Bay Area SIE prep, 51Թ can help. We can set you up with prep services that take your needs into account. Because the SIE is a key professional certification, preparing can seem stressful and intimidating. However, by working with expert instructors who can help you use your prep time well, you can prepare confidently and effectively. Whether you are a student at schools like San Francisco State University and the University of San Francisco or are a working professional hoping to advance your career options, these prep options can help you to pursue your professional goals.
The Securities Industry Essentials exam, also known as the SIE or Essentials exam, is designed to measure a person's readiness to enter the securities industry. It contains 75 questions in multiple-choice format. You must score at least 70 percent to pass the exam. Passing the SIE is required before you take one of the Series qualification exams.
What am I able to learn about during San Francisco-Bay Area SIE prep?
The SIE covers a broad range of topics that are foundational to the securities industry. You must understand the composition and use of a variety of types of securities such as equity securities and municipal fund securities. You will need to understand key economic concepts such as the difference between fiscal and monetary policy as well as the types of markets. Also, the exam tests your understanding of key regulatory statutes. During your prep time, studying in a structured environment can help you to organize your time and the content that you are learning. Having the chance to learn from a skilled instructor can give you insight into which concepts are foundational and which concepts need to be learned after the foundational concepts are covered.
What can San Francisco-Bay Area SIE prep do to help me study effectively?
There are two main options for SIE preparation. If you would like to learn in a classroom environment, you can participate in a San Francisco-Bay Area SIE prep course. These courses take place in a live virtual classroom. You can also choose to learn alongside a San Francisco-Bay Area SIE tutor. This service is a great option for those who prefer to learn in a more personalized environment.
During a San Francisco-Bay Area SIE prep class, you can hear live lectures from your instructor, discuss topics with your classmates, and ask questions to clarify your understanding of the material. You are able to have most of the same types of interactions that make traditional classrooms supportive and collaborative learning atmospheres. Having the opportunity to hear your classmates' perspectives can help you to think deeply about your own understanding and internalize your knowledge of the material. The instructor for these classes can adapt to the needs of the group and demonstrate skills or concepts that the class is struggling to understand. You are also able to schedule a time to meet with your instructor outside of class if you want to receive extra help.
If you choose to work with a San Francisco-Bay Area SIE tutor, you can enjoy the individual learning that's possible in a one-on-one environment. You and your academic mentor can make a study plan that addresses your key concerns and goals. This allows you to study in an organized fashion and make the most of your time. You can monitor your progress throughout your sessions and change your study plan as your knowledge grows. You are also able to seek out resources that appeal to your learning style. This opportunity to study in ways that are tailored to your learning style can make retaining and processing information more intuitive. You and your instructor can also spend time planning test-taking strategies that can help you to deal with the particular challenges of the SIE. Throughout your sessions, you and your instructor can interact, give feedback, and discuss the content of the exam.
What must I do to register for San Francisco-Bay Area SIE prep?
Our Educational Consultants are available to help you through the entire registration process. If you have questions about these services or want to discuss which service is best for you, they would be glad to talk with you.
51Թ can get you started with San Francisco-Bay Area SIE preparation services that fit a variety of needs and situations. If you want to experience flexible, convenient, and in-depth learning as you prepare for the SIE, contact one of our Educational Consultants online or over the phone today.
Michael: San Francisco SIE test prep instructor
...over 20 years ago. While marketing an equity derivative trading platform I was offered a position on an equity derivatives brokerage desk as a sales/trader for an inter-dealer broker. Here I acted like an extension of my clients trading desks executing delta neutral trades, risk reversals and many other strategies either on a held or not held basis. Held means I am given the price by the client to fill and not held means the...
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 44 - NYSE Arca Options Market Maker Exam
- Series 7
- Series 55
- +14 subjects
Kristin: San Francisco SIE test prep 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 66
- Series 63
- Series 7
- +1 subjects
Bryan: San Francisco SIE test prep instructor
...especially enjoy helping students with the material covered in FINRA Licensing Exams (SIE, 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...
Education & Certification
- University of Utah - Bachelor in Arts, Finance
Subject Expertise
- SIE
- Series 7 - General Securities Representative Exam (Stockbroker)
- Series 7
- Series 66
- +5 subjects
Jahlen: San Francisco SIE test prep instructor
...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 and analyzing them in an effort to best answer questions. I feel my...
Education & Certification
- SUNY at Purchase College - Bachelor in Arts, Economics
Subject Expertise
- SIE
- Series 63
- Insurance License
- Series 6
- +1 subjects
Zachary: San Francisco SIE test prep instructor
...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 and skip out on all the fluff. I have a vast understanding of the "test world" concepts and their real world applications. If you are looking for a tutor who can break down the concepts into...
Education & Certification
- Troy University - Bachelor in Arts, Finance
Subject Expertise
- SIE
- Series 65
- Series 28
- Series 7
- +12 subjects
Joyce: San Francisco SIE test prep instructor
...planning and a passion for learning. I understand the challenges students can face, as I've personally encountered and overcome them. My journey has equipped me with valuable study and teaching skills that can make a real difference in your academic success. I'm not just here to give you answers; I'm here to guide you toward them, fostering active learning and critical thinking. I have a deep passion for helping individuals reach their goals, and I'm...
Education & Certification
- Rutgers University-Newark - Bachelor in Arts, Economics
Subject Expertise
- SIE
- FINRA - Financial Industry Regulatory Authority
- Series 86
- Series 52
- +31 subjects
Joseph Fon: San Francisco SIE test prep 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 22
- Series 6
- UK A Level Business
- +5 subjects
Zachary: San Francisco SIE test prep instructor
Recent graduate from the Masters program in Finance from the University of Miami. Looking to help students expand their understanding of Math, Finance, and Economics.
Education & Certification
- Florida State University - Bachelor of Science, Finance
- University of Miami - Master of Science, Finance
Subject Expertise
- SIE
- CPA
- CFA
- Series 66
- +35 subjects
Robin: San Francisco SIE test prep instructor
Senior Associate in Equity Research | UCLA Economics/Finance Alumni To me, Finance is the intersection between art and science.
Education & Certification
- University of California-Los Angeles - Bachelor of Science, Economics
Subject Expertise
- SIE
- Series 86
- Series 63
- CFA
- +10 subjects
John: San Francisco SIE test prep instructor
...in both Finance/Economics and have been working in market-oriented 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,...
Education & Certification
- Marist College - Bachelor of Science, Business Administration and Management
- Marist College - Bachelor in Arts, Economics
Subject Expertise
- SIE
- CFA
- Series 7
- Series 57
- +20 subjects
Karen: San Francisco SIE test prep instructor
...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 sense for you.
Education & Certification
- Ashwood University - Masters in Business Administration, Business Administration and Management
Subject Expertise
- SIE
- Series 87
- Series 26
- Series 7
- +24 subjects
Daniel: San Francisco 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
- Series 7
- Series 7 - General Securities Representative Exam (Stockbroker)
- CLU - Chartered Life Underwriter
- +25 subjects
Kim: San Francisco SIE test prep instructor
...per week. Because of my diverse background, (heavy in the finance arena, including insurance, securities & investment banking/related) I can relate to people on different levels. I excel 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...
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 63
- Series 6
- Series 7
- +46 subjects
Eunpa: San Francisco 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
- Statistics
- +43 subjects
Paul: San Francisco SIE test prep instructor
...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 look forward to assisting...
Education & Certification
- Cincinnati Christian University - Bachelor in Arts, Religious Studies
Subject Expertise
- SIE
- Series 24
- Series 65
- Series 7 - General Securities Representative Exam (Stockbroker)
- +17 subjects
Michael: San Francisco SIE test prep instructor
...Instructor at a local airport where I teach ground school and flight to student pilots. I really like teaching in general, and enjoy when I can learn something 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...
Education & Certification
- Capella University - Doctor of Philosophy, Finance
Subject Expertise
- SIE
- Series 65
- Series 24
- Series 63
- +16 subjects
Raman: San Francisco SIE test prep instructor
...no different than being an educator or a coach. My passion is to teach my clients on how build a robust financial plan, however my passion goes beyond 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...
Education & Certification
- University of Houston-Downtown - Bachelor in Business Administration, Finance
- Rice University - Certificate, Financial Planning
Subject Expertise
- SIE
- Series 7
- CFP
- FINRA - Financial Industry Regulatory Authority
- +25 subjects
Johnny: San Francisco SIE test prep instructor
...enjoy giving back to the community anyway that I can, so I figured why not teach subjects in Finance. My philosophy in teaching is to try to keep 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...
Education & Certification
- University of Houston-Victoria - Bachelor in Business Administration, Finance
Subject Expertise
- SIE
- Series 65
- Series 7
- Series 6
- +14 subjects
Jessica: San Francisco SIE test prep 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 63
- Series 7
- Insurance License
- +80 subjects
Jacquelyn: San Francisco SIE test prep instructor
...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 to obtain professional licenses, it represents how well you were dedicated, coached, trained, and developed during the process. My experience working one-on-one, in small and large groups has proved to be successful. I look forward to becoming...
Education & Certification
- University of Detroit Mercy - Bachelor of Science, Finance
- Southern New Hampshire University - Master of Science, Entrepreneurial Studies
Subject Expertise
- SIE
- Series 63
- International Sports Sciences Association
- Series 79
- +18 subjects