Advice for Series 7 and Series 63

Haven’t seen an updated advice board on this, wanted to revisit this with improvements in prep providers.

Roughly how long does it take to study for each given a person with a degree in finance/business? What about without?

Best Providers? Your best study method?

Thank you!

417 WSO Academy Equity Research Session Reviews: 4.84/5

Class of '28 Dec 2026 Cohort

5.00/5

Equity Research Full Resume Review

“wilson was an excellent mentor throughout the entire resume review process and i genuinely appreciated the time and effort he put into helping me improve my application. what stood out most was how thorough and attentive he was in understanding my background and making sure my experiences were accurately represented. he went beyond simply editing my resume by asking thoughtful questions and helping me identify ways to better communicate my accomplishments. in particular he helped me articulate the experience of building and selling my own business to a search fund and understand how to position that experience as a differentiator when applying to investment banking and private equity roles. he also provided practical advice on how to approach interviews and communicate my experience effectively. i especially appreciated his patience, responsiveness, and willingness to go back and forth until every detail was right. he was genuinely personable throughout the process and made what could have been a fairly straightforward resume review feel like a much more valuable mentorship experience. i am very grateful for his help and would highly recommend working with him to anyone going through the wso academy program.”

Class of '18 Nov 2026 Cohort

5.00/5

Equity Research Career Roadmap (optional)

“Aditya provided a pathway very specific for my background as a consultant looking for a career change. He provided additional resources I can look into and how to build a portfolio that will leverage my experience. ”

See All 11,828 WSO Academy Reviews

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+14	Is Equity Research Dying - Where Are the Future Opportunites?	4	1w
+12	27M \| Columbia Econ, 2.2 GPA, $100K+ RIA Role — Is an Online MSF at Kelley Worth It for Equity Research / Hedge Fund Recruiting?	1	9h
+12	BB Asset Management or Macro S&T Internship for Full-Time ER Recruiting?	4	1d
+11	Equity Research Recruiting as a Freshman	4	1d
+10	Detailed Revenue and Cost Builds	4	3d
+10	Associates who stuck around for > 5 years working for the same analyst. Why?	4	2w
+7	Analyst with no coverage or ranking	5	2w
+6	Preparation for grad scheme - buyside ER	1	1w
+1	IB SA -> ER FT	4	3w
0	Equity Research Rankings	1	2w

1	redever	99.2
2	BankonBanking	99.0
3	Secyh62	99.0
4	kanon	99.0
5	DrApeman	98.9
6	CompBanker	98.9
7	dosk17	98.9
8	GameTheory	98.9
9	Betsy Massar	98.9
10	Jamoldo	98.8

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Advice for Series 7 and Series 63

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Advice for Series 7 and Series 63

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