Varsity Tutors can help you develop strong study techniques through a Portland SIE prep course. A prep course is a smart plan if you're studying for the SIE, which is also known as the Securities Industries Essentials exam. This exam is one of your first steps towards a fully fledged career in the securities industry. Although there are more challenges to come before you can start a job in the securities industry, you'll need to perform at your best when taking the SIE.
A prep course can help you prepare for the SIE on a number of different levels. The structure of the test is important to understand, as are the various concepts. But a prep course might also help you develop a stronger mentality going into the SIE exam. Confidence can make a huge difference as you take an exam. A prep course can help you with all of these things and more.
Students from various walks of life may be interested in taking the SIE. If you've graduated from the University of Portland or Concordia, perhaps you're ready for a new challenge in the securities industry. Or maybe you're an entrepreneur who dreams of starting your own securities firm. Whatever the case may be, a prep course might make a real difference.
What Might I Learn From A Portland SIE Course?
A Portland SIE course can cover a wide range of different topics while also equipping you with various strategies and skills. The first step in studying for the SIE is understanding how it works. This exam is comprised of 75 questions, and they're all multiple-choice. You'll have one hour and forty-five minutes to complete the questions, and a score of 70 percent or higher is considered a passing grade.
The majority of your Portland SIE course will cover the topics that the exam might focus on. Since the securities industry is so broad, there are many topics to study, such as the various types of markets involved in the securities industry. You'll also need a strong understanding of the products you can offer as a securities professional. These include things like hedge funds, REITs, municipal fund securities, and many more. Succeeding as a securities professional requires a deep understanding of risk. What are the types of risk you need to consider? How can you identify and define these risk factors? These are questions you'll need to understand going into your SIE. You also might learn about major concerns within the securities industry, such as money laundering and privacy issues. Since professionals within this industry often have their own employees working under them, your prep course might also cover issues related to employee conduct. This is just a general overview of the topics that might appear on the SIE, and your prep course can help you understand many other issues as you gain a deeper understanding of the subject matter.
How Does An Portland SIE Course Help Me Learn?
Students who take these courses enjoy a wide range of different benefits. First of all, every course is taught by a qualified instructor with extensive knowledge of the securities industry. Instructors must go through a strict vetting process, and this ensures that you'll be studying from a knowledgeable individual with great communication skills. You'll also benefit from the collaborative nature of these virtual classes. Other students will join you in your virtual classroom, where you can interact and ask questions as you study together in a collaborative manner. This type of approach has proven results. You're encouraged to voice your opinion and contribute to the discussion, and your classmates can do the same. You might find that this approach helps you absorb new ideas and concepts more thoroughly. Even though the focus is on collaborative study, you can still connect with your instructor on a one-on-one basis if you're struggling with any particular material.
How Can I Sign Up For An Portland SIE Class?
These classes are ideal for working professionals and busy students alike. You can choose classes that fit your schedule, no matter how busy it might be. There are courses that take place on the weekends, during the evening, or even during your lunch break! Choose between a two-week class or a four-week class, and jump into new classes starting every single month. Make the right call, and give your SIE study the respect it deserves. Contact Varsity Tutors today, and we can get you started with a Portland SIE class quickly.
Edward: Portland SIE course instructor
A 25 plus year veteran of the Financial Services industry. I have been involved with advising and counseling both clients and advisors, and am passionate about helping others learn how financial markets work. I have passed the Series 6, 7, 24, 26, and 66 exams, and held the Massachusetts Life and Health insurance licenses. I coached basketball and football both at the youth and high school levels. I love music and am an active member...
Education & Certification
- Western New England University - Bachelor of Science, Finance
Subject Expertise
- SIE
- Insurance License
- Series 6
- Series 24
- +27 subjects
John: Portland SIE course instructor
...excel academically and professionally. Whether it's demystifying financial principles, preparing for professional certifications, or guiding aspiring professionals towards their career goals, I am committed to providing personalized guidance and support every step of the way. Through a dynamic and interactive teaching approach, I strive to cultivate a stimulating learning environment where curiosity is nurtured, critical thinking is encouraged, and success becomes inevitable. I believe that education is not just about acquiring knowledge; it's about unlocking...
Education & Certification
- Cornell University - Master of Science, Finance
- CFA Institute - Associate in Science, Finance
Subject Expertise
- SIE
- MSNCB - Medical Surgical Nursing Certification Board
- PE - Principles and Practice of Engineering - Electrical and Computer - Computer Engineering
- PE - Principles and Practice of Engineering - Mechanical - Machine Design and Materials
- +620 subjects
Christopher: Portland SIE course instructor
...the University of Hartford and a Bachelor's in Accounting from the University of Connecticut. With three years of experience in the financial industry and previous experience in accounting and higher education, I specialize in preparing adult learners and college students for securities industry exams, including the SIE, Series 7, Series 66, and CFP certification. My teaching philosophy centers on breaking down complex financial concepts into manageable parts, using visual aids and interactive discussions to engage...
Education & Certification
- University of Connecticut - Bachelor's, Accounting
- University of Hartford - Master's/Graduate, MBA - Management
Subject Expertise
- SIE
- Series 65
- Series 66
- Insurance License
- +4 subjects
Kristin: Portland SIE course instructor
I just obtained my licenses within the last year: 6, 63, 66, 7. While my employer provided me with the books, I was not given study support which I think would have been incredibly helpful to me. I look forward to helping you pass on your first try!
Education & Certification
- Eastern Illinois University - Bachelor of Science, Special Products Marketing Operations
- Lewis University - Masters in Business Administration, Agricultural Business
Subject Expertise
- SIE
- Series 7
- Series 66
- Series 63
- +1 subjects
DeSean: Portland SIE course instructor
...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
- Series 63
- Series 6
- Series 7
- +14 subjects
Eunpa: Portland SIE course 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
- Series 7 - General Securities Representative Exam (Stockbroker)
- Series 7
- SAT Reading
- +43 subjects
Scot: Portland SIE course instructor
...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! I look forward to helping you in your pursuit of your next FINRA license...
Education & Certification
- Pennsylvania State University-Main Campus - Bachelor of Science, Marketing
Subject Expertise
- SIE
- Series 7
- Series 10
- Series 4
- +12 subjects
Gary: Portland SIE course instructor
I tutor securities licensing exam prep courses for NASAA & FINRA registrations (Series 6,7,63,65,66 and a few others). I own a financial practice, hold the Series 65 and a CRPC designation, and my experience, knowledge and research are current and relevant.
Education & Certification
- Columbia College - Bachelor in Business Administration, Business Administration and Management
Subject Expertise
- SIE
- Series 47 - Japanese Module of the General Securities Exam
- Series 99
- Series 52
- +72 subjects
Matthew: Portland SIE course instructor
...the student's learning style. Whether you're preparing for a licensing exam or just need help breaking down a tough concept, I'm here to help you gain confidence and succeed! Outside of finance and tutoring, I'm passionate about health and fitness, personal development, and lifelong learning. I enjoy weight training, building audio systems, and working on DIY home and car projects. I also have a deep interest in language learningI'm currently studying Japaneseand I love finding...
Education & Certification
- Texas A&M University - College Station - Bachelor's, Finance
Subject Expertise
- SIE
- Series 7 - General Securities Representative Exam (Stockbroker)
- Series 63
- Insurance License
- +53 subjects
Jim: Portland SIE course instructor
...I bring a deep passion for education and mentorship to every student I work with. I hold a Bachelor's degree from the University of WisconsinStout and a Finance degree from Madison Area Technical College, and I have spent much of my career leading teams and supporting individuals preparing for a wide range of FINRA securities licenses. My teaching philosophy centers on creating a supportive, engaging learning environment where students feel confident asking questions, taking risks,...
Education & Certification
- University of Wisconsin – Stout - Bachelor's, Hotel & Restaurant Management
- Madison Area Technical College - Associate in Science, Finance
Subject Expertise
- SIE
- Series 57
- Series 52
- Series 3
- +11 subjects
Melissa: Portland SIE course instructor
I have 20 years of real world experience in business. I can teach the following licenses: SIE, Series 7, Series 63, and Series 66. I am a current licensed senior broker at a large firm. I have assisted with in-person training to pass these licenses and have worked teaching adults my entire career. Cannot wait to work with you!
Education & Certification
- The University of Texas at Arlington - Bachelor in Arts, Anthropology
- Capella University - Masters in Business Administration, Business Administration and Management
Subject Expertise
- SIE
- Series 66
- Series 63
- Series 7
- +1 subjects
John: Portland SIE course instructor
...I bring a fresh perspective along with a deep understanding of the SIE and Series 7 exams. Having recently earned my own licenses, I developed a proven strategy that helped me succeed, and I am now offering tutoring services to help others do the same. With a tailored approach that simplifies complex concepts and focuses on key areas of the exam, I am committed to guiding aspiring professionals to achieve their goals and pass with...
Education & Certification
- Northeastern Illinois University - Bachelor of Science, Marketing
Subject Expertise
- SIE
- FINRA - Financial Industry Regulatory Authority
- Series 7 - General Securities Representative Exam (Stockbroker)
- Series 7
- +1 subjects
Subject Expertise
- SIE
- Series 66
- Series 65
- Series 63
- +24 subjects
Roman: Portland SIE course instructor
...hometown of Richmond, Virginia, I moved and began my career in finance in Charlotte, NC. During my time in the industry, I've taken many exams, including, the CFP, Series 7, Series 66 Series 63, SIE, Life Ins, Health Ins, and LTC Ins - And I've passed all of them on the first attempt. I've actually passed the Series 7 twice! I'm passionate about personal finance and love helping others understand the concepts needed to pass...
Education & Certification
- Virginia Commonwealth University - Bachelor of Science, Mechanical Engineering
Subject Expertise
- SIE
- Series 7
- Series 7 - General Securities Representative Exam (Stockbroker)
- American Council on Exercise (ACE)
- +60 subjects
Evan: Portland SIE course instructor
...or Accounting work, or CFA exam prep I graduated Summa Cum Laude (top 5% of my class) from Northwestern University with a degree in economics. I subsequently passed all 3 levels of the CFA examination process. I have worked in Investment Banking (Barclays Investment Bank) where I performed complex financial analyses before subsequently working in Private Equity. Most recently, I served as a Director of Finance for a Private Equity owned enterprise. I have helped...
Education & Certification
- Northwestern University - Bachelor in Arts, Economics
Subject Expertise
- SIE
- Series 24
- FINRA - Financial Industry Regulatory Authority
- Series 7
- +27 subjects
John: Portland SIE course instructor
...Accounting from Pace University, where I also gained valuable experience tutoring my peers. With over 2 years of tutoring experience, I specialize in Series 65, SIE, accounting, and corporate finance. My teaching philosophy is centered on making complex topics accessible through real-world applications and tailored lesson plans that accommodate individual learning styles. I believe in fostering a supportive environment that builds confidence, using practical examples and interactive exercises to ensure my students grasp foundational concepts....
Education & Certification
- Pace University-New York - Bachelor in Business Administration, Accounting and Finance
Subject Expertise
- SIE
- Series 63
- CFA
- Series 7
- +24 subjects
Mark: Portland SIE course instructor
...& # 66 The Life, Health and P&C Insurance test The 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...
Education & Certification
- University of Houston-Downtown - Associate in Science, Business Administration and Management
Subject Expertise
- SIE
- Exam IFM - Investment and Financial Markets
- Series 86
- Series 65
- +73 subjects
Karen: Portland SIE course instructor
...Ashwood University in business administration. In addition, I hold an English teaching certificate. Since I graduated, I've taught or coached in several areas. However, my primary focus has been on Series licensing. I help students with all licenses such as SIE, 6, 63, 7 65.66, 24 and many more. Many students struggle with the concepts of the SIE exam. I can break it down for you and relate it to something that makes sense for...
Education & Certification
- Ashwood University - Masters in Business Administration, Business Administration and Management
Subject Expertise
- SIE
- Series 66
- Series 26
- Series 65
- +24 subjects
Hal: Portland SIE course instructor
...Regulation 144 Specialist, Retirement Planning Specialist, Certified Senior Advisor, and 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...
Education & Certification
- Frostburg State University - Bachelor of Science, Accounting and Business Management
- Frostburg State University - Master of Science, Management Science
Subject Expertise
- SIE
- Series 52
- CIMA
- CFA
- +171 subjects
Victoria: Portland SIE course instructor
...Planner. I also have several industry licenses; series 7, 66, 51, 24, and 2-15. I am passionate about personal financial literacy and have previously taught financial literacy classes to high school students. While I tutor a broad range of subjects, I am most passionate about business, economics, leadership, personal finance, and securities licensing. In my experience helping students prepare for complex exams, we always seem to have the most success when we have discovered the...
Education & Certification
- University of South Alabama - Bachelor of Science, Biology, General
- Florida Atlantic University - Masters in Business Administration, Business Administration and Management
Subject Expertise
- SIE
- Insurance License
- Series 53
- Series 7
- +35 subjects