MATERIALS

The following materials are for securities-licensed, registered representatives of TFA.

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GETTING YOUR SECURITIES LICENSE

The TFA Start Up guide is below to help you know the costs of the application and exams required.

Below that, you'll find several securities pre-licensing courses with more information and discounts if applicable.

TFA START UP

This guide helps you understand the costs to becoming a securities licensed agent. When you're ready, make an appointment with your SMD and your nearest TFA Branch Office Manager.

TFA LICENSING ROADMAP GUIDE

This guide helps you understand the license choices to becoming a securities licensed agent. When you're ready, make an appointment with your SMD and your nearest TFA Branch Office Manager.

SIE RESOURCES

FINRA's SIE Practice Exam - Want to practice with questions that will actually appear on the exam? FINRA has online practice exams! LINK

Series 7 Guru - YouTube series that heavily focuses on SIE material: LINK

KAPLAN FINANCIAL EDUCATION

Head to MYWFG.com and login. Use the menu to go to licensing courses. You will find that the WFG discount is already applied because you logged in through MYWFG.com

ExamFX

Head to EXAMFX.com and use discount code: WFG30

OR enter through your MYWFG.com portal and the discount will be already applied.

XCEL + STC

Head to XCEL's sister company STC using this link so the discount is applied: https://www.stcusa.com/referral/wfginvestments/?hsCtaTracking=eb9c88ce-8b31-469e-b274-6cfd30a4e2bf%7C61a04375-eaa9-4382-af5a-5d545ff292bd