Student offer
Summer Finance Prep Pass
Start before finance training gets crowded
The Summer Finance Prep Pass is for students and recent graduates entering finance roles where SIE or Series 7 prep may become relevant. The offer keeps the first step simple: request the reviewed student code, then begin with reading, recall cards, mapped practice, and targeted review.
Who it is for
- Incoming wealth management interns and analyst-track hires.
- Advisor associates, financial planning students, and brokerage support candidates.
- Finance clubs, student investment funds, and class groups requesting a cohort code.
What PassSeries7 includes
- A structured handbook flow for Series 7 reading.
- Spaced-recall flashcards for terms, rules, products, and suitability.
- Mapped practice questions with explanations and readiness signals.
- Web access and a live native iPhone app.
Frequently asked
Is the Summer Finance Prep Pass an exam guarantee?
No. PassSeries7 is independent study software and does not guarantee exam results or replace employer training.
Do I need to become an ambassador to use the discount?
No. The summer prep pass is separate from the optional campus ambassador program.