SERIES 66
Series 66 Exam Prep
Pass the combined state law and investment adviser exam in one shot
- Questions covering both Uniform Securities Act and investment advisory content
- instant explanations for the math, ethics, and law scenarios that trip most candidates
- Adaptive drilling that adjusts to your law vs. advisory knowledge gap
Who this is for
For reps upgrading to advisory roles who need efficient, integrated prep that covers both legal and planning content.
Students who complete structured drilling on both the law and advisory sections pass at an 87%+ rate.
Topics we’ll master
- Portfolio management strategies and quantitative basics
- Retirement and insurance planning coordination
- Uniform Securities Act compliance and exemptions
- Fiduciary responsibilities and client suitability
- Economics, analytics, and market theory
- Performance reporting, fees, and ethics