SIE + First License Fast-Track

6-Week Structured Coaching for SIE + Series 6, 63, or 65

$1440.00

First Series License (paired with SIE)

Tell us about your licensing situation (required):

The SIE and your first Series license are the gateway to a career in finance. Failing them costs you time, money, and momentum. Passing them on the first attempt — on schedule — is exactly what this program is built to deliver.

The SIE + First License Fast-Track is a structured 6-week, 1:1 coaching program for finance students, new associates, and career-changers who need to clear both exams with confidence. You get a week-by-week study plan, concept coaching, practice question strategy, and accountability built into every session.

This is not random Q&A. It is a real program with a real plan, built around your exam date.

Tell us about your licensing situation (required):

• Your current role or employer (e.g., new hire at broker-dealer, independent, career-changer)

• Which Series exam you are pairing with the SIE

• Your target exam date(s) — or window if not yet scheduled

• Study materials you already have (e.g., Kaplan, STC, FINRA practice tests)

• Any topics you already know are weak areas

• Preferred session days and times (include your time zone)

Sessions: 18 total · 3 sessions per week · 60 minutes each

Format: 1:1 live video call

Exams covered: SIE + one Series license (6, 63, or 65 — selected at intake)

Support: Between-session support for urgent exam questions · 24-hour response on business days

Payment: Full payment required upfront · No exceptions for licensing programs

Cancellation: 24-hour notice required to reschedule · Late cancellations forfeit the session

What’s included:

• 18 live 1:1 sessions (3 per week over 6 weeks)

• Custom week-by-week study plan covering both exams

• Concept coaching: securities, markets, regulations, and exam-specific content

• Structured practice question sets with review and explanation

• Progress checkpoints at Weeks 2 and 4

• Full mock exam with debrief session in Week 5

• Exam-day readiness session in Week 6

• Between-session Q&A support for urgent questions

If you are targeting Series 7 as your first license, see the Series 7 Intensive listing instead. If you need Series 66 (combined 63+65), contact us before purchasing.