When to take the SIE?

Just received a SA offer from a MM a few days ago.

I'm wondering when should I be taking the SIE exam?

Should I take it this year just to be safe or leave that until months before starting FT?

6,054 WSO Academy Investment Banking Session Reviews: 4.82/5

Class of '29 May 2026 Cohort

5.00/5

Investment Banking Other

“he is really helpful by telling me what way should I read market news, and I think overall is good. However, I'd wish him can go over a market news with me, but he didn't do that. Overall, it's fine and helpful and learning market news is crucial for me, and I think our academy can put this as a course for people to learn how should we read and how can we articulate that, pitch that during an interview. This should be composed as an offcial course to learn, so I think we can really do that to improve.”

Class of '27 Sep 2026 Cohort

5.00/5

Investment Banking Career Roadmap (optional)

“Brandon is an extremely insightful mentor. He has been very honest and transparent with all of my questions and concern, whether that was just about general aspects of banking and sales and trading, behavioral interviews, and technical aspects of the interview process - and following up the information he would provide or inform you were to take a deeper dive into the info. Overall a very positive mentor and I would definitely recommend him moving forward and will most definitely be booking more sessions with him.”

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When to take the SIE?

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When to take the SIE?

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