Partnership Structure

We partner with employers to offer a new pipeline of qualified candidates or to upskill incumbent workers seeking to advance into licensed roles. We also partner with workforce development programs, community colleges, and other institutions seeking career pathways in financial services for their communities. We offer technical support to implement an end-to-end model from admissions to career placement for candidates. 

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Partnership Benefits

For employers seeking new candidates, gain access to SIE-certified candidates with relevant prior experience and strong client service skills.

For employers seeking upskilling of incumbent workers, our program has SIE pass rates exceeding 90% and is tailored to adults studying outside of work.

For community-based organizations, gain a full suite of support tailored to nontraditional talent pursuing licensed finance roles, including information sessions and other recruiting methods, staff training, SIE exam preparation, facilitation materials, career path workshops & guest speakers, employer connections, and job placement support. We can provide direct-service implementation or train-the-trainer.