This free Series 7 cheat sheet distills FINRA's General Securities Representative exam into a printable rundown of the facts that show up most often. It's a premium cheat sheet built by Capital Prep — the one premium prep we trust — and it's yours free. Reinforce it with the rest of your free Series 7 toolkit — the practice test, study guide, and flashcards.
Series 7 exam at a glance
- Questions: 125 scored + 10 pretest = 135 total
- Time: 3 hours 45 minutes
- Passing score: 72%
- Cost: $300 — sponsor required; SIE co-requisite
What’s on the Series 7 cheat sheet
- Seeks Business for the Broker-Dealer (7%) — prospecting, public communications, and rules on advertising and sales literature.
- Opens Accounts & Evaluates Customers (9%) — the financial profile, investment objectives, and account types and documentation.
- Provides Information, Recommends & Maintains Records (73%) — the core section — equity, debt, options, packaged products, muni securities, and suitability.
- Obtains & Verifies Instructions, Processes Transactions (11%) — order types, execution, settlement, margin, and confirming transactions.
How to use it in your final week
- Print it and keep it beside your practice tests — review the sheet, then immediately drill the domain you just reviewed so the facts stick.
- Front-load Provides Information, Recommends & Maintains Records (73% of the exam) — options and suitability. If you only master one section from the sheet, make it this one.
- Read the sheet the morning of the exam for a final pass on the memory hooks — options rights vs. obligations, municipal bond tax-exemption, the 50% Regulation T margin requirement, and the SIE co-requisite.
- Don't cram in isolation — pair each review pass with a short timed practice set to keep your pacing sharp (125 scored questions in 225 minutes ≈ 1.8 min each).
The cheat sheet is your review layer — your Series 7 practice test drives the exam-readiness ring at the top of this page. Download it, review, then take a full practice exam (or drill with the study guide and flashcards) to see where you stand.
Series 7 cheat sheet FAQ
Yes — the Series 7 cheat sheet is 100% free — enter your email and we'll send the PDF straight to your inbox. It's part of Career Employer's free Series 7 toolkit alongside the practice test, study guide, and flashcards.
The cheat sheet condenses the highest-yield Series 7 facts into a quick reference: equity and debt securities, options rights and obligations, municipal securities, margin under Regulation T, packaged products, and suitability — organized by FINRA's four exam functions and their weightings, with Function 3 alone making up 73%.
It's built from FINRA's current Series 7 (General Securities Representative) content outline, and we review it against that outline regularly so the facts and section weightings stay accurate.
No — the cheat sheet is a review and last-week cram aid, not a substitute for practice. The Series 7 requires a 72% to pass, and the best predictor of passing is scoring 72%+ on realistic practice tests, so use the cheat sheet to reinforce facts and the practice exam to build your readiness.
Click the download button or the preview card at the top of this page, enter your email, and we'll send your cheat sheet straight to your inbox — read it online or download the PDF. Bookmark this page so you can find it again in your final week of studying.
References
- 1.FINRA. “Series 7 – General Securities Representative Exam.” FINRA.org, 2026. ↑
- 2.FINRA. “Series 7 Content Outline.” FINRA.org, 2026. ↑
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