60-Day Study Plan for the Series 7 Exam

📆 60-Day Study Plan for the Series 7 Exam

The Series 7 exam is one of the most comprehensive FINRA licensing tests. With 125 scored questions, a 72% passing requirement, and over four hours of test time, a structured 60-day study plan is essential for success.

Here’s a complete, week-by-week breakdown to keep you focused and exam-ready.

🗓️ Overview of the Plan

• 📘 Study Time: ~1.5 to 2 hours/day on weekdays, 3–4 hours on weekends
• 🧠 Target Goal: Finish content in 5 weeks, review & test in final 3 weeks
• 🧪 Practice Exams: Begin in Week 4, ramp up intensity in Weeks 7–8

✅ Weeks 1–2: Foundation Building

Goal: Cover 40–50% of core material

• Study 2 chapters per week from your textbook or online course
• Watch explainer videos for complex topics (options, debt securities)
• Create flashcards for:
  • Customer account types
  • Trade settlement rules
  • Product features and risks

Key Topics:

• Regulatory framework (SEC, FINRA, SROs)
• Equity & debt securities
• Mutual funds, ETFs, and annuities
• Suitability and client profiling

✅ Weeks 3–4: Complete Core Content

Goal: Finish 100% of material and begin light quizzes

• Focus on:
  • Margin accounts
  • Options (strategies, risks, spreads, combinations)
  • Retirement plans and tax-advantaged accounts
  • Analysis of financial reports
• Take end-of-chapter quizzes
• Highlight weak areas for review

📌 By the end of Week 4, take your first 50-question timed mini-exam

✅ Weeks 5–6: Reinforcement + Practice Testing

Goal: Begin full-length exams and fill knowledge gaps

• Take 2 full-length practice exams per week
• Review every missed question
• Focus on:
  • Options calculations
  • Investment suitability
  • Regulatory rules and ethics
• Use flashcards daily (15–20 minutes)

✅ Weeks 7–8: Final Review & Confidence Building

Goal: Polish weak areas and simulate real test conditions

• Take 2–3 full-length exams per week
• Mimic actual testing conditions (timed, no breaks)
• Focus review on:
  • High-weight topics (options, suitability, customer recommendations)
  • Question patterns you frequently miss
• Review test-day strategy: pacing, flagging, triage method
• Get 7–8 hours of sleep, manage stress, and avoid cramming

🛠️ Tools You’ll Need:

• ✅ FINRA Series 7 content outline
• ✅ Prep book or video course (e.g., Kaplan, STC, Achievable)
• ✅ Online question bank and flashcard app
• ✅ Spreadsheet to track scores and progress

🚀 Ready to Pass?

Stick to this plan, test frequently, and adapt based on performance. The Series 7 is passable if you treat it like a professional challenge — not just a test.

👉 Get structured study tools, practice exams, and expert prep support at finra-exam-mastery.com — and walk into your Series 7 exam with total confidence.