30-Day Study Plan for the Series 7 Exam
- April 1, 2025
- Posted by: 'FINRA Exam Mastery'
- Category: Finance
30-Day Study Plan for the Series 7 Exam
📘 FINRA Exam Mastery – Learn Fast. Pass Smart.
🌐 https://finra-exam-mastery.com/
📅 Why a 30-Day Study Plan Works
The Series 7 exam tests your knowledge across a wide range of securities topics, including equities, options, bonds, mutual funds, customer accounts, suitability, and regulations. With 125 scored questions and a required passing score of 72%, this plan is ideal for candidates who are committed to studying 2–4 hours per day.
🧠 Plan Overview
- 📆 Duration: 4 weeks (30 days)
- ⏱ Time: 2–4 hours/day, 6 days/week
- 📚 Format: Learn ➝ Drill ➝ Apply ➝ Simulate
- ✅ Tools Needed: Series 7 book, video lessons, QBank, flashcards, full-length practice exams
🔹 Phase 1: Foundation (Days 1–7)
📘 Objective: Build core knowledge across major topics.
| Day | Topics Covered | Tasks |
|---|---|---|
| 1 | Overview + Capital Markets | Watch intro videos, read, and do 15 practice Qs |
| 2 | Equity Securities | Learn common vs. preferred stock; 20 practice Qs |
| 3 | Debt Securities (Gov’t, Corp, Munis) | Focus on yield, risk, tax advantages |
| 4 | Investment Companies & Mutual Funds | NAV, POP, sales charges, breakpoints |
| 5 | Annuities & Variable Products | Understand suitability and tax treatment |
| 6 | Customer Accounts & Documentation | Account types, margin rules, paperwork |
| 7 | Review + Mixed Quiz (50 questions) | Identify weak topics and flag for deeper review |
🔹 Phase 2: Strategy & Suitability (Days 8–15)
📘 Objective: Master options, strategies, and client-based applications.
| Day | Topics Covered | Tasks |
|---|---|---|
| 8 | Options Basics | Calls, puts, long vs. short, break-evens |
| 9 | Options Strategies | Spreads, straddles, covered calls, protective puts |
| 10 | Suitability – Clients & Objectives | Match strategies to risk, time horizon, income vs. growth |
| 11 | Retirement & Tax-Advantaged Accounts | IRAs, 529s, annuities, corporate plans |
| 12 | Trade Execution & Margin Requirements | Settlement, order types, Reg T, short selling |
| 13 | Rules, Regulations & Communications | FINRA rules, customer protection, advertising |
| 14 | Practice Quiz – Suitability & Strategy | 60 mixed questions with review |
| 15 | Rest & Review | Flashcards, weak areas, ethics recap |
🔹 Phase 3: Practice & Application (Days 16–23)
📘 Objective: Strengthen retention through quizzes and topic mixing.
| Day | Tasks |
|---|---|
| 16 | 75-question practice exam – Review all |
| 17 | Drill weak areas with 20-question quizzes |
| 18 | Flashcards + Charts (Options, Accounts, Yields) |
| 19 | Ethics & Rule Focus + Scenario drills |
| 20 | 100-question exam simulation – Time yourself |
| 21 | Deep review of missed questions |
| 22 | Drill problem topics again |
| 23 | Mixed-topic rapid quiz (50 timed Qs) |
🔹 Phase 4: Final Simulations (Days 24–30)
📘 Objective: Simulate exam conditions and fine-tune confidence.
| Day | Tasks |
|---|---|
| 24 | Full-length exam #1 (125 questions) – Time yourself |
| 25 | Review exam + identify gaps |
| 26 | Flashcard blitz + ethics recap |
| 27 | Full-length exam #2 (new questions) |
| 28 | Final mixed-topic review quiz |
| 29 | Mental prep, relaxation, and test-day checklist |
| 30 | EXAM DAY – Arrive early, stay calm, apply your plan |
📘 Free Tools from FINRA Exam Mastery
- Printable 30-day tracker
- Suitability scenario bank
- Flashcard downloads
- Full-length mock exams with analytics
👉 Download the full study toolkit at: https://finra-exam-mastery.com
🎯 Structure your time. Sharpen your focus. Pass the Series 7.