I have taken both the SIE and Series 66 and will begin to study for the 7 beginning in January with the expectation to take the exam beginning of February. Because I just passed the 66 two weeks ago and I don’t want to take notes on stuff I have taken notes on the last 2 exams, what is the most efficient way I should go about prepping for the 7? I find note taking the best method of studying but, again, spending so much time taking notes on the basics of common stock (for example) seems like a waste of my time. Would love to hear y’all’s thoughts on this!
You’re in a great spot after finishing the 66! Since you’ve already covered the basics, you can skip the note-taking and focus on quizzing and review to gauge where you stand. The system tracks your progress and retests weaker areas, providing targeted practice without the added work of note-taking.
The main difference between the exams is that the 66 emphasizes rules and ethics, while the 7 dives deeper into product details, trading mechanics, and math-heavy topics like bonds, municipal debt, and options. Since the Series 7 can be more math-focused, make sure to practice the calculation-based questions in the textbook; it’ll make the quizzes click faster.
If a topic feels familiar, jump straight to the quiz to test yourself, then re-read sections where you didn’t score as high, which may need reinforcement.
Best,
Mataia