FINRA Tutoring

FINRA Exam Tutoring at Graham Wealth Management is open to anyone age 18 years or older, including students and prospective candidates for the FINRA Securities Industry Essentials(c), Series 7, and Series 66 exams demonstrating basic industry knowledge to prospective employers and the Chartered Retirement Planning Counselor (CRPC®) certification exam.

Our goal is to help the candidate build pre-test knowledge of the exam material and provide support and guidance for the learning and exam prep process. All tutoring is one on one. 

Passing the SIE differentiates candidates when seeking financial services internships or jobs and is the first step in becoming a prospective securities industry professional. Association with a firm is not required to take the SIE, and results are valid for four years.

OUR METHOD

At Graham Wealth Management we believe all students are capable learners. Each new student begins with an intake meeting to develop a plan unique to their specific tutoring needs and goals.

Tutoring is online. Our individualized tutoring is tailored to each student, considering their goals, needs, and learning style. The tutoring format varies depending on the date and time as well as candidate and tutor preference.

To schedule an online tutoring appointment, use the Schedule Complimentary Consultation button to set up an intake session. Provide details about the help you need and several available options for date and time, and we will contact you.