2026 FINRA Series 7 - General Securities Rep
Pass the Series 7. Read, recall, practice.
Read the 436-page handbook, practice each rule in 1,000 mapped questions with endless practice mode, and use readiness to close the loop on what to study next. The 385-card recall deck and 3h 45m exam sim stay on the same chapter spine.
436Textbook pages
385Flashcards
1,000Practice questions
3h 45mExam sim
- 2026 FINRA outline
- 7-day money-back
- Web + iPhone sync
- Full product in both plans
PassSeries7
Account
TODAY - STUDY BLOCK
READChapter 1.
Building an Investor Profile
Read Chapter 1
READINESSBASELINE
Start clean. Readiness unlocks after study evidence builds.
READ0%
RECALL-
PRACTICE-
THE LOOP - CH.1Baseline
01Read Chapter 1active
02Review Chapter 1 flashcards-
03Take Chapter 1 practice-
04Move to Chapter 2-
Read the chapter, then check it with cards and practice.
TODAY - ADAPTIVE PLAN - 30MOpen chapter >
01Read Chapter 1Chapter 1 not yet marked read - the loop starts here.20m
02Practice - 20 QCollect mapped practice evidence after the first read block.~15m
TEXTBOOK - 436 PAGES20 chapters
0%read coverage
TEXTBOOK - 20 CHAPTERS - 436 PAGES
20 CHContinue Chapter 1.
Active chapter first - full handbook below
TEXTBOOK436
CHAPTERS20
RECALL385
PRACTICE1,000
Ch. 1 / Building an Investor Profilepp. 1-18
Chapter 1
Section 1.1 - pp. 1-3Building an Investor Profile
Before recommending a single security, a rep must understand who the customer is.
1.1Developing a Customer Profile
This section connects to recall cards and mapped practice questions.
01
Building an Investor Profile18pp - 5 sections
0%02
Customer Accounts25pp - 9 sections
0%03
Customer Communications20pp - 10 sections
0%Ch. 01Building an Investor Profile18 cardsCh. 02Customer Accounts22 cardsCh. 03Customer Communications18 cards
CH.1 - CUSTOMER PROFILE BASICS
1 / 18Flashcards
Prompt - tap to reveal answer
Reveal answer to gradeYour firm wants to email a glossy mutual-fund brochure to 500 prospects on Monday. What has to happen first?
Attempt recallCustomer profile basics
Hardshort intervalGoodstandard intervalEasyextended interval
0 cards reviewed this session
CH.1 - PRACTICE
1 / 20Practice
FixedEndless
QUESTION 0100:34
Which customer detail is part of a basic investor profile?
AInvestment objective
BA sibling's income
CFirm inventory
DMarket-maker quote
FULL - 125 Q
Full exam.
3h 45m.
Use full simulation after Read, Cards, and Practice have produced an earned signal.
QUESTIONS125
TIME LIMIT3h 45m
REPORTReview
RETAKESmany
Readiness - Baseline
READINESS REPORTBASELINE
Baseline
Start clean. Readiness unlocks after study evidence builds. Next: Read Chapter 1.
READ0%
RECALL-
PRACTICE-
ROLLING 14-DAY ACTIVITY0 min - 0 sessions
01
Building an Investor Profilepp. 25–42 - 5 sections
0%02
Customer Accountspp. 43–67 - 9 sections
0%03
Customer Communicationspp. 68–87 - 10 sections
0%Student outcomes
Students have reported landing at firms like these.
Used by candidates pursuing broker-dealer, wealth, banking, and advisory roles. Firm names and marks are shown only to describe reported student outcomes; no affiliation, sponsorship, endorsement, hiring relationship, or outcome guarantee is implied.
J.P. Morgan
Bank of America
Morgan Stanley
Goldman Sachs
Citi
Wells Fargo
Charles Schwab
Fidelity InvestmentsSection 01 - Study Loop
Open the whole study loop before you pay.
Scan the handbook, section-tagged cards, chapter practice, full exam simulation, and shared web/iPhone account path from one page.
Reported platform snapshot. Individual outcomes vary.
iOS app is live
Continue studying
on iPhone.
PassSeries7 is live on the App Store. Use the native iPhone app for chapter reading, recall cards, practice, exam simulation, and progress checks, then keep the same study loop moving on web.
- Continue studying on iPhone without changing your Series 7 workflow.
- Keep reading, recall, practice, exams, and progress in the same account path.
- Scan the branded QR code or use the official App Store badge.
Available now on iPhone and Mac. Coming soon to Google Play and Windows.
Study anywhere.Scan to download
Opens PassSeries7 in the App Store.
The system
Four study modes.
One chapter spine.
Read the chapter, drill the cards, run the practice set, then advance only when the evidence supports it.
Read the 436-page handbook
Twenty chapters keep explanations, diagrams, key terms, source ranges, and the light/dark PDFs on one chapter spine.
Drill 385 focused flashcards
A tight section-tagged deck keeps recall review useful instead of turning it into a thousand-card chore.
Practice options payoff logic
1,000 mapped questions turn chapter rules into applied reps, including payoff diagrams for call and put logic.
3h 45m full exam simulation
Run the 125-question timed draw, then use the review grid and section breakdown to choose the next study block.
Study signal map
One rule becomes
four real study surfaces.
The homepage diagrams show the actual study loop. This map shows how the same section-level idea travels through reading, recall, applied practice, and the next recommendation.
01LearnChapter sectionRead evidencePage range, diagram, key rule
02CardsSame sectionRecall evidenceHard / Good / Easy interval
03PracticeMapped ruleApplied evidenceAnswer, rationale, weak objective
04ProgressAll signalsNext actionReadiness routing, not a claim
The textbook
A serious handbook,
inside the study loop.
Twenty chapters written in-house to the 2026 FINRA Series 7 outline, with a 436-page handbook, section-level explanations, finished diagrams, and mapped practice.
Members can open the reader or download branded light and dark handbook PDFs from Learn.
Ch. 5Handbook
Section preview
Bond Pricing
Prices and yields move inversely. A 200 bp shift either way reprices an existing 7% coupon.
Aspect
Yields rise
Yields fall
New market yield
9%
5%
7% bond price
Below par
Above par
Direction
Discount
Premium
Ch. 12Handbook
Section preview
Long Call Payoff
Buy a 50 call for $3. Below the strike the premium is the entire loss; above it, profit grows one-for-one past $53.
01
Reader and PDF share the same chapter order.
02
Cards and practice cite back to section logic.
03
Readiness uses completed study evidence, not vanity progress.
Public chapter previews
Chapter
Chapter 12: Options
Payoff formulas, breakevens, spreads, hedges, and options taxation.
ChapterChapter 18: Margin
Reg T, long and short equity, SMA, maintenance, and buying power.
ChapterChapter 7: Municipal Debt
GO and revenue bonds, MSRB rules, quotations, and tax treatment.
ChapterChapter 1: Investor Profile
Suitability, Reg BI, customer facts, objectives, and risk tolerance.
Public resources
Resource
Learn hub
Browse all 20 public textbook chapters.
ResourceSeries 7 study guide
Public outline for every chapter in the 2026 handbook.
ResourceFree flashcards sample
Sample Series 7 recall cards for high-intent free flashcard searches.
ResourceOptions formulas
Max gain, max loss, and breakeven templates.
ResourceMargin formulas
Reg T, maintenance, SMA, and account equity.
ResourceSMA guide
Special Memorandum Account, buying power, selling power, and SMV.
Product preview
Preview the study loop,
before you start.
The panels below show how the signed-in dashboard and phone flow organize the same Chapter 1 baseline across Learn, Cards, Practice, Exam, and Progress.
01Today preview keeps next action, readiness, and chapter status together.02Phone preview follows the same Today, Learn, Cards, Practice, Exam, and Progress path.03Exam stays as downstream rehearsal while Read, Cards, and Practice build readiness.
Safari
passseries7.app/dashboard
Today · Study block
Chapter 1.
Building an Investor Profile
Open Learn. Cards, Practice, Exam, and Progress continue the same chapter loop.
Open Learn ▸Open LearnPlan active
ReadinessBaseline
0%
Exam Ready
Start clean. Readiness unlocks after study evidence builds.
Read0%
Recall-
Practice-
The Loop · Ch.010%
Read
active
Cards
—
Practice
—
Progress
—
Today · adaptive plan · 30m targetOpen Learn ▸
01
Read Chapter 1Chapter 1 not yet marked read - the loop starts here.
20m02
Practice · 20 QCollect mapped practice evidence after the first read block.
~15m03
Readiness checkOpen the report once evidence starts building.
5m▸ All chapters 436 pages · 20 chapters
010%
Building an Investor Profile
Textbook chapter · 5 sections · 18 cards · practice020%
Customer Accounts
Textbook chapter · 9 sections · 22 cards · practice030%
Customer Communications
Textbook chapter · 10 sections · 18 cards · practice040%
Equity Securities
Textbook chapter · 9 sections · 17 cards · practiceHandbook
436
pages
Recall
385
flashcards
Practice
1,000
mapped items
Exam sim
3h 45m
125 questions
PassSeries7
Account
TODAY - STUDY BLOCK
READChapter 1.
Building an Investor Profile
Read Chapter 1
READINESSBASELINE
Start clean. Readiness unlocks after study evidence builds.
READ0%
RECALL-
PRACTICE-
THE LOOP - CH.1Baseline
01Read Chapter 1active
02Review Chapter 1 flashcards-
03Take Chapter 1 practice-
04Move to Chapter 2-
Read the chapter, then check it with cards and practice.
TODAY - ADAPTIVE PLAN - 30MOpen chapter >
01Read Chapter 1Chapter 1 not yet marked read - the loop starts here.20m
02Practice - 20 QCollect mapped practice evidence after the first read block.~15m
TEXTBOOK - 436 PAGES20 chapters
0%read coverage
TEXTBOOK - 20 CHAPTERS - 436 PAGES
20 CHContinue Chapter 1.
Active chapter first - full handbook below
TEXTBOOK436
CHAPTERS20
RECALL385
PRACTICE1,000
Ch. 1 / Building an Investor Profilepp. 1-18
Chapter 1
Section 1.1 - pp. 1-3Building an Investor Profile
Before recommending a single security, a rep must understand who the customer is.
1.1Developing a Customer Profile
This section connects to recall cards and mapped practice questions.
01
Building an Investor Profile18pp - 5 sections
0%02
Customer Accounts25pp - 9 sections
0%03
Customer Communications20pp - 10 sections
0%Ch. 01Building an Investor Profile18 cardsCh. 02Customer Accounts22 cardsCh. 03Customer Communications18 cards
CH.1 - CUSTOMER PROFILE BASICS
1 / 18Flashcards
Prompt - tap to reveal answer
Reveal answer to gradeYour firm wants to email a glossy mutual-fund brochure to 500 prospects on Monday. What has to happen first?
Attempt recallCustomer profile basics
Hardshort intervalGoodstandard intervalEasyextended interval
0 cards reviewed this session
CH.1 - PRACTICE
1 / 20Practice
FixedEndless
QUESTION 0100:34
Which customer detail is part of a basic investor profile?
AInvestment objective
BA sibling's income
CFirm inventory
DMarket-maker quote
FULL - 125 Q
Full exam.
3h 45m.
Use full simulation after Read, Cards, and Practice have produced an earned signal.
QUESTIONS125
TIME LIMIT3h 45m
REPORTReview
RETAKESmany
Readiness - Baseline
READINESS REPORTBASELINE
Baseline
Start clean. Readiness unlocks after study evidence builds. Next: Read Chapter 1.
READ0%
RECALL-
PRACTICE-
ROLLING 14-DAY ACTIVITY0 min - 0 sessions
01
Building an Investor Profilepp. 25–42 - 5 sections
0%02
Customer Accountspp. 43–67 - 9 sections
0%03
Customer Communicationspp. 68–87 - 10 sections
0%Trust - built from study evidence
Study evidence
the app can show.
PassSeries7 explains trust through the work itself: chapters, recall, practice, timed simulation, sync, and readiness that tells a learner what to open next.
Fresh account baseline0%
Start clean. The first useful signal comes from reading, recall, practice, or exam work inside PassSeries7.
One study spine
The handbook, section cards, mapped questions, and exam simulator use the same chapter order, so review never loses the thread.
Scores start honest
A new account starts without a confidence score. Readiness moves only after reading, recall, practice, or exam evidence exists.
Weak spots stay visible
Endless practice saves answered work in batches and keeps misses tied to the section that teaches the rule.
Full exam rehearsal
The simulator uses a timed full-length draw, review grid, score report, and the same question families used in chapter practice.
One account
Bookmarks, notes, mistakes, completed exam attempts, and readiness sync through the same account on web and iPhone.
Clear purchase terms
Both plans unlock the same handbook, cards, practice bank, endless mode, and exam simulator. The only choice is billing cadence.
Questions and answers
Six things
everyone asks.
Short, direct answers.
Is the content aligned to the current FINRA exam?
Every chapter maps to the 2026 FINRA Series 7 General Securities Representative outline. Coverage includes T+1 settlement, Regulation Best Interest, and the 2024 updates.
Will this help me pass?
Four parts: read, recall, practice, and a 125-question exam simulation. Readiness scores blend section accuracy, recall velocity, and page coverage.
What if it's not for me?
Both plans carry a 7-day money-back guarantee. Monthly plans cancel in one click from the account page.
Is there a mobile app?
Yes. PassSeries7 uses the same account on web and the native iPhone app.
How long does it take to get ready?
Most candidates log 80-150 hours. The system paces you chapter by chapter and keeps weak sections visible.
Do I get the textbook PDF?
Members download the complete 436-page handbook from the Learn page in light or dark. Both PDFs are branded, printable, and matched to the same in-app reader.
Series 7 resources
High-intent guides,
built for real study.
Start with a sample test, then move into the chapters, topics, and practice loops that make each miss useful.
01 - GUIDE
Free practice test
Sample questions with explanations and score framing.
02 - GUIDESeries 7 resources
Citation-ready hub for clubs, career centers, advisors, newsletters, and AI assistants.
03 - GUIDEFinance club kit
Workshop agenda, copy blocks, stable links, and product facts for student organizations.
04 - GUIDECareer center kit
Advising sequence and resource-list copy for finance career offices.
05 - GUIDEStudy group guide
A practical agenda for small Series 7 groups turning misses into weekly review.
06 - GUIDEAI summary
Citation-safe facts for AI assistants, launch directories, journalists, and buyers.
07 - GUIDEReadiness report
Diagnostic score bands, topic repair signals, formula fluency, and exam-simulation readiness.
08 - GUIDEFormula library
Options, margin, bond yield, and tax-equivalent-yield formulas with practice next steps.
09 - GUIDEComparison hub
Neutral criteria for comparing PassSeries7 with other Series 7 prep options.
10 - GUIDEiPhone app guide
How to evaluate mobile-first Series 7 study apps and account sync.
11 - GUIDESummer finance prep
Student and recent-grad code requests for finance training season.
12 - GUIDECampus ambassador program
Finance club and student partner applications with approved discount-code sharing.
13 - GUIDEPractice test strategy
How to use timed scores, explanations, and full simulations.
14 - GUIDEFree flashcards sample
Public sample cards for passing score, SMA, options, municipals, suitability, and recall.
15 - GUIDEStudy plan
A 12-week sequence for textbook, cards, practice, and exams.
16 - GUIDESeries 7 glossary
Definitions, examples, exam relevance, and practice links for high-yield terms.
17 - GUIDEExam cost
FINRA fee, retake exposure, and prep-budget planning.
18 - GUIDEExam time
Pacing for the official test window and full simulations.
19 - GUIDEOptions cheat sheet
Calls, puts, spreads, straddles, breakevens, and common options traps.
20 - GUIDESMA guide
Special Memorandum Account, buying power, selling power, and short margin setup.
21 - GUIDETaxation limits
Which IRS limits, brackets, contribution facts, and tax rules Series 7 candidates should study.
22 - GUIDEOptions questions
Payoff math, spreads, hedges, and suitability traps.
23 - GUIDEOptions practice
Public options drills with answer explanations.
24 - GUIDEMargin practice
Long and short account math with instant feedback.
25 - GUIDEMunicipal bonds
GO, revenue, tax, MSRB, disclosures, and practice focus.
26 - GUIDEMunicipal practice
GO, revenue, tax, and MSRB question drills.
27 - GUIDEDebt practice
Price/yield, callable bond, accrued-interest, and credit-risk drills.
28 - GUIDESuitability
Customer facts and recommendation logic for exam scenarios.
29 - GUIDERetirement practice
IRA, rollover, annuity, and tax-deferral traps.
30 - GUIDEFunds practice
Mutual fund, ETF, UIT, breakpoint, and share-class traps.
31 - GUIDEAccounts practice
Account authority, approvals, registrations, and documentation.
32 - GUIDETax practice
Municipal tax, retirement tax, gains, basis, and options tax clues.
33 - GUIDEProduct fit practice
Customer-profile scenarios across funds, bonds, annuities, options, and margin.
34 - GUIDEAdvanced options
Spreads, straddles, assignment, stock hedges, and suitability traps.
Start with an account
Create your login.
Then unlock access.
Continue with Apple, Google, or email. Existing subscribers go straight back to study; new accounts land on the paywall with the same monthly and lifetime options that were previously shown here.
One synced accountWeb + iPhone + MacPaywall after auth7-day money-back