Series 7 Virtual Review Class - Virtual Training
A successful Series 7 preparation course requires experienced instruction by content experts of the tested financial products and US regulations. License Training's 3-day intensive Series 7 Review Class allows time to ask questions in a welcoming environment. The focus of the class are the topics related to capital raising by issuers of securities, equity option contracts, option economics, customer account opening & maintenance, margin accounting, the basics of bonds, investment companies, annuities, economics, financial analysis, suitability of recommendation, various bond types, and bond returns. In addition, the Series 7 training program highlights and explains the SEC and FINRA regulations which apply to the various investment products and seen on the exam.
To succeed on the Series 7 exam, candidates are expected to increase their knowledge and proficiency in US regulations and financial products. Each student receives a copy of the class presentation which encapsulates the test points and acts as an excellent study guide.
Currently we are accepting assignments from corporate clients, and training programs are conducted virtually on Webex or at your business locations.
FAQs
Are there ID requirements to enter the event?
Students are invited to log into the class or tutoring session by email link, which is sent in advance.
What are my transport/parking options getting to the event?
Not applicable since the advantage of web training is that it is immediately accessible from your office or home location.
What can I bring to the event?
Please use a notebook to record the instructor’s important explanations of the tested products and regulations.
Where can I contact the organizer with any questions?
Please contact Matt Crosson by email: series24@icloud.com or call direct at 862-324-6092
Is my registration/ticket transferable?
Generally no since the attendance is reserved with individual students by email link in advance for virtual classes or tutoring sessions.
What can I expect during the class?
The instructor will be speaking about the tested concepts, and the class presentation is pushed onto your computer screen. The class presentation is printable. During the study session or class, students may ask questions verbally or via the chat channel.