Series 7 - General Securities Representative

The Series 7 examination is required for individuals who wish to sell all types of securities for FINRA member firms, and for FINRA "general securities" member firms. The exam consists of 250 multiple choice questions (plus 10 extra "trial" questions), administered through computer using the "Proctor" system.

Each SMART 7 module includes a "Listen" button that explains the information to the user, covering the material in a manner that enhances learning by giving context, background, and test application. Each "Listen" segment is unique and is not a repeat of our printed text. Look for it under SMART Interactive Web Training.

Please click on an available product below to learn more:

This bundle is for the person who:

  • Has no financial background
  • Wishes to learn in the proper order at his or her own pace
  • Prefers hard copy reading
  • Wishes to attend a live virtual class for final review with a seasoned instructor

This bundle includes:

  • Series 7 Printed Materials, SMART 7 Web, and Virtual Classroom Review 3 in 1 Bundle

This bundle is for the person who:

  • Has no financial background
  • Wishes to learn in the proper order at his or her own pace
  • Wishes to attend a live virtual class for final review with a seasoned instructor

This bundle includes:

  • SMART 7 Web and Virtual Classroom Review 2 in 1 Bundle
Free Demo Sample Questions Available Classes

This bundle is for the person who:

  • Has no financial background
  • Wishes to learn in the proper order at his or her own pace
  • Prefers hard copy reading

This bundle includes:

  • SMART 7 Web and Printed Materials 2 in 1 Bundle

SMART 7 Interactive Web Training is a complete self study training package delivered online. The program has the full text of our printed materials, along with an extensive question pool.

The program is divided into the same "Chapters" as our Series 7 text, and includes an online textbook that leads the user sequentially through every topic, testing the user on each major point.

SMART 7 Interactive Web Training:

  • Eliminates need for bulky textbooks
  • Is a proven success – each year 1000's of individuals at major FINRA member brokerage firms pass Series 7 using SMART 7
  • Makes the most efficient use of the candidates' time, since the content delivery is dependent on user performance
  • Tailors the training experience to each user's strengths and weaknesses
  • Delivers consistent effective training at the lowest per-user cost
  • Is 100% predictive of the actual Series 7 grade

The program dynamically modifies each student's learning sequence, based on the student's strengths and weaknesses. If a user is having difficulty with a major concept, he or she is presented with the information to be learned in a variety of reinforcing methods until mastery is achieved. Therefore, users who are not having problems move rapidly through the program; those that are having difficulty will move more slowly, but they will meet the minimum competency level needed to pass the examination upon successful completion of SMART 7. We developed this learning approach by combining the most successful teaching techniques culled from 20 years of preparing students for the securities exams.

The learning material covers 1800 concepts, arranged within the 10 major areas tested on the Series 7 exam. Each concept includes:

  • Practice questions with detailed explanations that not only explain which answer is correct, but also explain why the other answers are wrong for the more complex concepts
  • A Quick 7 summary - an easy-to-read condensation of the most important points tested
Other key features are:
  • The Listen feature
    • The "Listen" button explains the information to the user, covering the material in a manner that enhances learning by giving context, background, and test application
  • Mastery exams
    • Drawn from a pool of approximately 8,000 questions
    • Quizzes that test each of the 10 major areas
    • Midterms, covering Equities, Debt, Options, and Trading Markets
    • Finals, covering material from all 10 major areas
    • Tests are weighted in the same manner as the material in the actual exam
  • Detailed feedback on areas needing additional study
  • Full text search capabilities through the Glossary and Quick 7
  • 7 Secrets - tips for passing the exam

The content for SMART Interactive Web Training is constantly updated. Changes are added to the material as they become available. Try a Free Demo

This bundle is for the person who:

  • Has no financial background
  • Wishes to learn in the proper order at his or her own pace
  • Prefers hard copy reading
  • Wishes to attend a live virtual class for final review with a seasoned instructor

This bundle includes:

  • Series 7 Printed Materials, SMART 7 Web, and Virtual Classroom Review 3 in 1 Bundle

This bundle is for the person who:

  • Prefers hard copy reading
  • Wishes to attend a live virtual class for final review with a seasoned instructor

This bundle includes:

  • Series 7 Live Virtual Classroom Review and Printed Materials 2 in 1 Bundle

This bundle is for the person who:

  • Has no financial background
  • Wishes to learn in the proper order at his or her own pace
  • Prefers hard copy reading

This bundle includes:

  • SMART 7 Web and Printed Materials 2 in 1 Bundle

This fully illustrated 2 volume text is written in a lively, informative fashion that eliminates boredom. After each section (about every 10-20 pages), simulated test questions with detailed explanations give the user immediate feedback on his level of understanding. Also included in this set are a Chapter Exams book, a Final Exams book, a Glossary, and a Quick Study Guide. The exams give the user a simulated test experience so there are no surprises when it is time to take the actual examination.

(over 1000 pages, with over 3000 simulated examination questions with detailed explanations)

The PassPerfect study program consists of material covering the following subjects:

  • Equity Securities
  • Debt Securities
  • Options / Derivatives
  • Trading Markets
  • Customer Accounts / Margin
  • New Issues
  • Investment Companies / Retirement Plans
  • Regulations
  • Taxes / Tax Shelters
  • Analysis

Included in every set of Series 7 printed materials is our unique Quick 7 Study Guide. The pocket book sized Quick 7 summarizes the test information into key bullet points and facts, compressing the content that must be known for the exam into a 350 page pocket book. Quick 7 is intended to be used for final review before taking the exam. Also note that Quick 7 is a COMPLETE review that covers ALL of the test information in the proper learning order and test weighting. This makes it a much better final study tool than flash cards.

This bundle is for the person who:

  • Has no financial background
  • Wishes to learn in the proper order at his or her own pace
  • Prefers hard copy reading
  • Wishes to attend a live virtual class for final review with a seasoned instructor

This bundle includes:

  • Series 7 Printed Materials, SMART 7 Web, and Virtual Classroom Review 3 in 1 Bundle

This bundle is for the person who:

  • Prefers hard copy reading
  • Wishes to attend a live virtual class for final review with a seasoned instructor

This bundle includes:

  • Series 7 Live Virtual Classroom Review and Printed Materials 2 in 1 Bundle

This bundle is for the person who:

  • Has no financial background
  • Wishes to learn in the proper order at his or her own pace
  • Wishes to attend a live virtual class for final review with a seasoned instructor

This bundle includes:

  • SMART 7 Web and Virtual Classroom Review 2 in 1 Bundle
Free Demo Sample Questions Available Classes

PassPerfect Live Virtual Classes are designed for final review before an individual takes his or her licensing exam. These are web-delivered live interactive classes taught by seasoned instructors who know these exams. The classes are exam-focused, emphasizing the content that is most heavily tested and the content that is most difficult.

The key to any live class is the instructor. Our instructors have, on average, been doing this for 20 years. This means that they really know these exams inside and out and they also know how to teach the content so that it comes alive in class. Our instructors really care about their students, and stay available after each class session to work with students who need extra help, and to answer additional questions on a one-on-one basis.

A great class experience can make all the difference in being properly prepared for these difficult exams.

Please note: Students should enroll in a virtual class after they have substantially completed their studies using their recently purchased Pass Perfect materials. To receive the full benefit from virtual review, class should be scheduled close to the actual test date.

Available Classes

SMART 7 Interactive Web Training is a complete self study training package delivered online. The program has the full text of our printed materials, along with an extensive question pool.

The program is divided into the same "Chapters" as our Series 7 text, and includes an online textbook that leads the user sequentially through every topic, testing the user on each major point.

SMART 7 Interactive Web Training:

  • Eliminates need for bulky textbooks
  • Is a proven success – each year 1000's of individuals at major FINRA member brokerage firms pass Series 7 using SMART 7
  • Makes the most efficient use of the candidates' time, since the content delivery is dependent on user performance
  • Tailors the training experience to each user's strengths and weaknesses
  • Delivers consistent effective training at the lowest per-user cost
  • Is 100% predictive of the actual Series 7 grade

The program dynamically modifies each student's learning sequence, based on the student's strengths and weaknesses. If a user is having difficulty with a major concept, he or she is presented with the information to be learned in a variety of reinforcing methods until mastery is achieved. Therefore, users who are not having problems move rapidly through the program; those that are having difficulty will move more slowly, but they will meet the minimum competency level needed to pass the examination upon successful completion of SMART 7. We developed this learning approach by combining the most successful teaching techniques culled from 20 years of preparing students for the securities exams.

The learning material covers 1800 concepts, arranged within the 10 major areas tested on the Series 7 exam. Each concept includes:

  • Practice questions with detailed explanations that not only explain which answer is correct, but also explain why the other answers are wrong for the more complex concepts
  • A Quick 7 summary - an easy-to-read condensation of the most important points tested
Other key features are:
  • The Listen feature
    • The "Listen" button explains the information to the user, covering the material in a manner that enhances learning by giving context, background, and test application
  • Mastery exams
    • Drawn from a pool of approximately 8,000 questions
    • Quizzes that test each of the 10 major areas
    • Midterms, covering Equities, Debt, Options, and Trading Markets
    • Finals, covering material from all 10 major areas
    • Tests are weighted in the same manner as the material in the actual exam
  • Detailed feedback on areas needing additional study
  • Full text search capabilities through the Glossary and Quick 7
  • 7 Secrets - tips for passing the exam

The content for SMART Interactive Web Training is constantly updated. Changes are added to the material as they become available. Try a Free Demo

This fully illustrated 2 volume text is written in a lively, informative fashion that eliminates boredom. After each section (about every 10-20 pages), simulated test questions with detailed explanations give the user immediate feedback on his level of understanding. Also included in this set are a Chapter Exams book, a Final Exams book, a Glossary, and a Quick Study Guide. The exams give the user a simulated test experience so there are no surprises when it is time to take the actual examination.

(over 1000 pages, with over 3000 simulated examination questions with detailed explanations)

The PassPerfect study program consists of material covering the following subjects:

  • Equity Securities
  • Debt Securities
  • Options / Derivatives
  • Trading Markets
  • Customer Accounts / Margin
  • New Issues
  • Investment Companies / Retirement Plans
  • Regulations
  • Taxes / Tax Shelters
  • Analysis

Included in every set of Series 7 printed materials is our unique Quick 7 Study Guide. The pocket book sized Quick 7 summarizes the test information into key bullet points and facts, compressing the content that must be known for the exam into a 350 page pocket book. Quick 7 is intended to be used for final review before taking the exam. Also note that Quick 7 is a COMPLETE review that covers ALL of the test information in the proper learning order and test weighting. This makes it a much better final study tool than flash cards.

PassPerfect Live Virtual Classes are designed for final review before an individual takes his or her licensing exam. These are web-delivered live interactive classes taught by seasoned instructors who know these exams. The classes are exam-focused, emphasizing the content that is most heavily tested and the content that is most difficult.

The key to any live class is the instructor. Our instructors have, on average, been doing this for 20 years. This means that they really know these exams inside and out and they also know how to teach the content so that it comes alive in class. Our instructors really care about their students, and stay available after each class session to work with students who need extra help, and to answer additional questions on a one-on-one basis.

A great class experience can make all the difference in being properly prepared for these difficult exams.

Please note: Students should enroll in a virtual class after they have substantially completed their studies using their recently purchased Pass Perfect materials. To receive the full benefit from virtual review, class should be scheduled close to the actual test date.

View Available Classes
About Pass Perfect

Pass Perfect is a leading developer of targeted, effective training programs for Series 7 and other FINRA and NASAA securities licensing exams.

Our level of experience and expertise is unmatched. Over the last 30 years we have successfully trained over 1,000,000 individuals for these exams.

Need Help?

If you have questions or comments about a product, please call us at:

(800) 349-3396

To place an order by phone or to contact Tech Support, call us at:

(800) 777-7462