FINRA’s Series 7 Prep Course

This course is best suited for students who are within 45-days of testing (regardless of which attempt). The cost is $600 for a private, 1:1 engagement. Should you have 2+ people interested in going through the course together, we do offer group discounted rates.

Call it a “passion project”, but we enjoy hosting Series 7 preparation courses on top of our usual coaching & consulting engagements. This short-term training program is tailored to anyone actively studying for FINRA’s Series 7 General Securities Representative Exam.

Logistics:

  • Four weekly virtual 1:1 sessions to cover our pre-set agendas (75-min each)

  • One final virtual review session to cover last minute questions (30-min)

  • Clear “homework” for each session to solidify understanding.

  • Recommendations on how to take the test.

Pre-Set Agenda:

  • Week One: Exam/Training Overview & Individual Bonds

  • Week Two: Options & Short Selling

  • Week Three: Margins & Math

  • Week Four: Tax, Suitability, & Test-Taking Strategy

  • Week Five: Final Review