Curriculum
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Series 7 Exam: Function 1
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Curriculum
Series 7 Exam: Function 1
Module 1.1: Overview of Client Acquisition
0/3
Understanding the role of a General Securities Representative.
3 min
Preview
Importance of seeking business for broker-dealers
3 min
Basic principles of client acquisition.
3 min
Module 1.2: Contacting Customers
0/3
Methods of contact: In-person, telephone, mail, electronic means.
3 min
Developing and seeking approval for promotional materials.
3 min
Best practices for initial contact with potential clients.
3 min
Video lesson
Understanding the role of a General Securities Representative.
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