If you'd like to get more out of your SIE test preparation process, then consider enrolling in an in-depth Boston SIE course with the help of Varsity Tutors. You may have decided to take the Securities Industry Essentials exam, or SIE, if you're close to graduating from a local university like the University of Massachusetts Boston or Boston University. Taking a Boston SIE course will give you the opportunity to learn about the most important parts of the SIE from an expert on the exam. To learn more about this test and how we can help you prepare for it, read on. Or, if you're ready to get started with a course, you can reach out to us today for help with finding the right one for your specific needs.
What content will a Boston SIE class cover?
The SIE is a professional certification exam that is generally taken by individuals who are interested in beginning a career in the securities industry. The exam is somewhat of a starting point for prospective professionals in this industry. That's because you may need to pass the SIE before you can move on and take the qualification exam that's required for the specialty that you want to enter into within the broader securities industry. For instance, you will need to pass the SIE before taking the Series 22, Series 7, or another exam in this family of tests.
Preparing for this exam can be a difficult thing to do. This is due to the test's wide-ranging content and the challenging questions that it asks test-takers to answer. For example, to prepare for the SIE, you'll need to study things like offerings, regulatory agencies and their functions, prohibited practices, securities markets, and much more. The sheer amount of content that you'll need to learn is part of what makes studying for the exam on your own such a difficult thing to do. That's why taking a Boston SIE class could be right for you. Keep reading for more information on how a class can help you pursue your test goals.
What are the benefits of taking a Boston SIE class?
Taking a class is a unique way to supplement your test preparation process as you get ready to take the SIE. Your class will give you the chance to learn from an expert on the exam alongside a number of peers. You'll be able to see, hear, and interact with your instructor throughout each of your class sessions. You can ask questions and your peers can ask questions too. You'll be able to listen to the questions that the other students in your class ask, which can help you approach the material that you're learning about in a new way.
Your course will take place through a series of live lectures that will be delivered by your instructor. These lectures can take you on a step-by-step journey through the most important parts of the exam. If you find that you're having a tough time with one of the topics that's covered in your course, then you can even request extra time to work with your educator outside of class. This gives you a chance to get the personalized feedback and guidance you need to take your SIE preparation process to the next level. These are just a few of the ways that taking a Boston SIE prep course can supplement your test preparation experience.
Additionally, courses are a learning opportunity that is inherently flexible. Since they take place online, you won't have to commute at all to participate in the course you sign up for. There are also multiple options to choose from when you sign up for a course. There are sections that meet at different times during the day and on different days throughout each week. That ensures that most individuals can find an SIE course that works well for their specific scheduling requirements.
How can I get started with an SIE course?
If you're serious about starting a career in the securities industry, then you owe it to yourself to take part in trusted test preparation while getting ready for the SIE. This is something that you can achieve by signing up for a Boston SIE course. Are you ready to get started with a course? If so, consider reaching out to Varsity Tutors today. We'll help you find the right course for your specific scheduling requirements. We'd love to help you pursue your SIE goals with more confidence and hope to start working with you soon.
Education & Certification
- University of Missouri-St Louis - Bachelor in Business Administration, Business Administration and Management
Subject Expertise
- SIE
- Series 66
- CFP
- Series 6
- +24 subjects

John: Boston SIE course instructor
...responsible for executing various equity and equity derivative products on behalf of hedge funds. Part of my background includes analyzing market trends, managing portfolio risk, and developing optimal trading strategies from both a fundamental and technical perspective. In addition to my professional experience, I am highly analytical, detail-oriented, and have a strong product knowledge through my CFA candidacy and academic pursuits. I am excited to continue my learning and provide some of the knowledge I've...
Education & Certification
- Marist College - Bachelor of Science, Business Administration and Management
- Marist College - Bachelor in Arts, Economics
Subject Expertise
- SIE
- Series 57
- Series 63
- Series 7
- +20 subjects

William: Boston SIE course instructor
...options and margin. I get my most enjoyment from assisting students progress through their career by helping to add different licenses. I have experience with a variety of different educational products including, Kaplan, ExamFX, Training Consultants, STC and Achievable. I am Series 7, 9, 10, 24, 63 and 65 (66) licensed and have multiple industry designations (CAS, CMFC, AAMS, CRPC and ARPC). My tutoring approach is tailored to each student's unique learning style and pace,...
Education & Certification
- Malone University - Bachelor in Arts, Accounting and Business Management
Subject Expertise
- SIE
- FINRA - Financial Industry Regulatory Authority
- Series 52
- Series 82
- +30 subjects

Sang-Hoon: Boston SIE course instructor
I graduated from Columbia College in Columbia University in 1996 with a degree in Economics. I look forward to teaching students and learners and have a positive influence in your education and experience. I have a track record of increasing scores in SSAT to SAT and also achieve passing grades in college courses. I am copyrighting my tutoring method that prepares students that are cramming for standardized exams.
Education & Certification
- Columbia University in the City of New York - Bachelor of Science, Economics
Subject Expertise
- SIE
- Series 7
- CAIA Level II
- CAIA Level I
- +103 subjects

Michael: Boston SIE course instructor
...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 it on to others. That is what brought me to earn my PhD and my flight instructor certificate, allowing me to teach various areas in finance,...
Education & Certification
- Capella University - Doctor of Philosophy, Finance
Subject Expertise
- SIE
- Series 31
- Series 79
- Series 63
- +16 subjects

Johnny: Boston SIE course instructor
...also studied to become a math teacher, but changed majors into 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...
Education & Certification
- University of Houston-Victoria - Bachelor in Business Administration, Finance
Subject Expertise
- SIE
- Series 7 - General Securities Representative Exam (Stockbroker)
- Series 6
- Series 26
- +14 subjects

Joshuah: Boston SIE course 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 7 - General Securities Representative Exam (Stockbroker)
- Series 86
- Series 6
- +14 subjects
Mark: Boston SIE course instructor
...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 SPANISH P.S. I have multiple testimonials from...
Education & Certification
- University of Houston-Downtown - Associate in Science, Business Administration and Management
Subject Expertise
- SIE
- Series 7
- Series 65
- Exam IFM - Investment and Financial Markets
- +73 subjects

Roman: Boston SIE course instructor
...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 these exams. Finance is a great field to work in, so I truly enjoy whenever I'm...
Education & Certification
- Virginia Commonwealth University - Bachelor of Science, Mechanical Engineering
Subject Expertise
- SIE
- CFP
- FINRA - Financial Industry Regulatory Authority
- Insurance License
- +60 subjects

Jennifer: Boston SIE course instructor
...Before that, I tutored chemistry and algebra to my peers in undergrad as well as high school students who were preparing for SAT. Most recently, I obtained the SIE, series 7, and series 66 licenses. While I am capable of tutoring a broad range of subjects, I am more interested in helping students/clients prepare for certification exams such as the SIE, Series 7, 63, 65, 66, pharmacy technician certification exam (PTCE) etc. I have got...
Education & Certification
- Fort Valley State University - Bachelor of Science, Biology, General
Subject Expertise
- SIE
- Series 63
- Series 7 - General Securities Representative Exam (Stockbroker)
- FINRA - Financial Industry Regulatory Authority
- +18 subjects
Education & Certification
- Tulane University of Louisiana - Bachelor of Economics, Finance
Subject Expertise
- SIE
- Series 7 - General Securities Representative Exam (Stockbroker)
- Series 63
- SAT
- +16 subjects

Eunpa: Boston 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
- Series 7 - General Securities Representative Exam (Stockbroker)
- Computer Programming
- +43 subjects

Kim: Boston SIE course instructor
...set. To this very day, I work upwards of 18 hours 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...
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
- Series 79
- Series 63
- Series 7 - General Securities Representative Exam (Stockbroker)
- +46 subjects

Alexander: Boston SIE course instructor
...an independent financial planning firm. After college, I joined the financial services industry, eventually getting my Series licenses, Certified Financial Planner designation, and insurance licenses. I've passed all of my licensing and certification tests in the financial services field on the first attempt, including the CFP. This is thanks to my mastery of financial concepts and understanding of test-taking logic and strategy. When you work with me, I will show you the best practices, strategies,...
Education & Certification
- Indiana University-East - Bachelor in Arts, Creative Writing
Subject Expertise
- SIE
- Series 66
- Series 6
- Series 65
- +37 subjects

Ben: Boston SIE course instructor
...was involved in several social service clubs, campus choir, and I also volunteered my time at the local Boys and Girls club to assist the kiddos with their homework assignments. Upon graduation, I began a career as a financial professional, where I advised families, individuals, and businesses by taking complex (and often confusing) financial subject matter and breaking them down into simple steps. I've always been passionate about learning, and I believe any subject (yes,...
Education & Certification
- Lee University - Bachelor of Science, Health Services Administration
Subject Expertise
- SIE
- Series 63
- Series 6
- Accounting
- +45 subjects

Raman: Boston SIE course instructor
...7, Series 66, State Life & Health Insurance License, and the 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...
Education & Certification
- University of Houston-Downtown - Bachelor in Business Administration, Finance
- Rice University - Certificate, Financial Planning
Subject Expertise
- SIE
- Series 7
- RICP - Retirement Income Certified Professional
- FINRA - Financial Industry Regulatory Authority
- +25 subjects

Joseph Fon: Boston 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 22
- Series 6
- Test Prep
- +5 subjects

James: Boston SIE course instructor
...banker with JPMorgan Chase. I was a college baseball player at the University of Mount Union where I majored in Sport Business and Business management. Since then I have completed my MBA with Walden University in 2018 and will be completing my Masters of Science in Leadership and Management with Purdue Global in 2022. I have a passion for coaching and sharing my experiences in hopes of allowing other to realize their own goals.
Education & Certification
- University of Mount Union - Bachelor in Arts, Business Administration and Management
- Walden University - Masters in Business Administration, Business Administration and Management
Subject Expertise
- SIE
- Series 63
- Series 6
- English Language Arts Substitute
- +34 subjects
Evan: Boston SIE course instructor
...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 many students in statistics, economics, managerial...
Education & Certification
- Northwestern University - Bachelor in Arts, Economics
Subject Expertise
- SIE
- Series 66
- FINRA - Financial Industry Regulatory Authority
- Series 24
- +27 subjects

Joseph: Boston SIE course instructor
...senior management, training, and business coaching positions has allowed me to develop a unique perspective and flexible tutoring style. While I tutor a range of subjects on business and financial topics, I am most passionate about FINRA and Insurance regulatory examinations. I am a firm proponent of continuing education throughout one's lifetime and in sharing knowledge with others as much as possible. I am a Certified Financial Educator (CFEd), and hold the Corporate Trainer Certified,...
Education & Certification
- University of Phoenix - Associate in Science, Business, General
Subject Expertise
- SIE
- Series 63
- Insurance License
- Series 79
- +30 subjects