Securities Training Corp.

What Securities Training Corp. does

Securities Training Corp. (STC), founded in 1969 and headquartered at 222 Broadway, New York, is a provider of financial examination training products and services built around FINRA licensing exams (SIE, Series 3 through 99), insurance pre-licensing and continuing education, investment adviser representative (IAR) continuing education, Firm Element CE, and CFP preparation. The platform combines on-demand video lectures, a comprehensive practice question test bank with detailed explanations, a 24/7 instructor hotline, and an adaptive learning engine that adjusts study plans based on student performance. SCORM-wrapped Firm Element courseware is offered for direct deployment on corporate learning management systems, and live virtual tutoring, classroom instruction, and self-paced online formats are sold in Standard, Premier, and Premier Plus tiers.

STC serves three primary customer segments: individual exam candidates purchasing directly through stcusa.com; more than 3,500 corporate financial institution clients (including top banks and broker-dealers) who license bulk training through a dedicated Corporate Solutions team with student performance tracking; and 80+ colleges and universities that integrate the General Securities College Program into finance curricula, with corporate sponsors such as Wells Fargo and Edward Jones funding student access at an annual $5,000 sponsorship fee. Insurance licensing and CE products are routed through sister company XCEL Solutions under the Colibri Group umbrella, with packages starting at $40 per state.

STC operates as a subsidiary within the Colibri Group (McKissock Investment Holdings, LLC) portfolio of professional training brands. The Colibri ownership — combined with the 2018 acquisition of XCEL Testing Solutions and the 2014-2018 buildout of the College Program — has shaped a multi-channel go-to-market that blends direct-to-consumer self-serve, enterprise field sales, channel partnership, and community-led academic distribution. Public revenue figures have not been disclosed, and the company operates with 51-100 employees in a single US-based headquarters, claiming a 95% first-time pass rate and over 1.5 million professionals trained cumulatively.

Name

Securities Training Corp.

Legal name

Securities Training Corporation

Website

https://stcusa.com

Company type

Private

Founded year

1969

Operating status

Operating

Headcount range

51–100 employees

Short description

Securities Training Corp. provides FINRA securities licensing exam preparation, insurance licensing and continuing education, and CFP training to individual candidates, 3,500+ corporate financial institution clients, and 80+ colleges. It is a Colibri Group portfolio subsidiary headquartered in New York.

Ownership category

akta.pro rank

Product category

Professional Securities Licensing Training

NAICS

Exam Preparation and Tutoring (611691), Professional and Management Development Training (611430)

SIC

Services-Educational Services (8200)

akta.pro primary industry

Securities & Investment Licensing Exam Prep (FINRA Series 7/63/65/66, SIE) (EDANAIAJ)

akta.pro secondary industries

Financial Services (Non-Banking) (EDABALAK), Financial Services & Insurance (FINRA, CFP, IAR, Insurance CE) (EDAAALAJ), Finance, Banking & Capital Markets (EDAAAPAG)

Keywords

• Securities licensing exam prep
• FINRA exam preparation
• Insurance continuing education
• Corporate training solutions
• Financial certification training

Headquarters

HQ city

New York

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

Personnel, Technology or R&D, Marketing or Sales, Operations, Others

Revenue model

1. Individual Exam Prep Courses: One-time purchase of exam preparation packages for specific FINRA exams (SIE, Series 6, 7, 63, 65, etc.) with options for Standard, Premier, and Premier Plus tiers. Includes study materials, practice exams, and access to on-demand content.
2. Insurance Continuing Education: Insurance CE course packages sold through XCEL Solutions partnership, with state-specific packages starting at $40. Revenue shared through referral/partnership arrangement.
3. College Program Licensing: Sponsoring firms pay $5,000 annual fee covering setup, support, professor/student access, and ongoing program updates for university partnerships.
4. Corporate Training Solutions: Bulk training packages for corporate clients including FINRA exam prep, Life and Health education, and continuing education for registered members. Volume-based pricing with performance tracking.

Pricing tiers

Go-to-market motion4 records

Distribution channels6 records

Marketing channels7 records

Core offering

Securities Training Corp. provides professional licensing exam preparation and continuing education for the financial services industry. Its core products are FINRA exam prep courses (SIE, Series 3 through 99), IAR and Firm Element continuing education, insurance pre-licensing and CE delivered via sister company XCEL Solutions, CFP training, and the General Securities College Program for universities. Courses are delivered online (self-paced and live virtual), in classrooms, and through corporate LMS deployment, with three prep tiers (Standard, Premier, Premier Plus) and bulk enterprise offerings.

Product overview

Securities Training Corp. (STC) is a financial services licensing exam preparation company offering a comprehensive platform for securities, insurance, and financial planning education. The core offering consists of FINRA exam prep courses (SIE, Series 3-99), insurance licensing and CE, and CFP training. The product portfolio includes multiple exam preparation packages (Standard, Premier, Premier Plus), combo packages for multiple exams, continuing education programs (IAR CE, Firm Element CE), college/university programs, corporate solutions, tutoring services, and adaptive learning technology. The company also offers complementary insurance products through its sister company Xcel Solutions. Key differentiators include a Pass Guarantee, 95% first-time pass rates, over 300 years of combined instructor experience, and partnerships with over 35 universities and corporate sponsors.

Differentiator

Problem solved

Functional benefit

Brands

• STC General Securities College Program: A college program providing practical securities industry knowledge and Series 7/SIE exam preparation for students.
• XCEL Solutions

Products and services

• SIE Exam Prep

Quantifiable outcome

• 95% first-time pass rate for students using STC exam prep
• +2 more outcomes

Named customers4 records

Segments4 records

Ideal customer profiles4 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature5 records

Partnerships

Four partnerships are on record, tiered core.

• Wells FargocoreStrategic or Co-development PartnerWells Fargo is a corporate sponsor of STC's General Securities College Program, partnering with HBCUs and universities to recruit students who complete the licensing curriculum. The partnership provides a pipeline of qualified candidates for Wells Fargo's financial services positions.
• Edward JonescoreStrategic or Co-development PartnerEdward Jones is a corporate sponsor of STC's General Securities College Program, supporting university partnerships and student recruitment for employment opportunities.
• XCEL SolutionscoreChannel Partner/ Reseller/ DistributorXCEL Solutions is STC's sister company under Colibri Group providing insurance continuing education. STC directs insurance CE customers to XCEL while maintaining brand distinction, with packages starting at $40.
• Colibri GroupcoreOthersSecurities Training Corporation is part of the Colibri Group portfolio of companies and brands. McKissock Investment Holdings, LLC, dba Colibri Group, serves as the data controller for privacy compliance purposes.

Scale indicators7 records

Recent moves6 records

Expansion highlights6 records

Direct peers

• Kaplan Financial Education: Kaplan Financial is the largest direct competitor to STC, offering FINRA Series exam prep, continuing education, and CFP training with a similar multi-channel B2B/B2C model. Operates as part of Kaplan, Inc. and competes head-to-head with STC on the same banks, broker-dealers, and individual candidates.
• Pass Perfect: Pass Perfect is a specialist provider of FINRA Series licensing exam prep (SIE, Series 6, 7, 63, 65, 66, etc.) competing directly with STC in both individual and corporate channels, with similar exam catalog and pass-rate-focused positioning.
• Securities Institute of America: Securities Institute of America provides FINRA exam preparation, continuing education, and firm element training with comparable product breadth and serves a similar corporate and individual candidate customer base as STC.
• Knopman Marks Financial Training: Knopman Marks is a New York-based FINRA licensing prep specialist offering Series 7, 24, 63, 65, 66 prep with live in-person and online instruction, directly competing with STC in the same metro and customer segments.
• Wiley Efficient Learning: Wiley Efficient Learning offers FINRA Series licensing exam prep, CPA review, and other professional certification prep, competing directly with STC on the securities exam side while leveraging the broader Wiley brand and distribution.
• XCEL Solutions: XCEL Solutions is STC's sister company within Colibri Group, providing insurance pre-licensing and CE. Operates as a complementary brand under shared ownership, with STC explicitly directing insurance customers to XCEL.
• McKissock: McKissock is a Colibri Group sibling brand specializing in real estate, appraisal, and home inspection CE. Shares parent ownership and back-office with STC and represents a comparable professional CE business model in an adjacent regulated vertical.
• 360training: 360training is a Colibri Group sibling providing OSHA, HR, and financial services compliance training. While broader in scope, it competes with STC in corporate compliance CE channels and shares corporate customer relationships.

Broad incumbents

• Becker Professional Education: Becker Professional Education is a long-established incumbent in CPA and professional certification prep (now under Adtalem Global Education) with broader scale than STC. Overlaps with STC on the professional certification training market and has the resources to expand into securities licensing if it chooses.
• Colibri Group: Colibri Group is the parent portfolio of professional training brands including STC, McKissock, 360training, and XCEL Solutions. As the holding entity and strategic decision-maker for STC, it directly governs capital allocation, branding, and cross-portfolio strategy.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat7 records

Key risks6 records

Key highlights7 records

Customer concentration

• Xx.com/stcseries7
• Facebookfacebook.com/stcusa
• LinkedInlinkedin.com/company/securities-training-corporation
• Instagraminstagram.com/stcusa

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Funding overview

Funding rounds1 record

Investors1 record

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A1 record

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Securities Training Corp.