Charles Schwab Advisor Services Licensing Program

The Charles Schwab Advisor Services Licensing Program has partnered with STC to offer the courses and packages listed below.

CFP® Certification

Build your knowledge and confidence with top-tier CFP® prep from our trusted partner, BIF.

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Life & Health Licensing

Fast-track your career with our partner XCEL’s proven L&H training—designed to help you pass on the first try.

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Property & Casualty Licensing

Lay a strong foundation in P&C with flexible, expert-led training from our industry-leading partner, XCEL.

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Preferred Course List

Securities Industry Essentials (SIE) Premier Plus

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$293.00
$210.29
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Series 7 Top-Off Premier Plus

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$576.00
$413.40
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Series 63 Premier Plus

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$212.00
$152.15
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Series 65 Premier Plus

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$396.00
$284.21
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Series 66 Premier Plus

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$358.00
$256.94
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Series 7 Top-Off/Series 63 Premier Plus

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$710.00
$509.57
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SIE/Series 7 Top-Off/Series 63 Premier Plus

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$834.00
$598.56
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SIE/Series 7 Top-Off/Series 66 Premier Plus

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$966.00
$693.30
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Series 4 Premier

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$504.00
$361.72
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Enhance your career in financial services and securities. FIND A PROGRAM THAT IS RIGHT FOR YOU