If you're preparing to take the Securities Industry Essentials, or SIE, Exam, Varsity Tutors offers online classes and private tutoring focused on Boulder SIE prep. The SIE exam consists of 75 multiple-choice questions that cover concepts you must know in order to work in the securities industry. If you are a student at the University of Colorado at Boulder and plan to work in the securities business, passing this test is a milestone you need to prepare for. Choose from a Boulder SIE prep course or work one-on-one with a private instructor to address your study requirements, or mix both options as some students do. Either option or both provide for more efficient study time than preparing for the exam alone.
What Concepts Can Boulder SIE Prep Help Me Study?
The lessons you'll encounter are designed to cover every aspect of the exam. During the 1-hour and 45-minute test, you'll be asked about the structure of securities industry markets, regulatory agencies, prohibited practices, and other fundamentals of the industry. However, it is just one step in qualifying to work in the industry, as you'll also need to pass a qualification exam specific to the type of business you plan to work in. You must be registered with a FINRA member firm to take a qualification exam, though your first objective is to reach for your potential on the SIE test.
Exam preparation focuses on topic coverage as much as it does on the format of the test you will take. Lessons can concentrate on monetary vs. fiscal policy, business economic factors, and international economic factors as well as offerings, equity securities, debt instruments, and municipal fund securities. Learning these topics is essential. Perhaps you need a review of topics not covered in a while or some concepts require an improvement in understanding. Test prep provides an opportunity to address these factors. At the same time, it enables you to learn more about the exam's format and how to answer challenging questions. You can learn test-taking strategies and even get insights into studying more efficiently.
What Are the Advantages of the Different Types of Boulder SIE Preparation?
Varsity Tutors offers two main types of test prep. For most students, one method is more effective than the other, but which one depends on your learning preferences. Some students even sign up for both. Each type of Boulder SIE prep, online instruction and tutoring, is led by a qualified instructor who can be trusted to provide accurate details and a comprehensive overview. To help you understand the perks of each, we've provided a detailed look at both options.
A Boulder SIE prep class is presented in a virtual environment. Using an online whiteboard and video chat, you can interact with your instructor and collaborate with your "classmates" as if they were in the room with you. The collaborative study can build your foundation in securities markets and important topics such as investment returns, corporate actions, and prohibited activities. From orders and strategies to employee conduct, you can receive a review of the topics you'll be asked about during the SIE exam. You are free to ask questions and discuss topics at hand with your peers, even helping one another along the way. But if you don't fully comprehend something, you can request one-on-one time with your instructor for additional help.
Private instruction is another option. We can connect you with a Boulder SIE prep tutor if you like working individually with an instructor and making more efficient use of your time. Your mentor can tailor lesson plans according to your specific areas of opportunity. Each session can be adapted to your skill level, learning pace, and even preferred learning style. More time can be devoted to specific topics of concern rather than what you already know. That means if you understand market types and economic factors, your private instructor can help you with investment returns, maintaining records, or other topics you need to understand more thoroughly. If face-to-face interactions help build your confidence and self-esteem, working with a private tutor can be beneficial.
How Do I Enroll in Boulder SIE Prep?
Finding a program led by a qualified instructor is simple with the options Varsity Tutors can set you up with. Flexible scheduling enables busy students to set aside time to prepare for the exam. Call today and an educational consultant will walk you through the details of Boulder SIE prep, help explore your options, and assist in signing up. Receive expert guidance by reaching out to us today.
Michael: SIE test prep instructor
...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 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...
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 4
- Series 63
- Exam IFM - Investment and Financial Markets
- +14 subjects
Isaac: SIE test prep instructor
...I've also tutored high school students in personal finance courses. For the last 10 years I have been educating my clients on their financial situation as a Wealth Advisor. I currently co-manage a book of business of approximately 80 million in assets under management with another Wealth Advisor. I have helped train younger Advisors over the past few years and have a passion for helping people in my field learn and grow. For the past...
Education & Certification
- Missouri State University-West Plains - Bachelor of Science, Finance
Subject Expertise
- SIE
- Series 6
- Series 7
- CFP
- +12 subjects
James: SIE test prep instructor
Subject Expertise
- SIE
- Firefighter Exam
- Series 66
- EMT - Emergency Medical Technicians
- +6 subjects
Robin: SIE test prep instructor
...I tutor subjects related to finance, business, and preparation for FINRA certifications (Series 6, 7, 63, 65 and 66). My teaching philosophy revolves around fostering critical thinking, encouraging open communication, and making complex concepts accessible. I aim to create an interactive learning environment where students feel supported and motivated to succeed. Outside of academia, I am deeply involved in relationship management and business development, which keeps me connected to the practical applications of the subjects...
Education & Certification
- University of British Columbia - Bachelor in Arts, Psychology
- Daytona State College - Associate in Arts, Accounting
- Stetson University - Masters in Business Administration, Business Administration and Management
Subject Expertise
- SIE
- Series 63
- Series 6
- Series 7 - General Securities Representative Exam (Stockbroker)
- +23 subjects
Purvis: SIE test prep instructor
...passion for teaching is deeply rooted in my desire to empower students to achieve their goals and navigate the complexities of the financial world. I adopt a student-centered approach, tailoring my methods to meet individual learning styles and fostering a supportive environment where questions are encouraged. Mentoring aspiring finance professionals is not just a job for me; it's a fulfilling journey that allows me to share my knowledge and experience while witnessing my students' growth...
Education & Certification
- Columbia University - Master's/Graduate, Finance
Subject Expertise
- SIE
- Series 66
- Series 6
- Series 65
- +5 subjects
Mark: SIE test prep instructor
...Real Estate Agent and the Real Estate Broker test TEST TAKING SKILLS are a vital part of passing any test I will demonstrate how. PRACTICE QUESTIONS - The more the better. As you are taking the test... I will show you how to build a POSITIVE ATTITUDE. The key is: HOW TO READ THE QUESTIONS and HOW TO STUDY FROM THE QUESTIONS. Bilingual in SPANISH P.S. I have multiple testimonials from my students passing their examinations.
Education & Certification
- University of Houston-Downtown - Associate in Science, Business Administration and Management
Subject Expertise
- SIE
- NMLS - Nationwide Mortgage Licensing System
- Exam IFM - Investment and Financial Markets
- Real Estate License
- +73 subjects
Pauline: SIE test prep instructor
As an enthusiastic and dedicated tutor, my primary goal is to transform the learning experience for students, fostering a love for education that extends beyond the classroom. With a passion for teaching and a commitment to creating a positive and engaging environment, I strive to ignite curiosity and instill a genuine joy for learning in each student I work with.
Education & Certification
- Touro College - Bachelor, BBA finance
Subject Expertise
- SIE
- AAI - Accredited Adviser in Insurance
- CIC- Certified Insurance Counselor Exam
- API - Associate in Personal Insurance
- +48 subjects
Angelo: SIE test prep instructor
I love helping students in topics related to math, to finance (public and private equity) and to engineering. I believe that if I can't explain concept, then I don't understand it. By that same token, if a student can't explain a concept back to me, then they don't understand it even if they say they do. I believe in getting to know all students, as their background is intricately connected with how they learn.
Education & Certification
- University of Florida - Master of Science, Electrical Engineering
- University of Pennsylvania - Masters in Business Administration, Business Administration and Management
- university of chicago - Master's/Graduate, ma
Subject Expertise
- SIE
- CCHI - Certification Commission for Healthcare Interpreters
- CAIA Level II
- ICVA - International Council for Veterinary Assessment
- +325 subjects
Sean: SIE test prep instructor
...received my undergraduate degree from Arizona State University and have been working as a Financial Advisor since 2019 obtaining multiple industry awards as well as managing my own book of business. I believe my firsthand experience gives me a particular insight that helps me be a great tutor on these subject matters. Outside of my professional life I enjoy golfing as much as possible in my free time. You can also catch me watching Football...
Education & Certification
- Arizona State University - Bachelor of Science, Business Administration and Management
Subject Expertise
- SIE
- Series 6
- Series 7
- Insurance License
- +2 subjects
Brendan Daniel : SIE test prep instructor
...candidate and portfolio manager for my digital asset hedge fund. I focus on the fund's DeFi investment strategy, blockchain research, and protocol risk management. For students, (and interns), I have taught solidity, python, CFA level 1 and 2 material, Series 7, 63, and 65. I have also taught financial modeling, smart contract development, data analysis, and machine learning model development in python. (CFA material includes micro/macro economics, financial statement analysis, equity/fixed income valuation, derivatives, portfolio...
Subject Expertise
- SIE
- Series 79
- Series 10
- CFA
- +62 subjects
John: SIE test prep instructor
...a BS in Computer Science and Economics from Yale and an MBA from NYU. I have my Series 7 and 57 and work as a proprietary trader on Wall Street. I'm passionate about financial markets, technology and economics. My philosophy towards education is one of efficiency. I believe that time management is the key to accomplishing your academic and professional goals. I'm here to help you not only learn but absorb the material into your...
Education & Certification
- Yale University - Bachelor of Science, Computer Science
- New York University - Masters in Business Administration, Finance
Subject Expertise
- SIE
- Series 72
- Series 3
- Series 7
- +38 subjects
Kevin: SIE test prep instructor
...learning. Im a Masters Degree graduate of Washington University in St. Louis (Olin School of Business: Finance emphasis) and also received my Bachelor of Science in Accounting from Truman State University. Both students and parents say that I help students succeed and realize their own potential with improved confidence, grades and test scores. Because I have over 20 years of "real life" professional experience and have traveled extensively, I am able to provide you real...
Education & Certification
- Truman State University - Bachelor of Science, Accounting
- Washington University in St Louis - Masters in Business Administration, Finance
Subject Expertise
- SIE
- Series 30
- Series 6
- CPA
- +41 subjects
Isaiah: SIE test prep instructor
...passed the Series 26. In February of 2019 I passed the Series 65. All together it took me about 6 months to study and pass all exams. Now, I actively tutor in all exams. I provide reading material, notes, and test questions for each student during each session. My mission is to help students achieve a level of confidence based on knowledge, test taking skills, and deductive reasoning. As of now on average I have...
Education & Certification
- Alabama State University - Bachelor of Science, Mathematics
- Alabama State University - Master of Science, Mathematics
Subject Expertise
- SIE
- Series 26
- Series 63
- Series 6
- +29 subjects
Valentina: SIE test prep instructor
...Series 66, and of course, in SIE since it is a pre-requisite for Series 7. I have also been FINRA licensed in Series 63 and Series 65. The exams are very challenging, but there is nothing there that you will not be able to comprehend and nail from the first attempt. Therefore, I am standing by to help you with these challenging exams. Additionally, I have been teaching as a licensed teacher for several years...
Education & Certification
- Colorado Mesa University - Bachelor of Science, Computer and Information Sciences, General
Subject Expertise
- SIE
- Series 7 - General Securities Representative Exam (Stockbroker)
- Series 65
- Series 66
- +4 subjects
Barb: SIE test prep instructor
...an energetic, fun experience to learning that helps you better absorb the information. I have obtained a doctorate in psychology, which allows me to easily adapt to your learning style and adapt quickly when need be. I am also a published author who is currently working on two books. I have taught and proctored for over 20 years and nothing makes me happier than when I see that a student has grasped a new concept.
Education & Certification
- Utrecht University - Doctorate (PhD), Forensic Behavioral Psychology
Subject Expertise
- SIE
- Insurance License
- ABIM Exam - American Board of Internal Medicine
- SHRM-SCP - Society for Human Resource Management- Senior Certified Professional
- +155 subjects
Jacquelyn: SIE test prep instructor
...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 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...
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
- Series 9
- International Sports Sciences Association
- +18 subjects
Brian: SIE test prep instructor
...honors in Finance and Law. I also received a certificate in Black Studies with honors. I have a graduate degree from the Stonier Graduate School of Banking as well. I started a financial consulting business while in college then sold it a few years out of college. I became a US Marine. Over the next 15 years combined, I worked for two top 5 US Banks and one top 5 US Defense contractor before moving...
Education & Certification
- Portland State University - Bachelor of Science, Finance
Subject Expertise
- SIE
- Series 9
- Series 7
- Series 63
- +22 subjects
John: SIE test prep instructor
I want to serve the academic needs of students in the areas of history, math, and finance. I have taught middle school math and US History for almost 20 years and am passionate about helping students in those areas. I also would work with people looking for help with exams to gain financial licenses such as the series 6 or 63.
Education & Certification
- Lycoming College - Bachelor in Arts, Economics
- Alvernia University - Masters in Education, Urban Education and Leadership
Subject Expertise
- SIE
- PRAXIS
- Series 6
- Series 63
- +55 subjects
Hal: SIE test prep instructor
...a variety of other qualifications. In 2019, as I began tutoring and realized that it had been decades since I originally passed my securities licensing exams, I took the Securities Industry Essentials Exam (SIE), and retook the Uniform Investment Adviser Law Exam (Series 65), and the National Commodities Futures Exam (Series 3), passing each on a single sitting. Over the past two years, I've tutored well over 200 students, balancing that with authoring a couple...
Education & Certification
- Frostburg State University - Bachelor of Science, Accounting and Business Management
- Frostburg State University - Master of Science, Management Science
Subject Expertise
- SIE
- CPA
- CFA
- Series 57
- +171 subjects
Nancy: SIE test prep instructor
...teaching a variety of subjects. As a college economics major with an MBA, and as former investment banker with many years of experience there (now retired), I enjoy teaching finance, accounting, and econ as well as the various secrutities licensing tests. But my avocations are history and literature and I love teaching them as well--whether through assisting with regular school homework and test preparation, or through SAT/ACT prep, or through AP/SAT subject test prep in...
Education & Certification
- Rhodes College - Bachelor in Arts, Economics
- Harvard Business School - Masters in Business Administration, Finance
Subject Expertise
- SIE
- Series 79
- Series 7
- Series 66
- +85 subjects