XCEL Insurance Training Solutions | STC Securities Training Solutions In today’s competitive financial landscape, success often hinges on more than just a strong foundation in investments or market knowledge. Clients are looking for comprehensive financial advice, and they often expect their advisors to offer…
The Securities Industry Essentials (SIE) exam is absolutely necessary for any individual who’s interested in joining the securities industry. However, be aware, the exam isn’t easy and many people fail it. There are a number of reasons why people fail the SIE Exam, but…
As is the case with many new regulations, the Model Rule on Investment Adviser Representative Continuing Education (IAR CE) created by the North American Securities Administrators Association (NASAA) is generating a number of questions. The following information addresses the most frequently asked questions regarding…
Passing the Securities Industry Essentials (SIE) Exam can be challenging, but it’s certainly less so with the right approach to study and preparation. Passing the SIE Exam is your first step to becoming a securities industry professional, so you need to know what’s on…
Stepping into the world of finance and investments can be both exhilarating and overwhelming. The industry demands a solid understanding of core concepts, regulations, and ethics. For aspiring professionals, the Securities Industry Essentials (SIE) Exam is a crucial gateway, often serving as the first…
Securities firms are constantly challenged by the need to prepare new associates and analysts to pass their securities licensing exams on their first try. Securities exams are notoriously difficult, and the longer it takes for new hires to get licensed, the longer firms wait…
The world of finance is evolving at an unprecedented pace. The current finance jobs outlook is shaped by several dynamic forces, including technological advancements, regulatory changes, shifting economic landscapes, and evolving consumer expectations. The financial services industry has always been a cornerstone of global…
If you’re just starting on your path into the financial services industry, you’re likely overwhelmed with the number of licenses that are available to be obtained. Why are there so many licenses and which ones are right for you? Before taking any exams, you…
In the fast-paced and ever-evolving world of finance, standing out among your peers requires more than just ambition and a strong work ethic – it requires recognized credentials that validate your expertise and commitment to excellence. If you’re serious about advancing your career in…
Good Afternoon Dave, I took your class this week and let me again say thank you. It was very clear to me how much you love your job and that you truly care about all of us passing, which I’m not sure I can say about some of the other testing companies I’ve previously used. Again, thank you for your hard work this week and I look forward to speaking to you soon to tell you I passed. I promise you will be third on my list of people to tell when I pass, just behind my girlfriend and dad, I’ll even do it before my manager!
- Evan R., FINANCIAL ADVISER, Chicago Illinois
I passed the series 24 yesterday. I started off using Kaplan, took the test, and failed. Then I switched to STC. I wish I would have used STC from the beginning and following the program from the beginning. What I’ve learned is the FiNRA test is like learning a different language. You need to be able to identify what the question is asking and what FiNRA is looking for. The STC test bank prepares you for that. I felt the actual test was not as difficult as the practice and green light exams. The series 24 material is extremely dry and Michael Simon has a very practical, yet dynamic approach in the way he teaches the material in the virtual class. STC is also extremely responsive and available for questions. It helped to speak with someone live and get a brief explanation to help grasp the material. There was a rhythm to it.
- Bill W., FINANCIAL ADVISER, St. Louis Missouri
I passed my LAH exam with an 86%. Thanks again for all your help!
- Thomas C., FINANCIAL ADVISOR, Binghampton New York
I took the Series 24 yesterday and passed with flying colors. I felt very confident as I was going through the exam. Thank you for the great review course and tips.
- John C., FINANCIAL ADVISER, Charlottesville North Carolina
My sincere thanks and appreciation for your unwavering support through my Series 7 prep. I was able to pass the exam this weekend and sincerely could not have done it without the help you all lended me via multiple phone calls and email communications. Thank you from the bottom of my heart for being patient with me and helping me work through my weak areas.
After experiencing such excellent customer service with STC for both the SIE and the 7, it was an easy decision to choose STC again for the 66. I look forward to working with you all further as I tackle this next exam. Thanks again for everything! Cheers!
- Rich D., FINANCIAL ADVISER, St. Louis Missouri
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