Series 7 Study Plan: 30, 60, and 90-Day Options

🧾 Series 7 Study Plan: 30, 60, and 90-Day Options
🎓 Choose the Best Study Plan Based on Your Timeline and Goals

The Series 7 exam is comprehensive and requires focused preparation to pass. Depending on your schedule, you can create a study plan that fits your needs—whether you have 30, 60, or 90 days to prepare. Here’s a breakdown of the 30, 60, and 90-day study plans to help you prepare effectively for the Series 7 exam.

🎯 1. 30-Day Study Plan – Intense and Focused

Best for: Candidates with prior financial knowledge or experience who can dedicate significant time each day for preparation. This plan requires a high level of commitment and focus.

Study Time: 6–8 hours per day

Total Study Hours: 180–240 hours

Week 1:

• Day 1-2: Review the exam structure, key concepts, and basic regulations. Focus on securities products (stocks, bonds, options).
• Day 3-4: Study customer accounts, suitability rules, and ethical standards.
• Day 5-7: Dive into regulatory agencies, market operations, and investment risks.

Week 2:

• Day 8-10: Study options and mutual funds. Make sure you understand taxation and liquidity risks.
• Day 11-14: Focus on market participants and sales practices.
• Review key terms and formulas (e.g., yield to maturity, current yield, margin requirements).

Week 3:

• Day 15-17: Study equity securities (stocks), debt securities (bonds), and investment company products.
• Day 18-21: Focus on trading mechanics, orders, and settlement procedures.

Week 4:

• Day 22-24: Review primary and secondary markets, risk management, and client relationships.
• Day 25-28: Take full-length practice exams and review missed questions.
• Day 29-30: Final review of key concepts, exam strategies, and test-taking techniques.

🎯 2. 60-Day Study Plan – Balanced and Comprehensive

Best for: Candidates who need a moderate study schedule and have a solid understanding of the basics. This plan allows for a more balanced approach with plenty of time to digest the material and review.

Study Time: 3–4 hours per day

Total Study Hours: 180–240 hours

Week 1–2:

• Day 1-3: Review exam structure and basic financial concepts. Focus on types of securities and investment risks.
• Day 4-7: Study regulations, customer accounts, and suitability rules. Spend extra time on ethical conduct.
• Day 8-14: Focus on types of products (stocks, bonds, mutual funds), market mechanics, and order types.

Week 3–4:

• Day 15-17: Study options, taxation, and margin rules.
• Day 18-21: Focus on investment company products and retirement plans.
• Day 22-28: Study state regulations, broker-dealer operations, and sales practices.

Week 5–6:

• Day 29-31: Study client relationships, liquidity issues, and ethics.
• Day 32-35: Focus on equity securities and debt securities.
• Day 36-42: Study fundamental analysis, portfolio management, and technical analysis.

Week 7–8:

• Day 43-45: Review primary and secondary markets, regulatory bodies, and key concepts.
• Day 46-49: Take practice exams and analyze results.
• Day 50-60: Final review, taking a full-length exam every 2-3 days. Focus on time management and test-taking strategies.

🎯 3. 90-Day Study Plan – Thorough and In-Depth

Best for: Candidates who are new to securities and prefer a steady and thorough approach to studying. This plan is ideal if you want to break down your study time into more manageable portions.

Study Time: 2–3 hours per day

Total Study Hours: 180–240 hours

Week 1–4:

• Day 1-5: Start with a review of the exam format and focus on securities basics (types of products, market participants, and regulatory entities).
• Day 6-10: Study investment products (stocks, bonds, mutual funds, options).
• Day 11-14: Dive into financial markets and how trades are executed.
• Day 15-21: Focus on suitability and customer accounts (types of accounts, order types, and settlement).
• Day 22-28: Study regulatory bodies and ethical standards.

Week 5–8:

• Day 29-35: Study options, mutual funds, ETFs, and retirement plans.
• Day 36-42: Focus on equity securities and debt securities (bonds).
• Day 43-49: Study sales practices, taxation, and margin requirements.
• Day 50-56: Focus on fundamental analysis, portfolio management, and technical analysis.
• Day 57-63: Study liquidity issues and risk management strategies.

Week 9–12:

• Day 64-70: Review primary and secondary markets and investment strategies.
• Day 71-77: Take practice exams (full-length and topic-specific) and analyze results.
• Day 78-84: Focus on client relationships, liquidity risks, and regulatory updates.
• Day 85-90: Final review. Take multiple full-length practice exams to simulate actual test conditions.

🎯 Study Tips for All Plans

1. Practice Regularly: Take practice exams weekly to track progress and identify weak areas.
2. Focus on Weak Areas: Spend additional time on topics where you have the most difficulty, such as options or suitability rules.
3. Time Management: Simulate exam conditions by practicing with timed quizzes and full-length tests.
4. Use Multiple Resources: Supplement your study with video tutorials, flashcards, and practice questions.
5. Stay Consistent: Stick to your study schedule to build a solid foundation of knowledge.

🚀 Conclusion: Choose the Plan That Fits Your Timeline

• 30-Day Plan: Best for prior knowledge or those who can dedicate significant time each day to focused study.
• 60-Day Plan: Ideal for candidates who need a balanced approach with a bit more time for practice and review.
• 90-Day Plan: Perfect for those looking for a thorough, step-by-step approach with plenty of time for in-depth understanding.

🎓 Need help preparing for your Series 7 exam?
Get access to study materials, practice exams, and personalized study plans at
👉 https://finra-exam-mastery.com

Stay on track and pass your Series 7 exam with confidence!