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.
Average increase in student confidence related to exams:
93%
Average first-time pass rate across securities exams:
95%
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.
What’s included
- 14 course units mapped to topics covered on the SIE exam
- 30-minute video lectures in each unit from our expert faculty
- Pre-and-post unit quizzes for each chapter to assess learning
- Real-world, relatable examples bring concepts to life
- Access to our Training Center
- Free access to our Study Essentials course
- Downloadable supplements
- Final course assessment demonstrates an understanding of the securities industry
FAQs
Don’t see your question answered here? We’d love to help.
Get in touch with us.
How to Finance: A Beginner’s Guide to the Industry
One Year of Access
$125
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.
SIE
How to Finance
One Year of Access
$335
Save up to $50
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