Stop skimming 400 pages. Attack the exam by job function.
FINRA weights Series 79 around three investment-banking functions: data and valuation, underwriting and offerings, and M&A or restructuring. Lucky gets a diagnostic, a targeted attack board, and banker-context drills before the textbook gets a vote.
Launch Pad
One-click study weapons
Each button starts inside the existing LTB quiz engine, already set to Series 79.
Baseline Diagnostic
75-question scored simulationStart here before reading. The score tells Lucky what the textbook is allowed to steal time from.
Data + Valuation Blitz
F1 weighted drillEBITDA, EV, multiples, statements, diligence sources, market data, and banker math recognition.
Offering Decision Tree
F2 transaction drillUnderwriting, private placements, registration, exemptions, syndicate roles, and marketing boundaries.
Deal Room Simulator
F3 process drillM&A sequence, buyer outreach, bid procedures, management presentations, fairness, tender offers, and restructurings.
FINRA Blueprint
Study by item weight, not page count
F1 · Section 1
Collection, Analysis, and Evaluation of Data
Financial statements, valuation metrics, comps, precedents, modeling inputs, and diligence data.
F2 · Section 2
Underwriting, New Financing, Offerings, and Registration
Public offerings, private placements, syndicates, registration, exemptions, and offering documents.
F3 · Section 3
M&A, Tender Offers, and Financial Restructuring
Sell-side process, bid rounds, fairness opinions, tender offers, buyer analysis, restructuring, and execution flow.
Operating System
How Lucky uses this
1. Diagnose First
She takes the scored simulation cold. No heroic skimming. The output becomes the reading map.
2. Skim Only What Fails
Textbook time goes only to red zones: missed concepts, rules she confuses, and workflows she cannot explain out loud.
3. Drill in Banker Blocks
Short reps by job function. Math separately. Process separately. Regulation inside the deal context where it belongs.
4. Convert to LTB Work
Each study block ends with one “banker-ready” explanation: what this means in a live deal or offering.
Cram Stack
Highest-yield topics before she starts LTB
- DCF, comps, precedents, EBITDA, EV, equity value, net debt, dilution, and leverage math
- Form 8-K, 10-K, 10-Q, S-1, proxy, Schedule TO, 13D/G, and what each document is for
- Reg D, Rule 144, Rule 144A, Regulation S, shelf registration, cooling-off period, and exemptions
- Sell-side M&A timeline: teaser, NDA, CIM, IOI, management presentation, data room, LOI, final bid
- Fairness opinions, board process, fiduciary framing, buyer ability to pay, synergies, and accretion/dilution
- Restructuring basics: distressed debt, exchange offers, bankruptcy/reorg vocabulary, and creditor priority logic
LTB Start Gate
License prep should make her useful faster
The goal is not textbook completion. The goal is enough exam readiness plus enough banker fluency to start LTB without wasting her ramp on avoidable confusion.