Private Series 79 Tutoring Built Around Your Weak Areas
Series 79 tutoring for investment banking candidates. Valuation and deal mechanics are usually the comfortable half; the regulatory material is where analysts lose the exam. We work from your practice scores and go where the points are actually going.
Series 79 passes from real candidates
Score reports shared by Exam Bootcamp students after passing the Series 79.
Who Series 79 tutoring is for
Bankers rarely fail the Series 79 on the modelling. They fail it on the rules.
- You are an analyst with a deadline and limited study time
- Valuation is comfortable and the regulatory questions are not
- Regulation M and the restricted period are unfamiliar territory
- Tender offer and Williams Act mechanics are guesswork
- Research and banking separation rules blur together
- You are retaking after failing and the score report pointed at regulation
- You know how to build a model and the exam is not asking you to
- Your practice scores are inconsistent between attempts
What we cover in a Series 79 session
Collecting and analyzing information, underwriting and new financing, and mergers and acquisitions — plus the regulatory rules governing all three.
Valuation
Comparable companies, precedent transactions, and discounted cash flow, tested on what each method assumes and what it is sensitive to. The exam wants you to know why a multiple is wrong for a business, not to build the model.
Financial statement analysis
The adjustments a banker makes before a number means anything — normalizing earnings, treating non-recurring items, and reconciling to a defensible enterprise value.
Underwriting and capital raising
The registration process, the quiet period, firm commitment versus best efforts, and Regulation M restrictions during a distribution. This is the highest-value area for most candidates because it is both heavily tested and rarely learned on the job.
Mergers and acquisitions
Tender offers, the Williams Act filing thresholds, defensive measures, and the disclosure obligations each side carries. The mechanics matter more on the exam than the negotiation does.
Research and banking separation
Information barriers, the rules on analyst participation in banking activity, and the restrictions around a covered issuer. Precise, rule-driven, and reliably tested.
Conduct rules for investment banking
Communications, records, and the conduct standards specific to banking business — the material an analyst is least likely to encounter before the exam.
How we diagnose and teach
The Series 79 has a clear failure signature: candidates who do this work daily assume the exam will reward the work, and it only partly does. The valuation half rewards experience; the regulatory half rewards study, and analysts short on time skip it. So sessions usually spend most of the hour on Regulation M, the Williams Act, and research separation — the areas where an hour buys the most points.
From there it’s pattern recognition — teaching you to recognize the handful of question shapes the exam reuses — elimination discipline, and timing, so the method holds up at the end of the exam as well as it does at the start.
Who you’re working with
- 15+ years in the securities industry, including a career inside major banks
- Thousands of hours of one-on-one tutoring across FINRA and NASAA exams
- A track record of retake rescues — candidates who failed once or twice, often after a big-box course, and passed once the approach to reading exam questions changed
How a Series 79 session works
One hour, live, one-on-one — and you leave knowing what to do next.
Book your hour
Pick a time that works, pay, and your slot is locked in. Send your score report or practice scores ahead if you have them.
Diagnose the real gap
We work through questions you missed to separate topic gaps from reading and elimination mistakes.
Teach it, then apply it
Targeted instruction on the topic, followed immediately by exam-style questions on it.
Leave with next steps
A written plan for the days before your exam: what to drill, in what order, and what to stop spending time on.
PRICE AND BOOKING
1-Hour Private Series 79 Session
$220
- One hour, live and one-on-one
- Built around your practice scores and missed questions
- Valuation methods and what each one assumes
- Underwriting, Regulation M, M&A mechanics, and research separation
- A written next-steps plan before your exam date
Check available times
Browse upcoming 1-hour session slots. Booking + payment opens after you select a time.
Loading available times…
Series 79 tutoring FAQs
- A private session is $220 for one hour, one-on-one. No packages, no subscription.
Book a Private Series 79 Session
Bring your score report, your practice results, or just the questions you keep missing. We’ll find what’s costing you points and fix it.
More Series 79 resources
- Series 79 study guide and question bank — the material and exam-style practice to work through between sessions.
- Free Series 79 practice assessment — 50 exam-style questions with a topic breakdown, so you know what to bring to the session.