Todd Rosenfeld, Chief Learning Officer at STC, provides insights into tax law and retirement plan changes effective 2023 which could affect licensing examinations such as the SIE Securities Industry Essentials exam, the Series 6 and Series 7, NASAA exams the 63, 65 and 66…
In this Todd Talks episode, STC’s Chief Learning Officer, Todd Rosenfeld explains how our best practices can be adapted to better prepare you for today’s remote testing environment.
Todd Rosenfeld, Chief Learning Officer at STC, provides insight into the Standard, Premier and Premier Plus packages that STC offers for securities licensing and which package is right for you based on your learning habits.
So, you’re ready to take the SIE Exam, pass it, and get started with your career in the financial industry. Well, before you do, let’s consider some of the important facts to know about what passing the exam can mean for you. This way,…
STC’s new Pass Guarantee is introduced and explained in detail by Chief Learning Officer, Todd Rosenfeld.
The SIE Exam is a FINRA-administered exam that’s required for any person who’s interested in starting a career in the securities industry. Passing the SIE alone doesn’t qualify a person for registration with a FINRA member firm or qualify them to engage in securities…
For advisors to succeed in the financial services industry, not only do they need the required licensing, they also need the appropriate credentials. In fact, many financial firms encourage their financial advisors (FAs) to have as many credentials as possible to broaden their expertise…
Understanding the SIE Exam We enlisted an independent third-party research firm, to conduct the 2019 State of Financial Services Registration and Continuing Education Survey. This survey gathered information from over 100 financial services and securities firms, businesses, and organizations about how they manage and…
Are you looking to advance your career in the securities industry? You should know that recently some of FINRA’s important exams have gone through changes. In October 2018, FINRA introduced a new prerequisite exam. This new exam is the Securities Industry Essentials (SIE) Examination.…
I just wanted to share my feedback on the Series 7 class that I took in NYC 8/1-8/4, with David Morris as the instructor. I found the class to be instrumental in my preparation for the exam. The content encompassed all the salient points that were important for the test, and David is a great instructor. He is very knowledgeable, engaging, breaks concepts down for easier understanding, and has great rapport with his students. I’m very happy to say that I passed the Series 7 test today, and I credit STC and David’s instruction in ensuring that I had the necessary knowledge necessary for the test.
- John H., FINANCIAL ADVISER, St. Louis Missouri
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
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 passed the NY State LAH exam today – I got an 81. Thanks for the great training material.
- Nick C., FINANCIAL ADVISOR, New York New York
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