
How passing the SIE signals that you’re serious about a finance career





Raquel Rojano is an early-career professional looking to build her career in the financial services industry.
I decided to take the SIE because I wanted to advance my career toward becoming a financial advisor and accredited investor. A lot of my motivation came from my long-term personal and professional goals. I knew the exam would be an important first step toward building a career in finance, so I wanted to challenge myself and start moving in that direction.
Finding the right balance and routine
The biggest challenge during my prep was definitely time management. Balancing a full-time job, studying, and a personal life was difficult, especially because some of the material was hard to fully understand and required multiple reads. There was also a huge amount of content to cover, and I often felt pressure to learn everything quickly so I wouldn’t forget it by the time I took the exam.
To balance studying with everything else, I tried to combine activities whenever possible. For example, I would listen to the audiobook while at the gym or take quizzes during downtime. At the same time, I realized that uninterrupted study time was the most effective for me, so I had to intentionally build studying into my work schedule and prioritize it over other activities for a while.
My routine became much more structured as the exam got closer. I made sure to set aside at least 1 hour during my workday for studying or taking quizzes. During the last three weeks before the exam, most of my evenings were spent studying, sometimes for as long as five hours if I knew I had plans or commitments on the weekend. It wasn’t always easy, but creating a consistent routine helped me stay on track.
Gaining confidence through realistic practice questions
The most helpful tools for me were definitely the quizzes and practice exams, especially because of the instant feedback. Instead of simply telling me an answer was wrong, the explanations helped me understand why it was wrong, which made it easier to retain the information and improve over time.
Going into the test, I definitely felt nervous, but reviewing my notes and taking practice exams helped me feel more prepared and confident. By the time test day came around, I trusted the work I had put in and tried to stay calm.
Engaging study tools improve retention
Achievable played a huge role in helping me prepare for the exam. One thing that really stood out to me was how the platform appealed to different learning styles. There was a textbook, an audio player option, problem examples, video walkthroughs of problems, and thousands of practice questions with detailed explanations. Having multiple ways to learn the material made it easier to stay engaged and understand difficult concepts. The platform's flexibility also made it easier to fit studying into my busy schedule.
Now that I’ve passed the SIE, I’m focused on continuing to grow my career in finance and working toward becoming a financial advisor. I’m also taking some time to celebrate finally being done with the exam and appreciating all the work that went into reaching this milestone. I plan to use Achievable to prepare for my next exam.

