Courses / Series 7
The General Securities Representative exam is big: 125 questions across every product on the shelf. The efficient path through it is 94 short videos, product by product, with the math worked in front of you and nothing off-outline.
Assumes the SIE. Both courses are in the $39/month all-access plan, which starts with 7 free days.
THE SERIES 7 EXAM, AT A GLANCE
Facts per the current FINRA Series 7 content outline, verified quarterly.
What's included
INCLUDED · VIDEO LECTURES
Ordered product-first, the way the exam actually tests, with key takeaways written under every one. This is the SMA lesson from the margin module, with the math worked in front of you.
INCLUDED · SUMMARY NOTES
The whole course as a PDF, including every formula and table, yours from day one. This is a real page from the margin module.
SMA, the Special Memorandum Account, is a line of credit, not cash. It records the highest historical excess equity and never decreases from market declines, only from use.
Updated for the current FINRA Series 7 outlinePage 96 of 124
INCLUDED · QUESTION BANK
Heavy on the math and suitability scenarios, because that is where the exam puts its marks. Every answer option explained and the governing rule cited.
SERIES 7 · MARGIN · QUESTION 9 OF 14
The market value of a customer's long margin account declines. What happens to the SMA?
Why: SMA records the high-water mark of excess equity. Market declines never reduce it; only using it does.
CITED: FINRA SERIES 7 OUTLINE · REG T MARGIN
INCLUDED · MOCK EXAMS
225 minutes at the real function weights, so the length itself stops being scary long before exam day.
125 QUESTIONS225 MINUTESREAL FUNCTION WEIGHTS
Question 78 of 125. Difficulty mix mirrors the live exam.
Curriculum
The course walks the official outline in teaching order: how business is won, how accounts open, then every product you can recommend, then how trades settle and margin works.
Every lesson pairs its video with written key takeaways and tagged practice questions, and the full course is compiled into the Complete Summary Notes PDF you get at the start.
About the exam
The Series 7, formally the General Securities Representative Qualification Examination, is FINRA's flagship representative-level exam. Passing it qualifies you to solicit, purchase and sell nearly the full shelf of securities products: stocks, bonds, options, municipal securities, investment company products, variable annuities and more. It is the license behind most stockbroker and financial advisor roles at broker-dealers.
Unlike the SIE, you cannot simply sign up. A FINRA member firm must sponsor you, which normally means you are hired first and study on the firm's clock. The SIE exam is a co-requisite: you need both results to become registered, and most candidates pass the SIE before or soon after being hired.
The exam has 125 scored multiple-choice questions with a 3 hour 45 minute limit and a passing score of 72. FINRA organizes it around four job functions, and the weighting is dramatic: function 3, providing customers with information and making suitable recommendations, carries 91 of the 125 questions. That is why our course runs product by product with suitability drilled throughout, rather than treating it as one chapter.
Its reputation comes from breadth, not depth. No single topic is graduate-level, but every product on the shelf is fair game, the options and margin math must be automatic, and suitability questions demand judgment, not memorization. Candidates who already hold the SIE typically need 2 to 3 months of consistent study. Short lessons, spaced practice and full-length timed mocks are what make the 225-minute sitting feel routine by exam day.
SERIES 7 EXAM FUNCTION WEIGHTS
Per the official FINRA Series 7 content outline. Our mocks use these exact weights.
Pricing
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The free diagnostic scores you the moment you finish and walks through every answer, so you know exactly what to study. No card, no account. Then start the course when the material clicks.
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