Investment Company & Variable Contracts
What to learn: Client products, risks, disclosure and suitability.
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ACADEMY / FINANCIAL CAREERS
Military experience can translate into client service, trading, research, banking and operations. Start with the fundamentals, then choose a role that fits your strengths.
Explore the roles ↘01 / START HERE
Learn products and risks, market structure, regulators and prohibited practices. FINRA says people 18 or older may take the SIE before a job offer, and a passing result is valid for four years.
FINRA's military SIE guide ↗02 / CHOOSE A DIRECTION
Academy skill topics organized around FINRA's role specific exams. Read each official exam page for its current scope and requirements.
What to learn: Client products, risks, disclosure and suitability.
See FINRA exam ↗What to learn: Securities, markets, orders and client account responsibilities.
See FINRA exam ↗What to learn: Offering documents, partnership structures and investor risks.
See FINRA exam ↗What to learn: Market structure, trade handling and execution controls.
See FINRA exam ↗What to learn: Valuation, due diligence, transactions and financing.
See FINRA exam ↗What to learn: Private placements, exemptions and disclosure.
See FINRA exam ↗What to learn: Financial modeling, research methods and professional ethics.
See FINRA exam ↗What to learn: Trade lifecycle, reconciliation, records and operational risk.
See FINRA exam ↗03 / KEEP LEARNING
Third party learning resources. Fundrise and RealtyMogul describe their own platforms and offerings; inclusion is not an endorsement or investment recommendation. Compare their claims with independent sources and the offering documents.
Open the full financial learning library →VETERAN EDUCATION BENEFITS / VERIFY FIRST
VA may reimburse eligible licensing and certification tests and approved prep courses through qualifying education benefits. Test approval, benefit eligibility, remaining entitlement and prep-course rules matter. Search the specific test on VA's site before paying, and keep the receipt and test result for a potential claim.
Review VA rules and search approved tests ↗04 / NEXT STEP
Aim High Hero Academy can teach concepts and practical skills. It does not issue FINRA qualifications or authorize securities activity. FINRA explains that registration requires association with a broker dealer and the appropriate qualification exam after the SIE.
Review military SIE steps ↗