🗓️ Monthly Focus Themes for Your 90-Day Plan

Building a smart 90-day study plan for financial licensing exams like Series 6, Series 7, Series 63, or Series 24 requires structure. The best strategy? Break your 90 days into three monthly focus themes to organize your learning, sharpen your retention, and track real progress toward exam day.

Here’s a proven blueprint to structure your 90-day study journey:

📘 Month 1: Build the Foundation

Theme: Content Mastery + Core Knowledge

• 📚 Read and absorb core textbook chapters
• 🧠 Focus on understanding basic principles, definitions, and concepts
• 📝 Start daily flashcard drills for key vocabulary
• 🎥 Watch overview videos on regulatory structures, securities products, and client accounts
• 🛠️ Complete end-of-chapter quizzes to reinforce early learning
• ✅ Goal: Finish first pass through 100% of material

📌 Priority Topics

• Regulatory agencies (SEC, FINRA, MSRB, NASAA)
• Types of securities (stocks, bonds, mutual funds, annuities)
• Basics of accounts, customers, and disclosures
• Fundamental compliance obligations

📈 Month 2: Strengthen Application Skills

Theme: Applied Knowledge + Scenario Practice

• 🧩 Work through practice questions by topic (100–200 questions per week)
• 🧠 Deepen understanding through scenario-based drills
• 🎯 Focus on suitability, ethics, and complex client situations
• 📋 Take your first full-length untimed practice exam to diagnose weak areas
• 📊 Analyze performance by content area after every test session
• ✅ Goal: Identify and close knowledge gaps

📌 Priority Topics

• Suitability rules and client profiling
• Options, margin accounts, and municipal securities (Series 7 focus)
• Investment risks and returns
• Communications rules (advertising, disclosures)

🏁 Month 3: Test Readiness + Exam Simulation

Theme: Full Exam Simulation + High-Pressure Practice

• 🧪 Take timed, full-length practice exams weekly
• 📋 Review every mistake in depth—know why each answer is right or wrong
• 📌 Focus on time management (average 1–1.25 minutes per question)
• 🧠 Rotate study across weaker areas daily for maximum retention
• 🎯 Hit target practice scores (aim for 80%+ consistently) before exam scheduling
• ✅ Goal: Achieve consistent passing scores under timed conditions

📌 Priority Topics

• Mixed-topic review
• Ethics and fiduciary standards
• State vs. federal regulation distinctions
• Final drill on exemptions, disclosure rules, and suitability charts

📊 90-Day Plan Summary Chart

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