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.

Michael: San Francisco SIE course instructor
...Wall Street is a constant as they are always on the look out for the fastest, least expensive way to operate this usually applies to head count reductions. So, with a better of understanding of where we are now and where we had come from you maybe able to guess where it is we are going and where the jobs will be. If you care to read on exactly how I gained this knowledge you...
Education & Certification
- Long Island University-C W Post Campus - Bachelor of Science, Finance
- CUNY Bernard M Baruch College - Master of Science, Finance
Subject Expertise
- SIE
- Series 4
- Exam IFM - Investment and Financial Markets
- Series 7 - General Securities Representative Exam (Stockbroker)
- +14 subjects

Kristin: San Francisco 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 63
- Series 7
- Series 66
- +1 subjects

Bryan: San Francisco SIE course instructor
...in Adult Learning and Development within the industry since 2018. While I tutor a variety of subjects, I especially enjoy helping students with the material covered in FINRA Licensing Exams (SIE, Series 7, Series 63/66). In my experience helping students prepare for Licensing Exams, I have enjoyed seeing learners become more confident in their knowledge of financial products, industry regulations, and market mechanics. I am enthusiastic about learning and believe that anyone can grasp complex...
Education & Certification
- University of Utah - Bachelor in Arts, Finance
Subject Expertise
- SIE
- Series 7
- Series 66
- Series 63
- +5 subjects

Jahlen: San Francisco SIE course instructor
...a style that establishes a bridge between the material and common terms that are very understandable. I've received a Bachelors of Arts degree in economics from SUNY Purchase. I've also spent my recent time of employment working for a insurance company. At this time I developed my experience in tutoring,over the last 2 years, by helping my fellow coworkers pass their exams. In my experience with the SIE exam, Series 6, and Series 63 is...
Education & Certification
- SUNY at Purchase College - Bachelor in Arts, Economics
Subject Expertise
- SIE
- Insurance License
- Series 6
- Series 63
- +1 subjects

Zachary: San Francisco SIE course instructor
...our high networth clients between 250k-5MM in assets. I passed the SIE and Series 65 will I was still in college and was put through a TD Ameritrade's training program to pass the Series 7 and Series 63 Licenses. The program I have learned is designed specifically to teach you the information you need to know to pass and skip out on all the fluff. I have a vast understanding of the "test world" concepts...
Education & Certification
- Troy University - Bachelor in Arts, Finance
Subject Expertise
- SIE
- Series 66
- Series 7
- Series 28
- +12 subjects

Joyce: San Francisco SIE course instructor
...Korean. What sets me apart is my unique relationship with educationI graduated a semester early thanks to careful planning and a passion for learning. I understand the challenges students can face, as I've personally encountered and overcome them. My journey has equipped me with valuable study and teaching skills that can make a real difference in your academic success. I'm not just here to give you answers; I'm here to guide you toward them, fostering...
Education & Certification
- Rutgers University-Newark - Bachelor in Arts, Economics
Subject Expertise
- SIE
- Series 7 - General Securities Representative Exam (Stockbroker)
- FINRA - Financial Industry Regulatory Authority
- Series 52
- +31 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 22
- Series 6
- UK A Level Business
- +5 subjects
Education & Certification
- Florida State University - Bachelor of Science, Finance
- University of Miami - Master of Science, Finance
Subject Expertise
- SIE
- CFA
- Series 66
- Series 7
- +35 subjects
Education & Certification
- University of California-Los Angeles - Bachelor of Science, Economics
Subject Expertise
- SIE
- Series 86
- FINRA - Financial Industry Regulatory Authority
- CFA
- +10 subjects

John: San Francisco 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 7
- Series 57
- CFA
- +20 subjects

Karen: San Francisco SIE course instructor
Hi, my name 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...
Education & Certification
- Ashwood University - Masters in Business Administration, Business Administration and Management
Subject Expertise
- SIE
- Series 66
- Real Estate License
- Series 7
- +22 subjects

Daniel: San Francisco SIE course instructor
I am a CPA with a background in teaching and tutoring. I can work with you on most finance, business, and accounting subjects. I help simplify the material and highlight the core lessons. I've been told it's very effective and helpful!
Education & Certification
- Malone University - Bachelor in Arts, Organizational Leadership
- Baldwin-Wallace College - Masters in Business Administration, Accounting
Subject Expertise
- SIE
- ChFC - Chartered Financial Consultant
- CLU - Chartered Life Underwriter
- Series 7
- +25 subjects

Kim: San Francisco 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 7 - General Securities Representative Exam (Stockbroker)
- Series 65
- +46 subjects

Eunpa: San Francisco 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)
- Algebra 2
- +43 subjects

Paul: San Francisco SIE course instructor
...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, instructing and tutoring. I look forward to assisting you in your personal...
Education & Certification
- Cincinnati Christian University - Bachelor in Arts, Religious Studies
Subject Expertise
- SIE
- FINRA - Financial Industry Regulatory Authority
- Insurance License
- Series 6
- +17 subjects

Michael: San Francisco 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 7
- Series 7 - General Securities Representative Exam (Stockbroker)
- +16 subjects

Raman: San Francisco 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
- Exam IFM - Investment and Financial Markets
- ChFC - Chartered Financial Consultant
- Series 63
- +25 subjects

Johnny: San Francisco 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 66
- Series 26
- Series 7
- +14 subjects

Jessica: San Francisco SIE course instructor
Avid public speaker and advocate for financial literacy. I am a full-time financial advisor that uses my free time to help others gain the knowledge necessary to learn more about business and finance or make their own way in the financial services industry. I am also a life-long learner well-versed in a variety of subjects surrounding American History, Global Mythologies, US Government, Economics, Environmental Science, English, Study Skills and German.
Education & Certification
- SUNY College at Oneonta - Bachelor of Science, Economics
Subject Expertise
- SIE
- FINRA - Financial Industry Regulatory Authority
- Series 7
- Insurance License
- +79 subjects

Jacquelyn: San Francisco SIE course instructor
...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 with Honors, and your student employees perform well to obtain professional licenses, it represents how well you were dedicated, coached, trained, and developed during the process. My...
Education & Certification
- University of Detroit Mercy - Bachelor of Science, Finance
- Southern New Hampshire University - Master of Science, Entrepreneurial Studies
Subject Expertise
- SIE
- Series 7
- Series 79
- Series 9
- +18 subjects