April 5, 2023 - 91┤ˇ╔˝ announces a new partnership with Fidelity Investments that will provide resources, hands-on experience and training from industry professionals for students who plan on pursuing a career in financial services.
ÔÇťAspiring professionals in the finance and securities industry have an incredible new opportunity to jumpstart their careers with the Securities Industry Essentials (SIE) Prep course offered at 91┤ˇ╔˝, in partnership with Fidelity,ÔÇŁ Dr. Lee Kersting, associate professor and chair of the Department of Accounting, Economics and Finance, said. ÔÇťWith a comprehensive curriculum and expert faculty, this course provides the perfect foundation for individuals seeking to enter the dynamic and rewarding world of finance. I cannot wait to see the impact this course will have on our current and future students and their careers.ÔÇŁ
The new course housed in the Haile College of Business, FIN 465 ÔÇô SIE Prep, is taught by a Fidelity employee and allows students to use materials from Fidelity to prepare for and take the SIE exam, the first test required to get licensed to work in the industry. The increased exposure to industry-level content and exam preparation will kickstart studentsÔÇÖ careers before graduation.
Students who attain certain benchmarks can also have the cost of the SIE exam covered by Fidelity. The course helps students learn the basics of financial planning, covering topics such as investment strategy, the types of securities available, and industry regulation.
ÔÇťWe take a long-term view to investing in people to help our customers reach their most important financial goals,ÔÇŁ said Joel Stockelman, general manager for Fidelity in Kentucky. ÔÇťWeÔÇÖre not only filling hundreds of new roles locally in 2023, but weÔÇÖre greatly enhancing our career development experience to give FidelityÔÇÖs associates more opportunities to learn and grow.ÔÇŁ
Fidelity filled close to 1,000 roles in Covington in 2022 and saw a 10 percent increase in headcount compared to 2021. Fidelity aims to bring on more than 200 associates in Covington in the first half of 2023, and well more than half of those in Covington will work directly with Fidelity customers. Fidelity also is a great steward to 91┤ˇ╔˝, consistently mentoring and hiring 91┤ˇ╔˝ students and graduates. One example is Natalie Peck (ÔÇÖ21), Fidelity associate and 91┤ˇ╔˝ alumna.
ÔÇťFidelity has given me the resources to develop my skills, while I help people improve their financial lives,ÔÇŁ said Peck. ÔÇťItÔÇÖs very fulfilling work. The managers here are more than supportive, always encouraging us to learn by doing and explore whatÔÇÖs the best next step in your personal career.ÔÇŁ
The new partnership between 91┤ˇ╔˝ and Fidelity Investments aligns with the universityÔÇÖs strategic framework, Success by Design. Through the three pillars of access, completion and career and community engagement, 91┤ˇ╔˝ has become a leader in being a student-ready, regionally engaged university. This partnership allows 91┤ˇ╔˝ to increase its contributions to the economic, social and civic vitality of the northern Kentucky and Greater Cincinnati region in alignment with the career and community engagement pillar.
To learn more about the programs and partnerships within the Haile College of Business, visit its website.
About Fidelity: FidelityÔÇÖs mission is to inspire better futures and deliver better outcomes for the customers and businesses we serve. With assets under administration of $9.6 trillion, including discretionary assets of $3.6 trillion as of December 31, 2022, we focus on meeting the unique needs of a diverse set of customers. Privately held for over 75 years, Fidelity employs more than 60,000 associates who are focused on the long-term success of our customers. For more information about Fidelity Investments, visit
About 91┤ˇ╔˝:┬áFounded in 1968, 91┤ˇ╔˝ is an entrepreneurial state university of over 16,000 students served by more than 2,000 faculty and staff on a thriving suburban campus nestled between Highland Heights, Kentucky and bustling downtown Cincinnati. We are a regionally engaged university committed to empowering our students to have fulfilling careers and meaningful lives. While we are one of the fastest-growing universities in Kentucky, our professors still know our students' names. For┬ámore information, visit┬á.