JK Financial Education

JK Financial Education

JK Financial Education

Welcome to JK Financial Education! Begin your path to financial mastery with our premier team of instructors. Whether you’re seeking basic financial literacy for students or pursuing a securities license for investment advisory careers, we’re here to guide you. Explore our courses today!

Call us at 847-234-2408 for more information and to discuss your individual needs.

Getting started can be the hardest part.

WHY JK FINANCIAL EDUCATION?

Experience personalized one-on-one instruction tailored to your needs. Benefit from our flexible options – whether we come to you or connect remotely. Our dedicated instructors are committed to your success. At JK Financial Education, we believe in empowering you with financial knowledge to make informed decisions and trust your financial instincts. Unlock your potential today!

 

Courses Include

Practical Finance

Ideal for high school and college students, or anyone wanting to learn the basics of investing in stocks, bonds, mutual funds and unit investment trusts. Includes financial planning techniques using tax advantaged investing methods. Also provides instruction regarding credit card, mortgage and other debt, insurance overview and retirement planning. Give your kids the knowledge to be financially successful!

Securities Industry Essentials Exam Prep-

Those who want to enter the securities industry workforce will need a FINRA Securities Industry Essentials (SIE) license. Instruction includes modules on stocks, bonds, municipal bonds, options, investment company securities, direct participation programs, customer account and trading regulations and all other topics which will appear on the SIE exam. For college students who want to go into the finance industry, this is a perfect way to be more marketable to potential employers. With your SIE license, you will demonstrate you are serious about joining the ranks of financial professionals.

Practical Finance

Perfect for people who want to know more about everyday investing and financial issues. Why should I invest in stocks? Why should I invest in bonds? When should I use these investments? How about mutual funds? How are my taxes calculated? How does insurance work? This course will be available soon! Send us a message if you’re interested and we’ll let you know when it’s available.
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SIE Test Prep Course

This course, broken down into 10 modules will prepare you to take the Securities Industry Essentials Exam. This exam is required if you want to pursue a job in the securities industry. At just $200, it’s less than $20 per course. View the modules and take the exam when you’re ready! Perfect for college seniors who are entering the securities job market! Improve your ability to get a job in the finance industry!
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