Series 22 Exam Preparation
Become a certified Direct Participation Programs Representative with Study Alpha Academy's comprehensive training program. Master DPPs, compliance, and sales practices to advance your financial career.
Enroll NowAbout the Series 22 Exam
What Are Direct Participation Programs (DPPs)?
Direct Participation Programs are investment programs that allow investors to directly participate in the benefits and risks of underlying business ventures. These ventures are often long-term, non-traded, and typically structured to pass income, losses, and tax benefits directly to investors.
DPP Types
- Real Estate Programs
- Oil and Gas Partnerships
- Equipment Leasing Programs
- Limited Liability Companies (LLCs)
- S Corporations
- Limited Partnerships (LPs)
Exam Purpose
The Series 22 exam ensures that candidates:
- Understand the structure and types of DPPs
- Know how to solicit and sell DPP products
- Can evaluate customer profiles and suitability
- Understand regulatory and compliance requirements
- Can process, confirm, and maintain records of transactions
Exam Details
Exam Syllabus
F1: Seeks Business for the Broker-Dealer
17 questions covering customer approach, regulatory limitations, marketing practices, and ethical guidelines.
F2: Opens Accounts and Evaluates Customer Profiles
4 questions focusing on client information collection, suitability determination, and compliance requirements.
F3: Provides Investment Information & Recommendations
27 questions covering DPP explanations, risk communication, suitability standards, and recordkeeping.
F4: Processes and Confirms Transactions
2 questions on executing customer instructions, verification, and compliance with transaction reporting.
Detailed Syllabus Topics
- Introduction to DPPs
- Structures of Partnerships
- Real Estate Programs
- Oil & Gas Programs
- Equipment Leasing
- Taxation Aspects
- Customer Account Opening
- Suitability Assessment
- Compliance & Sales Practices
Our Preparation Features
Complete Live Classes
Interactive sessions with expert faculty explaining every topic in a structured, exam-oriented manner.
Recorded Classes
Access to all class recordings for unlimited revision and flexible learning at your own pace.
1-to-1 Sessions
Personalized mentoring to address individual doubts, weak areas, and exam strategies.
Full Syllabus Coverage
Comprehensive coverage of the entire FINRA Series 22 content outline with real-world examples.
Latest FINRA Pattern
Updated teaching methods and materials based on the latest FINRA exam pattern and regulations.
Performance Tracking
Continuous monitoring through weekly quizzes, mock tests, and performance analysis reports.
Study Materials Included
Comprehensive Notes
Detailed, well-structured notes covering the entire Series 22 syllabus.
Question Bank
Chapter-wise practice questions with detailed solutions and explanations.
Summary Notes
Quick revision material with key formulas, definitions, and high-yield concepts.
Career Options After Certification
DPP Advisory Roles
Help clients understand and invest in DPPs like real estate programs, oil & gas partnerships, and equipment leasing programs.
Real Estate Securities Sales
Sell real estate-based investment programs including Real Estate Limited Partnerships (RELPs) and non-traded REITs.
Oil & Gas Investment Programs
Focus on selling oil & gas drilling partnerships, production programs, and exploration joint ventures.
Equipment Leasing Distribution
Sell programs where investors participate in leasing equipment to companies for periodic rental revenue.
Private Placement Sales
Work with firms offering private, non-public investment offerings like Regulation D offerings.
Alternative Investment Advisory
Advise clients on non-traditional investment products like hedge fund-linked programs and venture partnerships.
Student Testimonials
Frequently Asked Questions
Contact Us
Enrollment Inquiry
Admission Assistance
For admission or counseling, contact us on WhatsApp:
WhatsApp: +91 9062395123Our Study Centers
New Delhi Center
Hauz Khas, Near Hauz Khas Metro Station,
New Delhi, Delhi 110016
Kolkata Center
Girish Park, Nearby Girish Park Metro,
Kolkata 700006
