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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.

Contact us today to connect with a top Series 66 instructor