Contact Varsity Tutors for information on how to get started with Kansas City Series 7 exam prep. The Series 7 exam must be taken before you can work as a professional stockbroker. In order to take this test, you must have passed the Securities Industries Essentials exam. Students at Avila University or another university in the area, as well as adult learners, can benefit from reviewing what they learned by getting professional Kansas City Series 7 exam preparation.
What will be covered on the Series 7 exam?
Passing the Series 7 exam is a required step in order to get your stockbroker license. Seventy-three percent of the exam focuses on skills you will need to know when dealing with customers. This includes skills such as transferring assets, maintaining appropriate records, making suitable recommendations, and supplying customers with information about investments.
Eleven percent of the exam will focus on obtaining and verifying customers' sales and purchase instructions and agreements, as well as processing, completing, and confirming information. Nine percent of the exam focuses on skills required when opening accounts after obtaining and evaluating customers' financial profiles and investment objectives. Seven percent of the exam focuses on skills required when seeking business for the broker-dealer from customers and potential customers.
There will be 125 questions on the exam. You will have 225 minutes to complete them, and you must get 72 percent of the questions correct in order to achieve a passing score. Topics covered on the exam include taxation, equity, and packaged securities.
How can I benefit from taking a Kansas City Series 7 exam prep course?
There are two kinds of Kansas City Series 7 preparation that you can get. Many students opt to take a Kansas City Series 7 exam prep class. This is a great way to get a comprehensive review and make sure that you fill any gaps in your knowledge before the test. Our classes take place over the internet, in our virtual classrooms. You can attend classes without ever leaving the comfort of your home. You can even attend class in your school, local library, or coffee shop, as long as you have a working internet connection. However, it is recommended to attend class when you are in a quiet place without distractions.
When attending a class, you will have the opportunity to interact with the other students by using the video chat tool. You can join in on discussions and exchange knowledge with other students. Your discussions can be monitored by the class instructor, who can provide the students with instant feedback and clear up misunderstandings.
You can also ask for private time with your instructor outside of class if you want to delve deeper into specific topics, such as options disclosure documents. You can enroll in a four-week class or a two-week class. Which one you choose will depend on how much preparation you need and how much time you have.
Some students prefer to study with a private Kansas City Series 7 exam tutor. Studying with a tutor gives you even more flexibility when it comes to scheduling. You can also move at your own pace, without worrying about holding up other students. Alternatively, you can move at a quicker pace than you would be able to in a class.
When studying with a private mentor, you will have more time to ask your questions. You will also have more control over the topics you learn about. For example, if you already understand the rights of common stockholders, you can avoid wasting time learning them again and instead focus on topics such as arbitrage or taxation.
You can study with your private instructor online by using our Live Learning Platform. You won't have to leave the comfort of your home, but you will still be able to interact with your private teacher as if you were sitting at the same table. Alternatively, you can meet with your instructor in person. We can arrange a meeting at your home or at a location that works best for you.
How can I get started with Kansas City Series 7 exam prep?
If you are interested in learning more information, get in touch with Varsity Tutors. We can help you start your Kansas City Series 7 exam prep. Regardless of which kind of learning style you prefer, we can find a course that works for you or connect you with a private instructor. New classes start each month, so you will not have to wait long.
Christopher: Kansas City Series 7 test prep instructor
I love helping others, and I love math and finance! Especially the ins and outs of the stock market! I went to school for electrical engineering, but my passion has always been in finance. I have had experience trading stocks on my own, and eventually used that knowledge to become licensed (SIE, Series 7, Series 63) and become a successful broker through E*TRADE! I love kayaking and other outdoor activities in my spare time. Please...
Education & Certification
- Chattahoochee Technical College - Associate in Science, Biomedical Engineering
Subject Expertise
- Series 7
- Series 63
- Series 7 - General Securities Representative Exam (Stockbroker)
- Math
- +7 subjects
Raymond: Kansas City Series 7 test prep instructor
I am committed to developing the talent I possess and sharing my life with others. I always enjoyed teaching but more importantly human development. As Socrates said so long ago, the unexamined life is not worth living. Sometimes, the gravity of questions outweigh all in life.
Education & Certification
- Fordham University - Bachelor of Science, Classics
Subject Expertise
- Series 7
- Series 66
- Series 63
- Series 22
- +7 subjects
Danny: Kansas City Series 7 test prep instructor
...I am happy to share my knowledge and experiences with you and help you achieve your goals. I have been a sales leader in the financial services industry for over 25 years and I retired a senior NCO in the Army Reserve serving for 23 years. I've had the pleasure of mentoring training and leading sales people and soldiers most of my adult life and coaching and developing has been my passion. I have the...
Education & Certification
- Pace University-New York - Bachelor of Science, Marketing
Subject Expertise
- Series 7
- Insurance License
- Series 24
- SIE
- +11 subjects
Ernesto: Kansas City Series 7 test prep instructor
I have decades of experience both in academe as well as in the financial services field, and have helped thousands of adults reach their academic and professional licensing goals.
Education & Certification
- University of Miami - Master of Science, General Literature
- University of Florida - Master of Science, Business Administration and Management
- Argosy University-Chicago - Doctor of Science, Organizational Leadership
Subject Expertise
- Series 7
- Series 24
- Series 7 - General Securities Representative Exam (Stockbroker)
- Series 65
- +20 subjects
Raman: Kansas City Series 7 test prep instructor
...Life & Health Insurance License, and the CFP Exam. Being a Financial Planner is no different than being an educator or a coach. My passion is to teach my clients on how build a robust financial plan, however my passion goes beyond that. At Varsity Tutors, my vision is to help you achieve your goal of successfully passing the Series 7, Series 63, Series 65, Series 66, State Life & Health Insurance License, the CFP...
Education & Certification
- University of Houston-Downtown - Bachelor in Business Administration, Finance
- Rice University - Certificate, Financial Planning
Subject Expertise
- Series 7
- Exam IFM - Investment and Financial Markets
- Series 66
- RICP - Retirement Income Certified Professional
- +25 subjects
Robert: Kansas City Series 7 test prep instructor
I am passionate about lifting up the next generation of business leaders. I had amazing tutors when I was in college and business school and I am ready to pay it forward.
Education & Certification
- Carnegie Mellon University - Masters in Business Administration, Business Statistics
Subject Expertise
- Series 7
- Series 63
- FINRA - Financial Industry Regulatory Authority
- SIE
- +25 subjects
Will: Kansas City Series 7 test prep instructor
Building competence in the subjects that matter to you.
Education & Certification
- Spring Hill College - Bachelor of Science, Finance
Subject Expertise
- Series 7
- Series 7 - General Securities Representative Exam (Stockbroker)
- CFP
- Series 66
- +4 subjects
Harrison: Kansas City Series 7 test prep instructor
Hello, My name is Harrison and I am an economics major at the University of Pennsylvania from Philadelphia. I have experience tutoring in economics, statistics, algebra/pre-calc, and introductory calculus. I typically have the most availability during evening and weekend hours, but will always work to try and work with any schedule. If interested, please do not hesitate to reach out.
Education & Certification
- University of Pennsylvania - Bachelor in Arts, Economics
Subject Expertise
- Series 7
- Series 63
- SIE
- Series 7 - General Securities Representative Exam (Stockbroker)
- +20 subjects
John: Kansas City Series 7 test prep instructor
I have a BS in Computer Science and Economics from Yale and an MBA from NYU. I have my Series 7 and 57 and work as a proprietary trader on Wall Street. I'm passionate about financial markets, technology and economics. My philosophy towards education is one of efficiency. I believe that time management is the key to accomplishing your academic and professional goals. I'm here to help you not only learn but absorb the material...
Education & Certification
- Yale University - Bachelor of Science, Computer Science
- New York University - Masters in Business Administration, Finance
Subject Expertise
- Series 7
- Series 7 - General Securities Representative Exam (Stockbroker)
- Series 3
- Series 72
- +38 subjects
Nikhil: Kansas City Series 7 test prep instructor
...fascinated me due to their application towards everyday technology. Along with economics, these are my favorite subjects to tutor because they involve concrete answers deeply rooted in logic. As a tutor, I strive to help students better understand complex problems and develop problem-solving skills. This mindset is obviously crucial for tests, but it also helps students develop analytical techniques that can benefit them in innumerable ways. Outside academics, I enjoy reading about current affairs, weight...
Education & Certification
- New York University - Current Undergrad, Mathematics
Subject Expertise
- Series 7
- Series 53
- Hindi
- Microeconomics
- +88 subjects
Melissa: Kansas City Series 7 test prep instructor
I have 20 years of real world experience in business. I can teach the following licenses: SIE, Series 7, Series 63, and Series 66. I am a current licensed senior broker at a large firm. I have assisted with in-person training to pass these licenses and have worked teaching adults my entire career. Cannot wait to work with you!
Education & Certification
- The University of Texas at Arlington - Bachelor in Arts, Anthropology
- Capella University - Masters in Business Administration, Business Administration and Management
Subject Expertise
- Series 7
- Series 66
- SIE
- Series 63
- +1 subjects
Dennis: Kansas City Series 7 test prep instructor
...NY brokerage firm Bear Stearns at 17 years old and earned some licenses along the way (7, 63, 55 and 24 supervisory principal). Life is easiest when armed with a variety of skill sets. So learn a little of everything but specialize in something that you feel like learning, even if there will be no test or recognition. Your education is really for yourself and those you will affect from now on.
Education & Certification
- Wesleyan University - Bachelor in Arts, Mathematical Statistics and Probability
Subject Expertise
- Series 7
- Series 55
- Series 7 - General Securities Representative Exam (Stockbroker)
- Series 24
- +49 subjects
Johnny: Kansas City Series 7 test prep instructor
...as 10Q and 10K), this goes with earning season or when companies report earning. Technical Analysis, which is understanding how to read a chart that includes candles, SMA, MACD, RSI and Divergence. I also teach economics and how economics is applied to the Stock market. Other subjects I may teach are undertanding Bonds, Credit Spreads, Economy Cycles, Simple and Compound Interest within Excel, ETFs, Options, Equities, mutual funds, and rules and regulations in the Finance...
Education & Certification
- University of Houston-Victoria - Bachelor in Business Administration, Finance
Subject Expertise
- Series 7
- Series 57
- Series 65
- Series 26
- +14 subjects
Zachary: Kansas City Series 7 test prep instructor
...in college and was put through a TD Ameritrade's training program to pass the Series 7 and Series 63 Licenses. The program I have learned is designed specifically to teach you the information you need to know to pass and skip out on all the fluff. I have a vast understanding of the "test world" concepts and their real world applications. If you are looking for a tutor who can break down the concepts into...
Education & Certification
- Troy University - Bachelor in Arts, Finance
Subject Expertise
- Series 7
- SIE
- Series 66
- Series 28
- +12 subjects
Jorge: Kansas City Series 7 test prep instructor
...enter the world of Finance and have enjoyed a rewarding career of over 20 years. Along the way, I have earned my Certificate in Financial Planning from Bryant University. Preparing for a certification exam can be a daunting and stressful experience. I strive to help my students isolate their strengths and weaknesses, then help them construct a plan to approach the material in a disciplined and structured manner. By doing so, they gain confidence and...
Education & Certification
- Long Island University-C W Post Campus - Bachelor in Arts, English
Subject Expertise
- Series 7
- Insurance License
- Series 7 - General Securities Representative Exam (Stockbroker)
- Series 66
- +38 subjects
Christopher : Kansas City Series 7 test prep instructor
My name is Chris. I'm 25 years old and work in investment banking. I enjoy learning about and teaching all things related to business and history. Other than banking and tutoring, I'm also working on three startups as either a co-founder or leading business development. I also have my Series 7, 63 and 79 I like to take complex ideas and break them down with more simple terminology and application to real world scenarios.
Education & Certification
- The University of Alabama - Bachelor in Business Administration, Finance
Subject Expertise
- Series 7
- AP Comparative Government and Politics
- Social Studies
- ACCUPLACER Reading Comprehension
- +68 subjects
Joshuah: Kansas City Series 7 test prep instructor
...65, and 7 on the first attempts, and have passed the Level I CFA exam. All of which are completely unimportant because it's not about me, it's about how I can help you (and I can)! Whether you know what you need to know, or are completely lost, I will make sure that we progress with content at a speed that fits you until you are confident for test day. There are no stupid questions,...
Education & Certification
- Excelsior College - Bachelor of Science, Biology, General
Subject Expertise
- Series 7
- SIE
- Series 6
- Series 66
- +14 subjects
Kim: Kansas City Series 7 test prep instructor
...day, I work upwards of 18 hours per day, five and sometimes six days per week. Because of my diverse background, (heavy in the finance arena, including insurance, securities & investment banking/related) I can relate to people on different levels. I excel in working with those who are learning challenged. This can range from a person who is a non-native English speaker to someone with ADHD/Autism. If you need to take a certification test, I...
Education & Certification
- University of Alaska Anchorage - Bachelor of Science, Political Science and Government
- International Seminary for Distance Education in Theology - Bachelor of Theological Studies, Theology
Subject Expertise
- Series 7
- Insurance License
- SIE
- Series 6
- +46 subjects
Gregory: Kansas City Series 7 test prep instructor
Education & Certification
- Pepperdine University - Masters in Business Administration, Business Administration and Management
Subject Expertise
- Series 7
- Series 65
- Series 63
- Real Estate License
- +65 subjects
Michael: Kansas City Series 7 test prep instructor
...acted like an extension of my clients trading desks executing delta neutral trades, risk reversals and many other strategies either on a held or not held basis. Held means I am given the price by the client to fill and not held means the order is at my discretion to pick the price. Here we traded large institutional size orders of every strategy for the banks client who are sophisticated hedge funds, asset managers and...
Education & Certification
- Long Island University-C W Post Campus - Bachelor of Science, Finance
- CUNY Bernard M Baruch College - Master of Science, Finance
Subject Expertise
- Series 7
- SIE
- Series 3
- Exam IFM - Investment and Financial Markets
- +14 subjects