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Same curriculum · schedule view

A pace you can follow without losing the path.

Choose a steady, faster, or Crunch Time rhythm. Every item points to the same released, trackable course work.

Week 1

3 focused sessions · about 85 minutes

  1. 1 Start here: Know the Series 7 path 10 min
  2. 2 Communications, Marketing, and Required Approvals 40 min
  3. 3 Offerings, Prospectuses, and Private Placements 35 min

Week 2

3 focused sessions · about 100 minutes

  1. 1 Unit 1 checkpoint 30 min
  2. 2 Account Ownership and Entity Accounts 35 min
  3. 3 Retirement, Education, and Specialized Accounts 35 min

Week 3

3 focused sessions · about 110 minutes

  1. 1 CIP, AML, Trusted Contacts, and Account Documents 40 min
  2. 2 Customer Profile, Discretion, and Account Approval 40 min
  3. 3 Unit 2 checkpoint 30 min

Week 4

3 focused sessions · about 135 minutes

  1. 1 Portfolio Analysis, Risk, Return, and Market Information 45 min
  2. 2 Equities, Rights, Warrants, ADRs, and Stock Events 45 min
  3. 3 Investment Companies, ETFs, and Portfolio Programs 45 min

Week 5

3 focused sessions · about 135 minutes

  1. 1 Variable Annuities: Accumulation and Payout 40 min
  2. 2 REITs, Limited Partnerships, and DPPs 45 min
  3. 3 Options Foundations: Value, Breakeven, and Risk 50 min

Week 6

3 focused sessions · about 145 minutes

  1. 1 Covered Calls, Protective Puts, and Uncovered Positions 45 min
  2. 2 Spreads, Straddles, Exercise, and Closing Transactions 50 min
  3. 3 Corporate Debt: Yields, Duration, and Convertibles 50 min

Week 7

3 focused sessions · about 120 minutes

  1. 1 Treasuries, TIPS, and Agency Securities 35 min
  2. 2 Municipal Bonds, Notes, Analysis, and Taxable-Equivalent Yield 50 min
  3. 3 Regulation Best Interest and Recommendation Analysis 35 min

Week 8

3 focused sessions · about 130 minutes

  1. 1 Taxation, Cost Basis, Wash Sales, and Inherited Securities 40 min
  2. 2 Mutual Fund Sales Charges, Breakpoints, and Distributions 45 min
  3. 3 Variable-Product Taxation, Exchanges, and Costs 45 min

Week 9

3 focused sessions · about 120 minutes

  1. 1 Senior Protection, Transfers, Complaints, and Records 45 min
  2. 2 Unit 3 checkpoint 30 min
  3. 3 Order Types, Time Qualifiers, and Firm Quotes 45 min

Week 10

3 focused sessions · about 115 minutes

  1. 1 Short Sales and Best Execution 35 min
  2. 2 Order Tickets, Settlement, and Confirmations 40 min
  3. 3 Trade Errors, Complaints, and Margin 40 min

Week 11

1 focused session · about 30 minutes

  1. 1 Unit 4 checkpoint 30 min

Week 1

5 focused sessions · about 150 minutes

  1. 1 Start here: Know the Series 7 path 10 min
  2. 2 Communications, Marketing, and Required Approvals 40 min
  3. 3 Offerings, Prospectuses, and Private Placements 35 min
  4. 4 Unit 1 checkpoint 30 min
  5. 5 Account Ownership and Entity Accounts 35 min

Week 2

5 focused sessions · about 190 minutes

  1. 1 Retirement, Education, and Specialized Accounts 35 min
  2. 2 CIP, AML, Trusted Contacts, and Account Documents 40 min
  3. 3 Customer Profile, Discretion, and Account Approval 40 min
  4. 4 Unit 2 checkpoint 30 min
  5. 5 Portfolio Analysis, Risk, Return, and Market Information 45 min

Week 3

5 focused sessions · about 225 minutes

  1. 1 Equities, Rights, Warrants, ADRs, and Stock Events 45 min
  2. 2 Investment Companies, ETFs, and Portfolio Programs 45 min
  3. 3 Variable Annuities: Accumulation and Payout 40 min
  4. 4 REITs, Limited Partnerships, and DPPs 45 min
  5. 5 Options Foundations: Value, Breakeven, and Risk 50 min

Week 4

5 focused sessions · about 230 minutes

  1. 1 Covered Calls, Protective Puts, and Uncovered Positions 45 min
  2. 2 Spreads, Straddles, Exercise, and Closing Transactions 50 min
  3. 3 Corporate Debt: Yields, Duration, and Convertibles 50 min
  4. 4 Treasuries, TIPS, and Agency Securities 35 min
  5. 5 Municipal Bonds, Notes, Analysis, and Taxable-Equivalent Yield 50 min

Week 5

5 focused sessions · about 210 minutes

  1. 1 Regulation Best Interest and Recommendation Analysis 35 min
  2. 2 Taxation, Cost Basis, Wash Sales, and Inherited Securities 40 min
  3. 3 Mutual Fund Sales Charges, Breakpoints, and Distributions 45 min
  4. 4 Variable-Product Taxation, Exchanges, and Costs 45 min
  5. 5 Senior Protection, Transfers, Complaints, and Records 45 min

Week 6

5 focused sessions · about 190 minutes

  1. 1 Unit 3 checkpoint 30 min
  2. 2 Order Types, Time Qualifiers, and Firm Quotes 45 min
  3. 3 Short Sales and Best Execution 35 min
  4. 4 Order Tickets, Settlement, and Confirmations 40 min
  5. 5 Trade Errors, Complaints, and Margin 40 min

Week 7

1 focused session · about 30 minutes

  1. 1 Unit 4 checkpoint 30 min

Week 1

7 focused sessions · about 225 minutes

  1. 1 Start here: Know the Series 7 path 10 min
  2. 2 Communications, Marketing, and Required Approvals 40 min
  3. 3 Offerings, Prospectuses, and Private Placements 35 min
  4. 4 Unit 1 checkpoint 30 min
  5. 5 Account Ownership and Entity Accounts 35 min
  6. 6 Retirement, Education, and Specialized Accounts 35 min
  7. 7 CIP, AML, Trusted Contacts, and Account Documents 40 min

Week 2

7 focused sessions · about 290 minutes

  1. 1 Customer Profile, Discretion, and Account Approval 40 min
  2. 2 Unit 2 checkpoint 30 min
  3. 3 Portfolio Analysis, Risk, Return, and Market Information 45 min
  4. 4 Equities, Rights, Warrants, ADRs, and Stock Events 45 min
  5. 5 Investment Companies, ETFs, and Portfolio Programs 45 min
  6. 6 Variable Annuities: Accumulation and Payout 40 min
  7. 7 REITs, Limited Partnerships, and DPPs 45 min

Week 3

7 focused sessions · about 315 minutes

  1. 1 Options Foundations: Value, Breakeven, and Risk 50 min
  2. 2 Covered Calls, Protective Puts, and Uncovered Positions 45 min
  3. 3 Spreads, Straddles, Exercise, and Closing Transactions 50 min
  4. 4 Corporate Debt: Yields, Duration, and Convertibles 50 min
  5. 5 Treasuries, TIPS, and Agency Securities 35 min
  6. 6 Municipal Bonds, Notes, Analysis, and Taxable-Equivalent Yield 50 min
  7. 7 Regulation Best Interest and Recommendation Analysis 35 min

Week 4

7 focused sessions · about 285 minutes

  1. 1 Taxation, Cost Basis, Wash Sales, and Inherited Securities 40 min
  2. 2 Mutual Fund Sales Charges, Breakpoints, and Distributions 45 min
  3. 3 Variable-Product Taxation, Exchanges, and Costs 45 min
  4. 4 Senior Protection, Transfers, Complaints, and Records 45 min
  5. 5 Unit 3 checkpoint 30 min
  6. 6 Order Types, Time Qualifiers, and Firm Quotes 45 min
  7. 7 Short Sales and Best Execution 35 min

Week 5

3 focused sessions · about 110 minutes

  1. 1 Order Tickets, Settlement, and Confirmations 40 min
  2. 2 Trade Errors, Complaints, and Margin 40 min
  3. 3 Unit 4 checkpoint 30 min