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.
Course Outline
After enrolling, you’ll be invited to an Onboarding Call to kick off your study journey. You’ll also get a clear-cut action plan, access to all of the proprietary content in our Training Center, and periodic check-ins from our expert team to keep you on track.
Crack open your textbook
Follow along with the most up-to-date companion to our training materials. Ebook access is also included.
Watch video lectures
Let the best faculty in the industry break down the material topic by topic in a relatable, engaging way.
Drill with practice questions
Customize your training with our extensive library of sample questions. Apply our predictive analytics to curate questions around your toughest topics.
Dig into additional resources
Improve your understanding by reviewing supplemental content carefully created and curated by our faculty.
Take the benchmark exam
Find out how ready you are with an exam that represents the real thing. Prioritize topics you have yet to master on the home stretch.
- 66
Walk into your exam with confidence
Prepare to pass with the support of data-driven guidance and perfectly-timed study reminders.
Replacements & Extensions
Series 65 & 66 Replacement Book (2nd Ed.)
Course Package Options
S66 Gold
The gold standard in self-study.
Designed for driven candidates who want to study independently with best-in-class materials. Outstanding support from our Faculty and Client Experience team is included for all.
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 Call 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
S66 Platinum
Elevated resources. Expanded access.
Platinum builds on Gold with unlimited live classes, review sessions, and increased access to our world-class Faculty. Designed for candidates who want deeper guidance throughout their journey.
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
Support
- Client Experience support
- Faculty team content Q&A – emails
- Three Private Faculty Strategy Calls for study guidance
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
Built for high-pressure success.
When the stakes are highest, Diamond delivers. This tier pairs full access to all resources with personalized weekly guidance from Strategy Advising, so you're never studying alone.
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
Support
- Client Experience support
- Faculty team content Q&A – emails
- Weekly Private Faculty Strategy Calls for study guidance
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. Included in the Diamond package.
Series 65 & 66 Workbook
The printed, spiral-bound workbook is your go-to study companion for enhanced retention. Boost your prep with class slides, Key Concepts, and worksheets. A printable PDF is included in your courses; the printed Workbook is included in both the Platinum and Diamond package.
Experience what it’s like to train with us.
Need training for a team? Let us take it off your plate.
We offer true partnership to our corporate clients and individual support to every student.
Whether you’re looking to quickly purchase materials for multiple candidates or for a custom program tailored to your team, get the results you need and the service you deserve.
FAQs
Don’t see your question answered here? We’d love to help.