Obtaining Your Securities License

To become licensed to sell securities, you must pass all regulatory required exams. Preparation for these exams is provided by our proprietary Study for Success program. Edward Jones is a recognized leader in training new Financial Advisors.

Everything you need to succeed
Study for Success is a six-week, home-study course. You will study full time and be compensated on a bi-weekly basis. We provide you with comprehensive study materials, practice tests, a laptop computer and printer, videotapes and a series of mailings to help you along the way. These materials cover everything you need to know in order to pass the Conduct and Practices Handbook (CPH) and Insurance Exams. In addition, an Edward Jones Study for Success Trainer will work closely with you and monitor your progress throughout your home-study program. A training team is always on hand to answer your questions.

At first review, the volume of information may seem overwhelming. Preparation for the exams is challenging and must be taken very seriously. It is more difficult than the real estate licensing exam, but it is not the equivalent to sitting for CA or bar examinations. Trainees commit a minimum of 45 hours of study each week over a seven-week period in preparation for the exams. With an organized and committed study plan, you will find the information manageable. Historically, nearly 90 out of 100 Edward Jones trainees pass the examinations, compared to 66% for the rest of the industry. You have one chance to pass the exams; failure to pass it is generally caused by insufficient study time. You must pass these tests to become an Edward Jones Financial Advisor.

To get a more in-depth look at our proven seven-step process for success:
View our multimedia training stair-step

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