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Description
This 4-hour personalized SIE coaching program is designed to help you understand the material, identify your weak areas, and build a focused plan for passing the exam. We’ll begin with a diagnostic review to determine where you need the most help and develop a study strategy around your exam date. From there, we’ll work through the concepts that typically give candidates the most difficulty, including investment products, stocks, bonds, mutual funds, options basics, market structure, regulations, prohibited practices, risk, and suitability concepts. Rather than simply memorizing definitions, I’ll help you understand how the concepts work in the real financial world. We’ll also work through practice questions, test-taking strategies, and the areas where you’re consistently losing points. I bring 20+ years of financial-services experience and have taught and trained hundreds of financial professionals throughout my career, including as a Senior Partner. I’ve helped numerous individuals prepare for and successfully pass their licensing exams. The four hours can be customized around your specific needs, weaknesses, and exam date.
What you'll get from this package
Personalized SIE Study Plan & Exam Strategy
Identification and Review of Your Weakest SIE Topics
Practice Questions, Explanations & Test Taking Strategies
Final Exam Readiness Review & Study Priorities
Additional details
Coaching delivered via live sessions.
My coaching is highly personalized and interactive. We’ll meet live one-on-one and focus our time on the areas where you need the most help. I simplify difficult concepts, connect them to real-world financial examples, work through practice questions with you, and explain why answers are right or wrong. I’ll also help you develop a study plan between sessions so you know exactly what to focus on before we meet again.
Sessions are conducted live and scheduled based on mutual availability. This package includes four hours of personalized SIE exam coaching, which may be divided into multiple sessions based on the student’s needs and exam timeline. Students are encouraged to bring their study materials, practice questions, recent practice exam results, and specific topics they would like to review. Coaching is educational in nature and does not guarantee a passing exam score.
Services included:
Test Prep Strategy
SIE
Tailored Study Plan
Talk to a team member
Schedule a call with a Leland team member who can help you explore your options.
Schedule a call
More packages from Alberto
Custom hourly · $150/hr
Get help with Series 65, Series 7, and .
Offered by Alberto Q.
Joined September 2026
5.0
Master the SIE & Series 7 With a 20+ Year Industry Veteran
I bring over 20 years of experience in the financial services industry and currently hold the Series 7, 63, 66, and 24 licenses. My background includes roles as a Financial Advisor, Sales Manager, Partner, and Senior Partner. As a Senior Partner at New York Life, an important part of my role was training and developing financial professionals. I regularly led classes covering securities concepts and licensing exam material, teaching and tutoring hundreds of new and developing advisors. Over the years, I have helped numerous individuals successfully prepare for and pass their licensing exams. Because I have both taught the material and applied these concepts throughout my career, I focus on helping students understand the concepts rather than simply memorize answers. I can help identify difficult areas, simplify complex topics, develop an effective study strategy, and prepare students to approach the SIE and Series 7 with confidence.
$575
4h of coaching