The Series 7 exam is your gateway to buying and selling a wide range of securities and offering investment advice. Passing this exam shows you have the skills and knowledge needed to work as a ...

Discover the differences between CFA certification and Series 7 license. Learn about the requirements, career paths, and difficulty levels of these financial credentials.

Troy Segal is an editor and writer. She has 20+ years of experience covering personal finance, wealth management, and business news. Amy Soricelli has over 40 years working with job candidates and has ...

We might earn a commission if you make a purchase through one of the links. The McClatchy Commerce Content team, which is independent from our newsroom, oversees this content. This article has ...

If you’ve looked into becoming a financial advisor or stockbroker, chances are you’ve wondered about the exam you have to take to earn those job titles. Lots of professional exams have extremely low ...

Prepping for any exam can be intimidating. According to a UCLA resource, between 40 and 60% of students experience significant test anxiety. One of the best ways to alleviate that anxiety is to know ...

We might earn a commission if you make a purchase through one of the links. The McClatchy Commerce Content team, which is independent from our newsroom, oversees this content. This article has ...

We might earn a commission if you make a purchase through one of the links. The McClatchy Commerce Content team, which is independent from our newsroom, oversees this content. This article has ...

We might earn a commission if you make a purchase through one of the links. The McClatchy Commerce Content team, which is independent from our newsroom, oversees this content. This article has ...

The CFP and Series 7 are two designations you might see in the finance industry that are held by financial advisors. However, the CFP and Series 7 are used for different purposes. A series 7 allows ...