If you are a broker who is looking to expand into a role as an investment advisor representative, you may be interested to know that Varsity Tutors offers top-notch private Series 66 courses. We can set you up with an individualized Series 66 class that allows you to get the undivided attention of a test prep expert who knows the expectations you'll need to meet on the exam. Reach out to our Educational Directors today or keep on reading to find out how a custom Series 66 course can provide you with an unparalleled test prep experience.
When Varsity Tutors sets up your Series 66 prep classes, you'll get private instruction that is catered to your precise needs and goals. Unlike the classroom environment, what you know and understand is the top priority. If you need to better understand pooled investment vehicles, ERISA considerations, or portfolio management from an advisement perspective, your Series 66 course instructor can help you. If you're not exactly sure what areas need the most attention, your Series 66 class instructor can quickly assess your capabilities and then put together a customized study plan that keeps you going after your biggest areas of opportunity on the test.
Here's a quick overview of the Series 66 so you know what to expect:
Series 66 Exam Format
| Question Format | # Questions | Time Allowed | Passing Score | Corequisite |
| Multiple-Choice | 100 | 150 Minutes | 73% | Series 7 Exam |
Series 66 prep courses give you the chance to concentrate on individual topics in a way that works for your learning style. Tutors can adapt to teach you using visual methods, discuss concepts with you while depicting them on a whiteboard, working through practice questions, or whatever other teaching strategies resonate with you. Your Series 66 prep course can also move through material at your pace, ensuring you feel comfortable with valuing fixed income securities before moving on to another topic.
Here is a sampling of the topics you could cover in your Series 66 prep class:
Series 66 Topics (Non-Comprehensive)
- Analytical Methods
- Valuation Factors of Fixed Income Securities
- Evaluation of Pooled Investment Vehicles
- Insurance Based Products
- Capital Market Theory
- Portfolio Management Strategies, Styles, and Techniques
- Ownership and Estate Planning Techniques
- Regulations of Investment Advisors, Including State-Registered and Federal Covered Advisors
- Regulation of Broker-Dealers
- Communication with Clients/Customers and Prospects
- Ethical Practices and Fiduciary Obligations
There's a lot of information to cover, and you'll have time to get through everything, but that's not all that Series 66 classes are about. You'll also have the opportunity to develop stronger test-taking skills. Your Series 66 prep instructor wants to see you be successful on the exam, and proper time management strategies, methods for tackling difficult multiple-choice questions, mnemonics, and other techniques can help you feel relaxed and confident in your abilities on the day of the exam.
At Varsity Tutors, we make every effort to make your Series 66 course as convenient for you as we possibly can. We will do the work to identify a tutor who has the right set of skills for your particular needs while also being available at a time that works into your schedule somewhere. Beyond that effort, we provide the Live Learning Platform, and advanced video chat and virtual whiteboard technology that allows you to meet with your Series 66 class instructor from anywhere.
If you're ready to get started with private custom Series 66 courses, reach out to the Educational Consultant at Varsity Tutors today. We're excited to help you go after your certification goals.
Jennifer: East San Jose Series 66 course instructor
...yourself! My love of learning and sharing my wisdom shines through my positive energy-my students give me the greatest gratification when they are overcoming learning roadblocks-I tutor a broad range of subjects including Professional Certifications, Insurance License, NMLS, SIE, and Series 6. I am a graduate of Eastern Illinois University. I received my Master of...
Education & Certification
- Eastern Illinois University - Bachelor of Science, Family and Consumer Sciences
- Eastern Illinois University - Master of Science, Family and Consumer Sciences
Subject Expertise
- Series 66
- Real Estate License
- FINRA - Financial Industry Regulatory Authority
- Series 7
- +10 subjects
Gary: East San Jose Series 66 course instructor
I tutor securities licensing exam prep courses for NASAA & FINRA registrations (Series 6,7,63,65,66 and a few others). I own a financial practice, hold the Series 65 and a CRPC designation, and my experience, knowledge and research are current and relevant.
Education & Certification
- Columbia College - Bachelor in Business Administration, Business Administration and Management
Subject Expertise
- Series 66
- Series 7 - General Securities Representative Exam (Stockbroker)
- Series 27
- Series 99
- +72 subjects
Karen: East San Jose Series 66 course instructor
...degree from Ashwood University in business administration. In addition, I hold an English teaching certificate. Since I graduated, I've taught or coached in several areas. However, my primary focus has been on Series licensing. I help students with all licenses such as SIE, 6, 63, 7 65.66, 24 and many more. Many students struggle with...
Education & Certification
- Ashwood University - Masters in Business Administration, Business Administration and Management
Subject Expertise
- Series 66
- Series 99
- Series 24
- Series 63
- +24 subjects
Krista: East San Jose Series 66 course instructor
...State University) & MBA (Capella University). I currently licensed with the state of NJ for Life/Health Insurance. I am registered with FINRA (Series 7 & 66). I also hold a Certified Financial Planner designation. I help candidates studying for their Life/Health, SIE, Series 7, Series 6, Series 66 (63/65), and CFP designations. I am eager...
Education & Certification
- Pennsylvania State University-Main Campus - Bachelor of Science, Business Administration and Management
- Capella University - Masters in Business Administration, Project Management
Subject Expertise
- Series 66
- Series 65
- Series 7
- CFP
- +18 subjects
Eric: East San Jose Series 66 course instructor
My passion is helping to educate my clients in the areas they need assistance with. As a financial advisor and investment advisor representative, this is what I do on a daily basis, and I look forward to helping you accomplish your goals.
Education & Certification
- Appalachian State University - Bachelor of Science, Psychology
- University of Hartford - Master of Science, Industrial and Organizational Psychology
Subject Expertise
- Series 66
- Series 72
- Series 65
- Series 52
- +16 subjects
Gregory: East San Jose Series 66 course instructor
Education & Certification
- Pepperdine University - Masters in Business Administration, Business Administration and Management
Subject Expertise
- Series 66
- Series 7
- Series 63
- SIE
- +65 subjects
Nhan: East San Jose Series 66 course instructor
...a Masters in Finance and Economics from Ohio University. Currently I am in another Master program, this one is for Accountancy, specialized in Auditing. I am expected to finish my second Master in Fall of 2019, and I will start my Doctorate program for Business and Corporate Strategies in August 2019. My primary areas of...
Education & Certification
- Ohio State University-Main Campus - Bachelor of Science, Applied Physics
- Ohio University-Main Campus - Master of Science, Applied Economics
Subject Expertise
- Series 66
- Series 7
- Series 65
- Insurance License
- +78 subjects
Nancy: East San Jose Series 66 course instructor
...with an MBA, and as former investment banker with many years of experience there (now retired), I enjoy teaching finance, accounting, and econ as well as the various secrutities licensing tests. But my avocations are history and literature and I love teaching them as well--whether through assisting with regular school homework and test preparation, or...
Education & Certification
- Rhodes College - Bachelor in Arts, Economics
- Harvard Business School - Masters in Business Administration, Finance
Subject Expertise
- Series 66
- Series 7 - General Securities Representative Exam (Stockbroker)
- Series 24
- Series 63
- +85 subjects
Kyle: East San Jose Series 66 course instructor
...teach and educate others. I have worked my entire professional career in financial services utilizing series exam information on a daily basis. I have a Masters of Finance from the University of Notre Dame and work as a investment analyst at a private investment firm. Open to giving career mentorship as well!
Education & Certification
- Texas am - Bachelor of Science, Business and Managerial Economics
- University of Notre Dame - Current Grad Student, Finance
Subject Expertise
- Series 66
- Series 7
- Series 63
- SIE
- +11 subjects
Nicholas: East San Jose Series 66 course instructor
Through almost a decade as a financial planner, I enjoy helping others enter the field and continue to develop their expertise. I tutor the Series 6, 63, 65 and 7 exams and the CFP Board exam.
Education & Certification
- Susquehanna University - Bachelor of Science, Finance
Subject Expertise
- Series 66
- SIE
- Series 6
- Series 63
- +8 subjects
Mark: East San Jose Series 66 course instructor
...help people pass: The Series # 7 - # 63 - # 65 & # 66 The Life, Health and P&C Insurance test The Real Estate Agent and the Real Estate Broker test TEST TAKING SKILLS are a vital part of passing any test I will demonstrate how. PRACTICE QUESTIONS - The more the better....
Education & Certification
- University of Houston-Downtown - Associate in Science, Business Administration and Management
Subject Expertise
- Series 66
- Series 57
- Series 9
- Series 10
- +73 subjects
Hal: East San Jose Series 66 course instructor
...I attended what was then a week-long Brokers Option Course at the Chicago Board of Options and followed that as the designated options trader for a firm. I have over twenty years of teaching experience at the college and university level in addition to having served as a national educator in investments for a...
Education & Certification
- Frostburg State University - Bachelor of Science, Accounting and Business Management
- Frostburg State University - Master of Science, Management Science
Subject Expertise
- Series 66
- Series 57
- Series 9
- Series 22
- +171 subjects
Melissa: East San Jose Series 66 course instructor
...of real world experience in business. I can teach the following licenses: SIE, Series 7, Series 63, and Series 66. I am a current licensed senior broker at a large firm. I have assisted with in-person training to pass these licenses and have worked teaching adults my entire career. Cannot wait to work with you!
Education & Certification
- The University of Texas at Arlington - Bachelor in Arts, Anthropology
- Capella University - Masters in Business Administration, Business Administration and Management
Subject Expertise
- Series 66
- Series 7
- Series 63
- SIE
- +1 subjects
Raymond: East San Jose Series 66 course instructor
I am committed to developing the talent I possess and sharing my life with others. I always enjoyed teaching but more importantly human development. As Socrates said so long ago, the unexamined life is not worth living. Sometimes, the gravity of questions outweigh all in life.
Education & Certification
- Fordham University - Bachelor of Science, Classics
Subject Expertise
- Series 66
- Series 31
- Series 86
- Series 7
- +7 subjects
Claudio: East San Jose Series 66 course instructor
...diversified graduate-level education in econometrics, derivatives, corporate finance, economics and financial statement analysis. I am a team player, goal oriented, trustworthy. I am fluent in Spanish and English and I am the former President of the Latino Student Association at BYU- Hawaii. I have been educated in 3 different continents. Registered Representative (Series 7)
Education & Certification
- Brigham Young University-Hawaii - Bachelor of Science, Business Administration and Management
- Trinity College - Master of Science, Finance
Subject Expertise
- Series 66
- Series 65
- Series 6
- Series 7
- +34 subjects
Alex: East San Jose Series 66 course instructor
...people stems from watching someone work hard to accomplish a goal and then finally accomplish that goal. Whether it be retiring, buying a new home, landing a new job, or passing a big test. I am always striving to make an impact in those around me and to "Add Value" in any way possible.
Education & Certification
- Pennsylvania State University-Main Campus - Bachelor of Science, Business Communications
Subject Expertise
- Series 66
- Insurance License
- Series 7 - General Securities Representative Exam (Stockbroker)
- Series 79
- +12 subjects
Joshua: East San Jose Series 66 course instructor
...to have fun while learning, and know why they are learning certain topics. I can use my 15 years of industry experience to share how learning topics would be applied during real life situations. I want my student to not only pass their exam, but also have confidence in their future careers.
Education & Certification
- University of Arizona - Bachelor of Science, Finance
Subject Expertise
- Series 66
- Series 6
- Series 63
- Series 7
- +8 subjects
Barrett: East San Jose Series 66 course instructor
...my own success to be helping my students along a journey to attaining their respective goals. But that journey begins with a first step, at times a humbling step. As a coach and mentor, I value my role as your trusted resource in helping you take those initial steps on your journey to passing the...
Education & Certification
- Florida International University - Bachelor of Science, Criminal Justice
- Louisiana State University and Agricultural Mechanical College - Doctor of Laws, Law Enforcement Administration
Subject Expertise
- Series 66
- Series 7
- Series 24
- SIE
- +20 subjects
Johnny: East San Jose Series 66 course instructor
...While serving in the Army I was an Instructor and I also studied to become a math teacher, but changed majors into Finance. Every since my military days I enjoy giving back to the community anyway that I can, so I figured why not teach subjects in Finance. My philosophy in teaching is to try...
Education & Certification
- University of Houston-Victoria - Bachelor in Business Administration, Finance
Subject Expertise
- Series 66
- Series 26
- Series 6
- Series 57
- +14 subjects
Andrea: East San Jose Series 66 course instructor
...tailored learning strategies to ensure my students not only understand the material but can also apply it effectively in real-life scenarios. I am well-versed in tutoring a variety of finance topics, including but not limited to: - Professional Industry Licensing (FINRA) - Personal finance concepts - Financial analysis - Corporate finance and capital budgeting -...
Education & Certification
- Washington University in St Louis - Master of Science, Finance
Subject Expertise
- Series 66
- Series 9
- Series 7
- SIE
- +56 subjects