Exam at a glance
Questions
100
Time limit
150 min
Passing
73% (73 correct answers)
Practice bank
208 Qs
What the exam covers
- 1
Economic Factors and Business Information
5% · 9 lessons
- 2
Investment Vehicle Characteristics
20% · 27 lessons
- 3
Client Investment Recommendations and Strategies
30% · 44 lessons
- 4
Laws, Regulations, and Guidelines, including Prohibition on Unethical Business Practices
45% · 74 lessons
How to prepare on Step2Study
1. Learn
Work through the Academy modules — short lessons with key facts and memory tricks.
2. Practice
Take the numbered practice tests with instant feedback, flashcards and mental maps.
3. Simulate
Sit a full timed simulation to check you are ready for exam day.