Financial Services Training: March 2023

Security Investment Exam Preparation (SIE), 12-week, part-time training

The Security Investment Exam Prep prepares attendees to sit for the Security Industry Essentials exam, known as the SIE, which is one exam required by financial regulators for anyone helping customers with their investments. In the past, candidates pivoting to a career in the financial services industry had to pass all required exams shortly after their hiring. This program would help the candidate succeed by giving them the advantage of having already prepared for and practiced taking the SIE.

Attendees will also be invited to tour the Fidelity Investments campus in Merrimack, NH.

“This program appeals especially to folks who are gainfully employed but want a change,” said  Fidelity’s Director of Candidate Experience, Wendy Valeri. “Candidates benefit from learning more about the sector before pivoting careers.”

Guaranteed Interviews

Every person who goes through the program gets an interview with Fidelity. Candidates who score over 75% on a practice exam gets sponsored by Fidelity to test.

For more Information please contact:


Security Investment Exam Preparation (SIE): Lesley Dorazio, Launch, Career Development Coach at Fidelity Personal AND Workplace ADVISORS in Boston, MA. Lesley has been with Fidelity Investments for 16 years


Security Investment Exam Preparation: $3,000