Series 7 Review Class - 2-Day Training Class

A successful Series 7 preparation course requires experienced instruction by content experts of the tested financial products and US regulations. License Training's 2-day intensive Series 7 Review Class allows time to ask questions in a welcoming environment. The focus of the class is quantitative topics related to equity options, customer accounts, margin accounting, various bonds, bond pricing, and bond yields. It will also cover tested SEC and FINRA regulations regarding proper conduct and handling customer accounts.

To succeed on the Series 7 exam, candidates are expected to increase their knowledge and proficiency in US regulations and financial products. Each student receives a copy of the class presentation which encapsulates the test points and acts as an excellent study guide.

Currently we are accepting assignments from corporate clients, and the training programs are conducted onsite at your business locations.


Are there ID requirements or an age limit to enter the event?
For classes hosted at our business locations, an ID is required to enter to check into the building. 

What are my transport/parking options getting to the event?
NYC subways that are nearby include the 1,3, 4, 5 and R Trains. Please check the NYC subway map online or at the station. The building is located south of the NYSE building. 

What can/can't I bring to the event?
Please bring a notebook; We provide each student with a copy of the course presentation. 

Where can I contact the organizer with any questions?
Please contact the instructor, Matthew Crosson, by email: or call at 862-324-6092 

Is my registration/ticket transferable?
Generally no, since the attendance list is finalized and printed for the receptionist.

Do I have to bring my printed ticket to the event?
Yes, but as long as your name is on the list of attendees, you can enter with proper ID.