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Series 7 Guru

Series 7 Guru

Accountancy
4.8
Excellent

8 comments

5-star
4-star
3-star
2-star
1-star

Review summary

Based on 8 comments, created with AI

Students overwhelmingly praise this teacher's teaching quality, teacher's experience, study material. Many students highlight provides clear and detailed explanations of complex to...

What students talk about most

Teaching Quality

Dean demonstrates exceptional teaching quality by simplifying complex financial concepts with detail...

Teacher's Experience

Dean possesses deep subject matter expertise across multiple FINRA exams, evidenced by his ability t...

Study Material

Dean provides diverse and effective study materials, including podcasts, videos, and review sessions...

Doubt Support

Dean offers excellent doubt support, providing detailed explanations for specific questions, conduct...

Evaluation breakdown

Teaching Quality5.0
Provides clear and detailed explanations of complex topics (options, margin accounts, NASDAQ mechanics).
Uses practical examples and scenarios to illustrate concepts.
Consistently helps students pass multiple challenging exams (SIE, Series 7, Series 66).
Teacher's Experience5.0
Deep subject matter expertise across multiple FINRA exams (SIE, Series 7, Series 66).
Able to explain advanced concepts like options trading, margin accounts, and NASDAQ market mechanics.
Proven track record of student success in passing difficult certification exams.
Study Material5.0
Utilizes diverse and effective materials such as podcasts, videos, and dedicated review sessions (60 and 90 minutes).
Integrates well with external resources, like explaining Kaplan questions.
Materials are comprehensive and directly contribute to exam success.
Doubt Support5.0
Offers follow-up and personalized attention (e.g., 'great call yesterday', 'appreciate the follow up').
Provides detailed explanations for specific student questions, including complex margin account scenarios from Kaplan.
Conducts dedicated coaching sessions to address student difficulties.
Tests & Practice4.5
Offers targeted exam preparation sessions and dedicated review sessions (60 and 90 minutes).
Helps students with specific exam-style questions from popular providers like Kaplan.
Focuses on key topics crucial for passing exams (e.g., margin accounts, options, settlement procedures, NASDAQ mechanics).
No explicit mention of full-length practice tests created by Dean, though reviews and coaching serve a similar purpose.
Flexibility4.0
Comments like 'great call yesterday' and 'coaching session' suggest personalized and potentially flexible scheduling options.
Provides follow-up, indicating responsiveness to student needs.
Specific details regarding scheduling options or availability are not explicitly mentioned in the comments.
Fees vs Value5.0
Students consistently pass multiple difficult exams (SIE, Series 7, Series 66) using his resources, indicating high return on investment.
The effectiveness of his teaching and materials translates into significant value for students aiming for certification.
Actual fees are not mentioned in the comments, preventing a direct cost-benefit analysis.
Teacher Personality5.0
Students express strong gratitude and appreciation for his help and teaching.
Described as 'great' and 'helpful' by students.
Fosters a positive and supportive learning environment.

Top Strengths

1. Exceptional Teaching Quality and Clarity

2. Proven Track Record of Student Exam Success

3. Comprehensive Subject Matter Expertise and Doubt Support

Areas to Improve

1. No specific areas for improvement identified from student comments.

2. Potentially expand explicit details on full-length practice test offerings.

3. Provide more explicit information regarding scheduling and service flexibility.

What students love

Thanks for a great call yesterday Dean. Appreciate the follow up.

1 likes

Dean explained a basic options trading scenario, detailing break-even points and potential profit. He emphasized buying options involves purchasing volatility.

1 likes

Dean, I passed the SIE yesterday by using only your podcast and the 60 and 90 minute reviews! Thank you!

1 likes

Dean provided an explanation of a Series 7 margin account question from Kaplan, focusing on SMA and equity restrictions.

Dean, thank you for all your videos and help! Last Friday I passed the 66 and before that you helped me pass the seven. I just wanted you to know how great I am!

This was a coaching session focused on Series 7 exam prep, where Dean helped students with margin accounts, options, and settlement procedures.

Dean explained NASDAQ market mechanics and data feeds (Level 1, 2, 3), emphasizing the inside quote and market maker perspectives.

Dean provided an explanation of a basic options trading scenario involving the purchase of one BFD January 55 put at 2.5. He explained that this bearish transaction requires being right about three key factors: direction, distance, and timing. Dean detailed the break-even point calculation (52.5) and the potential profit scenario where the stock falls to 47, allowing the trader to buy at 47 and sell at 55 for a $550 gain. He emphasized that buying options involves purchasing volatility, and stre

1 likes

Dean provided an explication of a Series 7 margin account question from Kaplan, focusing on a customer with 200 shares of MTN at $30 and 400 shares of DWQ at $20 in a margin account with a debit balance of $8,000. He explained the classical margin equation and how accounts with less than 50% equity are restricted, allowing only 50% of proceeds to be withdrawn. The key concept discussed was the Special Memorandum Account (SMA), which in this case received a direct credit of $2,000 rather than bei

Dean conducted a Series 7 exam preparation session focused on NASDAQ market mechanics and data feeds. He explained the concept of NASDAQ as a negotiated quote-driven market and discussed the differences between Level 1, Level 2, and Level 3 NASDAQ data feeds. Dean emphasized the importance of understanding the inside quote, which represents the highest bid and lowest ask prices, and explained how market makers quote prices from their perspective. He used a practical example to illustrate how cus

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