STC Resource Center
Welcome to the Resource Center, where you will get practical guidance on how to launch and grow your Financial Services career. Explore how-to guides, learn from the experts and tap into the latest news moving the securities and insurance professions forward.
Gain insights on trending topics within the securities and insurance industry along with tools and tips on how to start your career and maximize your income and job satisfaction

STC Course Update
NASAA to Update its Exam Questions Related to IA Marketing Rules on April 1, 2022 The North American Securities Administrators Association (NASAA) is updating the Series 63, 65, and 66 Examinations to incorporate information on a new rule regarding investment adviser marketing. Although these…

STC Exam Update – Spring 2022
Recently, there have been a few regulatory and tax law updates which could have a minor impact on several different qualification exams. Some of these updates are changes to the current law, while others are additions. STC has either already made the necessary updates…

The Best Financial Services and Securities Jobs to Know About in 2022
In 2022, experts predict that hiring activity will increase. So, if you’re looking for a new job, you’ll have a higher chance of finding something you love in 2022. For those interested in financial services and securities jobs, there are a handful of positions you…
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News & Updates
The latest securities training news, course updates, advancements and market information.
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STC Course Update
NASAA to Update its Exam Questions Related to IA Marketing Rules on April 1, 2022 The North American Securities Administrators Association (NASAA)…
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Securities Career Resources
Find information to help you gain new securities training skills and advance your career.
Learn about Career Resources
The Best Financial Services and Securities Jobs to Know About in 2022
In 2022, experts predict that hiring activity will increase. So, if you’re looking for a new job, you’ll have a higher chance of […]

How FAs and Their Clients Benefit from a Life, Accident and Health Insurance License
The coronavirus crisis has underlined the importance of insurance in protecting health and wealth. It has also highlighted how long-term financial plans, […]

Series 6 or Series 7, Which Test Will Be More Worth My Time?
To become a representative in the securities industry, you may have different options when it comes to registration. How do you know […]

What Jobs Are You Qualified for After Passing the SIE Exam?
So, you’re ready to take the SIE Exam, pass it, and get started with your career in the financial industry. Well, before […]

Todd Talks: STC Pass Guarantee
STC’s new Pass Guarantee is introduced and explained in detail by Chief Learning Officer, Todd Rosenfeld.
Securities Industry Tools
Find cutting edge tools to help you gain new securities training skills and advance your career.
Learn about Industry Tools
How FAs and Their Clients Benefit from a Life, Accident and Health Insurance License
The coronavirus crisis has underlined the importance of insurance in protecting health and wealth. It has also highlighted how long-term financial plans, […]

Todd Talks: Best Practices on How to Prepare for Remote Testing
In this Todd Talks episode, STC’s Chief Learning Officer, Todd Rosenfeld explains how our best practices can be adapted to better prepare […]

Todd Talks: Which Package Should You Choose
Todd Rosenfeld, Chief Learning Officer at STC, provides insight into the Standard, Premier and Premier Plus packages that STC offers for securities […]

Todd Talks: STC Pass Guarantee
STC’s new Pass Guarantee is introduced and explained in detail by Chief Learning Officer, Todd Rosenfeld.

Serious Series 7 Preparation: How to Succeed the First Time
The Series 7 Exam is one of the most essential tests for securities professionals, especially because it gives you the credentials you […]
Securities Salary Guide
Find in-depth information on financial services industry professionals’ salary and expenses.
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Testimonials

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

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

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

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 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