FAQ’S

Q: If I order today, how soon will I get my materials?
A: We use 2-3-day Priority Mail from the Post Office. Packages usually go out the day after you order and arrive in 2 or 3 business days (Saturdays included). Some of the materials are downloaded as PDF files, so you will have materials to study as you wait for the delivery.

Q: What makes your stuff different?
A: We explain the information in Plain English, using stories, characters, and even some humor. We cover the same information that the bigger companies cover without putting our customers to sleep.

Q: Are there any guarantees if I don’t pass?
A: No.

Q: Which licenses/products do you cover?
A: We cover the Series 7, 6, 63, 65, and 66. For additional licenses, please click on “other licenses” from any of the five websites.

Q: What are your five websites?
A: www.passthe7.com, www.passthe6.com, www.passthe63.com, www.passthe65.com, www.passthe66.com. Each product line is a separate website to make the ordering process easier.

Q: What is included in the full package?
A: The textbook, the lectures on audio CD, ExamPrep software with practice questions by Securities Institute, and you also receive our own practice questions in a PDF document.

Q: What is the price of the full package?
A: The prices are given at the top right corner of the home page for each series, i.e. www.passthe7.com for Series 7 and www.passthe65.com for Series 65.

Q: Tell me more about the audio CD’s.
A: These are recorded lectures that you can listen to on your I-POD, car stereo, computer, etc. Each disc contains approximately 80 minutes of material, so the Series 6 and 63 sets cover about 4 hours, while the Series 65, 66, and 7 sets cover about 6 hours of detailed lectures. Practice questions are discussed in detail throughout the CD’s.

Q: How do I sign up for the exam or get more information?
A: For the Series 63, 65, and 66, visit www.nasaa.org under “industry and regulatory resources,” then “exams.” For the Series 7 or 6, visit www.finra.org. The link was http://www.finra.org/RegistrationQualifications/BrokerGuidanceResponsibility/Qualifications/p011096 last time we checked, but the website changes constantly.

Q: If I fail an exam, what happens?
A: After the first or second unsuccessful attempt, you must wait 30 days. If you fail a third time, you must wait six months and that means every additional time, as well. There is no limit to the number of times you can take the exam, although your firm might have a policy on this issue.

Q: Do you guys have any classes?
A: We are developing a schedule of online classes and also offer live classes in select cities. Join us for a day at the ballpark in Chicago this September. Come out and spend the day learning the Series 65 and the evening watching the Chicago White Sox defeat the Cleveland Indians at U. S. Cellular Field. Call or check the home page for more details.