SERIES 7 EXAM TUTOR - SERIES 7 TUTORING TIPS

Series 7 Tutor Materials

by Michael Weiss, CFA on 10/04/17

A Series 7 Tutor should ideally have their own materials for the exams that they teach. It is a little surprising to me when I hear that some series 7 tutors do not have their own materials. I have spent the past several years developing materials for the series 7 exam and other licensing exams. It takes a lot of work but being a Series 7 Tutor and tutor for other licensing exams is my full time job. I highly encourage all of my Series 7 Tutors to develop their own materials.

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Series 7 Tutors and Accountability

by Michael Weiss, CFA on 09/27/17

September 27th, 2017

The primarily responsibility of a series 7 tutor is to teach the topics that will be covered on the series 7 exam. The series 7 tutoring often includes teaching from a presentation and doing series 7 practice questions with students. A secondary benefit of working with a series 7 tutor is the accountability of working with someone who expects that you will prepare for meetings. The series 7 tutor will assign topics to study in preparation of a series 7 tutoring session. When a meeting starts, I often ask series 7 students for an update on their studying. Most of the time, the students report that they did the reading/practice questions or completed a certain number of series 7 exams. Occasionally, they tell me that work was crazy or life got in the way. Most people are busy but you have to find a way to do the work!

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Series 7 Tutor Tips - Profiling Customers and Making Recommendations

by Michael Weiss, CFA on 09/20/17

As a series 7 tutor, it is important to remind students to focus on the bigger picture such as profiling customers and making recommendations. While knowing the 15th detail of what goes on a confirmation is good to know, it should be a very minor part of what you need to know. Of course, if you are interested, series 7 tutors can provide details regarding confirmations.

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Series 7 Tutoring versus a Series 7 Class

by Michael Weiss, CFA on 08/07/17

Should a Series 7 student work with a Series 7 Tutor or take a series 7 class. On the surface, series 7 classes appear to be a cost effective way to get help for the series 7 exam. Cheap may not translate into effective. One of my recent students told me that her series 7 instructor just completed his training on how to teach a class! Yikes! Hopefully your instructor will have experience...

Another issue is that classes are not tailored to the needs of the students. Also, sometimes students feel pressure when asking questions. The instructors may not have the time during the class to answer many questions. And worse, the instructor may not have the answers to questions. Instructors do not want to be embarrassed in front of a large class of students.

I think Series 7 Tutoring is a more effective way to get help for the series 7 exam. Meetings are tailored to the needs of the series 7 students and they can ask as many questions as needed. Students are paying to get help and should have high standards when selecting a Series 7 Tutor. The owner of Series 7 Exam Tutor is a full time tutor with two degrees in fiance and is also a CFA charterholder. The owner started this company in 2011 after working in investments for 20 years and yes, has passed the series 7 exam (94%).

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Series 7 Tutor Tips - Some People Should Ask For Extra Time for the Series 7 Exam

by Michael Weiss, CFA on 07/12/17

We provide series 7 tutoring all different types of people. Some of the series 7 exam students we work with have learning issues such as ADD, ADHD, dyslexia, etc. We also provide series 7 tutoring tutoring for people in which English is not their first language. Some of these series 7 students are not aware that FINRA might give them extra time or special accommodations for the series 7 exam. Anyone with any of these issues should inquire with FINRA as to whether he or she would be eligible for a special arrangement.

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