If you're currently working as a broker and are ready to move into advising others in their investments, you might be interested to find out that Varsity Tutors can set you up with individualized Series 66 test prep courses. We set you up one on one with a Series 66 prep instructor who can help you focus on the areas of the exam where you have the best opportunities to improve your performance. Reach out to our Educational Directors today or keep on reading below so you can learn more about how Series 66 courses can provide you with the help you need in a focused and efficient way.
When you sign up for a customized Series 66 class, you get the undivided attention of someone who understands the expectations of the Uniform Combined State Law Examination. Your tutor can work with you to ensure that you understand and can apply your knowledge of investment vehicles, client retirement plans, laws, regulations, and ethics. You can dictate what you want to focus on, or your Series 66 test prep instructor can assess your needs to figure out a custom study plan to keep you progressing towards your goals. A personalized Series 66 course is all about helping you build your skills and understanding by catering to your precise needs to save time and effort while helping you understand exactly what you need to know.
Series 66 prep can get you ready for all sections of the exam. Here's a quick breakdown of the Series 66 exam sections and their weights:
Series 66 Exam Breakdown
Section | Percentage of Test |
Economic Factors and Business Information | 5% |
Investment Vehicle Characteristics | 20% |
Client Investment Recommendations and Strategies | 30% |
Laws, Regulations, and Guidelines Including Prohibition on Unethical Business Practices | 45% |
There's a lot of information to have at the front of your mind on exam day, so your Series 66 preparation needs to be well-rounded. Your personalized Series 66 classes can cover all of the topics, but they can also help you develop stronger skills in taking tests. Series 66 tutors help students learn how to manage their time on the exam, increase their chances of getting tough multiple-choice questions right, and alleviate test anxiety with a combination of solid prep and relaxation techniques.
Another advantage of Series 66 tutoring is that sessions can move at your normal learning pace while using teaching approaches that match your learning style. Your Series 66 prep instructor can talk you through concepts, work alongside you through practice questions, diagram concepts on a whiteboard, or use a combination of different techniques to ensure you feel comfortable with a topic before moving on.
Varsity Tutors also tried to make Series 66 test preparation as convenient for you as we can. We do all the work to identify a Series 66 test prep instructor who has the proper skill set and who can offer sessions at a time that can fit somewhere in your schedule. We also make sure you don't have to travel to get a session in. Our Live Learning Platform lets you meet with your Series 66 test prep instructor online for face to face meetings with a virtual whiteboard and other handy tools.
If you're ready to get started with effective Series 66 prep, contact Varsity Tutors today.
Sarah: Series 66 test prep instructor
...blocks. My flexibility and deep understanding of exam content stem from years of close collaboration with students across various categories. I am dedicated to being available for my students, offering the flexibility to learn at their own pace, whether that means intensive preparation in a month or a more gradual, step-by-step approach. My goal is to provide unwavering support and assistance, helping you conquer your test and advance in your career and achievements. Let's work...
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 65
- SIE
- Series 63
- +36 subjects
Natalie: Series 66 test prep instructor
...time I like to go cycling, volunteer locally and enjoy keeping up with the latest fashion trends and home decor. I also am part of a roller hockey league and play left defender. I am very passionate about economic empowerment and have seen slowly but surely that more women are finally taking more ownership of household finances rather than simply doing the book keeping. It is very encouraging, and I am glad to contribute to...
Education & Certification
- Seton Hall University - Bachelor in Arts, Political Science and Government
Subject Expertise
- Series 66
- Series 7 - General Securities Representative Exam (Stockbroker)
- Insurance License
- NMLS - Nationwide Mortgage Licensing System
- +151 subjects
Karen: Series 66 test prep instructor
...I graduated with a 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 with the concepts of the SIE exam. I can break it down for you and relate...
Education & Certification
- Ashwood University - Masters in Business Administration, Business Administration and Management
Subject Expertise
- Series 66
- Series 6
- Series 26
- Series 7
- +21 subjects
Jessica: Series 66 test prep instructor
...personal needs. My specialties are FINRA exams (after 165 students): SIE 100% pass rate 3 100% pass rate 6 100 % pass rate 7 99.99% pass rate 28 100% pass rate 63 100% pass rate 65 100% pass rate 66 100% pass rate 79 100% pass rate 86 100% pass rate I was a teacher and have extensive successful experience with students and accommodations. * I update my material consistent with FINRA's algorithms, industry updates, and...
Education & Certification
- Georgia State University - Bachelor of Science, Finance
Subject Expertise
- Series 66
- Series 22
- Series 28
- Series 52
- +29 subjects
Daniel: Series 66 test prep instructor
I am a CPA with a background in teaching and tutoring. I can work with you on most finance, business, and accounting subjects. I help simplify the material and highlight the core lessons. I've been told it's very effective and helpful!
Education & Certification
- Malone University - Bachelor in Arts, Organizational Leadership
- Baldwin-Wallace College - Masters in Business Administration, Accounting
Subject Expertise
- Series 66
- CPA
- CMA - Certified Management Accountant
- Series 7
- +25 subjects
Audrey: Series 66 test prep instructor
...final year class of students in Auditing using a case study approach. I also taught a second year Hospital Accounting class that emphasized cost accounting. All of my students graduated and have successful careers. I also have more than 20 years experience in the auditing, government, public finance and project management, fixed income (bonds), mutual fund, and financial services industry. I use my knowledge and experience to help students visualize their future and make learning...
Education & Certification
- University of Ghana - Bachelor of Science, Accounting
- University of Southern California - Masters in Business Administration, Accounting and Finance
Subject Expertise
- Series 66
- CFA
- Series 7
- CPA
- +26 subjects
Victoria: Series 66 test prep instructor
...have several industry licenses; series 7, 66, 51, 24, and 2-15. I am passionate about personal financial literacy and have previously taught financial literacy classes to high school students. While I tutor a broad range of subjects, I am most passionate about business, economics, leadership, personal finance, and securities licensing. In my experience helping students prepare for complex exams, we always seem to have the most success when we have discovered the student's learning style...
Education & Certification
- University of South Alabama - Bachelor of Science, Biology, General
- Florida Atlantic University - Masters in Business Administration, Business Administration and Management
Subject Expertise
- Series 66
- Series 53
- Series 65
- Series 7 - General Securities Representative Exam (Stockbroker)
- +35 subjects
Garth: Series 66 test prep instructor
...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 the following exams: CRPC, CFP, ChFC. Additionally, I am a Chartered Retirement Planning Counselor (CRPC). I have experience working with first time test takers as well...
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 65
- Series 7
- Series 63
- +26 subjects
Joshua: Series 66 test prep instructor
I want my students 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
- Insurance License
- CFP
- Series 7
- +8 subjects
Edward: Series 66 test prep instructor
A 25 plus year veteran of the Financial Services industry. I have been involved with advising and counselling 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 am currently a high school basketball coach, and former youth and high school football coach.
Education & Certification
- Western New England University - Bachelor of Science, Finance
Subject Expertise
- Series 66
- Series 7
- Series 7 - General Securities Representative Exam (Stockbroker)
- Series 26
- +22 subjects
Raman: Series 66 test prep instructor
...have completed my Bachelors in Finance and have successfully passed the FINRA Series 7, Series 66, State Life & Health Insurance License, and the CFP Exam. Being a Financial Planner is no different than being an educator or a coach. My passion is to teach my clients on how build a robust financial plan, however my passion goes beyond that. At Varsity Tutors, my vision is to help you achieve your goal of successfully passing...
Education & Certification
- University of Houston-Downtown - Bachelor in Business Administration, Finance
- Rice University - Certificate, Financial Planning
Subject Expertise
- Series 66
- Series 7 - General Securities Representative Exam (Stockbroker)
- Insurance License
- FINRA - Financial Industry Regulatory Authority
- +25 subjects
Pamela: Series 66 test prep instructor
...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 making a connection with my students (regardless of subject matter or age of learner) and thoroughly understanding their needs and objectives. I think mutual learning can occur from either a teacher or student position and I firmly believe that we should always be learning something new! I am...
Education & Certification
- University of Colorado Boulder - Bachelor of Science, International Marketing
Subject Expertise
- Series 66
- Series 65
- Series 52
- CPFA
- +69 subjects
Hal: Series 66 test prep instructor
...broker (stockbroker), trust advisor, and wealth advisor. I worked the broker-dealer channel, the bank channel, and the independent channel. I developed and took an introducing brokerage firm through the entire FINRA (then NASD) creation and registration process. 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...
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 52
- Series 26
- Series 86
- +170 subjects
Sean: Series 66 test prep instructor
...Arizona State University and have been working as a Financial Advisor since 2019 obtaining multiple industry awards as well as managing my own book of business. I believe my firsthand experience gives me a particular insight that helps me be a great tutor on these subject matters. Outside of my professional life I enjoy golfing as much as possible in my free time. You can also catch me watching Football every chance I get with...
Education & Certification
- Arizona State University - Bachelor of Science, Business Administration and Management
Subject Expertise
- Series 66
- Insurance License
- Series 6
- SIE
- +2 subjects
James: Series 66 test prep 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
- Series 86
- Series 24
- Series 9
- +23 subjects
Brett: Series 66 test prep instructor
...method is an immersive experience that creates a much more straightforward presentation of the material and results in deeper comprehension. From there, we test repeatedly in a consequence-free environment designed to both reveal areas needing to be strengthened as well as developing your confidence to make you comfortable with the format of the exam questions by showing you how to approach them and see through the tricky wording. That combines to build your understanding into...
Education & Certification
- Belmont University Cum Laude - Bachelor of Science, General Studies
Subject Expertise
- Series 66
- Series 27
- FINRA - Financial Industry Regulatory Authority
- Series 7
- +17 subjects
Richard: Series 66 test prep 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 7
- CFA
- CPA
- +31 subjects
Gary: Series 66 test prep 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 9
- Series 52
- Series 16
- +72 subjects
Kristin: Series 66 test prep 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
- Series 63
- SIE
- Series 7
- +1 subjects
Sean: Series 66 test prep instructor
...As a life long learner I can promise we will not only learn the subject you need but also learn how you best learn. My Style is to teach you where you are, really get to know you and how you process information into knowledge. I will pass on what I have learned, the steps it takes to be successful, and the mindset to help you not only in the subject you need help in...
Education & Certification
- Western Governors University - Bachelor in Business Administration, Information Resources Management
Subject Expertise
- Series 66
- FINRA - Financial Industry Regulatory Authority
- Series 7
- High School Level American History
- +17 subjects