Exam Prep & Securities Training
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Targeted, practical training to help candidates understand the material, prepare with confidence, and move closer to passing their securities licensing exams.
Exam Prep for FINRA, NASAA & CFTC Licensing Exams
Bull & Bear Training helps candidates and firms prepare for securities licensing exams through focused, easy-to-understand training. Whether you are preparing for your first licensing exam, retaking an exam, or arranging training for a team, Pete provides practical guidance built from more than 30 years of securities exam training experience.
Targeted, practical training to help candidates understand the material, prepare with confidence, and move closer to passing their securities licensing exams.
Exam Prep for FINRA, NASAA & CFTC Licensing Exams
Bull & Bear Training helps candidates and firms prepare for securities licensing exams through focused, easy-to-understand training. Whether you are preparing for your first licensing exam, retaking an exam, or arranging training for a team, Pete provides practical guidance built from more than 30 years of securities exam training experience.
Focused support for FINRA, NASAA, and CFTC exam preparation.
Training Built Around the Exams That Matter
Bull & Bear Training provides exam preparation support for candidates working toward securities licensing and registration exams. The training is designed to help candidates cut through confusing material, understand key concepts, and approach the exam with a clearer strategy.
FINRA Exams
Support for candidates preparing for FINRA licensing exams, including the SIE and Series exams.
NASAA Exams
Training support for state securities law and investment adviser exams, including Series 63, Series 65, and Series 66.
CFTC Exams
Targeted preparation for candidates working through futures and commodities-related licensing material.
Firm & Group Training
Training options for firms that need support for registered personnel, new hires, or exam candidates.
How Pete Helps Candidates Prepare
Pete’s approach is designed to simplify the exam preparation process. Instead of overwhelming candidates with more material,
the focus is on helping them understand what matters, how to think through questions, and how to use their study time more effectively.
Clear Concept Breakdown
Difficult exam topics are explained in a practical way so candidates can understand the material instead of simply memorizing it.
Targeted Exam Strategy
Training is focused on the areas that matter most for exam preparation, helping candidates cut through unnecessary confusion.
Question Approach & Confidence
Candidates learn how to approach tricky wording, eliminate wrong answers, and handle exam pressure more effectively.
Flexible Training Options
One-on-one training and classroom sessions can be arranged at convenient times, including evenings, weekends, and early mornings when needed.
Training Options
Support for individual candidates, teams, and firms.
One-on-One Exam Prep
Personalized training for candidates who want direct support, clearer explanations, and a more focused study approach.
Classroom or Group Training
Training can be arranged for firms, teams, or groups of candidates preparing for licensing exams.
Free Saturday Q&A
Pete hosts a free FINRA Securities Exam Success Q&A every Saturday morning at 9 AM Eastern Time.
Why Candidates Choose Bull & Bear Training
Candidates choose Bull & Bear Training because the training is practical, direct, and based on real exam experience. Pete has personally
taken and passed multiple licensing exams, and he has helped thousands of candidates and professionals prepare over the years.
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More than 30 years in securities exam training
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Practical explanations for difficult exam material
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Flexible scheduling for busy professionals
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Independent guidance without bias toward one provider
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Support for individual candidates and firms
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Large archive of student success feedback
Free Resources for Exam Candidates
Bull & Bear Training also provides useful exam preparation resources, including cheat sheets,
workbooks, and study materials for candidates preparing for securities licensing exams.
Cheat Sheets
Quick-reference materials designed to help candidates review important concepts before the exam.
Workbooks
Study support materials for candidates participating in training or review sessions.
Exam Tips & Study Support
Practical guidance to help candidates use their study time more effectively.
Student Success Stories
Bull & Bear Training has a large archive of student feedback from candidates who have prepared for and passed exams
including the SIE, Series 7, Series 63, Series 65, Series 66, Series 9, Series 10, Series 24, and others.
Student Success Stories
Bull & Bear Training has a large archive of student feedback from candidates who have prepared for and passed exams
including the SIE, Series 7, Series 63, Series 65, Series 66, Series 9, Series 10, Series 24, and others.
Preparing for an Exam? Start With a Conversation.
If you are preparing for a FINRA, NASAA, or CFTC exam, or if your firm needs training support for candidates
or registered personnel, contact Pete to discuss the best training option for your situation.
