(FALL 2009)

An elective in the Certificate Program in Personal Financial Planning.
Series 7 Exam Prep is "Boot Camp" for individuals preparing to sit for the Series 7 License Exam. Class is structured around a rigorous 10 week study and testing schedule that will prepare you to take the exam at the end of the course. Be prepared to spend an additional 200 hours outside the classroom for study during this 10 week period. The Series 7 License allows you to sell all security products, including corporate securities, municipal securities, options, direct participation programs, investment company products and variable contracts. There are no prerequisites required for this course; however, please note a sponsor is required to sit for the Series 7 exam. Students are required to purchase the "Basic Self-Study Solution" package directly from Kaplan Financial at http://www.kfeducation.com/securities/series-7 prior to the first meeting.

Melinda Smith, CFP®, is a personal lines insurance agent for the Horace Mann Companies. A 20 year veteran of the insurance industry, Melinda has experience in personal risk management, retirement planning and employer fringe benefit planning. Melinda first received her security license in 1986 with a Series 6 License and later received her Series 7 License. Her teaching experience includes preparing students to sit for the California Life and Property and Casualty insurance exams.