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Home > FINRA > Series 27 > Series 27 Recommendations

Series 27 Recommendations

Series 27 Recommendations
  • Study for approximately 60 to 70 hours prior to the Series 27 exam.
    • Spend approximately 3½ hours on Customer Margin Rules.
    • Spend approximately 4 hours on MSRB Rules.
    • Spend approximately 6 hours on Other Regulations.
    • Spend approximately 6 hours on Uniform Practice.
    • Spend approximately 7 hours on Reporting / Record Keeping.
    • Spend approximately 15½ hours on Customer Funds.
    • Spend approximately 18 hours on Net Capital.

  • Allow yourself enough time to test through final exams prior to sitting for the Series 27 examination.

  • Score a minimum of 76-78% on every quiz and exam before moving on the next section or chapter.

  • Plan to sit for the Series 27 exam within 5 to 8 weeks.

  • Read each section, then test your understanding level with the quiz provided. Review ALL questions and detailed explanations. Once you have mastered the topic you should move on to the following topic.

  • Keep track of all scores from all section quizzes, chapter exams and final exams.

  • Call 800-795-5347 or email us for instructor assistance.

  • If you would like to speak with your representative to set up a detailed study schedule, please call 800-795-5347 during regular business hours 9-5 EST.

 FINRA (formerly NASD)
Series 4
Series 6
Series 7
Series 9-10
Series 11
Series 24
Series 26
Series 27
guide lines Series 27 Study Material
guide lines About the Series 27 Exam
guide lines Series 27 FAQ
guide lines Series 27 Pie Chart, Breakdown of the Exam
guide lines Series 27 Study Tips
guide lines Series 27 Recommendations
Series 51
Series 53
Series 55
Series 63
Series 65
Series 66
Live Class Locations and Dates
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Topic List for CFP® Certification Examination Copyright © 2005-2006, Certified Financial Planner Board of Standards, Inc. All rights reserved. Used with permission.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP (with flame logo)®, which it awards to individuals who successfully complete initial and ongoing requirements. “Keir Educational Resources is a Review Course Provider for the CFP® Certification Examination administered by Certified Financial Planner Board of Standards, Inc. CFP Board does not endorse any review course nor receive any financial remunerations from Review Course Providers.”