Series 66 Study Tips

  • Study for approximately 30 to 40 hours prior to the Series 66 exam.
    • Spend approximately 8 hours on Portfolio Analysis / Management.
    • Spend approximately 10 to 12 hours on Federal Laws / SEC Releases.
    • Spend approximately 22 to 25 hours on Uniform Securities Act.
  • Series 66 Pie Chart / Breakdown
  • Plan to spend approximately 15 to 20 hours on Series 66 questions at the final exam stages.
  • Plan to sit for the Series 66 exam within 2 to 4 weeks.
  • Score a minimum of 82% on all quizzes and exams before moving to the next topic.
  • Read each section, then test your understanding level with the quiz provided. Review ALL questions and detailed explanations. Once you have mastered the topic you should move on to the following topic. Continue this practice through the chapter.
  • When you complete the study from the Series 66 training material textbook, you should utilize the final book.
  • Offer some variety in the Series 66 study process by using your CD-Rom or Web/Smart 66 for a complete overview of all topics learned.
  • Keep track of all scores from all section quizzes, chapter exams and final exams. Get a FREE tracking form.
  • For client support or instructor assistance with Series 66 topics call 800-795-5347 or email us.
  • If you would like to set up a detailed Series 66 study schedule, call client support at 1-800-795-5347. Or download the FREE Series 66 study schedule from our website. 
  • NOTE: Since the person taking this exam must also take the Series 7 exam, Federal Security Laws cover familiar ground. Portfolio Management will be new material which can be quite detailed! Be careful with these topics!