Paths
Find your path by choosing a route based on beginner, investor, exam, professional, or compliance context.
Training Paths
Beginner Start with plain-English investing, trading, market, and risk foundations.
Plain-English Definition
The Beginner path is for users who need the basics before moving into products, orders, charts, or compliance.
Why It Matters
A clean foundation makes the rest of the simulator easier to understand and keeps new learners from jumping into advanced topics without context.
How It Works
This path moves from core terms into basic market structure, product awareness, order review, risk habits, and simple compliance boundaries.
Who This Fits
New learners, students, first-time investors, and users who want the simulator in plain English before choosing a specialized role.
Qualifications
No license, degree, account type, or professional credential is required for this educational path.
Tools and Resources
Glossary, Learn section, basic labs, order examples, risk examples, and plain-English review prompts.
Check Your Understanding
What should a beginner understand before placing any kind of order?
Self-Directed Investor Learn how independent investors think through products, orders, risk, and account decisions.
Plain-English Definition
A self-directed investor makes their own decisions without relying on personalized advice from the platform.
Why It Matters
Self-directed users still need education, boundaries, risk awareness, and clear process checks.
How It Works
This path focuses on research habits, product understanding, order review, account rights, risk controls, and decision discipline.
Who This Fits
Independent investors, retail users, learners managing their own decisions, and users comparing products or order choices.
Qualifications
No professional license is required. A real brokerage or retirement account may require separate third-party approval outside this simulator.
Tools and Resources
Brokerage research tools, product documents, risk disclosures, watchlists, order tickets, tax records, account settings, and educational resources.
Check Your Understanding
Why does self-directed not mean risk-free?
Day Trader Review fast-moving order, price, timing, risk, and discipline concepts.
Plain-English Definition
The Day Trader path focuses on short-term trading concepts, timing, execution awareness, and risk control.
Why It Matters
Short timeframes can increase pressure, mistakes, losses, and exposure to rapid market movement.
How It Works
This path emphasizes order types, liquidity, spreads, chart context, volatility, risk limits, review discipline, and mistake control.
Who This Fits
Active traders, simulated day-trading learners, chart-focused users, and users practicing order timing and review habits.
Qualifications
No license is required to study. Real day trading may require brokerage approval, margin approval, minimum equity rules, and platform-specific permissions.
Tools and Resources
Charts, market data, order tickets, watchlists, risk limits, trade journal, alerts, news feed, and brokerage platform controls.
Check Your Understanding
Why does timing matter more in short-term trading?
Business Owner Connect financial products, accounts, liquidity, and risk to business decision context.
Plain-English Definition
The Business Owner path frames investing and trading concepts around business needs, cash flow, reserves, liquidity, taxes, and operating risk.
Why It Matters
Business owners often make financial decisions with different constraints than personal investors.
How It Works
This path reviews account context, product purpose, liquidity needs, risk tradeoffs, authority, documentation, and decision boundaries.
Who This Fits
Owners, operators, founders, finance leads, and learners thinking about business cash, reserves, and account decisions.
Qualifications
No license is required to study. Real business accounts may require entity documents, tax identification, authorized signers, and brokerage or bank approval.
Tools and Resources
Business bank records, brokerage account documents, cash-flow forecasts, product disclosures, tax professional input, accounting software, and authorization records.
Check Your Understanding
Why might liquidity matter differently for a business owner?
Advisor Support Study adviser context, fiduciary duty, documentation, recommendations, and client review.
Plain-English Definition
RIA staff support adviser workflows where fiduciary responsibility, client context, documentation, and recommendation discipline matter.
Why It Matters
Adviser-side work requires careful attention to client profile, conflicts, best interest, records, and recommendation boundaries.
How It Works
This path connects client review, fiduciary concepts, suitability-style thinking, disclosures, documentation, supervision, and communication habits.
Who This Fits
RIA operations staff, adviser support staff, compliance assistants, planning assistants, and users studying advisory workflow.
Qualifications
Requirements vary by role. Some support roles may require no securities license, while adviser representative roles may require exams, state registration, firm supervision, or professional credentials.
Tools and Resources
CRM, client profile records, IPS documents, planning software, disclosure documents, compliance checklists, notes, review logs, and supervisory systems.
Check Your Understanding
Why does client context matter in adviser workflows?
Broker Support Review brokerage workflow, market access, order handling, disclosures, and support boundaries.
Plain-English Definition
Broker staff help customers access markets, accounts, products, order workflows, disclosures, and support channels.
Why It Matters
Brokerage roles require clear boundaries between education, support, execution, recommendations, and supervision.
How It Works
This path covers orders, product access, customer context, communication limits, disclosures, account authority, and review steps.
Who This Fits
Brokerage support staff, registered representatives, operations staff, trading desk support, and users studying broker-dealer workflow.
Qualifications
Requirements depend on the role. Some support roles may not require a license, while representative roles may require SIE, Series 7, Series 63, Series 6, firm sponsorship, registration, and supervision.
Tools and Resources
Order systems, CRM, account records, disclosure libraries, call notes, supervisory tools, market data, product documents, and ticketing systems.
Check Your Understanding
Why should brokerage support avoid drifting into unapproved advice?
Compliance Focus on supervision, disclosures, documentation, exceptions, and review procedures.
Plain-English Definition
Compliance staff monitor whether people, records, workflows, communications, and exceptions stay within required rules and internal procedures.
Why It Matters
Compliance review helps prevent errors, protect customers, preserve records, and reduce operational risk.
How It Works
This path emphasizes disclosures, exception review, escalation, documentation, communication review, audit readiness, and supervision.
Who This Fits
Compliance analysts, supervisors, review staff, operations control staff, and users studying rule-based review workflow.
Qualifications
Requirements vary. Some roles may require firm training only, while others may require securities licenses, principal exams, compliance experience, or legal/regulatory background.
Tools and Resources
Surveillance systems, exception reports, disclosure logs, communication review tools, audit trails, policies, procedures, ticketing systems, and regulatory records.
Check Your Understanding
Why is a clean record important during review?
SIE Prepare for broad securities industry concepts using structured plain-English review.
Plain-English Definition
The SIE path introduces general securities industry concepts, products, markets, risks, accounts, prohibited conduct, and rules.
Why It Matters
SIE preparation needs broad understanding before more specialized licensing topics.
How It Works
This path organizes foundational topics into product, market, customer, risk, order, and rule sections.
Who This Fits
Exam candidates, students, career changers, and users preparing for entry-level securities industry concepts.
Qualifications
The SIE itself does not require firm sponsorship, but passing it alone does not authorize someone to conduct securities business.
Tools and Resources
Exam outline, glossary, practice questions, product summaries, market structure notes, risk notes, and rule review.
Check Your Understanding
Why does SIE preparation start broad before going deep?
Series 6 Review investment company products, customer context, communication, and suitability basics.
Plain-English Definition
The Series 6 path focuses on product and customer concepts often tied to packaged investment products.
Why It Matters
Users need to understand product structure, risk, disclosures, and customer fit.
How It Works
This path connects mutual funds, investment company products, customer profile, suitability concepts, communication boundaries, and documentation.
Who This Fits
Series 6 candidates, financial services trainees, insurance-linked product learners, and users studying packaged product workflows.
Qualifications
A real Series 6 registration requires passing required exams, firm sponsorship, registration, and compliance with applicable rules.
Tools and Resources
Product prospectuses, fund documents, customer profile records, disclosure forms, training materials, and suitability review checklists.
Check Your Understanding
Why does product structure matter for Series 6 topics?
Series 7 Study broader representative concepts across products, accounts, orders, risk, and customer needs.
Plain-English Definition
The Series 7 path covers a wider range of securities products, account handling, order workflow, customer context, risk, and representative boundaries.
Why It Matters
A broader representative role requires broader product, market, risk, account, and process awareness.
How It Works
This path links markets, products, options basics, customer profile, order handling, account rights, suitability-style review, and supervision concepts.
Who This Fits
Series 7 candidates, broker-dealer trainees, registered representative learners, and users studying broad representative workflows.
Qualifications
A real Series 7 registration requires SIE, firm sponsorship, passing the exam, registration, and ongoing supervision.
Tools and Resources
Exam outline, product documents, order systems, customer profile records, option disclosure materials, supervisory checklists, and risk notes.
Check Your Understanding
Why does Series 7 require both product knowledge and customer context?
Series 63 Review state law, ethics, registration, prohibited conduct, and communication boundaries.
Plain-English Definition
The Series 63 path focuses on state securities rules, ethical conduct, registration concepts, prohibited practices, and communication boundaries.
Why It Matters
Users must understand conduct standards, registration concepts, and prohibited practices even when no trade is placed.
How It Works
This path organizes state-level rule concepts into plain-English sections around ethics, authority, disclosure, communication, and prohibited conduct.
Who This Fits
Series 63 candidates, representative candidates, advisory or brokerage learners, and users studying rule and ethics concepts.
Qualifications
Real registration requirements depend on state, firm, role, exam status, and applicable regulatory rules.
Tools and Resources
State rule outlines, ethics summaries, disclosure examples, communication review notes, registration records, and prohibited conduct checklists.
Check Your Understanding
Why do conduct rules matter even when no trade is placed?
Zero To Hero Move from first concepts to structured simulator confidence step by step.
Plain-English Definition
Zero To Hero is a guided route from beginner concepts into practical simulator workflows across products, orders, risk, compliance, and review.
Why It Matters
Some users need a complete route instead of choosing isolated topics.
How It Works
This path starts with basic definitions, then moves into products, markets, orders, charts, risk, client context, compliance, and live sprints.
Who This Fits
Users who want the full simulator tour, new learners, career changers, exam explorers, and anyone who wants a structured route.
Qualifications
No credential is required. This is an educational route, not a licensing credential.
Tools and Resources
All core simulator sections, glossary, labs, path workstations, quizzes, local progress, and reset controls.
Check Your Understanding
Why is a guided sequence useful for a new learner?
Correct Trade Simulator is an educational training environment. It does not provide investment advice, trade execution, custody, fiduciary services, or personalized recommendations.