Preparing for The Series 7

We’ve talked about the SIE over the last few weeks, and now it’s time to talk about the Series 7, a much bigger and harder test that all financial professionals will need to pass if they want to provide financial services to clients. It isn’t an easy test, but it isn’t impossibly hard either–you just need to know where to focus your energy. And where is that? Read Zolio’s latest for the details.

Being Partners is Challenging, but Rewarding

Like in life, partnerships in business depend on clear communication and knowing the boundaries of what is and is not acceptable behavior. Fortunately, those rules have a century of history in the U.S., which is why all financial professionals are expected to know about GPs, LPs, and DPPs.

The Quick Skinny on Bonds

To dig further into the SIE/Series 7 tests, we discuss many of the major topics in debt markets that, unlike the more familiar stock market, are much more complex and have more far-reaching implications for companies and investors. That’s probably why FINRA likes to test on these topics quite heavily.

FINRA, Licensing Exams, and a Foot in the Door

The fastest way to get noticed if you want to work in the financial industry is easy: take a test. The SIE, to be more precise. What’s the SIE? This week Zolio gently introduces you to where this exam came from, who administers it, and why it can be a golden ticket to get your resume noticed by potential employers.

Database Architecture: A Crash Course

Embark on a journey through database architecture with our latest article–a crash course in setting up a robust database for predictive modeling. From conceptual to physical data
models, discover the steps for a seamless transition from ideas to actionable insights.