Campus program
Become a PassSeries7 Campus Ambassador
Represent PassSeries7 where finance students already talk about internships, licensing exams, and training. Approved ambassadors receive free membership, give students 50% off, and earn $15 for every verified paid signup they refer.
For finance students, clubs, and campus leaders
Give your finance network 50% off Series 7 prep.
Approved ambassadors get free membership, a trackable referral code, and $15 for every verified paid signup. Students who use the code get 50% off PassSeries7 on web and iPhone.
You get
Free membership
Approved ambassadors receive PassSeries7 membership while actively representing the program.
Students get
50% off
Students get 50% off when they use an approved ambassador referral code.
You earn
$15 per verified paid signup
Ambassadors earn $15 for each referred signup after payment is verified and cleared for refunds, duplicates, and fraud.
Live App Store presence
Share a live App Store listing, not a mockup or waitlist.
Live iPhone app
An app flow students can inspect.
Show your club the PassSeries7 study loop: Read, Cards, Practice, Exam, and Progress across the shared web and iPhone account path.
Chapter 1.
Building an Investor Profile
Read Chapter 1
Start clean. Readiness unlocks after study evidence builds.
Read the chapter, then check it with cards and practice.
Continue Chapter 1.
Active chapter first - full handbook below
Building 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.
Flashcards
Your firm wants to email a glossy mutual-fund brochure to 500 prospects on Monday. What has to happen first?
0 cards reviewed this session
Practice
Which customer detail is part of a basic investor profile?
Full exam.
3h 45m.
Use full simulation after Read, Cards, and Practice have produced an earned signal.
Readiness - Baseline
Baseline
Start clean. Readiness unlocks after study evidence builds. Next: Read Chapter 1.
Scan the real listing
Uses the local PassSeries7 App Store QR asset.
Prep-first option
Just need Series 7 prep before training starts?
Start with the Summer Finance Prep Pass instead: 50% off PassSeries7 for students and recent grads entering finance this summer. Ambassador applications are for students and clubs with a relevant audience.
What ambassadors promote
A web and iPhone study product students can verify.
Campus partners should be able to explain the product in one minute: PassSeries7 helps candidates read, recall, practice, and use readiness signals before summer training and licensing paths get busy.
App Store proof
The student discount points to a live product students can inspect.
The App Store badge and QR link to the live iPhone listing. Product proof uses PassSeries7 assets and verified product counts, without fake testimonials or invented campus logos.
Read
436 pages
Cards
385 cards
Practice
1,000 questions
Readiness
next step
Scan to download
Opens the live PassSeries7 App Store listing.
Product proof
Clear talking points for licensing-minded students.
Lead with the study utility students can verify: the product, the summer timing, and the student discount.
Read
436-page handbook flow
Ambassadors can point students to a structured handbook flow with a clear place to start.
Cards
385 flashcards
Recall cards help students revisit rules, terms, products, and suitability concepts between classes, work, and training.
Practice
1,000 approved questions
Mapped practice and exam questions make the discount easy to explain: students are getting more than a signup link.
Readiness
Next-step study signals
Progress and practice history help students choose what to review next without pass-rate promises.
Who it is for
Students with relevant campus reach.
The best ambassadors already have credibility with students who care about licensing exams, internship recruiting, and early finance roles.
Finance club officers
Investment club members
Student investment fund members
Business fraternity leaders
Wealth management interns
Finance student creators
What ambassadors get
A credible campus growth role.
- Free PassSeries7 membership while active in the program
- Trackable referral code for classmates and followers
- 50% student discount for classmates using your code
- $15 for every verified paid signup you refer
- Campus Ambassador title for your resume and LinkedIn
- Approved posting copy, QR assets, and club announcement templates
- LinkedIn recommendation considered for standout ambassadors
What clubs get
A useful member benefit.
- Custom 50% club or campus discount code
- Free access for selected officers
- Study-session sponsorship opportunities
- Giveaway support for relevant finance events
- QR flyers and announcement copy your board can use
- Manual review before any club code goes live
Ambassador launch kit
A practical rollout kit for finance communities.
Approved ambassadors and finance clubs receive the essentials: a 50% student discount code, QR assets, concise messaging, and tracking for verified paid referrals.
Referral code
Your code gives students 50% off
Approved ambassadors receive a simple, trackable code that gives students the discount and attributes verified paid signups to the right campus partner.
Approved assets
QR links, posts, and club blurbs
Use ready-to-send copy for meetings, GroupMe, Discord, Instagram stories, LinkedIn posts, and study-session slides without inventing claims.
Campus distribution
Reach finance students in the right rooms
Focus on finance clubs, investment groups, business fraternities, student creators, and internship circles where licensing prep is already part of the conversation.
No fake partner logos, borrowed credibility, or inflated campus claims. Just a credible offer, a trackable code, and materials that fit the way finance students already communicate.
How it works
Selective approval, then a clear launch path.
The program stays selective and human-reviewed: apply, get approved, activate your code, then launch with approved materials.
Review
We review each application for finance involvement, campus reach, and whether the audience is a real match for licensing prep.
Approve
Selected ambassadors receive membership access, disclosure guidance, and program expectations before promotion starts.
Activate code
We set up a trackable code so students get 50% off and verified paid referrals can be reviewed accurately.
Launch kit
You receive approved copy, QR assets, and a practical rollout plan for club channels, meetings, and study sessions.
Example responsibilities
What strong campus partners do.
- Share your code in finance club channels, GroupMe, Discord, and relevant class chats where licensing prep is timely.
- Post useful study or recruiting-prep updates that clearly disclose your ambassador relationship.
- Introduce PassSeries7 to club officers, student fund leaders, professors, or career-center contacts when there is a clear fit.
- Help coordinate a study-session mention, giveaway, or QR flyer push with approved copy.
- Send direct feedback on the questions, timing, and objections students at your school actually raise.
Offer
Clear economics, reviewed fairly.
You get
Free membership
Approved ambassadors receive PassSeries7 membership while actively representing the program.
Students get
50% off
Students get 50% off when they use an approved ambassador referral code.
You earn
$15 per verified paid signup
Ambassadors earn $15 for each referred signup after payment is verified and cleared for refunds, duplicates, and fraud.
Code formats stay simple and school- or ambassador-specific. The $15 reward is paid only after the signup is verified, paid, and cleared for refunds, duplicates, self-referrals, abuse, or fraudulent activity.
Founder profileMatt Newman
Founder, PassSeries7
Equity Derivatives Sales & Trading at Leerink Partners
New York City Metropolitan Area
Founder trust
Built close to the path students are trying to enter.
Matt Newman founded PassSeries7 after seeing how fragmented and outdated finance exam prep can feel for students entering the industry. The product is built for candidates who need structure, clarity, and a professional study rhythm before licensing exams and finance recruiting start to move quickly.
His background in Equity Derivatives Sales & Trading at Leerink Partners helps keep PassSeries7 grounded in the pace, expectations, and professionalism students are preparing to meet.
PassSeries7 is independent and is not affiliated with, sponsored by, or endorsed by Leerink Partners.
Compliance and role note
PassSeries7 is exam prep and career readiness, not financial advice.
Ambassadors are student partners, not employees or advisors unless formally agreed.
Approved ambassadors receive free PassSeries7 membership while active in the program.
Students get 50% off with an approved ambassador or campus code.
Ambassadors can earn $15 for every verified paid signup referred through their code.
Referral rewards apply only to verified paid signups and may be withheld or reversed for refunds, duplicate accounts, self-referrals, abuse, or fraudulent activity.
When posting or recommending PassSeries7, ambassadors must clearly disclose that they are a PassSeries7 ambassador and may receive free membership or referral rewards.
Do not imply official university, employer, FINRA, or regulator endorsement unless an approved written partnership exists.
FAQ
Questions before you apply.
Straight answers for students, club officers, and creators considering the ambassador program.
Do I need to be taking the Series 7 right now?
No. The program is for finance students close to the SIE, Series 7, wealth management, brokerage, private banking, and early finance recruiting paths.
What is the difference between the SIE and Series 7?
The SIE is an introductory securities-industry exam that can be taken without firm sponsorship. The Series 7 is a representative qualification exam and generally requires sponsorship by a FINRA member firm or other applicable self-regulatory organization member.
What exactly would I be promoting?
PassSeries7 includes a 436-page handbook flow, 385 flashcards, 1,000 approved practice and exam questions, readiness tracking, web access, and the live iPhone app.
Can a finance club apply instead of one student?
Yes. Club officers can use the same form and describe the organization, member base, and the most natural way to introduce PassSeries7.
Are ambassadors employees?
No. Ambassadors are student partners, not employees or advisors unless a separate written agreement says otherwise.
How do referral rewards work?
Approved ambassadors earn $15 for every verified paid signup referred through their code. Rewards are reviewed before payout and may be withheld or reversed for refunds, duplicate accounts, self-referrals, abuse, or fraudulent activity.
Who is eligible for the 50% discount?
The student discount is intended for students and recent graduates entering finance, including relevant club members, internship cohorts, and early-career candidates. Codes are reviewed manually.
Is the iPhone app live?
Yes. PassSeries7 is live on the Apple App Store, and ambassadors can share the official App Store listing or branded QR assets.
What should I avoid saying in posts?
Do not promise exam outcomes, make financial advice claims, imply official university or FINRA endorsement, or represent yourself as an advisor for PassSeries7. You should also disclose that you are a PassSeries7 ambassador and may receive free membership or referral rewards.