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 51Թ 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 51Թ 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 51Թ, 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 51Թ today. We're excited to help you go after your certification goals.
Benjamin: Series 66 course instructor
Glad to help students prepare for the CFP, Series 7, and Series 66 industry exams!
Education & Certification
- University of Missouri-St Louis - Bachelor in Business Administration, Business Administration and Management
Subject Expertise
- Series 66
- SIE
- Series 63
- Series 7
- +24 subjects
Joshuah: Series 66 course instructor
...Political Sciences; passed the SIE, Series 63, 65, and 7 on the first attempts, and have passed the Level I CFA exam. All of which are completely unimportant because it's not about me, it's about how I can help you (and I can)! Whether you know what you need to know, or are completely lost, I will make sure that we progress with content at a speed that fits you until you are confident for...
Education & Certification
- Excelsior College - Bachelor of Science, Biology, General
Subject Expertise
- Series 66
- Series 24
- CFA
- Series 7
- +14 subjects
Sebastian: Series 66 course instructor
I'm here to help you pass in a fun way. I have over 20 years of Wall Street experience. I have worked as a trader, analyst, investment product specialist, portfolio manager and investment strategist.
Education & Certification
- University of Essex - Bachelor in Arts, Economics
Subject Expertise
- Series 66
- CAIA
- Series 7
- SIE
- +14 subjects
Chunhua: Series 66 course instructor
...tutoring using illustrations and examples to improve the recall of information and concepts. I have hosted and participated in my speaking engagements both in public and corporate board. I enjoy challenges and have consistently grown within the industry by enhancing my shills and obtaining additional licenses as well as taking on additional responsibilities. I am a people person who enjoys knowing and working with new people. I have positive and patient personality. I want share...
Education & Certification
- Wuhan University - Bachelor of Science, Computer and Information Sciences, General
- Wuhan University - Doctor of Philosophy, Management Information Systems
Subject Expertise
- Series 66
- Series 6
- Series 79
- Real Estate License
- +7 subjects
Kyle: Series 66 course instructor
I have a passion for financial and capital markets and love to teach and educate others. I have worked my entire professional career in financial services utilizing series exam information on a daily basis. I have a Masters of Finance from the University of Notre Dame and work as a investment analyst at a private investment firm. Open to giving career mentorship as well!
Education & Certification
- Texas am - Bachelor of Science, Business and Managerial Economics
- University of Notre Dame - Current Grad Student, Finance
Subject Expertise
- Series 66
- Insurance License
- Series 6
- Series 7 - General Securities Representative Exam (Stockbroker)
- +11 subjects
Peter: Series 66 course instructor
...exam to the present two exams being the SIE and the Series 7 top off. I passed the Series 3 exam, the National Commodities Futures Exam. If you want to obtain the SIE license, you probably are in one of these categories. You may be doing for the fun of it, looking to get a better understanding of investments, and exploring it as a career. You possibly are in college and wanting an internship at...
Education & Certification
- Rensselaer Polytechnic Institute - Bachelor of Science, Materials Engineering
- California University of Pennsylvania - Master of Science, Mathematics and Statistics
Subject Expertise
- Series 66
- Series 9
- Series 53
- SIE
- +42 subjects
Bryan: Series 66 course instructor
...FINRA Licensing Exams (SIE, Series 7, Series 63/66). In my experience helping students prepare for Licensing Exams, I have enjoyed seeing learners become more confident in their knowledge of financial products, industry regulations, and market mechanics. I am enthusiastic about learning and believe that anyone can grasp complex material, no matter how difficult. I believe that mastering challenging material empowers individuals to believe in their abilities and strive for ongoing success. In my spare time,...
Education & Certification
- University of Utah - Bachelor in Arts, Finance
Subject Expertise
- Series 66
- Series 63
- SIE
- FINRA - Financial Industry Regulatory Authority
- +5 subjects
Edward: Series 66 course 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 a former youth and high school basketball coach, youth and high school football coach.
Education & Certification
- Western New England University - Bachelor of Science, Finance
Subject Expertise
- Series 66
- Series 6
- Series 7 - General Securities Representative Exam (Stockbroker)
- Series 24
- +24 subjects
Gary: Series 66 course 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 99
- Series 3
- Insurance License
- +72 subjects
James: 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
- SIE
- Series 9
- Series 86
- +24 subjects
Jennifer: Series 66 course instructor
...range of subjects, I am more interested in helping students/clients prepare for certification exams such as the SIE, Series 7, 63, 65, 66, pharmacy technician certification exam (PTCE) etc. I have got tips and tricks on how to pass these exams in one sitting. In addition, I will incorporate real-world examples that will expand on the knowledge base of any student and enable him/her to ace the exam(s). I believe students who actively participate and...
Education & Certification
- Fort Valley State University - Bachelor of Science, Biology, General
Subject Expertise
- Series 66
- Series 63
- Series 86
- SIE
- +18 subjects
Aaron: Series 66 course instructor
...of Nebraska-Omaha. During that time, I obtained my Series 7 and 66 licenses. Shortly after obtaining those licenses, I then obtained the Series 4, 24 and 53 licenses. To continue my pursuit of growth, I went 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...
Education & Certification
- University of Nebraska at Omaha - Bachelor of Science, Finance
- Kansas State University - Master of Science, Financial Planning
Subject Expertise
- Series 66
- Series 4
- Series 24
- CFP
- +7 subjects
Nhan: Series 66 course instructor
...State University 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 of focus are Finra licensing, such as Series 7 and Series 65, along with Economics, Finance and General...
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 63
- Series 7
- Series 10
- +78 subjects
Gregory: Series 66 course instructor
Education & Certification
- Pepperdine University - Masters in Business Administration, Business Administration and Management
Subject Expertise
- Series 66
- CPA
- SIE
- Series 63
- +65 subjects
Krista: Series 66 course instructor
...a BS (Penn State University) & MBA (Capella University). I currently licensed with the state of NJ for Life/Health Insurance. I am registered with FINRA (Series 7 & 66). I also hold a Certified Financial Planner designation. I help candidates studying for their Life/Health, SIE, Series 7, Series 6, Series 66 (63/65), and CFP designations. I am eager to pass on various tips and tricks I have learned for the various exams. I have various...
Education & Certification
- Pennsylvania State University-Main Campus - Bachelor of Science, Business Administration and Management
- Capella University - Masters in Business Administration, Project Management
Subject Expertise
- Series 66
- Series 7
- SIE
- Series 63
- +18 subjects
Alex: Series 66 course instructor
My passion for helping people stems from watching someone work hard to accomplish a goal and then finally accomplish that goal. Whether it be retiring, buying a new home, landing a new job, or passing a big test. I am always striving to make an impact in those around me and to "Add Value" in any way possible.
Education & Certification
- Pennsylvania State University-Main Campus - Bachelor of Science, Business Communications
Subject Expertise
- Series 66
- Series 7
- Insurance License
- Series 79
- +12 subjects
Braden: Series 66 course instructor
...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 wait for the opportunity to help you!
Education & Certification
- University of Oklahoma Norman Campus - Chemical Engineer, Chemical Engineering
Subject Expertise
- Series 66
- SIE
- Series 7 - General Securities Representative Exam (Stockbroker)
- Chemical and Biomolecular Engineering
- +64 subjects
Alexander: Series 66 course instructor
...strategies, and techniques that allowed me to pass the CFP in UNDER SIX MONTHS with a 90% blended score on my only full practice exam. Most candidates spend at least a year on their first attempt! I know which methods work and which are a waste of precious effort! Working with me, you will have an expert partner to help encourage, teach, guide, collaborate, and hold you accountable for your goals! Over my academic and...
Education & Certification
- Indiana University-East - Bachelor in Arts, Creative Writing
Subject Expertise
- Series 66
- Series 7 - General Securities Representative Exam (Stockbroker)
- Series 63
- SIE
- +37 subjects
Johnny: Series 66 course instructor
...try to keep it as simple as I can by using analogies and references that is unique to each person and their way of absorbing information. The subjects I enjoy teaching within Finance are understanding Fundamental Analysis( financials such as 10Q and 10K), this goes with earning season or when companies report earning. Technical Analysis, which is understanding how to read a chart that includes candles, SMA, MACD, RSI and Divergence. I also teach economics...
Education & Certification
- University of Houston-Victoria - Bachelor in Business Administration, Finance
Subject Expertise
- Series 66
- Series 7
- Series 7 - General Securities Representative Exam (Stockbroker)
- Series 65
- +14 subjects
Raman: Series 66 course instructor
...passion goes beyond that. At 51Թ, my vision is to help you achieve your goal of successfully passing the Series 7, Series 63, Series 65, Series 66, State Life & Health Insurance License, the CFP curriculum and the exam, ChFC curriculum and anything related to the finance and financial services industry. Reading material and memorizing it is one thing, understanding how to strategically take these exams and understanding the concept is where my skills...
Education & Certification
- University of Houston-Downtown - Bachelor in Business Administration, Finance
- Rice University - Certificate, Financial Planning
Subject Expertise
- Series 66
- Insurance License
- Series 6
- Series 65
- +25 subjects