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.
Nathalie: Series 66 course instructor
...an interesting background beginning with my Undergraduate Degree in Biology. I was hoping to go to Veterinary School although the school I hoped to go to was on the other side of the country. I came back home to Florida to complete my MBA in Finance, and currently work as a Financial Analyst. I am very passionate about my work and hope to help you learn to love math as much as I do! I...
Education & Certification
- University of Central Florida - Bachelor of Science, Biology, General
- University of North Florida - Masters in Business Administration, Business Administration and Management
Subject Expertise
- Series 66
- Series 7
- Spanish
- Essay Editing
- +34 subjects
Braden: Series 66 course instructor
...a recent Chemical Engineering graduate with a minor in economics from the University of Oklahoma living in Overland Park, Kansas. I have a passion for teaching college, high school, and middle schoolers math from Algebra to College Calculus, chemistry, and physics. In high school I took a variety of AP Tests: AP Chemistry-5, AP Physics 1-4, AP Calculus AB-5 AP US History-4, AP English Composition-4. I hope we are a great fit, and I can't...
Education & Certification
- University of Oklahoma Norman Campus - Chemical Engineer, Chemical Engineering
Subject Expertise
- Series 66
- Chemical Engineering
- Chemical and Biomolecular Engineering
- Organic Chemistry
- +64 subjects
Kristin: Series 66 course instructor
I just obtained my licenses within the last year: 6, 63, 66, 7. While my employer provided me with the books, I was not given study support which I think would have been incredibly helpful to me. I look forward to helping you pass on your first try!
Education & Certification
- Eastern Illinois University - Bachelor of Science, Special Products Marketing Operations
- Lewis University - Masters in Business Administration, Agricultural Business
Subject Expertise
- Series 66
- Professional Certifications
- Series 63
- SIE
- +1 subjects
John: Series 66 course instructor
My name is John Walker. I am a seasoned veteran in the financial and insurance industries. I look forward to putting my personal experience, education, and training to work for you. I hope to work with up-and-coming professionals to ensure you meet and exceed your goals!
Education & Certification
- Florida State College at Jacksonville - Bachelor of Science, Business Administration and Management
Subject Expertise
- Series 66
- Professional Certifications
- CFP
- Series 63
- +10 subjects
Derek: Series 66 course instructor
...to learning is to prepare the students while keeping it fun. I have 18 years Financial Services experience as both a retail financial advisor as well as a wholesaler, Sales Manager and Insurance broker. One of the things I try to teach all my students is how to approach the exam. I've been fortunate to pass every professional exam I've taken the first time and I teach my students the same process I used over...
Education & Certification
- Ohio University-Main Campus - Bachelor of Science, Communication, General
Subject Expertise
- Series 66
- Series 65
- Series 63
- Series 7
- +7 subjects
Kathleen: Series 66 course instructor
...Advisor, Financial Consultant, Stockbroker, Securities Trader, Business Consultant, and Financial Services Trainer. I have a BBA in Finance from the University of Texas at Arlington. I tailor my tutoring to the individual. I have found each person learns in their own way. My teaching and tutoring experience includes in the classroom, one on one, and virtually earning a 95% instructor effectiveness score from my company. Hobbies include paddle boarding, snorkeling, cycling, visiting museums and traveling.
Education & Certification
- The University of Texas at Arlington - Bachelor in Business Administration, Finance
Subject Expertise
- Series 66
- CFP
- Series 7 - General Securities Representative Exam (Stockbroker)
- Series 7
- +6 subjects
David: Series 66 course instructor
Education & Certification
- University of Massachusetts-Dartmouth - Bachelor in Arts, Political Economy
Subject Expertise
- Series 66
- Series 7
- Series 10
- Test Prep
- +16 subjects
Nicholas: Series 66 course instructor
...financial services industry as a financial advisor and served in the US Navy for 20 years as an enlisted aircrewman. I love to learn new things and have a deep passion for teaching and helping others. I tutor primarily in the areas of reading, math, and writing. My favorite areas are math and writing. Both are subjects I struggled with during my K-12 education and it was through my college and teaching experience that I...
Education & Certification
- Chapman University - Bachelor in Arts, Social Sciences
- Washington State University - Master of Arts Teaching, Education
Subject Expertise
- Series 66
- Business
- Elementary School Math
- Intermediate Accounting
- +16 subjects
Ben: Series 66 course instructor
Experienced portfolio manager, strategist and published author with a demonstrated history of working in the financial services industry. Skilled in Asset Management, Equities, Bonds, Investment Strategies, and Capital Markets. Strong finance professional with a MBA focused in Finance, General from University of Southern California - Marshall School of Business. Series 65, 7, 63, 24, CFA, FRM
Education & Certification
- University of Amsterdam - Bachelor of Economics, Economics
- University of Southern California - Masters in Business Administration, Economics
Subject Expertise
- Series 66
- Test Prep
- AP Macroeconomics
- Public Speaking
- +29 subjects
Eric: 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 65
- Series 22
- Series 86
- +16 subjects