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Package Description:
This coaching package provides personalized, one-on-one preparation for the FINRA SIE and/or Series 7 exam, tailored to your background, timeline, and learning style. We begin by assessing your starting point and identifying strengths and weak areas, then build a structured study plan designed to maximize efficiency and retention. Sessions focus on breaking down complex topics, such as equities, fixed income, options, suitability, and regulations—into clear, testable frameworks. I emphasize how FINRA actually presents questions, common traps to avoid, and how to think through answer choices under time pressure. We will also work through practice questions together to reinforce concepts and improve exam confidence. This package is ideal for first-time test takers, career switchers, or candidates looking for a more structured and guided approach to exam preparation.
What you'll get from this package
A clear, personalized study plan aligned to their exam date
Strong command of high-impact SIE and Series 7 concepts
Improved ability to break down and answer FINRA-style questions
Clear strategies for managing time, stress, and confidence on exam day
A structured, repeatable approach to reviewing and reinforcing material
Additional details
Coaching delivered via live sessions and .
Coaching is delivered through live one-on-one video sessions, allowing for real-time interaction, questions, and personalized feedback. Sessions are structured but flexible, adapting to the client’s pace and progress. I prioritize clarity, efficiency, and practical understanding, ensuring each session directly supports exam readiness rather than generic content review.
Coaching sessions must be scheduled in advance and are subject to availability. Clients are encouraged to come prepared with questions or topics they would like to focus on to make the most of each session. Asynchronous support is provided between sessions within a reasonable response window. This package does not guarantee exam results, but is designed to support structured, effective preparation and confidence going into exam day.
Services included:
Series 7
SIE
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 Taylor
Custom hourly · $50/hr
Get help with SIE and Series 7.
Offered by Taylor G.
Joined January 2026
4.9
FINRA SIE & Series 7 Coach | Clear, Practical Exam Prep
I’m a finance professional and experienced FINRA exam instructor with multiple years of hands-on experience teaching the SIE and Series 7. I’ve taught and coached 30+ students through structured classes and individualized sessions, helping candidates from non-finance backgrounds as well as experienced professionals successfully prepare for exam day. In my full-time role in wealth and investment management, I apply the same concepts tested on the SIE and Series 7—equities, fixed income, options, suitability, and regulations—on a daily basis. My teaching style focuses on clarity, exam strategy, and real-world intuition, breaking down complex material into simple, testable frameworks so students feel confident and prepared walking into the exam.
$600
6h of coaching