Series Exams Timeline
Does anyone know what the timeline looks like for taking the series exams and if we are expected to study during analyst training? The information we've gotten so far is only which exams we'll have to take (SIE, 7, 63) but no details on if we should start preparing beforehand. Any information/advice would be great.
Thank you
At my platform, analysts and associates are expected to have passed the SIE by training start dates. Materials provided well before the summer months. 63 and 79 studying is set to occur during the month dedicated to onboarding. This seems to be consistent across platforms but is ultimately a firm-level decision made by HR teams.
In BB it is likely that analyst training course will include regulatory exam courses. So you don't need to prepare it beforehand, just follow courses and most of them take it after that around the same time before joining the desk officially. Traders need to take a couple of more and study yourself for those and take it like in first 3months
Thank you for your responses! My firm just told us we'll have to take the sie, 7, and 63 but have not mentioned any other exams. Also from what I've heard s&t analysts at BB don't hit the desk until September. What does training consist of? Especially interested on the technical training. Any modeling, excel, bloomberg? It seems like the training period is 6+ weeks so I'm curious what that period consists of. Thanks so much!
Are you gonna join sales or trading? also depends on which firm you join. Usually it's gonna be reg exam studies and basic finance training.
I'm doing trading at a BB in new york. So if training simply covers basic finance I'm assuming the more technical tasks you learn on desk?
yeah most likely. You need to take few more series exam based on what your desk trades
are u in markets at barclays? if so, dm me
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