The Importance of Taxation for the Series 7 Exam : SERIES 7 EXAM TUTOR - NEED TO PASS THE SERIES 7 EXAM?
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Welcome to Series 7 Exam Tutor!  

Series 7 Exam Tutor offers private tutoring for the Series 7 Examthe Series 6 Exam, the Series 24 Exam, the Series 26 Exam, the Series 63 Exam, the Series 65 Exam, the Series 66 Exam and the Series 79 Exam. As a Series 7 Tutor, we know how important it is for students to pass their exams on the first try. Some employers only give prospective financial advisors one chance to pass an exam. Given the importance of passing the Series 7 Exam, our Series 7 Tutors take a multi-pronged approach to helping students to pass the Series 7 Exam. Series 7 Exam Tutor serves as a private trainer as well as a coach.  Some Series 7 Exam test takers work full time and find it challenging to allocate the hours necessary to pass the exam. A Series 7 Tutor can help motivate students to study for the test.

The primary instructor, Michael Weiss, CFA, passed the Series 7 on his first try with a score of 94% and was awarded the CFA charter after passing all three CFA Exams on the first try. Michael also holds an undergraduate and a graduate degree in finance. Michael combines a strong academic background with 20 years of investment experience to provide students with a solid private tutoring experience. If Michael is not available, you can also work with one of our other highly qualified Series 7 Tutors. All of our Series 7 Tutors are focused on FINRA or NASAA licensing exams and some teach for the major Series 7 Prep providers or teach for large investment companies. We also have one bilingual series 7 tutor who speaks Spanish.

In November of 2011, FINRA raised the minimum score to Pass the Series 7 to 72% from 70% and also changed the format of the Series 7 test. As a Series 7 Tutor, we can help you with the new format and understand the most difficult topics on this exam, such as options and suitability. The owner of this company, Michael Weiss, has worked as a portfolio manager and as an investment analyst and therefore is highly qualified to teach students about suitability and how to answer suitability questions.

Series 7 Exam Tutor emphasizes comprehension rather than memorization. In order to Pass the Series 7, you need to understand the material. For additional information about the Series 7 Exam, click on the following link for FINRA's Series 7 Exam Content Outline.

Series 7 Exam Tutor also offers private online and in-person classes for the Series 7 Exam as well as tutoring for the CFA Exam and for finance courses.

The Importance of Taxation for the Series 7 Exam

by Michael Weiss, CFA on 12/01/12

Taxation is a very underrated topic on the series 7 exam but it is very important and perhaps one of the most important on the exam.  Here is why: it covers a wide variety of investment topics such as options, municipal bonds, treasuries, corporate bonds, limited partnerships, variable annuities, retirement accounts, convertible bonds, margin, equities, investment companies, etc. Taxation is also an important consideration for making investment recommendations. As you are getting closer to the exam date, a thorough review of taxation should be time well spent. 

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