Those interested in a San Francisco-Bay Area SIE course can enroll with assistance provided by Varsity Tutors. The Securities Industry Essentials Exam, also known as the SIE or Essentials exam, is a test designed for prospective securities industry professionals. This test is one half of the testing process to become a registered member of a FINRA firm or to engage in the securities business. While some may feel the pressure of the SIE, you can feel at ease with the assistance of an in-depth, interactive, and comprehensive SIE course. As you move through the process of becoming a registered FINRA member, allow Varsity Tutors to help you by signing you up for a San Francisco-Bar Area SIE prep course.
What does a San Francisco-Bay Area SIE class cover?
The SIE is a 75 question multiple choice test. Test-takers are allowed 1 hour and 45 minutes to complete this exam. In order to pass the SIE, you need a score of 70 percent or higher. For some, timed tests add pressure. However, an SIE class can help you learn about test-taking tips and strategies to help you feel more at ease. The SIE covers several topics related to the securities industry. For example, the SIE may ask you questions regarding the different types of markets, monetary vs. fiscal policy, or exchange-traded products. If you are not completely confident in your understanding of these areas, a San Francisco-Bay Area SIE class can offer you a guided learning experience.
With help from an SIE class, you can work with a skilled and professional instructor. The instructor leading your live, online class has a strong knowledge of the SIE. Additionally, your instructor also knows how to teach students in an effective manner. During your SIE class, feel free to ask questions to your teacher to receive replies in real time. Don't worry about feeling lost, left behind, or confused during an interactive, live SIE class. Your teacher is there to help you feel more confident in your understandings of hedge funds, investment returns, corporate actions, and so on.
Not only can you interact with your instructor in real time, but students can also communicate with one another. Get in touch with your peers to enjoy collaborative learning. If you are the type of student who thrives during interactive lessons, a San Francisco-Bay Area SIE class is for you. You can work with your peers when learning about debt instruments, equity securities, and customer account registrations to grow your confidence and deepen your understanding.
The course you enroll in is designed to help students feel more at ease as their SIE date approaches. In your course, you can learn about the areas of the SIE that may be causing you to struggle. Learning on your own isn't easy, especially if you are unsure of records and privacy requirements, prohibited activities, or registration and continuing education.
How can I enroll in a San Francisco-Bay Area SIE course?
If you are a student at San Francisco State University, the University of San Francisco, or a young professional in the working world who is looking to take the SIE, you are probably busy. This exam is just one step in the process of engaging in securities business or registering with a FINRA member firm. In addition to taking this exam, you may be studying for finals, working a full-time job, or preparing for your qualification exam. Finding free time to study for the SIE isn't easy. When you do find the time, make the most of it with a San Francisco-Bay Area SIE course.
We offer courses that are available on your schedule, no matter how busy it may be. Select a course that meets during the morning, afternoon, evening, or on the weekends to accommodate your needs. We understand that your schedule is packed, so opt for online learning to meet the requirements of your lifestyle. Thanks to the online platform, students don't have to worry about wasting time commuting to a course location. Instead, all an individual has to do is log onto their computer, laptop, smartphone, or tablet and connect to the internet. Learn in a space that is most comfortable for you, whether it be your home, local library, college campus, or favorite coffee shop. Select a familiar and distraction-free environment for the most beneficial learning environment possible. As you pursue a career in the securities industry, allow Varsity Tutors to help you by enrolling you in a San Francisco-Bay Area SIE course right away.

Barrett: San Francisco SIE course instructor
...a function of how it's defined, I consider my own success to be helping my students along a journey to attaining their respective goals. But that journey begins with a first step, at times a humbling step. As a coach and mentor, I value my role as your trusted resource in helping you take those initial steps on your journey to passing the securities exam(s) and onward to a bright future!
Education & Certification
- Florida International University - Bachelor of Science, Criminal Justice
- Louisiana State University and Agricultural Mechanical College - Doctor of Laws, Law Enforcement Administration
Subject Expertise
- SIE
- Series 79
- Series 24
- Series 7
- +20 subjects
Subject Expertise
- SIE
- Firefighter Exam
- Series 66
- EMT - Emergency Medical Technicians
- +6 subjects

Dennis: San Francisco SIE course instructor
...turned teacher of basic and advanced managerial accounting, finance, investments, FINRA licenses (SIE, Series 7 and 24). Practitioner and teacher, bonds and stock, trader, analyst and writer. I started at the NY brokerage firm Bear Stearns at 17 years old and earned some licenses along the way (7, 63, 55 and 24 supervisory principal). Life is easiest when armed with a variety of skill sets. So learn a little of everything but specialize in something...
Education & Certification
- Wesleyan University - Bachelor in Arts, Mathematical Statistics and Probability
Subject Expertise
- SIE
- Series 63
- Series 55
- Series 7 - General Securities Representative Exam (Stockbroker)
- +49 subjects

Brian: San Francisco SIE course instructor
...and some of the Middle East (while in the military). Either professionally or as a personal interest I have tutored, mentored, and coached young and experienced adults in select academic topics, select professional exam pre test materials, soft skills, technical skill building, performance improvement, decision making, financial literacy, and leadership. While I can tutor a broad range of subjects, I am most passionate about finance, FINRA exams, decision making, financial literacy, and leadership. I am...
Education & Certification
- Portland State University - Bachelor of Science, Finance
Subject Expertise
- SIE
- Series 10
- Series 26
- Series 9
- +22 subjects
Education & Certification
- Florida State University - Bachelor of Science, Finance
- University of Miami - Master of Science, Finance
Subject Expertise
- SIE
- Series 66
- Series 7
- CPA
- +35 subjects

Jacquelyn: San Francisco SIE course instructor
...individual who enjoys helping others learn personally and professionally. As a Mom and a Business Leader in the community, mentoring, and coaching, I have assisted many others in accomplishing their educational 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...
Education & Certification
- University of Detroit Mercy - Bachelor of Science, Finance
- Southern New Hampshire University - Master of Science, Entrepreneurial Studies
Subject Expertise
- SIE
- Series 9
- ARM-P - Associate in Risk Management for Public Entities
- ARM-E - Associate in Management-Enterprise Risk Management
- +18 subjects

DeSean: San Francisco SIE course instructor
...students, 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....
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 6
- Series 63
- Personal Finance
- +13 subjects

John: San Francisco SIE course instructor
...a dedicated tutor with a Bachelor's degree in Finance and 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...
Education & Certification
- Pace University-New York - Bachelor in Business Administration, Accounting and Finance
Subject Expertise
- SIE
- AACN - American Association of Colleges of Nursing
- Series 65
- College Algebra
- +12 subjects

Karen: San Francisco SIE course instructor
...if Karen Stevens. I graduated with a master's degree from 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...
Education & Certification
- Ashwood University - Masters in Business Administration, Business Administration and Management
Subject Expertise
- SIE
- Series 6
- Series 99
- Series 66
- +24 subjects

Michael: San Francisco SIE course instructor
...MBA in Accounting from University of Phoenix and a PhD in Finance from Capella University. Since earning my PhD in 2020, I have been instructing at three online universities, teaching finance, accounting, and emergency management. I am also a Commercial Pilot and Certified Flight Instructor at a local airport where I teach ground school and flight to student pilots. I really like teaching in general, and enjoy when I can learn something and then pass...
Education & Certification
- Capella University - Doctor of Philosophy, Finance
Subject Expertise
- SIE
- FINRA - Financial Industry Regulatory Authority
- Series 9
- Exam IFM - Investment and Financial Markets
- +16 subjects

Gary: San Francisco 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 86
- Series 99
- Series 16
- +72 subjects

Joseph: San Francisco SIE course instructor
...and inspire my student to attain their goals and objectives. I am very compassionate and patient with my students, especially those studying for FINRA and State Insurance Licensing exams. I have created unique study plans and practice exam questions that have assisted my students to pass their exams without any doubt about their capabilities. I'm happy to help you succeed in all FINRA and State Insurance Exams tutoring. Your passing grade is both of our...
Education & Certification
- Yeshiva University - Bachelor of Science, Economics
- Western Governors University - Masters in Business Administration, Business Administration and Management
Subject Expertise
- SIE
- Series 27
- Insurance License
- Series 7 - General Securities Representative Exam (Stockbroker)
- +48 subjects

Krista: San Francisco SIE course instructor
...further their careers. I have 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...
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
- Series 63
- Series 7
- Series 66
- +18 subjects

John: San Francisco SIE course instructor
...in the securities industry, 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...
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

Robin: San Francisco SIE course instructor
...helping students because I believe in empowering them to reach their full potential, both academically and professionally. Throughout my career, I have been dedicated to mentoring individuals, guiding them through complex financial and business concepts, and helping them build confidence in their skills. My experience as a professor and my hands on experience in the investment world has allowed me to engage with students at various stages of their educational journeys, tailoring my approach to...
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 7
- Series 63
- Series 66
- +23 subjects

Joseph Fon: San Francisco SIE course instructor
As a wealth management professional, I have learned that my personal success is tied to how well I succeed in managing my clients wealth and that my success is tied to their success. As their wealth increases, so too does my satisfaction, happiness and compensation. As a Varsity Instructor, I will maintain the same values even though there will be no assets to manage.
Education & Certification
- University of New Orleans - Bachelor of Science, Business Administration and Management
- University of Alabama - Master of Science, Economics
Subject Expertise
- SIE
- Series 6
- Series 22
- Professional Certifications
- +5 subjects

Eduardo: San Francisco SIE course instructor
...professional in finance and public policy, holding a degree that has equipped me with a strong analytical foundation. With over 6 years of tutoring experience, both in-person and online, I specialize in Professional Certifications in Finance, sociology, political science, and Spanish, leveraging my fluency in both English and Spanish to connect with students from diverse backgrounds. My teaching philosophy centers on fostering a supportive and engaging learning environment, where I encourage critical thinking and curiosity....
Education & Certification
- University of Central Florida - Bachelor in Arts, Political Science and Government
Subject Expertise
- SIE
- Series 99
- Series 4
- NASAA - North American Securities Administration Association
- +94 subjects

Donald: San Francisco SIE course instructor
...many doors for you in life.... it's just all about perspective! I attended the United States Naval Academy and was a linebacker for the football team from 2011-2015. I earned my Bachelors of Science in History. The Naval Academy challenged me in ways I did not know were possible. I was tested every single day mentally, morally, and physically. The Naval Academy is an Engineering school and all students are required to take dozens of...
Education & Certification
- United States Naval Academy - Bachelor of Science, History
- Louisiana State University-Shreveport - Masters in Business Administration, Finance
Subject Expertise
- SIE
- CFP
- ChFC - Chartered Financial Consultant
- Series 7
- +35 subjects

Christopher: San Francisco SIE course instructor
...PLANNER(R) Professional and hold a Master's in Business Administration from 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...
Education & Certification
- University of Connecticut - Bachelor's, Accounting
- University of Hartford - Master's/Graduate, MBA - Management
Subject Expertise
- SIE
- Insurance License
- Series 7 - General Securities Representative Exam (Stockbroker)
- Series 66
- +4 subjects

Joshuah: San Francisco SIE course instructor
...of Science in Biology and 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...
Education & Certification
- Excelsior College - Bachelor of Science, Biology, General
Subject Expertise
- SIE
- Series 79
- Series 7
- CFA
- +14 subjects