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What’s the smartest way to prep for the SIE exam? Fidelity’s Licensing Accelerator Program.

Career changers and students: Prepare for the SIE exam—and get your costs covered—with Fidelity’s Licensing Accelerator Program. The smart way to get into finance.
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Set yourself up for an entry-level finance job and a Fidelity career with our free financial services training program—perfect for students and career changers.

Key takeaways

  • Fidelity’s Licensing Accelerator Program helps you prepare for the SIE exam and covers the cost of both the training and the exam.
  • Fidelity’s financial services training program is an unpaid, 12-week opportunity to get top-notch online training that’s self-paced and flexible with your schedule.

Breaking into finance without any financial experience doesn’t have to be hard. In fact, Fidelity shows you the way with our Licensing Accelerator Program. We’ll help you prepare for the Securities Industry Essentials® (SIE) exam and pay for it too.

The only catch? Your time and effort over 12 weeks. At the end of those 12 weeks, you’ll be well positioned for a possible customer relationship advocate role.

Fidelity’s Licensing Accelerator Program  is the smartest way to prepare for the SIE exam and to get your costs covered for both the preparation and the exam itself. Here’s why:

Fidelity’s financial service training program is the ultimate upskilling opportunity

Fidelity’s Licensing Accelerator Program gives you the knowledge you need to pass the SIE exam, whether you’re looking for an entry-level finance job or want to change careers. You’ll have access to one of the industry’s top SIE exam preparation platforms—for free.

“This is a great opportunity to learn about yourself and what you’re capable of,” said Eric, program graduate and customer relationship advocate trainee. “You can boost your confidence by learning a new skill. Fidelity gives you a shot. That’s what I valued most, beyond a shadow of a doubt.”

Even if you decide a career in financial services isn’t for you, you’ll be able to take what you’ve learned in the program and apply it to your own finances.

Our Licensing Accelerator Program is flexible for students and career changers

“You can go to school or work full-time and do the program. It’s completely open to your schedule and flexible in how you go about it,” said Joseph, talent acquisition partner.

Because the Licensing Accelerator Program is completely virtual, you can maintain your current lifestyle and complete the program at the same time. All you need to do is set aside 1 hour a day for 12 weeks.

Fidelity's training program is 100% self-paced

“The self-paced Licensing Accelerator Program was very flexible and helpful for me,” said Eric. You can learn at the speed that’s best for you, whether that’s fast, slow, or somewhere in between.

While we set a target pace, you can finish the program early or take more time as needed to complete it. You’re in control of your learning journey.

The Licensing Accelerator Program is low-risk

There is no previous financial experience necessary for the program. In fact, we designed our financial training program to be as low-risk and stress-free for participants as possible:

  • There’s no financial cost to you.
  • The time commitment is about 1 hour per day.
  • You can see if the financial services industry is right for you.

“Our participants love the financial support from Fidelity for the materials and exam voucher,” said Sierra, a member of the client services candidate experience team. As Eric said, “It was very nice to have Fidelity sponsor me and support me.”

“You might not know if you want to do finance or not. This is a great way to figure that out,” said Joseph. Sierra said, “If licensing feels like a barrier to working in financial services, this lets you ‘try before you buy,’ so to speak.”

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Fidelity’s financial services training program sets you up for an entry-level finance job

Completing Fidelity’s Licensing Accelerator Program puts you in a better position to earn an entry-level role as a customer relationship advocate. “If you’re successful in passing the SIE exam, you’ve got that extra oomph on your resume, making you more of a top candidate for us when we’re thinking about full-time offers,” said Sierra.

“If you do this program, you could get into a full-time job a lot faster,” said Joseph.

What is Fidelity’s Licensing Accelerator Program, how does it work, and who should apply for it?

Scroll through this slideshow to learn what Fidelity’s Licensing Accelerator Program is, how it works, and who should apply for it.

How to increase your chances of getting into Fidelity’s Licensing Accelerator Program

The best thing you can do to get into the Licensing Accelerator Program is prepare for your initial interviews. “Prepare for it like a job interview, because it is a job interview,” said Joseph. Get more interview tips from a top Fidelity recruiter

Here’s how to prepare like a pro:

  1. Have a basic understanding of the SIE exam
    “You don’t have to be an expert. If you tell me it has something to do with the securities industry, I can work with that,” said Joseph.
  2. Explain why you want to work in financial services
    Preparing for the exam can be challenging, especially if you are not interested in finance. Having a personal passion for finance can help you maintain momentum.
  3. Know why you want a career at Fidelity
    Being recommended by a friend or family member for the program is nice, but you need to have a more personal answer. Do you want to help people increase their financial knowledge? Are you attracted to Fidelity’s values?
  4. Have an answer for why licensing is right for you
    Do you want to help people make more informed choices about stocks? Do you want to work in a Fidelity branch someday? There’s no one right answer, but have your answer ready.
  5. Share examples of your world-class customer service skills
    A key aspect of the customer relationship advocate role is customer service. Be ready to share specific examples and stories about how you’ve gone above and beyond for someone, de-escalated a situation, or weathered difficult conversations.
  6. Highlight your motivation, openness, and adaptability
    Completing the Licensing Accelerator Program and getting your Series 7 and 63 licenses demands that you be a self-starter. Show how you can be coached and are open to feedback. Spotlight your ability to handle fast-paced environments and high-stress situations.

Find your Fidelity with our Licensing Accelerator Program and kickstart your finance career

Participating in Fidelity’s Licensing Accelerator Program positions you for a career in finance and at Fidelity. Whether you’re a student or a career changer, Fidelity gives you the tools you need to help others and yourself.

“I had a positive experience and a great outcome. Fidelity is a great company to work for, and I hope they’ll want to keep me around forever,” said Eric.

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