30-Day Pilot

Get up to 5 candidates exam-ready in 30 days.

A fixed-fee proof of value for broker-dealers, RIAs, and fintechs. We run the cohort, report to your CCO, and stand behind it with a pass guarantee.

$4,900

flat · one invoice · no procurement gauntlet

seats included

30d

to exam-ready

Pass

guarantee

What’s included

Up to 5 candidate seats (SIE, Series 6, 7, 63, 65, 66)
Kickoff diagnostic + individualized study plan for every seat
Live coaching sessions 2x per week with a licensed principal
Weekly firm-side readiness report to the CCO / COO
Full LMS access: video library, adaptive question bank, mocks
Pass guarantee: free re-enrollment + 50% refund if a seat fails after full attendance

The 30 days

Day 0

Kickoff

MSA + SOW signed, seats provisioned, diagnostic delivered.

Week 1

Baseline

Diagnostic scored, study plans issued, first live coaching block.

Week 2–3

Build

Adaptive practice, weekly mocks, firm-side dashboard live.

Week 4

Exam-ready

Final mock, exam scheduling, readiness sign-off to CCO.

Tell us about your hiring pipeline and licensing pain. If the pilot is a fit, we’ll send an SOW within 24 hours and kick off within 5 business days.

Prefer to self-schedule?

Pick a time directly on our calendar.

Replace the Calendly URL in src/routes/pilot.tsx with your real link.