Series 7 Exam Prep: 90 minutes of Math, Formulas and Challenging Questions #series7exam

Series 7 Exam prep would not be complete without going over the math and formulas. They arent heavily tested but the formula portion is a definite stress point for students. This video will absolutely make you feel more confident as you go through the process. LFG!!!
0:00 Intro
01:26 Current Yield
07:06 Convertible Securities (Should we convert or not?)
13:04 Convertible Arbitrage
15:49 Accretion
19:09 Amortization
20:53 Accrued Interest
28:21 Tax Equivalent/Tax Free Equivalent ( Should we buy a Tax Exempt bond or a Corporate Bond?)
33:51 Stock Splits ( Impact on Equity positions and Option positions)
40:20 Total Return
44:41 EPS and P/E Ratios
49:16 Current Ratio ( bonus impact on Working Capital when the firm declares and pays a dividend)
53:45 NAV and POP and calculating Sales charge % (various examples )
58:32 Dollar Cost Averaging
1:00:41 Cumulative Preferred ( Bonus Challenging Question )
1:04:43 Challenging ADR Question
1:06:55 Challenging Rights Offering question ( Pre Emptive Right)
1:10:47 TIPS
1:12:55 ETF Calculations ( Leveraged and Inverse)
1:15:01 Beta and Alpha
1:19:55 Basic Margin ( full margin video linked )
1:23:47 After Tax return
1:25:41 Ramblings

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Ken Finnen Chatham NJ

[vivianasolano]

This was the last video I watched before I went into my exam this morning. I passed!!!! Thank you so much for putting this stuff out here. Passed my first try both on my SIE and my 7 🥳🥳🥳

[carolines]

Passed yesterday after failing the first time litteraly everything trust this channel with your life THANK YOU KEN

[AlisaAk]

Had to come to your page & drop a comment!! I just passed my Series 7 today! Got me crying tears of joy! I can’t thank you enough for your videos, especially the options math (it gave me so many free points)! I’m onto the 66 now 😎

[stuartthomas]

just passed the 7. came back to thank you for all the help!

[Kc]

Passed after failing 2 times and damn near giving up this time, your stuff and Kaplan Q bank is all that’s needed

[PaigeTheobald]

Passed my Series 7 yesterday!! Just wanted to say thank you so much for all of your videos, onto the 66 now!

[parkernarrell]

Ken you're the man. I didn't even read my Kaplan book, just watched your videos and did Q-Bank questions, and passed yesterday. I really enjoyed your videos where you took whole exams and gave breakdowns of the questions, if you could put a new one of those out for the 63 that would be great haha.

[zackstern]

Passed the 7 today! I also wanted to tell you the question on 1:07:00 was on my freaking test word for word!!! What kind of magic is that?

[lomoliving]

I am about to go for the third time in a few days. First time I shouldn't have taken it as I work in a CPA firm and my BD made me take it before my window closed on March 30 - smack dab in the middle of my busiest time so I didn't study as much as I needed. Second time I was so confident, but I got a 70. I would have gotten less if it weren't for your options videos - DEFINITELY worth the membership price! Having that said, the first time I took it there was not much math - just some options and maybe one or two more. I had about an hour for review. The second time was so heavy with math. I was shocked. I spent so much time on math that I only had 8 minutes left for review. But I panicked and reviewed questions I wasn't 100% sure on and I changed about 6 or 7 answers - just what you said NOT to do! And I failed by just one question. Your videos have helped me so much more than Kaplan - not just the math- but just explaining things so that they make sense. Thank you so much - fingers crossed for a passing result in a few days!

[SRDTX]

Great video! I needed this earlier this week! I couldn’t have passed without your videos! This video and your other content helped me tremendously. Onto my Series 66!

[Joey]

Hi Ken. I passed the 7 today. This video was so crucial. Thank you so much!...For some reason they hit me with like 5 or 6 questions about inverse and leveraged ETF.

[HenryDiCapua]

my buddy named earnings at 45:46 said :O

[piaandluna]

Hi Ken, question on the accrued interest on corps/munis, with settlement being T+1 now, would we have to start counting from the same day it was bought, or the day of settlement? in your example in this video, would it be March 10th (when it was bought) or 11th? thanks a lot!!!

[debihelm]

What a great video!!!! Thank you so much

[asimelic]

Is there a newer video on maths? With T+1 n some changes?

[LonFaccini]

what is your option acronym again ???? was its DATA 15

[LORENMARSHALL-FLYNN]

hi i have paid for the options vidieos what one is the one that is the best

[giggachadbrain]

I thought par for corporate bonds could be $100, so how do I know par is $1, 000 in the first question? (Minute 9:09)

[jenniferrossum]

Just a quick note to say T+2 is now T+1!

[Carolegavinriley]

Taking my exam tomorrow! He isn’t lying about his options membership, People!! Do yourself a favor and don’t buy a couple coffees so you can afford Ken’s membership! 🤌🏻