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 Varsity Tutors 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 Varsity Tutors 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 Varsity Tutors, 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 Varsity Tutors today. We're excited to help you go after your certification goals.
Hajra: Summit Series 66 course instructor
...people pass the professional exams and achieving their goals. I aim to be a resource to people, and letting them set the pace. I enjoy traveling when I can, either locally or internationally. Some of my favorite jaunts are those unassuming places that my family and I spontaneously drive to on a weekend off. We...
Education & Certification
- American International College - Bachelor of Science, Business Administration and Management
Subject Expertise
- Series 66
- Series 7 - General Securities Representative Exam (Stockbroker)
- SIE
- Series 82
- +9 subjects
Eric: Summit Series 66 course instructor
...seek help. Working one-on-one, whether with a teacher or mentor, has helped me turn a corner in multiple subjects over the course of my academic career. Learning how to deal with adversity can certainly be applied in all areas of life. Finally, I've realized that education is a lot more fun when you share the...
Education & Certification
- University of Illinois at Urbana-Champaign - Bachelor of Science, Finance
Subject Expertise
- Series 66
- Series 7
- ACT
- Elementary School Math
- +29 subjects
Kristin: Summit Series 66 course 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 7
- SIE
- Series 63
- +1 subjects
David: Summit Series 66 course instructor
Education & Certification
- University of Massachusetts-Dartmouth - Bachelor in Arts, Political Economy
Subject Expertise
- Series 66
- SIE
- Series 7 - General Securities Representative Exam (Stockbroker)
- Series 63
- +16 subjects
Richard: Summit Series 66 course 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
- CPA
- Series 63
- CFA
- +31 subjects
Brian: Summit Series 66 course instructor
...I worked as a financial analyst and investment specialist for a brokerage firm. I abruptly changed direction and joined the military where I spent close to a decade serving in the United States Army Special Forces. I approach tutoring with a "no quit" attitude as I have done with many things in my life. Together...
Education & Certification
- Johnson Wales University-Providence - Bachelor in Arts, Finance
Subject Expertise
- Series 66
- FINRA - Financial Industry Regulatory Authority
- Series 24
- PMP
- +18 subjects
Isaac: Summit Series 66 course instructor
...and Series 66 exams. I also have my life and health insurance license and have passed the CFA level one exam. My favorite part about tutoring is helping someone in my same industry or on the same career path understand a concept that previously was difficult to grasp. I have been educating my clients for...
Education & Certification
- Missouri State University-West Plains - Bachelor of Science, Finance
Subject Expertise
- Series 66
- Series 65
- SIE
- Series 6
- +9 subjects
Joshua: Summit Series 66 course 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...
Education & Certification
- University of Arizona - Bachelor of Science, Finance
Subject Expertise
- Series 66
- CFP
- Series 6
- Series 63
- +8 subjects
James: Summit Series 66 course instructor
Subject Expertise
- Series 66
- SIE
- EMT - Emergency Medical Technicians
- Firefighter Exam
- +6 subjects
Nathalie: Summit Series 66 course instructor
...Undergraduate Degree in Biology. I was hoping to go to Veterinary School although the school I hoped to go to was on the other side of the country. I came back home to Florida to complete my MBA in Finance, and currently work as a Financial Analyst. I am very passionate about my work and...
Education & Certification
- University of Central Florida - Bachelor of Science, Biology, General
- University of North Florida - Masters in Business Administration, Business Administration and Management
Subject Expertise
- Series 66
- CPA
- Series 7 - General Securities Representative Exam (Stockbroker)
- Series 7
- +34 subjects
Barrett: Summit Series 66 course instructor
...it's defined, I consider my own success to be helping my students along a journey to attaining their respective goals. But that journey begins with a first step, at times a humbling step. As a coach and mentor, I value my role as your trusted resource in helping you take those initial steps on your...
Education & Certification
- Florida International University - Bachelor of Science, Criminal Justice
- Louisiana State University and Agricultural Mechanical College - Doctor of Laws, Law Enforcement Administration
Subject Expertise
- Series 66
- Series 79
- Series 26
- Series 7
- +20 subjects
David: Summit Series 66 course instructor
...and William Smith Colleges where I was President of my fraternity and played on the golf team. I received an M.B.A in Finance from the Rochester Institute of Technology where I had a research assistantship and completed a 6 month Co-op Education position with IBM. I still play golf, belong to a backgammon club, and...
Education & Certification
- Hobart William Smith Colleges - Bachelor in Arts, Economics
- Rochester Institute of Technology - Masters in Business Administration, Finance
Subject Expertise
- Series 66
- Series 7
- Series 65
- ASCP Board of Certification - American Society for Clinical Pathology Board of Certification
- +151 subjects
Claudio: Summit Series 66 course instructor
...level 1 candidate with diversified graduate-level education in econometrics, derivatives, corporate finance, economics and financial statement analysis. I am a team player, goal oriented, trustworthy. I am fluent in Spanish and English and I am the former President of the Latino Student Association at BYU- Hawaii. I have been educated in 3 different continents. Registered...
Education & Certification
- Brigham Young University-Hawaii - Bachelor of Science, Business Administration and Management
- Trinity College - Master of Science, Finance
Subject Expertise
- Series 66
- Series 65
- Series 63
- Series 6
- +34 subjects
Nancy: Summit Series 66 course instructor
...a college economics major with an MBA, and as former investment banker with many years of experience there (now retired), I enjoy teaching finance, accounting, and econ as well as the various secrutities licensing tests. But my avocations are history and literature and I love teaching them as well--whether through assisting with regular school homework...
Education & Certification
- Rhodes College - Bachelor in Arts, Economics
- Harvard Business School - Masters in Business Administration, Finance
Subject Expertise
- Series 66
- Series 79
- Series 63
- Series 6
- +85 subjects
Alex: Summit 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...
Education & Certification
- Pennsylvania State University-Main Campus - Bachelor of Science, Business Communications
Subject Expertise
- Series 66
- Series 7 - General Securities Representative Exam (Stockbroker)
- CIMA
- Series 7
- +12 subjects
Zachary: Summit Series 66 course instructor
Recent graduate from the Masters program in Finance from the University of Miami. Looking to help students expand their understanding of Math, Finance, and Economics.
Education & Certification
- Florida State University - Bachelor of Science, Finance
- University of Miami - Master of Science, Finance
Subject Expertise
- Series 66
- SIE
- CPA
- CFA
- +35 subjects
Hal: Summit Series 66 course instructor
...includes having been licensed as a Certified Public Accountant, Certified Financial Planner, Certified Trust and Investment Advisor, Regulation 144 Specialist, Retirement Planning Specialist, Certified Senior Advisor, and a variety of other qualifications. In 2019, as I began tutoring and realized that it had been decades since I originally passed my securities licensing exams, I took...
Education & Certification
- Frostburg State University - Bachelor of Science, Accounting and Business Management
- Frostburg State University - Master of Science, Management Science
Subject Expertise
- Series 66
- CFA
- Series 6
- Series 27
- +171 subjects
Joseph: Summit Series 66 course instructor
...adult student while actively working and advancing my career in Financial and Investment Services. Having held several senior management, training, and business coaching positions has allowed me to develop a unique perspective and flexible tutoring style. While I tutor a range of subjects on business and financial topics, I am most passionate about FINRA and...
Education & Certification
- University of Phoenix - Associate in Science, Business, General
Subject Expertise
- Series 66
- Series 7
- Real Estate License
- SIE
- +30 subjects
Paul: Summit Series 66 course instructor
...enter into a financial career. I've spent over three decades as a successful Financial Advisor. The multiple exams a student must pass can seem daunting. My goal is to add clarity and help students fully understand the necessary concepts and terminology. I have a Bachelors in religious studies. I've completed CLU / ChFC courses from...
Education & Certification
- Cincinnati Christian University - Bachelor in Arts, Religious Studies
Subject Expertise
- Series 66
- Series 24
- SIE
- Series 7 - General Securities Representative Exam (Stockbroker)
- +17 subjects
Kyle: Summit 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...
Education & Certification
- Texas am - Bachelor of Science, Business and Managerial Economics
- University of Notre Dame - Current Grad Student, Finance
Subject Expertise
- Series 66
- Series 7
- Series 7 - General Securities Representative Exam (Stockbroker)
- SIE
- +11 subjects