Description

This 6-hour personalized Series 7 coaching program is designed to help you understand the material, identify your weak areas, and build a focused strategy for preparing for the exam. We’ll begin with a diagnostic review to determine where you need the most help and develop a study strategy around your exam date. From there, we’ll focus our time on the concepts that typically give candidates the most difficulty, including equities, bonds, options, investment companies, annuities, taxation, customer accounts, suitability, regulations, prohibited practices, and investment recommendations. Rather than simply memorizing information, I’ll help you understand how these concepts work and how to apply them to Series 7-style questions. We’ll work through practice questions together, identify why you’re getting certain questions wrong, and develop strategies for approaching difficult or unfamiliar questions. I bring more than 20 years of financial-services experience and have taught and trained hundreds of financial professionals throughout my career, including as a Senior Partner. I’ve helped numerous individuals prepare for and successfully pass their licensing exams. The six hours are personalized around your specific needs, weaknesses, progress, and exam date.