Series 7 Intensive

4–6 Week Structured Coaching for the General Securities Representative Exam

$1200.00

Program Duration

Tell us about your exam situation (required):

The Series 7 is one of the most comprehensive and demanding exams in financial services. A passing score on the first attempt is not just a milestone — it’s expected. Failing has real professional consequences.

The Series 7 Intensive is a structured 4–6 week, 1:1 coaching program for finance professionals and recent graduates who need to pass the Series 7 on the first attempt, with a plan that leaves nothing to chance.

We start with a baseline assessment, build a custom study plan around your schedule and exam date, and work through every major topic domain systematically: equities, options, fixed income, regulations, and more. The final two weeks are dedicated to weak-area targeting and mock exam preparation.

You will know exactly where you stand before you sit down to test.

Tell us about your exam situation (required):

• Your current role or employer

• Your target exam date or window

• Study materials you already have or your firm has provided

• Your finance background (recent finance graduate, career-changer, years in industry)

• Any topic areas you already know are weak (options, regulations, fixed income, etc.)

• Whether you have taken the SIE already and your result

• Preferred session days and times (include your time zone)

Duration: 4 weeks (focused, accelerated) or 6 weeks (standard, recommended for most candidates)

Sessions: 12–18 total · 3 sessions per week · 60 minutes each

Format: 1:1 live video call

Support: Between-session Q&A support · 24-hour response on business days

Payment: Full payment required upfront · No exceptions for licensing programs

Cancellation: 24-hour notice required to reschedule · Late cancellations forfeit the session

What’s included:

• Baseline knowledge assessment in Session 1

• Custom week-by-week study plan built around your exam date

• 12–18 live 1:1 sessions (3 per week)

• Full topic coverage: equities, options, fixed income, mutual funds, regulations, client accounts

• Timed practice sets with review after each set

• Two full mock exams with written debrief

• Weak-area targeting in the final two weeks

• Exam-day strategy session

• Between-session Q&A support

Duration is confirmed after the baseline assessment in Session 1. If the 4-week pace is not appropriate for your starting point, we will recommend upgrading to 6 weeks before Session 2.