If you are considering a Series 79 prep course to help build your study skills, Varsity Tutors offers private Series 79 classes that could be a good fit for you. Series 79 is the Investment Banking Representative Qualification Examination (IB), a standardized test administered by the Financial Industry Regulatory Authority (FINRA) to determine whether or not a financial professional has the requisite knowledge to act as an investment banker. Some of the topics covered include buyouts, mergers, acquisitions, public investment banking, and refinancing. If you feel that you could use help studying these topics, a Series 79 course could be the academic edge you have been searching for!
Most Series 79 prep courses begin by helping students develop a familiarity with the structure and formatting of the test. The exam is computer-based and administered at Prometric Testing Centers nationwide. If you aren't comfortable with this setup, you might want to discuss it with your instructor in a Series 79 prep class for more information. The chart below provides some additional information about the test:
Series 79 Exam Format
Question Format | # Questions | Time Allowed | Passing Score | Corequisite |
Multiple-Choice | 75 | 150 Minutes | 73% | SIE Exam |
Answering 75 question in two-and-a-half hours may seem simple at first glance, but remember that this is a FINRA test. FINRA is notorious for deceptive questions that try to trick financial professionals into using their practical work experience rather than the academic concepts the exam is looking for. Many students choose to take practice exams during their Series 79 prep classes so they know how questions might try to trick them on exam day.
Once you are comfortable with the structure of the exam, your Series 79 class might start concentrating on specific content areas. The following list reveals some of the concepts you may wish to review:
Series 79 Topics (Non-Comprehensive)
- Collection of transaction data from various market databases
- Valuation metrics
- Collection cycles and receivables turnover
- Types of organizational structures (C Corp, S Corp, LLCs, etc.)
- Due diligence process of buy-side transactions
- Securities Act of 1933
- Knowledge of syndicate agreements
- Suitability assessments of customers
- Resales of securities by control persons
- Stock versus asset sale
- Tax-free reorganization
- Prospectus disclosures
- Tender offer regulations
- Financial restructuring and bankruptcy
If that seems like a lot, it kind of is. However, a private Series 79 course allows you to go over everything at your own pace. If you understand the difference between stock and asset sales but have a harder time with the modern impact of the Securities Act of 1933, your Series 79 class can concentrate on historical legislation until you give the go-ahead to move on.
Private Series 79 courses also allow you to receive personalized attention. Your instructor may be able to incorporate your passions into your test prep to make study sessions more engaging. Likewise, all of your work can receive prompt feedback since your teacher doesn't have to grade 30 assignments before returning them. If you need to correct a mistake, it is often beneficial to do so while the material remains fresh in your mind.
Varsity Tutors also tries to make standardized test prep as convenient as possible. All students get to work on a Live Learning Platform that facilitates digital study sessions, providing the benefits of face-to-face instruction without the headache of trying to arrange an in-person meetup. We also try to match every client with a knowledgeable instructor who suits your scheduling needs to mitigate scheduling conflicts. Taking a Series 79 class should be something that fits into your life, not the other way around!
If you would like to learn more about our Series 79 prep courses, please contact Varsity Tutors today. Expert Educational Directors are standing by to help you in any way they can!

Chunhua: Yakima Series 79 course instructor
I know what it takes to study and pass exams. I have rich securities, real estate and tax planning industry experience. I have Ph.D. degree in Management Science and 2 masters degrees as MBA and Master of Science. I also have Loan Officer License, Enrolled Agent license, Life/Health Insurance. I know how to learn effectively...
Education & Certification
- Wuhan University - Bachelor of Science, Computer and Information Sciences, General
- Wuhan University - Doctor of Philosophy, Management Information Systems
Subject Expertise
- Series 79
- Insurance License
- SEE - Special Enrollment Exam
- Series 65
- +7 subjects

Michael: Yakima Series 79 course instructor
With over a decade of experience in Financial Services, I understand the challenges and pressures of pursuing certification and licensing exams. Having passed several exams on the first try, I know firsthand the dedication and strategic approach needed to succeed. My passion for helping students stems from a deep commitment to making this journey as...
Education & Certification
- University of Central Florida - Bachelor in Arts, Communication, General
Subject Expertise
- Series 79
- Series 24
- Series 7 - General Securities Representative Exam (Stockbroker)
- Series 66
- +12 subjects

Ben: Yakima Series 79 course instructor
...portfolio manager, strategist and published author with a demonstrated history of working in the financial services industry. Skilled in Asset Management, Equities, Bonds, Investment Strategies, and Capital Markets. Strong finance professional with a MBA focused in Finance, General from University of Southern California - Marshall School of Business. Series 65, 7, 63, 24, CFA, FRM
Education & Certification
- University of Amsterdam - Bachelor of Economics, Economics
- University of Southern California - Masters in Business Administration, Economics
Subject Expertise
- Series 79
- Series 15 - Foreign Currency Options Exam
- FRM
- WMCP - Wealth Management Certified Professional
- +39 subjects

Godswill: Yakima Series 79 course instructor
I bring a unique blend of academic excellence and professional expertise to tutoring, with three advanced degrees, a Bachelor's in Mechanical Engineering (graduating magna cum laude and third in my class), a Master's in Computer Science specializing in Cognitive Artificial Intelligence, and an MBA in Finance with a focus on investment analysis. My academic journey...
Education & Certification
- Rivers State University - Bachelor of Engineering, Mechanical Engineering
- Texas Southern University - Master of Science, Computer Science
Subject Expertise
- Series 79
- PRAXIS
- SIE
- Series 7
- +155 subjects

Aaron: Yakima Series 79 course instructor
I am a 2020 graduate of Bucknell University, where I earned a B.S.B.A. degree Summa Cum Laude in finance and minored in economics. I hold over 2 years of experience working in investment banking and private equity. During college, I was a teaching assistant for courses covering investment banking, political economy and macro- and microeconomics,...
Education & Certification
- Bucknell University - Bachelor in Business Administration, Accounting and Finance
Subject Expertise
- Series 79
- SIE
- Series 63
- Professional Certifications
- +31 subjects

Edward: Yakima Series 79 course instructor
...about helping others learn how financial markets work. I have passed the Series 6, 7, 24, 26, and 66 exams, and held the Massachusetts Life and Health insurance licenses. I coached basketball and football both at the youth and high school levels. I love music and am an active member of 2 bands.
Education & Certification
- Western New England University - Bachelor of Science, Finance
Subject Expertise
- Series 79
- Series 26
- Series 7
- Series 24
- +26 subjects

Jacquelyn: Yakima Series 79 course instructor
I am a goal-oriented individual who enjoys helping others learn personally and professionally. As a Mom and a Business Leader in the community, mentoring, and coaching, I have assisted many others in accomplishing their educational goals. 1. Parenting my children at home on how to do well in class and on tests. 2. Advising employees...
Education & Certification
- University of Detroit Mercy - Bachelor of Science, Finance
- Southern New Hampshire University - Master of Science, Entrepreneurial Studies
Subject Expertise
- Series 79
- Series 7 - General Securities Representative Exam (Stockbroker)
- ARM-E - Associate in Management-Enterprise Risk Management
- ARM-P - Associate in Risk Management for Public Entities
- +18 subjects

Hal: Yakima Series 79 course instructor
I believe that the individual is the foundation of society and that personal growth and betterment are natural to each individual whether it be economic, intellectual, or spiritual. Learning is unique to each person and each person, who has the interest, will benefit from the best possible learning situation that can be provided and consequently...
Education & Certification
- Frostburg State University - Bachelor of Science, Accounting and Business Management
- Frostburg State University - Master of Science, Management Science
Subject Expertise
- Series 79
- CPA
- Series 9
- Series 22
- +171 subjects

Joshuah: Yakima Series 79 course instructor
I hold a Bachelors of Science in Biology and Political Sciences; passed the SIE, Series 63, 65, and 7 on the first attempts, and have passed the Level I CFA exam. All of which are completely unimportant because it's not about me, it's about how I can help you (and I can)! Whether you know...
Education & Certification
- Excelsior College - Bachelor of Science, Biology, General
Subject Expertise
- Series 79
- Series 7
- Series 66
- Series 65
- +14 subjects

Heberto: Yakima Series 79 course instructor
I am a graduate of The University of Colorado, Boulder and Harvard Kennedy School. I received my Bachelor of Arts in Economics and my Master in Public Policy with a focus on international and global affairs. Since graduation, I have worked in investment banking and management consulting, though I also have worked on government relations....
Education & Certification
- University of Colorado Boulder - Bachelor of Science, Economics
- Harvard University - Master of Science, Public Policy Analysis
Subject Expertise
- Series 79
- CFA
- SIE
- Series 63
- +40 subjects

Michael: Yakima Series 79 course instructor
I graduated with an MBA in Accounting from University of Phoenix and a PhD in Finance from Capella University. Since earning my PhD in 2020, I have been instructing at three online universities, teaching finance, accounting, and emergency management. I am also a Commercial Pilot and Certified Flight Instructor at a local airport where I...
Education & Certification
- Capella University - Doctor of Philosophy, Finance
Subject Expertise
- Series 79
- Series 7 - General Securities Representative Exam (Stockbroker)
- Series 65
- Series 24
- +16 subjects

Angelo: Yakima Series 79 course instructor
I love helping students in topics related to math, to finance (public and private equity) and to engineering. I believe that if I can't explain concept, then I don't understand it. By that same token, if a student can't explain a concept back to me, then they don't understand it even if they say they...
Education & Certification
- University of Florida - Master of Science, Electrical Engineering
- University of Pennsylvania - Masters in Business Administration, Business Administration and Management
- university of chicago - Master's/Graduate, ma
Subject Expertise
- Series 79
- Series 6
- NCTRC - National Council for Therapeutic Recreation Certification
- Exam PA - Predictive Analytics
- +325 subjects

Kevin: Yakima Series 79 course instructor
As a Mensa member, CPA (Certified Public Accountant), MBA and inventive Patent Holder with the US Patent Office, I know that learning is a great investment. My passion for teaching comes from a life long passion for learning. Im a Masters Degree graduate of Washington University in St. Louis (Olin School of Business: Finance emphasis)...
Education & Certification
- Truman State University - Bachelor of Science, Accounting
- Washington University in St Louis - Masters in Business Administration, Finance
Subject Expertise
- Series 79
- Series 65
- Series 66
- Series 7
- +41 subjects
Subject Expertise
- Series 79
- CFA
- NPTE - National Physical Therapy Examination
- Series 65
- +56 subjects

Nancy: Yakima Series 79 course instructor
I enjoy teaching a variety of subjects. As a college economics major with an MBA, and as former investment banker with many years of experience there (now retired), I enjoy teaching finance, accounting, and econ as well as the various secrutities licensing tests. But my avocations are history and literature and I love teaching them...
Education & Certification
- Rhodes College - Bachelor in Arts, Economics
- Harvard Business School - Masters in Business Administration, Finance
Subject Expertise
- Series 79
- Series 6
- SIE
- Series 66
- +85 subjects
Education & Certification
- University of Michigan-Ann Arbor - Bachelor of Science, Economics
Subject Expertise
- Series 79
- CFA
- CPA
- SIE
- +51 subjects