Our Courses
Meet Your Instructor
Joe Nissim is a proud graduate of Rutgers University with a Bachelor of Science degree in Finance. After an early life filled with financial difficulties, Joe has dedicated his career to providing sound financial counsel and education to as many people as possible.
An acclaimed instructor, Joe has guided over 500 individuals to pass various finance exams, offering a science-based learning program with intimate, small group online classes.
Our Successes
10,000+
Sessions with students and finance professionals including one-on-one and small group sessions.
500+
Exams passed, including the SIE, Series 7, Series 66, CFP, CFA 1, 2, & 3, and more.
100+
Firms represented, including broker-dealers, insurance companies, hedge funds, private equity firms, RIAs, & more.
Client Testimonials
Joe's program and teaching style were exactly what I needed to go in confident on test day. As a full-time working mom, I needed support to make my exam the priority - and Joe’s coaching helped me do exactly that. Joe planned plenty of time cushion into our prep schedule, but he also asked nothing less of us than to show up every class period prepared, no excuses.
His deep dive into test-worthy concepts and repetition helped me remember specific details while also being able to connect and apply everything together. For me competence is confidence, and - outside of the exam - I feel I walked away a better planner. I would recommend Joe to anyone looking for small group, personalized settings. Thank you, Joe!
Taynia Vakapuna, CFP
Senior Planning Analyst, Austin Private Wealth
CFP Exam
After failing the Certified Financial Planner exam the first time, I knew I had to change my approach. Joe’s approach, much like an actual CFP, is to meet you where you are and to formulate a plan on how to get you to your goals. Joe was very accessible and took the time to make sure I fully understood the material, before moving on to the next topic. Without Joe’s help and guidance, I would not have passed. I am very happy I chose to work with him and have recommended him to many financial advisors in my network.
Sid Misra, CFP
Financial Advisor, Beacon Financial Group
CFP Exam
"Tell me and I forget. Teach me and I remember. Involve me and I learn." - Benjamin Franklin. This quote couldn't be more true when I think of my experience and time with Joe. He offers a tailored, yet thoughtful approach to tackling the material. He is not only passionate about teaching, he is dedicated to his students by ensuring they are involved in learning the material. He is invaluable and worth every penny spent! I have already recommended him to several friends and colleagues because he is that good! Not only did I find a great teacher, I found a friend for life!
Mary Ghorbani
Professional Banker, JP Morgan Private Bank
Series 7 and Series 66 Exams
It’s been almost 3 years now since I met Joe. He is now part of my family and I owe him big-time. He has helped me pass series 7, 9, 10. I’ve introduced him to all the people I love and they all give the same feedback: “Game changer”.
I want to add that I never take the time to comment or give testimonials on experiences or products. I give this man a 10 out of 10 for holding me accountable and pushing/guiding me to get the test completed. If you fail a test using Joe it’s because you didn’t listen and follow his process.
Ian Gordon
Managing Partner, Northwestern Mutual
Series 7, 9, and 10 Exams
I chose to work with Joe because of his track record of passing students and his incredibly organized and detailed process. I knew one of the biggest hurdles to studying was staying organized and motivated, and Joe's process was better than I could have imagined. Each day was accounted for during the studying process, which was exactly what I needed.
Bronco Vuskovich
Financial Analyst
CFA Level 1 Exam