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How to Finance: A Beginner’s Guide to the Industry

No industry knowledge? No problem. Our most foundational course 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 IRAs.

The only prerequisite is curiosity.

Starting at

H2FExam Prep

$125

One Year Access

Experience what it's like to train with us.

Course Outline

  • Take the initial assessment

    Establish your baseline knowledge and preview of the types of questions you can expect on the exam. Identify areas that need more or less attention.

  • Watch video lectures

    Let the best faculty in the industry break down the material topic by topic in a relatable, engaging way.

  • Drill with chapter assessments

    Improve your understanding by training with our questions that align to SIE topics. Prioritize topics you have yet to master on the home stretch.

  • Dig into additional resources

    Improve your understanding by reviewing supplemental content carefully created and curated by our faculty.

  • Take the benchmark exam

    Find out how ready you are with an exam that represents the real thing. Prioritize topics you have yet to master on the home stretch.

  • SIE

    Walk toward your next challenge with confidence

    Successful completion of How to Finance means you are ready to take on the next challenge: the SIE.

Course Plans

H2FExam Prep

$125

One Year Access

When we say no finance knowledge needed, we mean it. We designed this course to be a true primer to build financial fluency. With premium study materials and outstanding support from our Client Experience team, we'll help you master the concepts you need to start studying for the SIE.

Resources
  • Study Essentials Course
  • Physical & digital textbook
  • Video lectures curated by expert Faculty
  • Digital flashcards
  • Customizable practice questions
  • Supplemental resources including Key Concepts
  • Preset exams to determine readiness
Support
  • Client Experience support - calls & emails
  • Faculty team content Q&A - emails
Classes
  • Public Onboarding call to kick-off study journey
Performance
  • Automated performance monitoring & intervention
  • Study journey emails guidance with real-time updates
  • Private Faculty Strategy Calls for study guidance
A man presenting to a group of people

Need training for a team? Let us take it off your plate.

We offer true partnership to our corporate clients and individual support to every student.

Whether you’re looking to quickly purchase materials for multiple candidates or for a custom program tailored to your team, get the results you need and the service you deserve.

FAQs

Don’t see your question answered here? We’d love to help.

Talk with us about the right plan for you.

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