You have worked through the whole book. This chapter is the condensed version of all of it: every unit boiled down to the must-know facts, the numbers to memorise, the mnemonics, and the gotchas the exam likes to test.
Think of it as the rapid-fire recap at the end of each unit, gathered into one place for the days right before test day.
How to Use It
- In your final week, read one review unit a day, then close the tab and see how much you can recall.
- The morning of the exam, skim the "Which Numbers Matter Most?" tables and the gotchas in each section. That is where points are won and lost.
- Pair it with a practice exam. Anything a review sheet reminds you that you had forgotten is a signal to run a custom quiz on that unit.
This is a recap, not a first pass. If a sheet shows you a topic you have never seen, go back to the full unit and study it properly before relying on the cram sheet.
The Whole Book on One Page
Short on time? The One-Page Cheat Sheet condenses every unit to a single line. Read it top to bottom the night before and again the morning of your exam.
What Is Inside
The Series 82 is 50 scored items, and half of them come from chapter 1 alone. Chapter 4 supplies three. Weight your final week by the chapter percentage, not by the number of sheets, because chapter 1 holds nine of the nineteen and chapter 4 holds two.
| Review Unit | Covers | Weight |
|---|---|---|
| Seeking Business and Private Offerings | Communications, the exemptions behind an unregistered offering, investor qualification, distribution mechanics, due diligence, filing duties | 50% |
| Opening Customer Accounts | Account opening, screening documents, the investment profile, supervisory approval | 18% |
| Recommendations and Records | Communicating investment information, best interest and suitability, portfolio risk disclosure, books and records | 26% |
| Transactions and Complaints | Processing and confirming a transaction, complaints, disputes and reporting | 6% |
Nine of the nineteen review sheets sit in chapter 1. If your time is short, read that chapter twice and the other three once.