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Category: Jim

Core Series 66 Topics
May 23, 2021May 22, 2021Jim

Core Series 66 Topics; Where to Begin and Where to Focus

Studying the core Series 66 topics is a good place to start to ensure that your knowledge blooms for this […]

Series 86 Exam Update
May 16, 2021April 24, 2024Jim

Series 86 Exam Update: A Change in Operating Lease Accounting

When it comes to FINRA changing the content of their exams, it’s rare bridge to cross. More specifically, when it […]

Total Series 7 Study Time
May 9, 2021May 8, 2021Jim

Total Series 7 Study Time Needed to Pass: How Long Will You Need?

The total Series 7 study time needed to pass depends on a few things. While many people seek out our […]

SIE Exam for Beginners
May 2, 2021April 24, 2024Jim

SIE Exam for Beginners; No Finance Background? No Problem

What better place to start than the beginning? The SIE Exam for beginners in the financial industry is an excellent […]

minimum series 7 scores
April 25, 2021April 29, 2024Jim

Minimum Series 7 Practice Scores You Should Expect in Order to Pass

The minimum Series 7 scores that you should strive for on your practice questions is important to know. After all, […]

CFA Exam Approaching
April 11, 2021April 27, 2021Jim

With the CFA Exam Approaching, Focus on the Right Stuff

With the CFA Exam approaching for some (May!), make sure that you’re focusing on the right stuff. In today’s post […]

Series 66 endurance
April 4, 2021April 3, 2021Jim

Series 66 Endurance: Usually the Last Exam, but Not the Easiest

To the casual observer, studying appears to be anything but a high intensity calorie-burning exercise. Those in the thick of […]

the best series 7 video course
March 28, 2021May 22, 2023Jim

Where to Find The Best Series 7 Video Course on the Internet

Looking for the best Series 7 video course from which to study? After hours of research, we’ve curated a list […]

Best Time to Take the SIE Exam
March 21, 2021March 20, 2021Jim

When is the Best Time to Take the SIE Exam?

Aside from helping students learn how to study for the SIE Exam, we also offer our advice on the best […]

Why take the SIE exam
March 14, 2021March 13, 2021Jim

Why Take the SIE Exam? Turning the lights on…

Are you planning on a career in finance (specifically as an advisor or broker)? If so, you may have already […]

How Long to Study for the Series 7 Exam
March 7, 2021April 29, 2024Jim

How Long to Study for the Series 7 Exam…For the Typical Student

One of the first questions we get from students is around how long to study for the Series 7 exam. […]

Why Take the Series 66 Exam
March 3, 2021Jim

Why Take the Series 66 Exam? Let me count the ways…

Why take the Series 66 exam? That’s a good question, with some simple answers. Let’s explore shall we?   Why […]

How Long to Study for the Series 63 Exam
January 17, 2021April 22, 2024Jim

How Long to Study for the Series 63 Exam; What’s a Good Estimate?

Many students ask us how long to study for the Series 63 exam. The best advice we can offer is […]

January 3, 2021January 2, 2021Jim

Open-End Funds and Closed-End Funds on the SIE Exam, Explained

Open-end funds and closed-end funds are a serious source of confusion for many students. If you’re about to take the […]

December 27, 2020April 19, 2021Jim

New Year, New CFA Exam; How to Approach CFA Level 1 in 2021

In another week it’ll be another year. With 2021, comes a new CFA exam. Have you dove into your study […]

December 20, 2020January 9, 2021Jim

Series 7 Holiday Studying: Tips to Stay Effective While Enjoying the Break

If you have yet to take your exam then the next couple of weeks may include some Series 7 holiday […]

enough is enough NYSE holiday
November 29, 2020November 28, 2020Jim

When Enough is Enough: How to Make Sure Your Studying is Sufficient to Pass

With the holidays fast approaching, the temptation is great to close your text book and say “enough is enough” when […]

CFA Institute Practice Questions
November 15, 2020November 14, 2020Jim

CFA Institute Practice Questions, A New Resource You Shouldn’t Ignore

The CFA Institute practice questions represent a new resource from which candidates can study. Wiley and Schweser used to be […]

Studying Like a Fourth Grader
November 8, 2020November 8, 2020Jim

Studying Like a Fourth Grader is More Effective than This Popular Method

Today, we’re going to explain why studying like a fourth grader can lead to more success than how you might […]

Series 66 Efficient Market Hypothesis
November 1, 2020October 31, 2020Jim

Series 66 Efficient Market Hypothesis; Let’s Untangle this Concept

The Series 66 Efficient Market Hypothesis questions consistently confound many of our students. Rightly so. On its face, the idea […]

Series 7 tutor
October 25, 2020October 24, 2020Jim

Series 66 License: Common Mistakes from a Dr. Jekyll and Mr. Hyde Type of Exam

Getting your Series 66 license can be deceivingly harder than many people expect. We’ve seen hundreds of students breath a […]

CFA Exam December 2020 postponed
October 18, 2020October 17, 2020Jim

CFA Exam December 2020 Postponed in Certain Locations Around the World

Well, it’s been quite a year. To top it off, the CFA Institute made a recent announcement. This global organization, […]

October 11, 2020Jim

Studying with Flash Cards, This is the Right Way to Use Them

Let’s talk about studying with flash cards. Flash cards can be a major help for those pesky, hard-to-remember, definitions and […]

Series 7 Exam Question Break Down
October 4, 2020October 3, 2020Jim

Series 7 Exam Question Break Down; What Questions You Get Makes a Difference

Wouldn’t it be great to know the Series 7 Exam question break down before exam day? Yes…yes, it would. To […]

series 63 pass rate sunrise
September 27, 2020April 29, 2024Jim

Series 63 Pass Rate: Lower Than You’d Think

You won’t find any official numbers from FINRA regarding the Series 63 pass rate. However, what we can tell you […]

Series 86 exam is different
September 27, 2020September 26, 2020Jim

Why the Series 86 Exam is Different: Hard, But Not Impassible

The Series 86 exam is different than any other FINRA exam you will take. Starting out in a career in […]

two study tools
September 20, 2020September 19, 2020Jim

Two Study Tools That Will Get You Through Your Exams

In today’s post we share two study tools that will help boost your practice scores if you don’t already use […]

FINRA Exam From Home
September 5, 2020Jim

Taking Your FINRA Exam From Home? Beware Tech Glitches

Well, the summer is almost over and many of us are still stuck inside. With tests still to be taken, […]

space out your studying
August 16, 2020May 22, 2023Jim

Trying to Set Up a Study Schedule? How to Space Out Your Studying

Want to make a concept stick? Learn how to space out your studying. There are very simple but effective tricks […]

When to study
August 9, 2020August 9, 2020Jim

When to Study? Do Early Birds, or Night Owls Study Best?

When to study is a question we get a lot. What time of day? How long? These are certainly some […]

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