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Home > FINRA > Series 7 > Series 7 Study Tips

Series 7 Study Tips

Series 7 Study Tips

  • Read the Series 7 materials out loud.

  • Record yourself as you read through the Series 7 study material.

  • Create flashcards to reinforce difficult subjects in the Series 7 exam.

  • Mark flashcards with a checkmark each time your answer is correct and a dash for incorrect answers.

  • Use the “orange” Series 7 Options flashcards at the end of chapter 3 in the Series 7 study material. Learn more about the Options flashcards.

  • Use the “blue” Series 7 Formula flashcards at the end of all Series 7 study material. Learn more about the formula flashcards.

  • Take a 5-minute break for every hour of study.

  • If you are working with the Series 7 CD-ROM plan to use this at the end of each chapter, mid term and final exams.

  • If you are working with the Smart 7™, you should make use of this for all section quizzes, chapter, mid-term and final exams; review as prompted!

  • Mark all of your Series 7 notes, flashcards or outlines with a cross-reference code.

  • Do not write answers in your books.

  • IMPORTANT: Be sure you are scoring at least 76% on all quizzes and exams. Do not accept a lower score!

  • Keep track of your scores, this will help you to see a quick snapshot of your progressing through the Series 7 material, Get a FREE PDF tracking indicator sheet.

  • If you need to speak with an instructor, please feel free to contact Keir at 800-795-5347.

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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.”

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