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Do not schedule your Securities Industry Essentials (SIE) exam until you know everything on my study guide.

I failed 10 practice exams before I knew 100% of it. One page. Every concept you need, each one explained. $4.99.

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I'm Jason Meinzer, a real person. I studied 150+ hours, took 12+ practice exams (900 questions), and passed the SIE. I made this study guide by hand. It is not AI slop.

SIE Study GuideJason Meinzer, one page

Reports

Rights

Voting

Systematic risk

Reinvestment risk

Bond yield

Bond price

Bond ratings

Settlement

Market caps

Dividends (DERP)

Margin

Made by handNot AI slop About 100 conceptsEach one explained

The 3 steps

Do them in this order. Step 2 is the gate.

  1. 1

    Study 100+ hours with a prep course.

    No shortcut. Any of these works if you finish it. I used Achievable.

  2. 2

    The gate: get the sheet.

    Can't explain every item on it? Don't schedule the exam.

    ↩ Back to step 1
  3. 3

    Only then book the exam.

    Fail once or twice, you lose the $100 booking fee each time and wait a month to retake it. Fail 3 times, you wait 180 days.

150+hours of study
900practice questions
10practice exams I failed first
1page, about 100 concepts

Not AI slop

No AI wrote this study guide. I did. I built it by hand, one concept at a time, across 150 hours of study and 900 practice questions. It was my source of truth for whether I was ready to pass, so I made sure it covered 100% of the practice exams I took.

It was my own go-to reference. I passed the SIE once I could explain every item on it.

A real study guide, not a list of terms

Most one-page review sheets are a page of names and keywords. That's useless. Every concept on mine comes with a short description that carries the core of the definition the exam tests.

One page. About 100 concepts. Each one explained.

150 hours and 900 questions, on one page

After 150 hours of study and 900 practice questions, I distilled the "must-know" concepts that cover all 900 into this single page.

Maximize your study time and refresh your memory on the go. No more paging through textbooks. This study guide would have saved me 25 hours if I had it from the start.

$4.99 now, or another $100 later

Booking the SIE costs $100. You pay that fee to the Financial Industry Regulatory Authority (FINRA) up front, every time you book.

$4.99The study guide. Pay once.
$100The booking fee, gone each time one of these happens

I know. I booked the exam twice and lost the fee both times. I passed on the third booking, once I could explain everything on this page.

Fee and rules: FINRA cancellation policy, checked Oct 5, 2026.

Get the study guide — $4.99

What the Securities Industry Essentials (SIE) exam is

SIE stands for Securities Industry Essentials. It's the entry exam run by FINRA, and the first exam on almost every securities license path. You pass it, then take a second exam, like the Series 7, for the specific job. All the exam facts.

Start hereThe SIE examThe entry exam. Anyone 18 or older can take it.
A second examLike the Series 7, for the specific job
The jobStockbroker, trader, banker and more

Versus Kaplan's review sheet

Kaplan's$19

To me it read like a screenshot of a course outline.

Mine$4.99

FAR better. Every concept comes with the core of the definition the exam tests.

The sheet won't pass the exam for you. It tells you if you will. Can't explain all of it? Don't schedule the exam yet. Money back within 7 days, no questions asked.

Questions people ask

What exactly do I get?

A one-page PDF. Print it or keep it on your phone. You download it right after paying on Gumroad.

Will this get me to pass?

Not on its own. You still need a prep course and 100+ hours. The sheet is the test before the test.

Which prep course should I use?

I used Achievable and I'd pick it again. The others work too if you finish them. See the comparison.

Can I bring it into the test?

No. No notes are allowed in the test center.

What if I don't like it?

Ask Gumroad for a refund within 7 days. No questions asked.

Know everything on it before you book.

I failed 10 practice exams before I knew 100% of it.

Get the study guide — $4.99