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Series 87 Exam Prep
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Want to walk into your Series 87 Exam with confidence?
We’ve got you covered.

The Series 87 Exam tests the two job functions that FINRA classifies as Preparation of Research Reports and Dissemination of Information.

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Data-driven guidance to help you pass
Up-to-date curriculum & premium content
Trusted by the biggest firms in the industry
What’s Included
Our comprehensive course includes everything you
need to study:
2 Hours of Video Lectures
Access to our Training Center
Textbook & Ebook
Downloadable Supplements
iOS Mobile App to study offline
Online Question Bank
Client Success Team Support
And everything you need to truly succeed:
Access to the online Training Center, your digital study hub full of proprietary KM study guides, videos, and more
Real-time email updates from instructors with last-minute tips and nudges exactly when you need them
Proactive ongoing check-ins from our expert team
Easy-to-follow action plan with clear-cut guidance and suggested next steps
Demo the training center

Take a test drive of our Training Center--the place for all your course materials, video lectures, and supplements. You can use the Action Plan to keep you focused, track your progress, and sign up for Live Training if offered. 

Our whole team is with you...

We put together a team of the most knowledgeable instructors, coaches, and staff for each course that will keep you on track and meeting your goals. They’re with you every step of the way.

Client Success Captain
Onboarding Specialist
Data Lead
Series 87 Course Curriculum
Lesson 1
Announcement- 3/20/24: We've updated our videos! If you currently in the process of watching our old videos, you can find them in our Supplement Tab. Thanks!
Lesson 2
Introduction & Unit 1
Lesson 3
Unit 2: Regulatory Requirements
Lesson 4
Unit 3: Types of Research
Lesson 5
Unit 4: Regulation AC
Lesson 6
Unit 5: Public Appearances
Lesson 7
Unit 6: Registration Rewuirements
Lesson 8
Unit 7: IB & Research
Lesson 9
Unit 8: RA Compensation
Lesson 10
Unit 9: Personal Trading
Lesson 11
Unit 10: Communication with the Public
Lesson 12
Unit 11: New Issues
Lesson 13
Unit 12: Unit 12 and Wrap-Up
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Exam Details
About the Series 87 Exam
Exam Format
50 graded multiple-choice + 5 experimental, ungraded questions
1 hour and 45 minutes
Passing Score
Recommended Study Time
30 to 50 hours
”Your general test taking advice from the class was incredibly useful (reading the last sentence first and trusting my instincts).”
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Series 87 FAQ
Can I take the Series 87 Exam if I am not sponsored?

You must be sponsored by a FINRA member firm in order to take the Series 87. Learn more about sponsorship and consider the SIE exam if you aren't sponsored.

How many questions should I complete on the practice exams before I take the Series 87?

We recommend completing at least 450 practice questions prior to taking the actual exam.

What is the usual study time for the Series 87 exam?

Assuming you are working full-time while preparing for the examination, you should allow yourself 3-5 weeks or 30-50 hours to read through the material and complete practice exams.

Should I expect to use the full time allotted on the Series 87 Exam?

Most students are able to finish the exam within the allotted time, without being rushed.

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