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Category: Jim

June 8, 2025Jim

Series 7 Exam Day! What to Do the Day Of

When it comes to Series 7 exam day, we have a few recommendations we’ve seen work well. In today’s post, […]

June 1, 2025May 30, 2025Jim

Equity Research Exam: Overkill? Yes, But You Still Need to Pass

The Series 86 equity research exam is a notoriously hard one. Of all of the exams that we tutor, this […]

May 25, 2025May 23, 2025Jim

Investment Banking Class of 2025: Series 79 Exam Awaits

The incoming investment banking class of 2025 will face a familiar foe: The Series 79 Exam. In today’s post we […]

May 18, 2025June 3, 2025Jim

SIE Exam Challenges: What Areas Trip Up the Most Students

The SIE Exam challenges students with all different academic backgrounds. Even those with economics or finance degrees, the exam is […]

May 11, 2025May 21, 2025Jim

Series 65 Analytical Component: Don’t Forget This Section

The Series 65 analytical component is where a lot of headaches are born. While trying to perfect the rules and […]

April 27, 2025April 26, 2025Jim

Series 7 Exam Structure: Systemize Your Studying

Most people thrive off structure, and Series 7 Exam structure when it comes to studying helps. In today’s post we […]

April 20, 2025April 20, 2025Jim

Series 86 New Questions: How to Anticipate

Series 86 new questions can take many people by surprise. Sometimes they may require a level of extrapolation from textbook […]

April 13, 2025April 12, 2025Jim

Series 79 60/40 Split: Exam Breakdown

The Series 79 60/40 split is a rough approximation of the proportionality of questions posed. In today’s post, we highlight […]

April 6, 2025April 12, 2025Jim

Series 63 Securities Registration: Qualification, Coordination, and Confusion?

For the Series 63 securities registration tends to be a topic we hear a lot. Many students get confused between […]

March 30, 2025March 29, 2025Jim

Best SIE Exam Prep Material for 2025

Trying to find the best SIE Exam prep material for 2025? Fortunately, this year is no different than recent years. […]

March 23, 2025March 25, 2025Jim

Series 7 New Issues Section: Easy? Not Really.

In the Series 7 New Issues section, many students start out optimistic. After all, it is the first chapter in […]

March 16, 2025March 25, 2025Jim

Series 86 Exam Formulas: What to Know in 2025

When it comes to Series 86 Exam formulas, there are a wide range to know. So far this year, 2025 […]

March 9, 2025March 25, 2025Jim

Series 66 Agent vs IAR: Some Basic Differences

When it comes to knowing the difference between the definition of a Series 66 agent vs IAR (investment advisor representative), […]

February 23, 2025March 25, 2025Jim

Series 79 Sticking Points: Focus Your Attention Here

The most common Series 79 sticking points that we see from our students can sometimes make or break passing the […]

February 16, 2025March 25, 2025Jim

Series 63 Exempt Transactions: A Quick Take

When it comes to Series 63 exempt transactions questions, many get stumped. In today’s post, we offer a brief unpacking […]

February 9, 2025March 25, 2025Jim

SIE Exam Bonds: Breaking Down the Different Types Covered

When it comes to the SIE Exam bonds are a very important section. Not only are there likely many questions […]

February 2, 2025February 5, 2025Jim

Straddles vs Spreads: Series 7 Options Trouble

When it comes to understanding Options on the Series 7, deciphering Straddles vs Spreads is a common point of confusion. […]

January 26, 2025January 28, 2025Jim

What’s New on the Series 86 Exam in 2025?

For equity research associates to get fully licensed, it might help to know what’s new on the Series 86 exam […]

January 19, 2025January 28, 2025Jim

Investment Banking Exam: Finishing Off the Series 79 Exam

For those of you still trying to finish off the Series 79 investment banking exam, there are some key areas […]

January 12, 2025January 28, 2025Jim

Series 65 Math Problems: How Far in the Weeds to Go

Series 65 math problems are likely to be few and far between on the exam. However, there are certainly some […]

January 5, 2025May 21, 2025Jim

SIE Exam 2025: Focus Your Time on What’s Likely to Show Up

For the SIE Exam 2025 brings similar challenges to previous years. The exam has changed very little from year to […]

December 29, 2024June 14, 2025Jim

Series 7 Exam 2025: Effective Study Methods to Keep You on Track

Looking for a fresh start to the Series 7 exam 2025 is a new year to take a new approach. […]

December 15, 2024December 14, 2024Jim

Series 86 Preview: Know What You’re Getting Into

In today’s post, we provide a Series 86 preview. Most people that follow us already have a base level understanding […]

December 8, 2024December 7, 2024Jim

SIE Exam Question Concentration: Should I Focus My Studying?

When it comes to SIE exam question concentration, it’s hard to pinpoint one area where you should focus. This exam […]

December 1, 2024November 29, 2024Jim

Studying on the Final Stretch: What to Do and Where to Focus

With the year end holidays fast approaching, many are studying on the final stretch. Here are some of our quick […]

November 24, 2024November 24, 2024Jim

Series 66 Analytical Questions: How Much Quant Do You Need to Know?

Series 66 analytical questions are a consistently tricky part of the exam. Most students that we teach have issues with […]

November 17, 2024November 13, 2024Jim

Series 7 Curriculum: Which Textbook Matters Less Than Which Practice Questions

When it comes to choosing which Series 7 curriculum to use, there are lots of choices. In today’s post we […]

November 10, 2024November 10, 2024Jim

Series 63 Prep: How Much Time Do I Need to Study?

For your Series 63 prep, you may not be given very much time. Many employers, especially those of investment bankers […]

October 27, 2024Jim

Series 86 Exam Pension Accounting: What to Know for the Exam

On the Series 86 Exam pension accounting is a core topic. This specific topic has been showing up for years, […]

October 20, 2024October 18, 2024Jim

SIE Memorization vs Series 7 Knowledge: Test Taking Differences

When it comes to the SIE Exam and Series 7 Exam, SIE memorization is necessary. However, so is deeper knowledge […]

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