This course bridges the gap between where you are now and where you need to be to start our SIE prep course with confidence. It mirrors the units covered on the SIE exam, but every lesson is full of real-world examples to make sense of intimidating topics like mutual funds and IRA's.
We believe anyone with an interest in the financial sector can build a successful career if armed with the right educational tools. With the addition of this beginner’s securities course, we aim to expand access to the industry and diversify the pipeline of talent.
When we say no finance knowledge needed, we mean it. We designed this course to be a true primer to build financial fluency.
Take a test drive of our Training Center--the place for all your course materials, video lectures, and supplements. You can use the Action Plan to keep you focused and track your progress.
The best remember what it was like to be in your shoes. Our faculty, coaches, and staff have thoughtfully developed this course to meet you where you are.
If you are looking to take the SIE exam but lack a background in finance, if you need a refresher, or if you want to gain foundational knowledge of the securities industry, this course is a good fit. You will find applications for the content in your career and your personal finances.
This course is ideal for anyone interested in entering the financial services profession, who may lack a traditional background in finance, or who would benefit from a primer before studying for the SIE Exam. If you are interested in becoming a licensed financial professional but want to learn about the industry to gauge if it is a viable career option, this course is for you. Maybe you are like many Americans who understand that knowledge of the securities industry is power and will ultimately help you make sound financial decisions. Or maybe you simply want to know more about investing.
How to Finance is an introductory course that gives you an overview of topics you will touch upon more during your SIE training. Each unit is aligned with the SIE exam and will fill in any knowledge gaps before you begin SIE prep. How to Finance is offered “on demand,” allowing you to move through the content at your own pace. On average, the course can be completed in two weeks. A final assessment will test your understanding of the securities industry.
Yes, How to Finance is designed to boost your financial acumen, providing essential financial skills you need to make more educated decisions in your life, or for your department or organization, no matter what industry you pursue. Even if you don’t plan to take the SIE, when you can “speak” the language of money, you operate at an advantage, because finance is the way businesses keep score.
While there is no regulatory exam after How to Finance, there is a final assessment to test your overall understanding of the securities industry.
This course consists of 14 on-demand units. You can watch the videos when you want, at your own pace. Each unit is 30 minutes long. On average, the course can be completed in two weeks.
Yes. If you did not pass the SIE exam and have knowledge gaps, this course will teach you the fundamentals so that you approach SIE prep with a stronger foundation. How to Finance is a bridge to SIE exam training.
BONUS: We're adding our new Study Essentials course to your purchase ($75 added value). Find it in your Training Center after check-out.
