Cheat sheet · 2026 Edition
Series 7 Cheat Sheet PDF (2026)
PrepPass's independent 2026 cheat sheet for the Series 7 exam is 6 pages, PDF, $9.99 one-time; it is not affiliated with the exam provider.
- Length
- 6 pages
- Exam facts checked, file updated
- October 2026
- Delivery
- PDF · English · instant download
What is in the Series 7 cheat sheet?
The real exam: General Securities Representative Qualification Examination (Series 7) — 130 questions (125 scored, 5 unscored pretest) · 225 minutes · Passing score: Not published by FINRA (scale range).
A printable colour cheat sheet for the Series 7 exam: 64 sections on 6 US Letter pages. Checked October 2, 2026 against FINRA, msrb.org, sec.gov and eCFR.
Exam fee: $395 per attempt, paid to FINRA. A retake pays it again. This cheat sheet: $9.99, one time.
Exam facts, who it suits and what changed
About the exam itself
| Administering body | Financial Industry Regulatory Authority (FINRA) Source: FINRA — Series 7 – General Securities Representative Exam (GS) |
|---|---|
| Questions | 130 questions (125 scored, 5 unscored pretest) |
| Time limit | 225 minutes |
| Passing score | Not published by FINRA (scale range) What we read and found nothing in: FINRA — Series 7 – General Securities Representative Exam (GS) |
| Fees |
Source: FINRA — Series 7 – General Securities Representative Exam (GS) |
| Languages offered | Not published by FINRA What we read and found nothing in: FINRA — Series 7 – General Securities Representative Exam (GS) |
Look at the sheet
Page 1 below has its header and first block left sharp so you can judge the layout; the rest of it, and the other pages, are blurred. The PDF you download is not blurred.
What's on the Series 7 cheat sheet
- Exam at a glance
- Four job functions: published weights
- What the license covers
- Changed lately: confirm for your test date
All 64 sections on the sheet
- Common vs preferred stock
- Stock rights the outline lists
- Ex-dividend date and dividend tax
- ADRs (SEC bulletin)
- Worked example: basis after a stock dividend
- Function 1 and 2 topic map (outline)
- Bond basics: price and yield
- The yields
- Interest rate risk and duration
- Accrued interest and settlement
- Treasuries, agencies, corporates
- GO, revenue and conduit bonds
- Municipal tax status and TEY
- Municipal structure and calls
- MSRB rules
- Outline: debt topics to cover
- Contract basics
- Four basic positions
- Basic and spread strategies
- Options accounts: Rule 2360 and RN 21-15
- Option risks
- Worked: bull call spread and protective put
- Outline: options topics
- Option drills: answers per contract
- Investment companies compared
- Loads, share classes and fees
- Breakpoints, letters of intent, waivers
- Rule 2341: sales charge limits
- Fund taxes and distributions
- Variable annuities
- REITs
- Direct participation programs
- Outline: packaged products and DPPs
- Cash and margin accounts
- Cash account timing and extensions (Reg T 220.8)
- Reg T requirements (12 CFR 220.12)
- Minimum, maintenance and house rules
- Long account drills
- Short account drills
- Special memorandum account, excess equity
- Intraday margin replaces day-trading rules
- Suitability: Rule 2111
- Regulation Best Interest (17 CFR 240.15l-1)
- Retirement limits: 2026 vs 2025
- RMDs and Roth IRAs
- 529 plans and Coverdell accounts
- Accounts and authorizations (outline)
- Federal Reserve: tools and goals
- Discount window
- Yield curve and market analysis
- Rule 2210 communications (text as of June 2020)
- Rule 2210 filing and content standards
- Trade reporting, orders and quotes
- Anti-money laundering: CTR and SAR
- AML program and customer identification
- Rule 144: resales of restricted securities
- Rules 147, 506(b), 506(c) and 10b-5
- Delivery, settlement and records (outline 4.2, 3.4)
- Complaints, errors and disputes (outline 4.3, 3.3)
- Rule 144 holding period: tacking
A few of the facts on it
Some municipals taxable; AMT yields higher
Source: msrb.org. Checked against msrb.org, October 2, 2026.
G-17 deal fairly
Source: msrb.org. Checked against msrb.org, October 2, 2026.
G-37 two years; $250 per election for a person entitled to vote for the official
Source: msrb.org. Checked against msrb.org, October 2, 2026.
Naked call: max loss unlimited; premium is the writer's max gain
Source: FINRA. Checked against FINRA, October 2, 2026.
All 8 sourced facts
Management fees same for all classes; Class A 12b-1 lower than B and C
Source: FINRA. Checked against FINRA, October 2, 2026.
Initial margin up to 50 percent (Reg T)
Source: sec.gov. Checked against sec.gov, October 2, 2026.
Old sheet: $25,000 minimum equity for pattern day traders as current rule
Source: FINRA. Checked against FINRA, October 2, 2026.
Retail communication: more than 25 retail investors in 30 days
Source: FINRA. Checked against FINRA, October 2, 2026.
These are a sample, taken from facts that are already free to read on PrepPass. Rules and exam outlines change, so confirm a figure with the source before you rely on it.
What's included — and what isn't
Included
- 64 sections, listed on this page
- 6 pages in colour, laid out for US Letter
Not included
- No printed copy is shipped — this is a file you download and can print yourself
- No video course, instructor or tutoring comes with the book — the free videos on the site are separate
Everything included, and everything that isn't
Included
- Facts checked against named sources, last on October 2, 2026
Not included
- Not your exam registration or the testing centre's fee, which you still pay to the official body
Questions buyers ask
How do I get it?
Pay, and the download appears on this page straight away. The links are also emailed to you. No account is required.
What if it isn't for me?
Email us within 14 days for a full refund, no questions asked.
Is the free practice going away?
No. Every practice question, the timed mock and the free chapters on this site stay free. This PDF is the exam's figures laid out for quick reference, not a gate around the free half.
More questions (16)
Can I read it on my phone?
Yes — it is a PDF, which opens on phones, tablets and computers and prints cleanly. There is no EPUB edition of this one.
What is the cheapest way to prepare for the Series 7 exam?
Start with what costs nothing: 1,176 practice questions on PrepPass, with explanations and no signup. If you want it taught in one file you keep, the full study guide is $24.99 once; the printable cheat sheet for the last days is $9.99. No subscription on any of them.
Who administers the General Securities Representative Qualification Examination (Series 7)?
Financial Industry Regulatory Authority (FINRA). The SIE exam is a corequisite: candidates must pass both the SIE and the Series 7 to obtain the General Securities Representative registration.
How many questions are on the General Securities Representative Qualification Examination (Series 7)?
130 questions (125 scored, 5 unscored pretest). FINRA allocates the 125 scored items across four job functions: 9, 11, 91 and 14 (Function 3, information and recommendations, is 91).
How long is the General Securities Representative Qualification Examination (Series 7)?
225 minutes
What is the passing score for the General Securities Representative Qualification Examination (Series 7)?
Not published by FINRA (scale range). FINRA's Series 7 page lists "Passing Score 72", and the content outline says scores are equated onto a common scale; neither states that scale's range, so PrepPass does not render 72 as a percentage.
How much does the General Securities Representative Qualification Examination (Series 7) cost?
$395 — Exam fee (FINRA, per attempt)
What languages is the General Securities Representative Qualification Examination (Series 7) offered in?
Not published by FINRA. FINRA's exam page, content outline and Limited English Proficiency page name no exam language; the only language provision is extra time for eligible candidates whose primary language is not English.
What is on the Series 7 cheat sheet?
64 sections: Exam at a glance; Four job functions: published weights; What the license covers; Changed lately: confirm for your test date; Common vs preferred stock; Stock rights the outline lists; Ex-dividend date and dividend tax; ADRs (SEC bulletin); Worked example: basis after a stock dividend; Function 1 and 2 topic map (outline); and 54 more. The sections, a few of the facts and where each one comes from are listed on this page.
How do I print the Series 7 cheat sheet?
It is a colour PDF laid out for US Letter paper (8.5 by 11 inches), 6 pages. Print it in colour at actual size (100%, not "fit to page"), double-sided if your printer supports it.
How is the Series 7 cheat sheet PDF different from the free cheat sheet page and the study guide?
The PDF is a colour print layout of the exam's key facts, sectioned and dense, to print and keep beside you. The study guide ($24.99) teaches the material chapter by chapter; the cheat sheet ($9.99) is the short reference. They are separate purchases. Buying the PDF unlocks nothing: the practice questions and timed mock exam are free either way.
When were the facts on the Series 7 cheat sheet last checked?
Checked October 2, 2026 against FINRA, msrb.org, sec.gov and eCFR. Rules and exam outlines change, so confirm any figure with the official source before you rely on it.
Does the Series 7 cheat sheet come as a PDF?
Yes — Series 7 Cheat Sheet PDF (2026) downloads as PDF, 6 pages. The download link is emailed the moment payment clears and does not expire.
How much does the Series 7 cheat sheet cost?
$9.99, once. There is no subscription and no account to create; the PDF file is yours to keep.
Are there free Series 7 practice questions?
Yes — 1,176 of them, free to use with no signup and an explanation on every one. They are separate from this cheat sheet, which is what you are buying here. The same free, no-account system also has practice modes (adaptive, new questions, spaced review of misses, weak-topic focus, saved, my mistakes); a timed mock exam (125 questions, 225 minutes) with a score report by topic; a 10-question readiness check (about 5 minutes); 4 study chapters. None of it needs this cheat sheet.
Is this the official Series 7 cheat sheet?
No. This is an independent cheat sheet and is not affiliated with or endorsed by the exam's awarding body. Its figures come from FINRA Series 7 content outline and SEC/FINRA/MSRB rules, and the PDF lists the sources and the date each figure was checked. Always confirm current requirements with the body that issues your licence.
What the cheat sheet PDF is for
The practice questions and timed mock stay free. This $9.99 PDF is not a shorter study guide: it drops the teaching and keeps the exam's figures, set out to print for the last days before the exam.
- Dense, sectioned pages of the exam's key facts, laid out in colour to print and keep beside you
- US Letter PDF — made to be printed and written on
- Yours for life — one-time $9.99, instant download, no subscription
The details
- Verified from the official source(FINRA Series 7 content outline and SEC/FINRA/MSRB rules)
- 1,176 free practice questions
One-time purchase, lifetime access to the download. The download is a single PDF. Educational summary, not professional or legal advice — always confirm the current rules with the official source. Last updated: October 2026.