Our small group prep classes are like no other. Instead of an uninspiring 100 person Zoom call with a lecturer jabbering away and cramming in as many topics as possible, we prioritize learning.
Class is conducted in a small and intimate setting where you think about the material, collaborate with your peers, ask questions and get answers right away, and receive feedback on your work multiple times per week.
Most importantly, we prepare you to pass the SIE and Series 7 exam on your first try.
Ready to get started?
Sign up for a course below.
Our Prep Courses
All our Securities exam prep courses are online classes, instructor-led and offered only in small group settings.
Course Structure
Both Securities exam prep courses are broken into two distinct parts in order to properly prepare students to sit for the exam.
Part One
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The first half of the class is dedicated to two purposes:
1. Learn the vocabulary
2. Learn the vocabulary’s basic application
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I will walk you through the reading step-by-step and provide exercises that help you learn the vocabulary inside out.
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Only at this point can you move onto Part 2.
Part Two
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The second half of the course has one purpose:
Get you ready for the exam. -
This will include three distinct phases:
Open Book Phase, Closed Book Phase, and Exam Prep Stage. -
I will show you how to dissect questions, problem solve, and translate your fundamental concepts into exam answers.
You are required to complete homework before each class. The class will also walk you through 3 Mock Exams, several mini-mock exams, several mini-case mock exams, and timed trials.
Course Schedule
Our Securities exam prep courses are scheduled to end just before the exam, giving you the guidance and confidence when you need it most.
1
hour
X
2
classes
X
8
weeks
Both Securities review courses meet for one hour per class, twice a week, for eight weeks.
Upcoming Courses
Started Jan 13
1,399 US dollars
Started Jan 7
2,599 US dollars
Course Successes
Ian Gordon
Managing Partner, Northwestern Mutual
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.
Mary Ghorbani
Professional Banker, JP Morgan Private Bank
"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!
Irene Barish
Growth & Development, Northwestern Mutual
I never considered myself the best test taker; however, I always took the exams and passed them. After multiple failed attempts with the SIE and Series 6, I was then introduced to Joe Nissim. He used a completely different approach to learning, that I fought due to unfamiliarity.
I can proudly say that I have successfully passed my first exam and am working towards the next. Joe’s knowledge in this field is remarkable and I plan on working with him until I take my last exam for my career.
Dundee Gouin
Managing Director & Chief Leadership Officer, Northwestern Mutual
Joe is by far the best tutor I’ve ever encountered. His teaching method is super effective, with a focus on making sure to teach you how to take complex problems and make them appear simple. If you’re looking to pass an exam or a certification you don’t have to waste your time searching elsewhere, he is the real deal. Today Joe isn’t just a tutor, but instead, has become a friend of mine. I’m super thankful for the help Joe has provided, and I will continue to use him for future licenses.
Dustin Gorenc, CFP
Managing Director & Chief Development Officer, Northwestern Mutual
I would describe Joe's style as fair, firm and consistent. He has the ability to break the content into small, bite-size pieces and make the complex simple. He will push and challenge you so that you walk into the testing center prepared and confident. His system works if you do. If you want to pass your next exam, working with Joe is a no brainer.
Simply put, he delivered and played a huge role in my ability to pass this exam.
Kevin Chadwick
Managing Director, Northwestern Mutual
Joe had a process and experience to help you pass. His ability to get you to focus on what matters most was impeccable.
Why Choose Us?
Scientific-Based Method
We take you through a specific method of learning backed by years of scientific studies used by schools and universities around the world.
Learning First,
Testing Second
Learning is prioritized versus just doing hundreds of practice questions with the hope of material "sticking".
Emphasis on Active Learning
Learning happens when you interact with material, not through lectures, but with interactive activities.
Real Classroom
A real classroom with other students who you get to interact with every week.
Real Teacher
A teacher who coaches you to learn the material, rather than lecturing you.
Structure
Properly progress from lower levels of difficulty to higher levels of difficulty in specific and proven steps.
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How do I register for the CFP exam?To register for the CFP exam, follow these steps: 1. Visit the CFP Board's registration page. 2. Create a CFP Board online account or log into your existing one. 3. Complete the exam registration form. 4. Pay the exam registration fee using a credit card. 5. Schedule your testing appointment with Prometric. 6. Once payment is confirmed, you'll receive instructions for selecting your testing appointment on the Prometric website.
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What are the requirements to sit for the CFP exam?To be eligible for the CFP exam, completion of college or university-level coursework from a CFP Board Registered Program is required, satisfying part of the Education requirement for CFP certification. There are no degree prerequisites for the exam, but a bachelor’s degree must be obtained within five years of passing. For more information on exam eligibility, visit the CFP website here.
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What is the pass rate for the CFP exam?The passing score for the CFP exam is established according to the minimum level of competency deemed necessary by CFP professionals. As of the March 2024 examination, the overall pass rate was 68 percent.
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Do I need to renew my CFP certificate every year?Yes and no. As a CFP professional, you need to renew your CFP certificate every two years. This involves paying an annual certification fee, submitting a Renewal Application, and confirming adherence to the CFP Board's Code of Ethics and Standards of Conduct. Additionally, you must complete continuing education (CE) requirements every two years. The renewal process can be easily completed through your CFP Board online account.
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How many attempts do I have to pass the CFP exam?Candidates have a lifetime maximum of 5 attempts. However, if you fail the exam consecutively three times, you'll need to wait for a 1-year sit-out period (3 exam cycles) before registering for another attempt.
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How does the Nissim Tutoring program compare to other online CFP certification education programs?Nissim Tutoring’s certified financial planner courses stand out for its personalized approach to CFP certification education. Unlike many online programs, it offers a small and intimate group setting that prioritizes learning versus memorization or cramming the exam materials. The course is intentionally designed over an 8 week period to give candidates the time and effort that is necessary to master the material and prepare for the exam.