Securities Training Corp.
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.
- Company typePrivate
- Founded1969
- HeadquartersNew York, United States
- Headcount51–100
- GTM typeB2B and B2C
- OfferingServices
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.
Securities Training Corp. firmographics
Firmographics- 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
Securities Training Corp. industry classification
Industry- 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
Where Securities Training Corp. is headquartered
LocationHeadquarters
- HQ city
- New York
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
Securities Training Corp. business model
Business model- GTM type
- B2B and B2C
- Offering type
- Services
- Cost components
- Personnel, Technology or R&D, Marketing or Sales, Operations, Others
Revenue model
- 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.
- 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.
- College Program Licensing: Sponsoring firms pay $5,000 annual fee covering setup, support, professor/student access, and ongoing program updates for university partnerships.
- 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
| Model | Billing | Price |
|---|---|---|
| One time/ perpetual license | Pay-as-you-go | Standard, Premier, and Premier Plus exam prep packages available at varying price points |
| Subscription | Pay-as-you-go | Insurance CE state-specific packages |
| Subscription | Annual | College Program corporate sponsorship |
Go-to-market motion4 records
Distribution channels6 records
Marketing channels7 records
Securities Training Corp. product offering
Product offeringCore 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
Companies that use Securities Training Corp.
Customer profileNamed customers4 records
Segments4 records
Ideal customer profiles4 records
Securities Training Corp. technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Feature5 records
Securities Training Corp. partnerships and signals
Strategic signalPartnerships
Four partnerships are on record, tiered core.
- Wells FargocoreWells 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 JonescoreEdward Jones is a corporate sponsor of STC's General Securities College Program, supporting university partnerships and student recruitment for employment opportunities.
- XCEL SolutionscoreXCEL 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 GroupcoreSecurities 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
Securities Training Corp. competitors and assessment
Company assessmentDirect 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
Securities Training Corp. social profiles
Digital presenceSecurities Training Corp. financial estimates
Financial estimateRevenue estimate
Valuation estimate
Securities Training Corp. leadership team
Management profileNumber of profiles
Profiles1 record
Securities Training Corp. funding detail
Funding detailFunding overview
Funding rounds1 record
Investors1 record
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Securities Training Corp. M&A and investment
M&A and investmentM&A1 record
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Securities Training Corp.
What does Securities Training Corp. do?
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.
Is Securities Training Corp. a public or private company?
Securities Training Corp. is a private company. It is classified as corporate owned and is currently operating.
When was Securities Training Corp. founded?
Securities Training Corp. was founded in 1969. It employs 51 to 100 people.
Where is Securities Training Corp. based?
Securities Training Corp. is headquartered in New York, United States, in the North America region.
How does Securities Training Corp. make money?
Four revenue lines are on record. Individual Exam Prep Courses are the primary driver. The others are insurance Continuing Education, college Program Licensing and corporate Training Solutions.
Who are Securities Training Corp.'s main competitors?
Direct peers on record are Kaplan Financial Education, Pass Perfect, Securities Institute of America, Knopman Marks Financial Training, Wiley Efficient Learning, XCEL Solutions, McKissock and 360training. Broad incumbents are Becker Professional Education and Colibri Group.
Does Securities Training Corp. have an API?
No public API is recorded for Securities Training Corp..
What industry is Securities Training Corp. in?
Securities Training Corp.'s product category is Professional Securities Licensing Training. Its primary akta.pro industry code is EDANAIAJ, Securities & Investment Licensing Exam Prep (FINRA Series 7/63/65/66, SIE), with a secondary code of EDABALAK, Financial Services (Non-Banking). Its NAICS code is 611691 and its SIC code is 8200.