Series 63 3-in-1 Bundle: SMART, Classroom & Books


Bundle includes the printed textbook, the Smart 63®* online education program and the 12 hour online review class recordings.

*SMART 63® is aregistered trademark of Edward Fleur Financial Education Corporation. a/k/a Pass Perfect.



The textbook includes coverage of material for the advisor who will sell insurance products and variable annuities. The course includes coverage of:

  • Registration/Licensing Requirements
  • Securities Registration
  • Business Practices
  • Administrative Procedures

The Smart 63®* program provides unlimited quizzes selected for the student’s strengths and weaknesses. When the student is ready, the program will provide final exams in the same style as the national exam. Unlimited finals may be taken until the student is prepared.

The Virtual class recordings provide 6 two-hour review sessions covering the most difficult areas of the program. Students are encouraged to interact with the instructor, to bring questions to class or whatever is necessary to learn the material. The class is taped and can be replayed as desired for up to 90 days after the class.

*SMART 63® is aregistered trademark of Edward FLeur Financial Education Corporation. a/k/a Pass Perfect.

Look Inside

Alternative text - include a link to the PDF!

Study FAQ

Series 63 Study Tips

Series 63 FAQ's

    Series 63 Study Tips

Study for approximately 12 hours for the text and 15 hours for the final examination prior to the Series 63 exam.

Spend approximately 5 to 6 hours on Registration Requirements

Spend approximately 4 to 5 hours on Securities Registration

Spend approximately 6 to 7 hours on Business Practices

Spend approximately 2 hours on Administrative Procedures.

Read each section - Take the Smart 63® Practice Questions, review all questions and detailed explanations, continue this process throughout the chapters.

Utilize the Smart 63®: when you reach the end of each chapter utilize the Smart 63® for a complete overview of all Series 63 topics learned.

Utilize the Virtual Class recordings to reinforce the Series 63 topics

Score a minimum of 85% on all Series 63 quizzes and practice exams before moving to the next topic

Take regular breaks, about 15 minutes for 2 hours of study

For client support or instructor assistance with Series 63 call 800-795-5347 or email

    Series 63 FAQ's

How many questions are on the exam? 60 multiple choice questions

How long is the exam? 1 hour 15 minutes

How is the exam set up? You should anticipate a “bell-curve” exam. Which means the exam will start out at an easier level. As you progress through the exam, approaching the middle of the exam, test questions will become more difficult. As you near the end of the exam, questions will once again become easier.

Where do I take the Series 63 examination? The Series 63 examination is a proctored exam and must be taken at a qualified exam center. To locate the one nearest you, please see

Is there an examination fee for the Series 63? Yes, $115

Am I allowed to take a calculator into the exam center? No, however, the exam center will provide a calculator upon request.

Will I be allowed to take paper into the exam center? No, however, the exam center will provide scratch paper.

Do I have to be sponsored to take this examination? No

What is the required pass rate for the Series 63 examination? 72%

Are there pre-requisites? No