Business Details
Trusted Securities Exam Training in New York
For over three decades, we have pioneered high-performance training for high-stakes securities exam preparation. Our methodology combines behavioral science, predictive analytics, and real-world application to empower candidates to master both material and mindset. With a track record of 95-98% first-time pass rates across critical exams like the SIE, Series 65, and Series 79, we serve as the trusted training partner for leading financial institutions globally. Our faculty of industry experts continuously updates course materials to reflect regulatory changes, ensuring students receive the most current and exam-relevant content.Through hybrid learning models and personalized diagnostics, we provide targeted guidance that adapts to individual learning patterns. Our commitment extends beyond test preparation to developing professionals who can perform under pressure throughout their careers. With corporate accounts and custom programs, we handle all training logistics from enrollment to performance tracking, allowing organizations to focus on candidate development. Our science-backed techniques have prepared hundreds of thousands of students to achieve their certification goals while building foundational skills for long-term success.
Services
SIE Exam Prep
Series 6 Training
Series 7 Certification
Series 63 Courses
Series 65 Preparation
Series 66 Programs
Series 79 Exam Help
Series 9 Study
Series 10 Review
Series 24 Prep
Highlights and features
- We maintain 95-98% first-time pass rates across major securities exams
- Our methodology integrates behavioral science and predictive analytics
- Faculty updates materials in real-time with regulatory changes
- We provide personalized diagnostics for targeted exam preparation
- Corporate programs include performance tracking and customized support
Services
SIE Exam Prep
Our SIE exam preparation program combines video lessons, diagnostic assessments, and science-backed study techniques. With 50-70 hours of structured training, it prepares candidates for the Securities Industry Essentials exam through predictive analytics that identify knowledge gaps. The course features interactive labs and real-world scenarios to reinforce critical concepts.
Series 7 Certification
The Series 7 exam training includes updated video lessons and chapter assessments covering critical topics. With 50-75 hours of study time, our program features diagnostic exams and supplemental materials aligned with current NASAA requirements. Faculty guidance and performance tracking ensure candidates master complex regulatory frameworks.
Corporate Training
Custom corporate training solutions provide firms with tailored exam preparation for multiple candidates. Our managed programs include study calendars, performance dashboards, and failure recovery support. With bulk purchasing options and automated reporting, we handle all logistics from enrollment to certification tracking.
Series 65 Courses
This 80-100 hour Series 65 program features comprehensive video instruction and practice assessments. Designed for investment advisor representatives, the course covers securities regulations and ethical obligations through interactive case studies. Predictive analytics identify at-risk candidates for targeted intervention.
Entry-Level Training
Our early career development programs combine behavioral science with real-world application. Through cohort-based learning and monthly live labs, new professionals build resilience and adaptability. The 12-month accelerator program develops high-performance habits while reducing organizational onboarding costs.
People
Liza Streiff
CEO
Award-winning speaker and CEO with expertise in high-performance training. Develops programs that combine behavioral science with financial education. Leads team creating science-backed methodologies for securities exam preparation and professional development.
Questions
What securities exams do you prepare for?
We offer preparation for SIE, Series 3, 6, 7, 50, 52, 57, 63, 65, 66, 79, 87, 99, 9, 10, and 24 exams with science-backed methodologies.
What pass rates do your programs achieve?
Our courses maintain 95-98% first-time pass rates across major securities exams, exceeding industry averages through predictive analytics and targeted interventions.
Do you offer corporate training solutions?
Yes, we provide customized programs for financial institutions with performance tracking, automated reporting, and bulk purchasing options for multiple candidates.
How long do courses take to complete?
Course durations range from 25-35 hours for Series 63 to 80-100 hours for Series 65, with flexible study schedules accommodating working professionals.
What learning formats are available?
We offer hybrid learning with live and on-demand materials, interactive video lessons, diagnostic assessments, and cohort-based programs for collaborative learning experiences.
Do you provide financing options?
While we don't offer direct financing, our bundled course packages provide savings up to $915 for multiple exam preparations through our Platinum and Diamond bundles.
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