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Basic Wisdom was founded in 2016 by Brandon Rith.

Brandon's philosophy is simple: complicated financial concepts can be easily understood when broken down into small, clear, and fun pieces. 

With 18 years of Finance-related experience and 12 years of Licensing expertise, Brandon helped over 2,000 learners successfully pass FINRA/NASAA exams while working for Fidelity Investments. His programs posted pass rates that always exceeded company goals and his students consistently ranked him as a top-tier Facilitator, including a 100% top-box (7/7) rating from 300+ learners from 2016-2018. 

In March of 2018, Brandon left his Principal Facilitator position to focus full-time on Basic Wisdom. After years helping his students make their way through dry and difficult material provided by top vendors, Brandon sought to revolutionize the way the SIE, Series 4, 6, 7, 9/10, 24, 63, 65 and 66 is taught. 

Brandon's accolades include:

  • Over 2,500 successful students in 15 years

  • 100% top-box (7/7 stars) facilitation rating (2016-2018)

  • Hundreds of positive verbatim comments from students

  • Experience with a wide array of licenses (4,6,7,9,10,24,63,65,66)

  • 8x Fidelity Investments Excellence in Action winner for Licensing Facilitation

  • #1 nationally ranked Licensing Facilitator for Fidelity Investments (2015-2016)

  • 2016 Fidelity Investments Learning & Development Coach of the Year Nominee