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The Securities Institute of America, Inc. having amassed a 17 year track record for excellence in securities exam training, became a John Wiley & Sons Partner company in 2013. Founded in 1807, Wiley (NYSE JW-A) is the world’s largest publisher of financial information and one of the country’s largest training providers.
The industry experience of The Securities Institute combined with the John Wiley & Sons brand allows us to offer the most advanced exam prep training in the market. Together we have developed securities training materials that will ensure you pass your exam.
Our training provides a unique blended learning experience to each of our students. We offer customized solutions to each individual based on their personal ability to learn. Students may attend a live instructor-led learning discussion or register for an online interactive course.
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Jeff brings over 20 years of experience as a trader and a trainer to The Institute. Jeff plays a crucial role in the development of The Institute's curriculum and oversees the daily management of our main office. In addition to his management responsibilities Jeff oversaw The Institute's transition to the Wiley brand in 2013. Jeff is highly focused on the development of strategic relationships and the efficient use of technology to deliver the best training experience to our clients.
Trace is universally regarded as one of the best instructors in the business. Joining The Institute in 2005 Trace has made invaluable contributions to our training curriculum. Building on her years of industry experience and tenure with other national training providers Trace helped design countless training programs, our video training courses and highly focused test questions based on student feedback.
Ken's 20 years of experience as an NYSE floor trader and operator of wire booths for Alex Brown and Credit Suisse allowed Ken's career to grow into the role of Chief Compliance officer in charge of 200 traders and registered representatives. Ken's deep industry knowledge allows him to convey the most challenging topics in a way that students easily understand.
Jimmy Brings 17 years of experience as a floor trader and as a wholesale executive to The Institute's team. His deep industry knowledge allows him to easily identify the needs of our corporate clients and to design custom training solutions that often exceed expectations. Jimmy is an extremely outgoing executive keenly focused on client results.