If you want to make the most of your San Francisco-Bay Area SIE prep, Varsity Tutors can help. We can set you up with prep services that take your needs into account. Because the SIE is a key professional certification, preparing can seem stressful and intimidating. However, by working with expert instructors who can help you use your prep time well, you can prepare confidently and effectively. Whether you are a student at schools like San Francisco State University and the University of San Francisco or are a working professional hoping to advance your career options, these prep options can help you to pursue your professional goals.
The Securities Industry Essentials exam, also known as the SIE or Essentials exam, is designed to measure a person's readiness to enter the securities industry. It contains 75 questions in multiple-choice format. You must score at least 70 percent to pass the exam. Passing the SIE is required before you take one of the Series qualification exams.
What am I able to learn about during San Francisco-Bay Area SIE prep?
The SIE covers a broad range of topics that are foundational to the securities industry. You must understand the composition and use of a variety of types of securities such as equity securities and municipal fund securities. You will need to understand key economic concepts such as the difference between fiscal and monetary policy as well as the types of markets. Also, the exam tests your understanding of key regulatory statutes. During your prep time, studying in a structured environment can help you to organize your time and the content that you are learning. Having the chance to learn from a skilled instructor can give you insight into which concepts are foundational and which concepts need to be learned after the foundational concepts are covered.
What can San Francisco-Bay Area SIE prep do to help me study effectively?
There are two main options for SIE preparation. If you would like to learn in a classroom environment, you can participate in a San Francisco-Bay Area SIE prep course. These courses take place in a live virtual classroom. You can also choose to learn alongside a San Francisco-Bay Area SIE tutor. This service is a great option for those who prefer to learn in a more personalized environment.
During a San Francisco-Bay Area SIE prep class, you can hear live lectures from your instructor, discuss topics with your classmates, and ask questions to clarify your understanding of the material. You are able to have most of the same types of interactions that make traditional classrooms supportive and collaborative learning atmospheres. Having the opportunity to hear your classmates' perspectives can help you to think deeply about your own understanding and internalize your knowledge of the material. The instructor for these classes can adapt to the needs of the group and demonstrate skills or concepts that the class is struggling to understand. You are also able to schedule a time to meet with your instructor outside of class if you want to receive extra help.
If you choose to work with a San Francisco-Bay Area SIE tutor, you can enjoy the individual learning that's possible in a one-on-one environment. You and your academic mentor can make a study plan that addresses your key concerns and goals. This allows you to study in an organized fashion and make the most of your time. You can monitor your progress throughout your sessions and change your study plan as your knowledge grows. You are also able to seek out resources that appeal to your learning style. This opportunity to study in ways that are tailored to your learning style can make retaining and processing information more intuitive. You and your instructor can also spend time planning test-taking strategies that can help you to deal with the particular challenges of the SIE. Throughout your sessions, you and your instructor can interact, give feedback, and discuss the content of the exam.
What must I do to register for San Francisco-Bay Area SIE prep?
Our Educational Consultants are available to help you through the entire registration process. If you have questions about these services or want to discuss which service is best for you, they would be glad to talk with you.
Varsity Tutors can get you started with San Francisco-Bay Area SIE preparation services that fit a variety of needs and situations. If you want to experience flexible, convenient, and in-depth learning as you prepare for the SIE, contact one of our Educational Consultants online or over the phone today.
Teneshia: San Francisco SIE test prep instructor
I have studied for and past 4 different FINRA exams through Kaplan. Kaplan has given me the knowledge of understanding how the test questions are formatted, tips and tricks to remembering certain topics as well as handy cheat sheets for formulas. I also know what content yu should focus heavily on and which content may not be tested.
Education & Certification
- North Carolina A T State University - Bachelor of Science, Business Administration and Management
Subject Expertise
- SIE
- Series 7 - General Securities Representative Exam (Stockbroker)
- Series 66
- Professional Certifications
- +3 subjects
Kristin: San Francisco SIE test prep 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
- Professional Certifications
- Series 63
- Series 7
- +1 subjects
Kevin: San Francisco SIE test prep instructor
...I often ask for feedback and appreciate candid communication. I try to be flexible with my time. To ensure that we have a quiet and comfortable study space, I work with the student to help select mutually convenient locations. In my spare time, I enjoy biking, hiking, swimming, tennis, reading, movies, traveling, spending time with my family and our dog. I look forward to hearing from you and helping you achieve more confidence and success.
Education & Certification
- Truman State University - Bachelor of Science, Accounting
- Washington University in St Louis - Masters in Business Administration, Finance
Subject Expertise
- SIE
- Middle School Math
- Series 63
- Series 79
- +40 subjects
Derek: San Francisco SIE test prep instructor
...the students while keeping it fun. I have 18 years Financial Services experience as both a retail financial advisor as well as a wholesaler, Sales Manager and Insurance broker. One of the things I try to teach all my students is how to approach the exam. I've been fortunate to pass every professional exam I've taken the first time and I teach my students the same process I used over the past 18 years.
Education & Certification
- Ohio University-Main Campus - Bachelor of Science, Communication, General
Subject Expertise
- SIE
- Series 63
- Professional Certifications
- Series 24
- +7 subjects
Vincent : San Francisco SIE test prep instructor
...MBA Graduate, and Lifelong Learner. I have successfully taken and passed the Securities Industry Essentials (SIE), the General Securities Representative (Series 7), the Uniform Securities Agent State Law (Series 63), and the Uniform Investment Advisor Law (Series 65) examinations. Due to my experience in financial services, I will be able to incorporate real-world examples into my sessions in order to help students grasp and understand the material at hand. Let's get started!
Education & Certification
- University of Central Florida - Bachelor of Science, Business and Managerial Economics
- Georgian Court University - Masters in Business Administration, Business Administration and Management
Subject Expertise
- SIE
- Econometrics
- Other
- Math
- +14 subjects
Warren: San Francisco SIE test prep instructor
I have enjoyed and prospered for 40 years in the security industry. If I can help another person have the same success then I have truly accomplished something. I attended the University of Illinois but my life education is from experience running brokerage and registered in vestment advisory firms. My approach to training starts with an understanding of the individuals needs from there we can structure an approach around the unique needs of each individual.
Education & Certification
- college off financial planning - Associate in Arts, Financial Planning
Subject Expertise
- SIE
- Other
- Test Prep
- Series 7
- +14 subjects
Dennis: San Francisco SIE test prep instructor
...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 that you feel like learning, even if there will be no test or recognition....
Education & Certification
- Wesleyan University - Bachelor in Arts, Mathematical Statistics and Probability
Subject Expertise
- SIE
- Business Writing
- Professional Certifications
- Cost Accounting
- +48 subjects
Isaiah: San Francisco SIE test prep instructor
...School 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...
Education & Certification
- Alabama State University - Bachelor of Science, Mathematics
- Alabama State University - Master of Science, Mathematics
Subject Expertise
- SIE
- Series 6
- Social Studies
- Finite Mathematics
- +28 subjects
Hal: San Francisco SIE test prep instructor
...help society evolve into a more just and equitable place. I believe that the individual is the foundation of society and that personal growth and betterment is natural to each individual whether it be economic, intellectual, or spiritual. Learning is unique to each person and each person, who has the interest, will benefit from the best possible learning situation that can be provided and consequently contribute to the whole of society. No one method applies...
Education & Certification
- Frostburg State University - Bachelor of Science, Accounting and Business Management
- Frostburg State University - Master of Science, Management Science
Subject Expertise
- SIE
- Series 3
- Personal Finance
- Test Prep
- +85 subjects
Braden: San Francisco SIE test prep instructor
...with a 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...
Education & Certification
- University of Oklahoma Norman Campus - Chemical Engineer, Chemical Engineering
Subject Expertise
- SIE
- College Economics
- College Physics
- Mac Basic Computer Skills
- +64 subjects
David: San Francisco SIE test prep instructor
Education & Certification
- University of Massachusetts-Dartmouth - Bachelor in Arts, Political Economy
Subject Expertise
- SIE
- Series 65
- High School World History
- World History
- +16 subjects
Mary: San Francisco SIE test prep instructor
...the U.S. financial options exchanges and had been looking to partner with a larger financial institution. The firm entered into a joint venture with Swiss Bank creating the opportunity to become part of a newly formed global team deployed as financial engineers in various financial centers - Chicago, Zurich, London, Paris, Tokyo, Hong Kong. My assignment was in the bank's headquarters of Zurich, Switzerland within the Treasury Group where I priced, hedged, executed, and made...
Education & Certification
- Dickinson College - Bachelor in Arts, Economics
- Northwestern University - Masters in Business Administration, Finance
Subject Expertise
- SIE
- Personal Finance
- Financial Accounting
- Series 42
- +91 subjects
John: San Francisco SIE test prep instructor
My name is John Walker. I am a seasoned veteran in the financial and insurance industries. I look forward to putting my personal experience, education, and training to work for you. I hope to work with up-and-coming professionals to ensure you meet and exceed your goals!
Education & Certification
- Florida State College at Jacksonville - Bachelor of Science, Business Administration and Management
Subject Expertise
- SIE
- Series 7 - General Securities Representative Exam (Stockbroker)
- Series 9
- Insurance License
- +10 subjects
Sebastian: San Francisco SIE test prep instructor
I'm here to help you pass in a fun way. I have over 20 years of Wall Street experience. I have worked as a trader, analyst, investment product specialist, portfolio manager and investment strategist.
Education & Certification
- University of Essex - Bachelor in Arts, Economics
Subject Expertise
- SIE
- Series 7
- Technology and Computer Science
- CFA
- +8 subjects
Richard: San Francisco SIE test prep instructor
...years, and I have been a FINRA license exam instructor and tutor for about 7 years with RegEd and A.D. Banker, and recently with Exam FX. We can work over the phone, but I prefer Skype or Google Hangouts which lets me share a PowerPoint presentation. Besides explaining test topics to you, I'll ask you to explain them to me, because I know when you can clearly explain something to someone else, you will have...
Education & Certification
- Arizona State University - Bachelors, English
Subject Expertise
- SIE
- Series 7
- Professional Certifications
- Test Prep
- +1 subjects
Joshua: San Francisco SIE test prep instructor
I am a University of Michigan graduate that studied Economics. I enjoy tutoring students in Macro and Microeconomics, as well as Finance, upper level Econ courses and Statistics.
Education & Certification
- University of Michigan-Ann Arbor - Bachelor of Science, Economics
Subject Expertise
- SIE
- Macroeconomics
- Statistics Graduate Level
- Accounting
- +51 subjects
Greg: San Francisco SIE test prep instructor
Financial professional with a background in brokerage, trading and mutual funds. I have actually passed the Series 7 and 63 twice. So I can help with subject matter knowledge, exam preparation and understanding test questions.
Education & Certification
- University of Kentucky - Bachelor in Business Administration, Finance
Subject Expertise
- SIE
- Test Prep
- Professional Certifications
- Series 63
- +2 subjects
Alexia: San Francisco SIE test prep instructor
I believe in practicing until you get it right and that anyone can be successful if they have the right plan. You have to believe it to achieve it!
Education & Certification
- Howard University - Bachelor in Arts, English
- New York University - Master of Arts, African Studies
Subject Expertise
- SIE
- Series 63
- SAT Reading
- Series 7
- +2 subjects
Jim: San Francisco SIE test prep instructor
...do my best to help the student by simplifying the material and using everyday tasks as examples. Exams I have taken (and passed on the first try): Series 7 (General Securities), Series 24 (General Securities Principal), Series 4 (Registered Options Principal), Series 27 (Financial and Operations Principal), Series 53 (Municipal Securities Principal), Series 66 (Investment Advisor Representative) and PA Life and Health Insurance agent exam. My goal is to have the student pass the exam(s)!
Education & Certification
- Pennsylvania State University-Main Campus - Bachelor of Science, Finance
Subject Expertise
- SIE
- Business
- Music Recording
- Audio Engineering
- +16 subjects
Drake: San Francisco SIE test prep instructor
I have a passion for understanding the vast world of knowledge in subject areas such as accounting, finance, and real estate. I enjoying sharing that understanding with anyone I can in my pursuit to becoming a professional. I have my studies set on passing the CPA and CFP exams in the near future, and I'd love to share all of my study techniques and strategies that I have learned over the years.
Education & Certification
- Central Michigan University - Bachelor in Business Administration, Accounting and Finance
Subject Expertise
- SIE
- Accounting
- Professional Certifications
- Personal Finance
- +17 subjects