Pangolin Edge Pangolin Edge

Free download · PDF · 22 pages

SIE Exam Cheat Sheet

A free 22-page review of every high-yield concept on the FINRA SIE — built for the last week before your exam.

Last checked against FINRA

No signup. No email. The download is free.

What's inside

  • Capital markets and offerings essentials
  • Equity and debt product summaries
  • Options basics with breakeven formulas
  • Customer accounts and Reg T cash/margin rules
  • Trading mechanics including T+1 settlement and ex-dividend timing
  • Regulatory framework: SEC, FINRA, MSRB, SIPC, AML
  • Reg BI vs suitability quick reference
  • Common SIE exam traps grouped by domain

Who this is for

Final-week test takers

You've covered the material. You need one document that consolidates everything so you can review it on the train, the morning of, or the night before.

Career changers & college students

Coming to securities for the first time? The cheat sheet groups the vocabulary so you stop confusing similar terms (Reg T vs Reg BI, MSRB vs SEC, GNMA vs the GSEs).

Retakers diagnosing weak domains

If your first attempt was close, the cheat sheet helps you isolate which domain dragged the score and review just that section in depth.

Inside the cheat sheet

SIE cheat sheet preview — Recent Rule Changes (T+1 settlement, dividend dates, equity option exercise, Treasury bill maturities)
SIE cheat sheet preview — Products & Their Risks domain (44%): equity securities, preferred stock subtypes, liquidation priority, dividend dates
SIE cheat sheet preview — Knowledge of Capital Markets domain (16%): market structure, types of offerings, regulatory entities, Securities Act exemptions

Frequently asked questions

Is the cheat sheet really free?

Yes — completely free, no email or signup required. Pangolin Edge does not collect emails. The cheat sheet is a direct PDF download.

How current is it?

Reviewed against the current FINRA SIE outline as of May 25, 2026. The cheat sheet reflects T+1 settlement, the 2026 Gifts Rule update, and the 2025 unscored-question count change (5 unscored, 75 scored, 80 total).

Will the cheat sheet alone get me through the SIE?

No. The cheat sheet is a high-yield review document, not a course. It works best after you have studied the material and want a single page to consolidate it. If you are starting from zero, pair it with the free SIE course slides or our full prep course.

Can I print it?

Yes — it is a standard PDF and prints cleanly on 22 letter-size pages. Many candidates print it, mark it up during study, and carry it to test-prep sessions.

Can I share it with classmates or coworkers?

Yes. Send the link to anyone preparing for the SIE. The cheat sheet is free to use and share for personal exam prep.