I used achievable to pass the 65 a couple of weeks ago and now I want to go get the SIE, how much overlap will the tests have, and will I be able to skip over sections that do overlap?
Hi @Keith_Johnson,
Congrats on passing the Series 65! As you move on to the SIE, you’ll see some familiar topics. Both exams cover areas like basic securities products (stocks, bonds, mutual funds), economic fundamentals, and certain regulatory concepts. However, the SIE is more foundational and introduces the broader securities industry, while the 65 is more focused on advising clients and understanding fiduciary responsibilities.
The SIE will include topics that aren’t emphasized in the 65, such as how trades are executed, the roles of regulatory bodies like FINRA and MSRB, and rules surrounding broker-dealers and customer accounts. So while there’s some overlap, you’ll encounter new material that’s worth reviewing closely.
If you’re using Achievable for the SIE, you can skip over content you’re already comfortable with. The platform is flexible, you can jump around the course, mark lessons as complete, and focus your time on the newer material. You can also start by taking a practice exam to gauge your baseline and let that guide your review. That way, you’ll know exactly which areas to focus on and can streamline your studying while still covering everything you need to succeed.
Hope this helps!
Best,
Mataia