Next Gen Development
About the Quad-A SIE Program – Read Before You Apply
The Association of African American Financial Advisors (Quad-A) is proud to offer the Securities Industry Essentials (SIE) Program, designed to equip participants with the knowledge, tools, and support necessary to pass the SIE exam and take the first step toward a successful career in financial services.
This is a rigorous and high-touch program that requires serious commitment. Please review the expectations below carefully before submitting your application.
Program Expectations
To ensure a successful experience, all participants are required to:
- Dedicate at least 5 hours per week to study and preparation
- Complete all assigned coursework, quizzes, and mock exams
- Attend all mandatory virtual cohort meetings and check-ins, including:
- Kickoff Call – January 12, 2026 at 12:30 PM CST / 1:30 PM EST
- Weekly 60-minute cohort meetings (Every Monday from 12pm – 1pm ET)
- Engage fully with your cohort community and program sponsor
- Maintain a minimum 80% score on all required quizzes and exams
- Sit for the official SIE exam between February 19 – March 9, 2026
Disclaimer
- Program participation does not guarantee exam success or future employment.
- Quad-A reserves the right to modify or cancel the program as needed.
Quad-A’s Next Gen Development is your launchpad into financial services and wealth management. We connect students and career changers with internships, entry-level roles, scholarships, and free learning resources—plus real mentorship and networking with industry leaders.
Our mission is simple: equip you with the skills, coaching, and community to pass key milestones (like the SIE), land opportunities, and build a career in advisory and wealth.
Cultivating the Next Generation of Financial Leaders
About the Quad- A SIE Program- Read Before You Apply
Program Expectations
To ensure a successful experience, all participants are required to:
- Dedicate at least 5 hours per week to study and preparation
- Complete all assigned coursework, quizzes, and mock exams
- Attend all mandatory virtual cohort meetings and check-ins, including:
- Kickoff Call – January 12, 2026 at 12:30 PM CST / 1:30 PM EST
- Weekly 60-minute cohort meetings (Every Monday from 12pm – 1pm ET)
- Engage fully with your cohort community and program sponsor
- Maintain a minimum 80% score on all required quizzes and exams
- Sit for the official SIE exam between February 19 – March 9, 2026
Disclaimer
Participation in the Quad-A Securities Industry Essentials (SIE) Program is intended to provide educational support and resources to help candidates prepare for the SIE exam. However, successful completion of the program does not guarantee a passing score on the SIE exam or offer any assurance of future employment opportunities in the financial services industry.
The Association of African American Financial Advisors (Quad-A) reserves the right to modify, postpone, or cancel any part of the program at its sole discretion, including program content, schedules, or participant requirements, without prior notice.
All participants are expected to meet the outlined program expectations to remain in good standing throughout the duration of the program.
Cultivating the Next Generation of Financial Leaders
Launch your career in finance with Quad-A’s Next-Gen Program.
Ready to start your journey in financial services?
Join a Next-Gen SIE Cohort — a fully funded pathway for students and career changers to prepare for the Securities Industry Essentials (SIE) Exam, connect with mentors, and unlock access to internships, scholarships, and top firms shaping the future of finance.
Internships and career early career opportunities
Start building your future in finance today.
Through Quad-A’s Next Gen network, students and career changers gain access to internships, entry-level roles, and employer partnerships across leading firms in wealth management and financial services.
We work closely with our partner firms to match diverse, motivated talent with real-world opportunities that turn classroom knowledge into hands-on experience. Whether you’re preparing for your SIE exam or ready to launch your first role, Quad-A helps you step confidently into the industry.
Why Choose a Career in Wealth Management or the Financial Services Industry?
A career in wealth management or in the financial services industry as a whole offers numerous advantages and opportunities for personal and professional growth. As a wealth management professional, you will have the chance to make a meaningful impact on individuals and families by helping them achieve their financial goals. Additionally, this industry offers competitive compensation, a dynamic work environment, and the potential for career advancement.
Quad-A’s Career Resources
1. Quad-A’s Mentorship Program: Take advantage of our mentorship program, where you can connect with experienced professionals who can provide guidance, advice, and industry insights to help you navigate your career path.
2. Quad-A’s Job Board and Internship Opportunities: Explore Quad-A’s job board to find job openings and internship opportunities within the wealth management sector. Click here to view openings.
3. Professional Development Workshops/Career Fairs: Attend Quad-A-hosted workshops and seminars designed to enhance your professional skills, broaden your industry knowledge, and provide networking opportunities.
Become Part of Quad-A’s Next Gen
The Association of African American Financial Advisors (Quad-A) Next Gen Development program is a year-round program for students and career changers. Its goal is to empower the next generation of financial professionals by providing education, mentorship, and networking opportunities. Quad-A aims to increase diversity within the financial services industry by supporting individuals from underrepresented communities in their pursuit of careers in finance.
Through access to resources, industry insights, and connections with experienced professionals, Quad-A helps students and career changers navigate their career paths and achieve long-term success in the financial advisory field.
Programs & Resources
SIE Program
Applications close May 8, 2025
Wealth Career Symposiums & Workshops
Held during our regional and national conferences, these symposiums aim to
provide diverse students with valuable insights into various finance and financial advisor career paths, networking opportunities with recruiters/industry professionals, and practical advice on career development.
Mentorship
Take advantage of our mentorship program, where you can connect with experienced professionals who can provide guidance, advice, and industry insights to help you navigate your career path.
Internship & Early Career Opportunities
Explore Quad-A’s job board to find job openings and internship opportunities within the wealth management sector
Our University Partners
