Series 27: Business Plan

Taken from our Series 27 Online Guide

Business Plan

Attached to the NMA must be a business plan. This plan must document the applicant’s present and future financial position and provide a marketing plan, a description of its organizational structure, its present and future sources of capital, and the technologies to be employed.

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Last August 2020 I passed the Series 28 on the first try using your materials. I just wanted to drop in and let you know I passed the Series 27 exam today!! I am so happy today as I took the test in Jan of this year and missed it by 3 points. I switched up my focus and really zoned in the most heavily weighted chapters. This is by far the hardest exam I have taken. Thank you Solomon for your excellent study materials. I'll be back when I pass the next one ;)

Nikita Brown, BMI. Atlanta, GA

I passed my 27 and I can't thank you enough for the preparation materials, most importantly the Final Exams. I studied for weeks for this test and buckled down the last two weeks of 6 hour study days. It's a great feeling and I couldn't have done it without you!!!

Amanda Whitney, Great Nation Investment Corporation, Amarillo, TX

I passed the Series 63 today with a score of 88%. I spent 3 hours every day for a week to study. I would highly recommend Solomon to anyone. Thank you Solomon. I couldn't do it without you.

John Nguyen, Transamerica Financial Advisors, Santa Ana, CA

I passed the series 65! I used the Solomon exam prep Material to take the series 65. I had previously used the Kaplan material and did not find the materials to be that good. The book, audio tape and exam question bank were amazing. It was hard to go to the center wearing a mask during this Coronavirus time period. I don’t think I would’ve passed this Series 65 without Solomon. Thank you

Gail Abrams, The Investment Center, Inc. Watchung, NJ

I came into my studies with very little experience. With the amazing help and support from the Solomon Team I passed the SIE on my first attempt. I am extremely grateful for the study material that Solomon has provided. I am onto the 7 TO.

Wc Harbert, RBC. Eugene, OR

I struggled with passing the Series 52 exam. I used study materials from Kaplan & STC Interactive. It wasn't until I used Solomon's materials that I was able to pass the exam.

Belinda Wilson, Stifel Nicolaus & Co, Montgomery, AL