Securities Institute of America review
2.7/ 4The textbook house: published question counts, a simple guarantee, and self-study basics at fair prices
Our verdict
Written from our research dossier and the published CHART scores. Evidence basis: No platform demo exists, and the site's free practice exams failed to load when we tested them, so we evaluated from documentation and public materials (July 2026). Scores that require in-platform observation are capped at 3 under our anchor rules.
CHART breakdown
Scores follow the published methodology: five dimensions, four sub-scores each, 1–4 scale.
| Dimension | Average score |
|---|---|
| CContent Format | 2.5 / 4 |
| HHelp & Support | 2.3 / 4 |
| AAdaptivity & Technology | 2.8 / 4 |
| RReadiness Profile | 2.8 / 4 |
| TTotal Value | 3.0 / 4 |
Quick facts
| Exams covered | SIE, Series 7, Series 63, Series 65, Series 66 |
|---|---|
| Price range | $109 to $289 per exam (a-la-carte formats through complete courses) |
| Access duration | 6 months on single-exam products; 12 months on combos |
| Pass guarantee | GreenLight guarantee on qualifying packages: pass their GreenLight exam within 5 days of your actual exam, and a fail earns a refund (100 percent on software-only, less $25 shipping with textbooks) |
| Mobile app | No app; mobile eBooks offered, and the site works well in mobile browsers (checked July 16, 2026) |
| Free trial | No platform demo. The site advertises free sample questions, but the free practice exams failed to load when we tested them (July 16, 2026) |
Packages & pricing
| Package | Price | Access | Includes |
|---|---|---|---|
| SIE | $139 | 6 months |
|
| Series 7 | $149 - $289 | 6 months |
|
| Series 63 | $109 - $149 | 6 months |
|
| Series 65 | $135 - $215 | 6 months |
|
| Series 66 | $124.99 - $199 | 6 months |
|
Strengths & considerations
Strengths
- The only provider we track that publishes its question-bank sizes (5,200 for the Series 7), with unlimited randomized practice and final exams
- The simplest guarantee conditions in the market: pass their GreenLight readiness exam within 5 days of your real exam, and a fail gets your money back. No study-compliance homework
- Genuine format flexibility: buy the complete course, just the textbook and test bank, or just the videos, at entry prices that undercut every provider we track on the Series 65 and 66
Considerations
- There is no live instruction and no real community at any price. Support runs through an AI tutor and a public ask-an-instructor question form with no stated response time
- Access runs 6 months on single-exam products, the web presence feels dated (the free practice exams failed to load when we tested them), and the brand has a thin footprint: near-zero recent candidate discussion and no Trustpilot reviews at all
- The advertised 90 percent pass rate has no published methodology. We evaluated SIA from documentation and public materials rather than inside the platform
Frequently asked questions
Pass their GreenLight readiness exam within 5 days of your actual exam, and if you then fail the real thing they refund your money: 100 percent on software-only purchases, or 100 percent less $25 shipping on packages with printed textbooks. A certified score sheet is required by email. There is no study-compliance homework beyond the GreenLight exam itself (per securitiesce.com, accessed July 16, 2026).
No. The Securities Institute of America, Inc. (securitiesce.com) is a separate firm, founded in the mid-1990s, best known for authoring the Wiley-published securities exam guides. Securities Training Corporation is a different, older company that we review separately (verified July 16, 2026).
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About the author
Brennan KolarSenior Financial Analyst · Founder & Lead Researcher
Brennan Kolar is a Senior Financial Analyst and the founder of the Atlas Index family of research sites, including Atlas CPA Index and Atlas Securities Index. He built the CHART methodology to make exam-prep comparisons transparent: every score traces to a published rubric, and every factual claim carries a source.
Full bio & editorial standards →