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Series 66 Exam Prep

Prepare for the Series 66 exam with our industry-leading training curriculum, proactive faculty support, and data-driven guidance.

Required by NASAA and administered by FINRA, passing this exam qualifies candidates for state registration as investment advisor representatives if they have also passed the Series 7. Interested in additional strategic direction from faculty and more in-depth content coverage? Go for our Platinum or Diamond package.

  • Exam Format

    100 graded multiple-choice + 10 experimental, ungraded questions

  • Duration

    2 hours and 30 minutes

  • Passing Score

    73%

  • Prerequisite(s)/Corequisite(s)

    SIE and Series 7 Exams

  • Recommended Study Time

    80 to 100 hours

Course Package Options

S66 Gold

Best-in-class materials for the independent studier

Gold gives you everything you need to pass and nothing you don't. Best-in-class materials, expert-built content, and the data to know exactly when you're ready.
$400
One Year Access

What's Included:

Resources
  • Study Essentials Course
  • Physical & digital textbook
  • Video lectures curated by expert Faculty
  • Digital flashcards
  • Customizable practice questions
  • Supplemental resources including Key Concepts
  • Preset exams to determine readiness
Support
  • Client Experience support
  • Faculty team content Q&A – emails
  • One Private Faculty Strategy Calls for study guidance
Classes
  • Public Onboarding Call to kick off study journey
Performance
  • Automated performance monitoring & intervention
  • Study journey email guidance
  • Final mile, pre-exam guidance
Most Popular

S66 Platinum

For the candidate who wants to move faster and hit exam day with total confidence.

Less friction between you and passing. Unlimited faculty access, adaptive AI-powered support, and the kind of help that means you're never stuck for long.
$630
One Year Access

What's Included:

Resources
  • Study Essentials Course
  • Physical & digital textbook
  • Video lectures curated by expert Faculty
  • Digital flashcards
  • Customizable practice questions
  • Supplemental resources including Key Concepts
  • Preset exams to determine readiness
  • Spiral-bound workbook
  • Video Vault on highly tested topics
Support
  • Client Experience support
  • Faculty team content Q&A – emails
  • Three Private Faculty Strategy Calls for study guidance
  • KM Copilot, AI study support
Classes
  • Public Onboarding Call to kick off study journey
  • Unlimited live Review sessions with faculty
  • Unlimited live Blended classes with faculty
Performance
  • Automated performance monitoring & intervention
  • Study journey email guidance
  • Final mile, pre-exam guidance

S66 Diamond

For the candidate who wants a plan, a person, and a path

You won't spend a single hour wondering what to do next. Everything in Platinum, plus a dedicated advisor who knows your timeline and stays with you until exam day.
$1,030
One Year Access

What's Included:

Resources
  • Study Essentials Course
  • Physical & digital textbook
  • Video lectures curated by expert Faculty
  • Digital flashcards
  • Customizable practice questions
  • Supplemental resources including Key Concepts
  • Preset exams to determine readiness
  • Spiral-bound workbook
  • Video Vault on highly tested topics
Support
  • Client Experience support
  • Faculty team content Q&A – emails
  • Weekly Private Faculty Strategy Calls for study guidance
  • KM Copilot, AI study support
Classes
  • Public Onboarding Call to kick off study journey
  • Unlimited live Review sessions with faculty
  • Unlimited live Blended classes with faculty
Performance
  • Automated performance monitoring & intervention
  • Study journey email guidance
  • Final mile, pre-exam guidance
  • Enrollment in Strategy Advising (3-month term)

Want more resources?

Series 66 Review Sessions

Reinforce your knowledge with unlimited access to our 1-hour, instructor-led Review Sessions. These live Q&A sessions spotlight frequently tested topics, clarify challenging concepts, and address FAQs from candidates. Included in the Platinum and Diamond packages.

Series 66 Strategy Advising

Get a personalized study plan, weekly check-ins, and structured support from a dedicated Faculty Advisor, designed to help you study efficiently and pass with confidence. $500/3 months of support, $200/month thereafter. Included in the Diamond package.

Series 66 Video Vault

Get access to the S66 Video Vault. A series of video deep-dives into the toughest questions in compliance, strategy, market practices, legal language & more. Included in the S66 Platinum and Diamond packages.

Replacements

Series 65 & 66 Replacement Textbook (2nd Ed. Revised)

Experience what it’s like to train with us.

Existing Customers

Manage Your Current Enrollment

Choose the plan that best fits your goals and get access to exclusive workbooks and resources.

Upgrade Your Plan

Gold → Platinum

Upgrade to Platinum with a physical workbook and premium resources. Pay only the Gold-to-Platinum difference.

Gold → Diamond

Upgrade to Diamond for all benefits and resources — skip Platinum and pay only the Gold-to-Diamond difference.

Platinum → Diamond

Upgrade to Diamond with workbook, premium resources, and exclusive access. Pay only the Platinum-to-Diamond difference.

S66 Extension

1-Month

$30 / 1-Month

3-Month

$50 / 3-Month

5-Month

$65 / 5-Month

Extensions are applied immediately and begin from your current course expiration date. Premium upgrades will continue to be accessible during your extension period. Strategy Advising renewals are not included and are billed separately.

FAQs

You get access to our Training center that includes proprietary KM study guides, videos, and more. We use an easy-to-follow action plan with clear-cut guidance and suggested next steps. Supported by proactive ongoing check-ins from our expert team