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Online Class

A real classroom with a real instructor for the modern financial professional

Small group classes led by a seasoned teacher in an interactive virtual environment

Our Courses

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Certified Financial Planner Exam Prep

Instructor-led Small Group Online Classes covering all topics you need to know to pass the CFP exam

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Financial Securities Exam Prep

Instructor-led Small Group Online Classes available for the SIE, Series 7, and other FINRA & NASAA exams

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Training Track for Corporate Groups

Instructor-led Online Classes to get your agents licensed in SIE, Series 6, and Series 63 over a four-month period

Meet Your Instructor

Joe Nissim is a proud graduate of Rutgers University with a Bachelor of Science degree in Finance. After an early life filled with financial difficulties, Joe has dedicated his career to providing sound financial counsel and education to as many people as possible.

An acclaimed instructor, Joe has guided over 500 individuals to pass various finance exams, offering a science-based learning program with intimate, small group online classes.

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Our Successes

10,000+

Sessions with students and finance professionals including one-on-one and small group sessions. 

500+

Exams passed, including the SIE, Series 7, Series 66, CFP, CFA 1, 2, & 3, and more.

100+

Firms represented, including broker-dealers, insurance companies, hedge funds, private equity firms, RIAs, & more.

Course Successes

Sid Misra, CFP

Sid Misra, CFP

Financial Advisor, Beacon Financial Group

CFP Exam

After failing the Certified Financial Planner exam the first time, I knew I had to change my approach. Joe’s approach, much like an actual CFP, is to meet you where you are and to formulate a plan on how to get you to your goals. Joe was very accessible and took the time to make sure I fully understood the material, before moving on to the next topic. Without Joe’s help and guidance, I would not have passed. I am very happy I chose to work with him and have recommended him to many financial advisors in my network.

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Contact Us

Questions? Don't hesitate to reach out. 

Not ready to commit? That's okay. 

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