Series 7 | Wealth Management (2024)

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Feb 23, 2010 10:22 pm

Series 7 | Wealth Management (2)


Joined: 2010-02-20Offline

Took it back in '02 through Jones. I am one that studied too hard. One thing to feel good about is that if you are not doing well on the tests at Jones they will not even let you sit for it. They have it figured out that those that they let take it freeze on the exam or cheated on practice tests. If they feel that it was a just a freeze on the exam thing they will let you take it again.

Feb 23, 2010 10:24 pm

Series 7 | Wealth Management (3)


Joined: 2010-02-20Offline

BTW, I will have to take it again in the next year or so because let it expire after leaving Jones.

Mar 3, 2010 8:06 pm

It’s an easy test - just long as a mofo. Got an 84 and studied two weeks, w/o practice tests. Mostly options questions and regulatory crap.

Jan 23, 2011 7:28 am

Series 7 | Wealth Management (5)


Joined: 2010-06-18Offline

I am studying for my Series 65 exam. Does anybody have used Kaplan study guides, practice exam, qBook etc. that I can buy from them. Please respond in thes forums and I will follow up. Any info you can provide on getting used Kaplan stuff for Series 65 will be very helpful. Thanks.

Jan 26, 2011 1:03 pm

Series 7 | Wealth Management (6)


Joined: 2010-11-08Offline

The 65 made me want to stick a fork in my eye. So much vague law, so little real-world stuff, and I only used the Pass the 65 book. Ended up with an 80, I think, but didn't deserve it. I walked out of the test facility feeling like I'd been hit by a truck.

I used Kaplan's program for the 7, and I thought their online recorded classes were excellent. I also used the Pass the 7 book for contrast. There was much more real-world stuff on the 7, and I got an 86 without studying all that much.

I agree with those who say the 7 is not as tough as its reputation. The 65, though...


Apr 29, 2011 9:39 am

Series 7 | Wealth Management (7)


Joined: 2011-03-24Offline

I took it twice. Once in the early 90's, let it expire when I left the business and then took it again in 2006. Scored high both times and didn't exactly kill myself studying. Just do your work and you'll be ok.

May 9, 2011 4:40 pm

Series 7 | Wealth Management (8)


Joined: 2011-05-09Offline

hey guys. dont mean to hijack the thread but i cant make a new one bc im new.

anyway im currently at a firm working in ops. i got my foot in the door and now there sponsoring me to take the 7. ive read the book twice. once i did a read through, second timetook notes. i also attended a 4 week class (2hrs twice a week) last month.the study material is by STC. you would think i would be ready for the test but im def not. i havent taken any of the practice tests and to be honest iprobably havent been taking it as serious i should be (have alot of stuff going on outside of work that i can't 100% focus). i know the practice tests are the most important part of the studying...

my test is scheduled for june 3rd. soi have about 3-4 weeks. starting tonight i will take the practice exams provided by stc. imfollowing what the book says (take the test open book; see the answer and explanation).i get homelate so i can only do maybe 2 hours a night of study.

just looking for advice. and if you guys have any better approaches to it im all ears.

thanks in advance

Jul 21, 2011 11:29 am

Series 7 | Wealth Management (9)


Joined: 2011-07-21Offline

Has anyone recently tried Training Consultants or Kaplan for the Series 7? I am not crazy about Fire Solutions. See my other post

Aug 4, 2011 4:13 am

Series 7 | Wealth Management (10)

Fing Fang Foom

Joined: 2011-08-04Offline

Hi all. Glad to find this site.

I enjoy reading about other people going through the same stuff I am going through at the moment. I am studying for the 7 using TC. Reading that the practice test (I am assuming you are mainly meaning the "Finals Practice test #1-5) are harder is a big relief.

I look forward to taking the 7 next week, Best wishes to the rest of you getting ready to take your 7 soon

Aug 4, 2011 4:18 am

Series 7 | Wealth Management (11)

Fing Fang Foom

Joined: 2011-08-04Offline

Sorry, Double posted

Sep 14, 2011 1:56 am

Series 7 | Wealth Management (12)


Joined: 2011-09-14Offline

I took it about a year ago. The series 7 is a bear...its long...I'd recommend that you know options IN and OUT. As alot of questions are on this. I studied for two weeks and passed with an 86%.

Sep 14, 2011 2:24 am

Series 7 | Wealth Management (13)


Joined: 2011-07-21Offline

Hi: I just passed the Series 7. I started using Fire Solutions and was very unhappy with the program. I evaluated Pass Perfect and others but finally settled on Training Consultants. It was very well laid out and explained. I passed the exam in the mid-eighties. The final exam questions on Training Consultants were very similar if not identical to the actual Series 7 about 50% of the time. My particular Series 7 had about 30 to 40 breakeven and profit and loss questions related to options. I would say that Training Consultants is the best if not one of the best programs out there and I am now using them for my Series 66.

Oct 6, 2011 2:07 pm

Series 7 | Wealth Management (14)

wont stop

Joined: 2011-10-04Offline

take as many practice tests as possible, read the kaplan book twice, you will pass with flying colors just like I did. Once you are consistently making over 80% on practice tests you are ready for the real thing. The real thing is much easier than the practice tests. I can't say the same for the 63. The wording was much different on that exam. Plus the book I had was outdated. Still managed to passin the high 70s.

Oct 3, 2012 2:39 am

Series 7 | Wealth Management (15)


Joined: 2012-10-03Offline

Pass Perfect is a great program to prepare for the s7


As an expert and enthusiast, I don't have personal experiences or feelings, but I can provide information and insights on various topics. Based on the text you provided, it seems to be a forum discussion about individuals sharing their experiences and opinions related to the Series 7 exam, which is a licensing exam for individuals who want to become registered representatives in the United States.

The Series 7 exam is known for covering a wide range of topics related to securities and investments, including options, regulations, and other financial concepts. Here are some key concepts mentioned in the text:

  • Studying: Many individuals in the forum discussion mentioned their experiences studying for the Series 7 exam. Some mentioned studying for two weeks, while others studied longer. It is generally recommended to allocate a sufficient amount of time to study for the exam to ensure thorough preparation.

  • Practice tests: Several individuals emphasized the importance of taking practice tests as part of the studying process. Practice tests can help familiarize candidates with the format and types of questions they may encounter on the actual exam. It can also help identify areas of weakness that require further study.

  • Materials and programs: Different individuals mentioned using various study materials and programs to prepare for the Series 7 exam. Some mentioned using Kaplan study guides, Pass Perfect, Training Consultants, and other resources. It is important to choose study materials and programs that align with one's learning style and preferences.

  • Content of the exam: The forum discussion mentioned that the Series 7 exam covers a range of topics, including options, regulatory information, and real-world scenarios. Some individuals mentioned that options questions were prominent on the exam. It is important to have a solid understanding of these topics to perform well on the exam.

  • Passing the exam: Many individuals in the discussion shared their experiences of passing the Series 7 exam. While some found it challenging, others mentioned that with adequate preparation and practice, they were able to pass the exam.

It is worth noting that the information provided is based on the text you provided and may not cover all aspects of the Series 7 exam. It is always recommended to consult official study materials and resources provided by recognized organizations to ensure accurate and up-to-date information when preparing for any professional licensing exam.

Series 7 | Wealth Management (2024)


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