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.
Education & Certification
- Pepperdine University - Masters in Business Administration, Business Administration and Management
Subject Expertise
- SIE
- AP Macroeconomics
- 11th Grade AP Microeconomics
- 9th Grade AP Economics
- +65 subjects

Ryan : Boulder SIE test prep instructor
Hi, I am a writer of fiction and non-fiction. I worked as an award-winning journalist in Montana and Wisconsin and have been writing in some form for about 20 years. I am currently studying for FINRA's Series 7 exam.
Education & Certification
- The University of Montana - Bachelor in Arts, Journalism
Subject Expertise
- SIE
- Essay Editing
- Creative Writing
- Professional Certifications
- +12 subjects

Krista: Boulder SIE test prep instructor
...a BS (Penn State University) & MBA (Capella University). I currently licensed with the state of NJ for Life/Health Insurance. I am registered with FINRA (Series 7 & 66). I also hold a Certified Financial Planner designation. I help candidates studying for their Life/Health, SIE, Series 7, Series 6, Series 66 (63/65), and CFP designations. I am eager to pass on various tips and tricks I have learned for the various exams. I have various...
Education & Certification
- Pennsylvania State University-Main Campus - Bachelor of Science, Business Administration and Management
- Capella University - Masters in Business Administration, Project Management
Subject Expertise
- SIE
- Financial Accounting
- AP Macroeconomics
- Microeconomics
- +18 subjects

Johnny: Boulder SIE test prep instructor
...Finance. Every since my military days I 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),...
Subject Expertise
- SIE
- Financial Accounting
- Finance
- Technology and Coding
- +10 subjects

Scot: Boulder SIE test prep instructor
...received my degree in Marketing in 2010 and became a licensed financial advisor in June of 2011. In February of 2017, I co-founded my financial planning firm, Providers & Families Wealth Management, with my wife, Lindsey; and in December of that year, I became a CERTIFIED FINANCIAL PLANNER. The most influential teachers in my life provided an engaging and entertaining learning experience, and I strongly believe that these are very important characteristics of an impactful...
Education & Certification
- Pennsylvania State University-Main Campus - Bachelor of Science, Marketing
Subject Expertise
- SIE
- Series 7
- Series 16
- Series 24
- +12 subjects

John: Boulder SIE test prep instructor
...have 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...
Education & Certification
- Yale University - Bachelor of Science, Computer Science
- New York University - Masters in Business Administration, Finance
Subject Expertise
- SIE
- Business
- Professional Certifications
- Series 3
- +36 subjects

Braden: Boulder SIE test prep instructor
...minor in economics from the University of Oklahoma living in Overland Park, Kansas. I have a passion for teaching college, high school, and middle schoolers math from Algebra to College Calculus, chemistry, and physics. In high school I took a variety of AP Tests: AP Chemistry-5, AP Physics 1-4, AP Calculus AB-5 AP US History-4, AP English Composition-4. I hope we are a great fit, and I can't wait for the opportunity to help you!
Education & Certification
- University of Oklahoma Norman Campus - Chemical Engineer, Chemical Engineering
Subject Expertise
- SIE
- Algebra
- Finance
- College Accounting
- +64 subjects

DeSean: Boulder SIE test prep instructor
...because I was a student once. During undergraduate, I tutored students in Statistics and College Algebra. I completed my undergraduate with a B.S.B.A. in Personal Financial Planning, a B.S.B.A. in Finance, and a B.A. in Communication Studies. I do not like micromanagement, although I do believe a tutor and student should have a vested interest to benefit the student. In my free time, I enjoy long walks with my wife and playing the alto. saxophone.
Education & Certification
- Kutztown University of Pennsylvania - Bachelor of Science, Finance
- Kutztown University of Pennsylvania - Bachelor of Science, Financial Planning
- Kutztown University of Pennsylvania - Bachelor in Arts, Communication, General
Subject Expertise
- SIE
- Math
- Algebra
- Series 63
- +13 subjects

Raman: Boulder SIE test prep instructor
...CFP Exam. Being a Financial Planner is 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 Varsity Tutors, 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...
Education & Certification
- University of Houston-Downtown - Bachelor in Business Administration, Finance
- Rice University - Certificate, Financial Planning
Subject Expertise
- SIE
- ChFC - Chartered Financial Consultant
- Exam IFM - Investment and Financial Markets
- Accounting
- +21 subjects

Brandy: Boulder SIE test prep instructor
...Series 63, Series 7 licensed. I am a Financial Services Rep at a major Brokerage Firm in which I have been with with for two years. Passed each of my tests on the first try. I'm very skilled at teaching. I was previously licensed as a Life Insurance agent (Life Insurance and Annuities). I have a history in the Financial Industry working with Workers Comp Insurance and other Business Insurance. I have a Bachelors degree...
Education & Certification
- Bellevue University - Bachelor of Science, Psychology
Subject Expertise
- SIE
- Professional Certifications
- Series 7 - General Securities Representative Exam (Stockbroker)
- Series 63
- +1 subjects

Kim: Boulder SIE test prep instructor
...per day, five and sometimes six days 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...
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
- Personal Finance
- Finance
- Study Skills
- +44 subjects

Nancy: Boulder SIE test prep instructor
...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 English Literature, Human Geography, or American or...
Education & Certification
- Rhodes College - Bachelor in Arts, Economics
- Harvard Business School - Masters in Business Administration, Finance
Subject Expertise
- SIE
- College Accounting
- Middle School Writing
- Geography
- +81 subjects
Education & Certification
- University of Essex - Bachelor in Arts, Economics
Subject Expertise
- SIE
- Series 65
- Basic Computer Literacy
- Professional Certifications
- +14 subjects

Peter: Boulder SIE test prep instructor
...secondary degree, you just need to pass the tests. You would want me as at tutor mainly because of my experience. My expertise is in OPTIONS and MARGIN. I started a broker-dealer from scratch, was a manager of other reps, and was a producer. To see my career path including all the licenses I obtained, view me at Broker Check: https://brokercheck.finra.org/individual/summary/1313689 and see that I had all the licenses. I also was the prime lead...
Education & Certification
- Rensselaer Polytechnic Institute - Bachelor of Science, Materials Engineering
- California University of Pennsylvania - Master of Science, Mathematics and Statistics
Subject Expertise
- SIE
- Series 7 - General Securities Representative Exam (Stockbroker)
- Series 10
- Series 9
- +18 subjects

Isaiah: Boulder SIE test prep instructor
...system (Montgomery, AL). The subjects ranged from pre-algebra to calculus. I taught grades 6th, 9th, 10th, 11th, & 12th. During my last year of teaching high school, I began studying for FINRA Series 6 exam. I passed the series 6 exam in May of 2018. Two weeks later I passed the Series 63. A month later I passed the Series 26. In February of 2019 I passed the Series 65. All together it took me...
Education & Certification
- Alabama State University - Bachelor of Science, Mathematics
- Alabama State University - Master of Science, Mathematics
Subject Expertise
- SIE
- Elementary School Math
- Pre-Algebra
- Calculus 3
- +29 subjects

Stephen: Boulder SIE test prep instructor
...a JSM-Thomas Jefferson School of Law, MSA-Saint Michael's College, and a AS/BS-Johnson and Wales College. I've also been honored to acquire the following licenses and certifications: CPA, CFE, CFF, CGMA, PFS, CWM, CAM, Insurance Producer, and Stockbroker. My experience have included; Sole Proprietor-Stephen S. Polak, CPA, Certified Tutor-Varsity Tutors, Advisory Board Member-Global Academy of Finance and Management, Advisor-Middle East Lighthouse Consultants, Adjunct Professor at Texas A&M University, and Thomas Jefferson School of Law, Senior Internal Revenue...
Education & Certification
- St. Michaels College - Master of Science, Business Administration and Management
- Johnson & Wales University-Providence - Bachelor of Science, Accounting
- Thomas Jefferson School of Law - Master of Laws, Taxation
Subject Expertise
- SIE
- Professional Certifications
- Series 6
- FINRA - Financial Industry Regulatory Authority
- +22 subjects

Paul: Boulder SIE test prep instructor
...enter into a financial career. I've spent over 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,...
Education & Certification
- Cincinnati Christian University - Bachelor in Arts, Religious Studies
Subject Expertise
- SIE
- Series 9
- English
- Insurance License
- +10 subjects
Subject Expertise
- SIE
- Series 66
- EMT - Emergency Medical Technicians
- Medical Terminology
- +6 subjects

Joshuah: Boulder SIE test prep instructor
...Political Sciences; passed the SIE, Series 63, 65, and 7 on the first attempts, and have passed the Level I CFA exam. All of which are completely unimportant because it's not about me, it's about how I can help you (and I can)! Whether you know what you need to know, or are completely lost, I will make sure that we progress with content at a speed that fits you until you are confident for...
Education & Certification
- Excelsior College - Bachelor of Science, Biology, General
Subject Expertise
- SIE
- Series 65
- Business
- Series 4
- +10 subjects

Eunpa: Boulder 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
- Calculus
- SAT Reading
- Geometry
- +43 subjects