For Candidates
We work with adults aspiring to enter or advance in financial services. We welcome career switchers or those seeking career advancement. Our candidates must also demonstrate high potential for client-facing positions (e.g., strong customer service skills) and be able to pass credit and background checks.
Why Financial Services
What is the financial services industry?
Companies in the financial services industry manage money for individuals and corporations. Benefits of careers in financial services include:
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Lucrative roles at a wide range of firms
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High demand for financial services professionals
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Heavy investment by employers in continuing education and professional development
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Opportunity to gain personal finance skills
What is a licensed career in financial services?
Any role that involves explaining or selling investment products to clients requires a license. The Securities Industry Essentials (SIE) exam is the first step and can jumpstart your career in financial services.
What is the Securities Industry Essentials (SIE)
What is it
The first licensing exam (out of 2-3) requiredfor any role involving educating, supporting, or selling investment products to clients.
Takes ~150 hours of study
What You Learn
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How stocks, bonds, mutual funds, and other investment products work
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What types of investors are a good fit for different investment products
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Options to invest for retirement or long-term educational needs
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Rules you need to follow and who makes those roles
Pillars of Our Program Model
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Example Roles Related to Investments & Financial Advice
Get Involved
Support to Succeed is now accepting applications for our next cohort.
Our program provides training, mentorship, and career coaching to help you build the skills and network needed to launch a meaningful, upwardly mobile career in finance.
Interested in joining a cohort? Fill out the application form below.
Hear from Our Graduates
"Support to Succeed made the SIE exam attainable. It made me feel like I could do it, and I did it!"
Zemen Mengesha