Series 7 and SIE Bundle

Preparing for professional exams is tough; you have to study after hours while keeping up your day job, your school work, etc. – often at the expense of your free time on nights and weekends. Most exam prep today doesn’t make this any easier on us. It doesn’t fit our mobile lifestyles and busy schedules, or give us any insight into what we know or don’t know as we’re studying.

What makes Achievable special is something called adaptive learning. As you study with Achievable, the system learns about you and personalizes the study program to your strengths and weaknesses. We then optimize for your memory retention by scheduling your reviews at the optimal time.

Achievable’s FINRA courses guide you through a personalized learning experience, reinforcing what you’ve learned and giving you certainty that you’re ready to pass your exam. Achievable courses are all you need to pass, and include an easy-to-understand online textbook, videos for key topics, chapter review questions, and plenty of full-length practice exams. Our course content is produced by Brandon Rith, who was formerly Fidelity’s top instructor nationwide.

How to get your Series 7

The first step to getting a Series 7 license is to pass the FINRA SIE Exam – or to have been grandfathered in by holding a FINRA representative-level registration on October 1, 2018.

The second step to getting your Series 7 license is to be sponsored by a FINRA-registered firm or a self-regulatory organization (SRO), typically your employer. After that, all you need to do is study and pass the test.

What is the Series 7 pass rate?

While the national Series 7 pass rate is not published by FINRA, it is widely accepted in the industry to be approximately 65%. Large corporations with dedicated programs typically have a higher pass rate of 75% – 80%, depending on the program.

The FINRA Series 7 Top-Off is harder than the old, pre-FINRA SIE Series 7 Exam. In the words of one of our corporate clients, it is as if they split all of the easy questions into the SIE and the more difficult questions into the Series 7 Top-Off. The good news is that the new Series 7 Top-Off is shorter, clocking in at 125 questions in 3 hours and 45 minutes.

Series 7 practice exams

When you buy the Achievable Series 7 course, you’ll get access to our extensive question bank of 2,000+ chapter quizzes and 35+ practice exams.

Our practice exams are carefully constructed to match what you’ll see on the actual Series 7, based on over a decade of training experience. Furthermore, our math-based questions are templatized so that you see different numbers each time, ensuring that you’re learning the underlying concept and not just the right answer.

Why take the SIE?

The finance industry is known for being an exciting if challenging career path – and one that can make you a lot of money if you’re good at it. In order to engage in securities business, you are first required to pass the FINRA Securities Securities Industry Essentials (SIE) Exam.

Applying to financial firms with your SIE credentials in hand shows your potential employers that you already know the profession, and have taken the initiative to learn about and pass this required test. Not only that, but hiring a pre-qualified applicant also saves them the time and money of training someone without the credentials.

If you were hiring and there were two similar candidates – one with the SIE and one without – which would you think is stronger?

What jobs require the SIE?

  • Practically every role in finance requires passing the SIE.
  • Research Analyst
  • Wealth Management Adviser
  • Investment Banker
  • Investment Adviser
  • Equity Trader
  • Bond Trader
  • Insurance Sales
  • Mutual Fund Sales
  • Compliance Officers
  • Operations Analyst
  • Financial Consultant
  • … just to name a few.

Not in finance? No problem.

The hiring profile for major financial institutions is changing: as the industry is becoming more people and service oriented, employers are hiring smart and driven folks outside of people who majored in finance in college.

Our corporate clients are actively hiring former service industry personnel, liberal arts majors, and more people outside of the old profile. But their biggest concern is whether you can handle the content – and that means passing the SIE will give you a BIG advantage over other applications by showing your mastery of the material.

How hard is the SIE?

The SIE is an entry-level, medium-difficulty exam, meant to be challenging but approachable to anyone – including people that do not have a traditional finance background. Calculated from the first 16,000 individuals to take it, the SIE Exam pass rate came out to be 74%, right in line with FINRA’s expectations.


It is expected that experienced students can study for about 25 hours and pass the exam, while those who are just learning the material for the first time should expect to spend 50 hours to be suitably prepared.


The SIE Exam tests three major skills:

Problem solving

You will be expected to use logic and the evidence presented to deduce the correct answer from multiple choices. This isn’t too different from what you’ve already done with the SAT or in school – the difference is the subject matter and remembering which rules or calculations apply.


Finance has math – there’s no way around it. Fortunately, the math in the SIE is straightforward and more a matter of how you apply it rather than doing complex calculations. It’s the standard PEDMAS: parentheses, exponents, multiplication, division, addition, and subtraction.


It’s maybe not everyone’s favorite part of the test, but you will need to memorize some key regulations and other information to pass.

Achievable has adaptive, memory-tracked flashcards built into our course to ensure you’ll remember all the material you’ve learned on test day.

Course TitleCreditsStart DateStart TimeDelivery TypeDelivery OptionInstructor / LocationPrice
Series 7 and SIE Bundlen/a Any AnySelf-Paced OnlineSelf-Paced Online Faculty$199.00 Register Now
    Your Cart
    Your cart is emptyCourses and Events