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.
Karen: Monroe Series 66 course instructor
I have been tutoring teaching and mentoring at risk students for over 20 years. I consider it my job to find a teaching style that inspires a student to be a successful learner. I love seeing people of all ages learn what they need to know to get where they want to be in life.
Education & Certification
- University of South Alabama - Bachelor in Business Administration, Finance
- American InterContinental University-Atlanta - Master of Science, Information Technology
- Gwinnett Technical College - Associate in Science, Network and System Administration
Subject Expertise
- Series 66
- Series 7
- Insurance License
- Elementary School Reading
- +24 subjects
Zachary: Monroe Series 66 course instructor
...agent of a broker dealer. I work for a large firm in the industry and give investment advice to our high networth clients 1mm+ in assets. I passed the SIE and Series 65 will I was still in college and was put through a TD Ameritrade's training program to pass the Series 7 and Series...
Education & Certification
- Troy University - Bachelor in Arts, Finance
Subject Expertise
- Series 66
- Series 24
- SIE
- Series 63
- +12 subjects
Johnny: Monroe Series 66 course instructor
...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 to keep it as simple as I can by using analogies and...
Education & Certification
- University of Houston-Victoria - Bachelor in Business Administration, Finance
Subject Expertise
- Series 66
- Series 26
- Series 57
- Series 65
- +14 subjects
Richard: Monroe Series 66 course instructor
I have been in Finance for 20+ yrs specializing in Investments, Financial Planning and Estate Planning. I enjoy trading, technical analysis and reading/writing about the stock market. I enjoy sharing my years of knowledge and experience with others.
Education & Certification
- Westminster College - Bachelor in Business Administration, Business, General
Subject Expertise
- Series 66
- Series 63
- CFA
- CPA
- +31 subjects
Natalie: Monroe Series 66 course instructor
...currently have my Series 6, 63. Life, Health and Variable Annuity, and Real Estate Licenses. Helping clients keeping their financial house in order has been very gratifying and fulfilling as a banking professional, however I'd like to have my own practice and brokerage firm one day. After having graduated Seton Hall, my varied experience has...
Education & Certification
- Seton Hall University - Bachelor in Arts, Political Science and Government
Subject Expertise
- Series 66
- NMLS - Nationwide Mortgage Licensing System
- Insurance License
- Series 63
- +151 subjects
James: Monroe Series 66 course instructor
As an adjunct professor of finance, I enjoy helping individuals find their way within the finance and business worlds. As a swimming coach, I enjoy helping individuals reach their goals. I am patient and kind and have been in your shoes. I am a strong tutor with the Series 65, 66, and 7.
Education & Certification
- Wittenberg University - Bachelor in Arts, Biology, General
- Baldwin-Wallace College - Masters in Business Administration, Business, General
Subject Expertise
- Series 66
- CFP
- Series 9
- Series 7 - General Securities Representative Exam (Stockbroker)
- +25 subjects
Nhan: Monroe Series 66 course instructor
...and 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...
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 9
- CPA
- +78 subjects
Jacquelyn: Monroe Series 66 course instructor
...and professionally. As a Mom and a Business Leader in the community, mentoring, and coaching, I have assisted many others in accomplishing their educational goals. 1. Parenting my children at home on how to do well in class and on tests. 2. Advising employees on how to study to obtain professional licenses to achieve passing...
Education & Certification
- University of Detroit Mercy - Bachelor of Science, Finance
- Southern New Hampshire University - Master of Science, Entrepreneurial Studies
Subject Expertise
- Series 66
- ARM-P - Associate in Risk Management for Public Entities
- International Sports Sciences Association
- Exam IFM - Investment and Financial Markets
- +18 subjects
Aaron: Monroe Series 66 course instructor
...on to earn my Certified Financial Planner (CFP) designation. A short time later, I enrolled at Kansas State University and earned a Master's degree in Personal Financial Planning. Recently, I've earned the Behavioral Financial Advisor (BFA) designation and the Retirement Income Certified Professional (RICP) designation. I've worked in several industry roles from client service, back...
Education & Certification
- University of Nebraska at Omaha - Bachelor of Science, Finance
- Kansas State University - Master of Science, Financial Planning
Subject Expertise
- Series 66
- Series 65
- CFP
- Series 7 - General Securities Representative Exam (Stockbroker)
- +7 subjects
Gregory: Monroe Series 66 course instructor
Education & Certification
- Pepperdine University - Masters in Business Administration, Business Administration and Management
Subject Expertise
- Series 66
- Real Estate License
- Series 65
- SIE
- +65 subjects
Sarah: Monroe Series 66 course instructor
...language, and I provide a variety of accessible learning portals, eliminating the need for additional expenses on materials. My extensive resource library includes both my own unique materials and traditional ones (Kaplan, PassPerfect, and Achievable), ensuring a comprehensive learning experience. As a financial advisor and recent MBA graduate, I've been trained to cater to a...
Education & Certification
- University of upper Iowa - Bachelor in Business Administration, Business Administration and Management
- University of Wisconsin-Madison - Masters in Business Administration, Accounting and Business Management
Subject Expertise
- Series 66
- Series 63
- SIE
- Series 6
- +36 subjects
LaKeisha: Monroe Series 66 course instructor
...subject areas pertaining to English, Writing, Pre-Algebra, Algebra 1, American Government, and Investments. I believe that learning should be a memorable and relatable experience for students to enjoy and to apply in their life. My desire is for students to be able to experience the countless opportunities and places that reading and learning can take...
Education & Certification
- Wesleyan University - Bachelor in Arts, English
- Augusta State University - Master of Public Policy, Public Administration
- Capella University - Doctor of Philosophy, Human Services
Subject Expertise
- Series 66
- Series 24
- SIE
- Series 7 - General Securities Representative Exam (Stockbroker)
- +27 subjects
Garth: Monroe Series 66 course instructor
...working in the financial services industry. Currently I manage a sales team at T. Rowe Price. I am FINRA Series 7, Series 6, Series 63, Series 24, and Series 66 registered in all 53 jurisdictions. In previous roles, I was responsible for mentoring and supporting associates tasked with passing various FINRA licenses, as well as...
Education & Certification
- Lebanon Valley College - Bachelor of Science, Business Administration and Management
- Loyola University Maryland - Masters in Business Administration, Business Administration and Management
Subject Expertise
- Series 66
- Series 6
- Series 63
- Series 65
- +26 subjects
Nancy: Monroe Series 66 course instructor
...major 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,...
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 65
- Series 7
- +85 subjects
Will: Monroe Series 66 course instructor
Building competence in the subjects that matter to you.
Education & Certification
- Spring Hill College - Bachelor of Science, Finance
Subject Expertise
- Series 66
- CFP
- Series 7
- Series 7 - General Securities Representative Exam (Stockbroker)
- +4 subjects
Edward: Monroe Series 66 course instructor
...have been involved with advising and counseling both clients and advisors, and am passionate about helping others learn how financial markets work. I have passed the Series 6, 7, 24, 26, and 66 exams, and held the Massachusetts Life and Health insurance licenses. I coached basketball and football both at the youth and high school...
Education & Certification
- Western New England University - Bachelor of Science, Finance
Subject Expertise
- Series 66
- Series 6
- Series 26
- SIE
- +26 subjects
David: Monroe Series 66 course instructor
Independent Financial Advisor and Political Junkie. If you need to pass your series exams or need to learn about our political system here in The United States I'm your guy!
Education & Certification
- Arizona State University - Bachelor of Science, Political Science and Government
Subject Expertise
- Series 66
- Series 10
- SIE
- Series 63
- +9 subjects
Karen: Monroe Series 66 course instructor
...master's 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...
Education & Certification
- Ashwood University - Masters in Business Administration, Business Administration and Management
Subject Expertise
- Series 66
- Series 7
- Series 10
- ChFC - Chartered Financial Consultant
- +24 subjects
Richard: Monroe Series 66 course instructor
I am an Investment Banker specializing in Healthcare and Manufacturing both for Capital Raises and Buy and Sell side.
Education & Certification
- Purdue University - Bachelor in Arts, Education
- Indiana University - Master of Science, Public Finance
Subject Expertise
- Series 66
- Series 79
- Series 65
- Series 22
- +20 subjects
Pamela: Monroe Series 66 course instructor
...I received my Bachelor of Science in Marketing and International Business with a minor in Economics. I have experience teaching English as a Second Language online to children ages 3-15 in China. I work professionally in the Financial Services industry and have experience in professional speaking, presentation skills and Train the Trainer classes. I enjoy...
Education & Certification
- University of Colorado Boulder - Bachelor of Science, International Marketing
Subject Expertise
- Series 66
- Series 26
- Series 22
- Series 7
- +74 subjects