If you're currently working as a broker and are ready to move into advising others in their investments, you might be interested to find out that Varsity Tutors can set you up with individualized Series 66 test prep courses. We set you up one on one with a Series 66 prep instructor who can help you focus on the areas of the exam where you have the best opportunities to improve your performance. Reach out to our Educational Directors today or keep on reading below so you can learn more about how Series 66 courses can provide you with the help you need in a focused and efficient way.
When you sign up for a customized Series 66 class, you get the undivided attention of someone who understands the expectations of the Uniform Combined State Law Examination. Your tutor can work with you to ensure that you understand and can apply your knowledge of investment vehicles, client retirement plans, laws, regulations, and ethics. You can dictate what you want to focus on, or your Series 66 test prep instructor can assess your needs to figure out a custom study plan to keep you progressing towards your goals. A personalized Series 66 course is all about helping you build your skills and understanding by catering to your precise needs to save time and effort while helping you understand exactly what you need to know.
Series 66 prep can get you ready for all sections of the exam. Here's a quick breakdown of the Series 66 exam sections and their weights:
Series 66 Exam Breakdown
| Section | Percentage of Test |
| Economic Factors and Business Information | 5% |
| Investment Vehicle Characteristics | 20% |
| Client Investment Recommendations and Strategies | 30% |
| Laws, Regulations, and Guidelines Including Prohibition on Unethical Business Practices | 45% |
There's a lot of information to have at the front of your mind on exam day, so your Series 66 preparation needs to be well-rounded. Your personalized Series 66 classes can cover all of the topics, but they can also help you develop stronger skills in taking tests. Series 66 tutors help students learn how to manage their time on the exam, increase their chances of getting tough multiple-choice questions right, and alleviate test anxiety with a combination of solid prep and relaxation techniques.
Another advantage of Series 66 tutoring is that sessions can move at your normal learning pace while using teaching approaches that match your learning style. Your Series 66 prep instructor can talk you through concepts, work alongside you through practice questions, diagram concepts on a whiteboard, or use a combination of different techniques to ensure you feel comfortable with a topic before moving on.
Varsity Tutors also tried to make Series 66 test preparation as convenient for you as we can. We do all the work to identify a Series 66 test prep instructor who has the proper skill set and who can offer sessions at a time that can fit somewhere in your schedule. We also make sure you don't have to travel to get a session in. Our Live Learning Platform lets you meet with your Series 66 test prep instructor online for face to face meetings with a virtual whiteboard and other handy tools.
If you're ready to get started with effective Series 66 prep, contact Varsity Tutors today.
Pamela: Plano Series 66 test prep instructor
...Second Language online to children ages 3-15 in China. I work professionally in the Financial Services industry and have experience in professional speaking, presentation skills and Train the Trainer classes. I enjoy making a connection with my students (regardless of subject matter or age of learner) and thoroughly understanding their needs and objectives. I think mutual learning can occur from either a teacher or student position and I firmly believe that we should always be...
Education & Certification
- University of Colorado Boulder - Bachelor of Science, International Marketing
Subject Expertise
- Series 66
- Series 79
- Series 22
- Series 7
- +73 subjects
Zachary: Plano Series 66 test prep 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
Richard: Plano Series 66 test prep 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
- Series 63
- CFP
- Series 7
- +31 subjects
Myles: Plano Series 66 test prep instructor
...Series 7, 65, 63, SIE, and Life Insurance licenses. In addition, I am a Chartered Retirement Planning Counselor and Certified Financial Planner. Because of the study habits I was taught, I was able to pass all exams on my first attempt and in a relatively short time frame. I hope to pass on to more students the study habits that I was blessed to be taught from some of the best in the industry. I...
Education & Certification
- Lamar University - Bachelor in Arts, Communication, General
Subject Expertise
- Series 66
- Series 65
- Series 7 - General Securities Representative Exam (Stockbroker)
- Series 63
- +4 subjects
Nancy: Plano Series 66 test prep instructor
...teaching a variety of subjects. As 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 and test preparation, or through SAT/ACT prep, or through AP/SAT subject test prep in...
Education & Certification
- Rhodes College - Bachelor in Arts, Economics
- Harvard Business School - Masters in Business Administration, Finance
Subject Expertise
- Series 66
- Series 6
- Series 65
- SIE
- +85 subjects
Olatorera: Plano Series 66 test prep instructor
...students to apply theoretical knowledge to practical scenarios. Beyond supply chain expertise, I have ventured into other facets of business. My proficiency extends to data analysis, product management, business analysis, and business architecture. This holistic approach allows me to connect supply chain principles with broader organizational strategies. In summary, my mission as a supply chain tutor is to ignite curiosity, cultivate critical thinking, and prepare learners for the dynamic landscape of global supply chains. Let's...
Education & Certification
- Universidada De Murcia - Masters in Business Administration, Business, General
Subject Expertise
- Series 66
- CLTD - Certified in Logistics, Transportation and Distribution
- RMSK - Registered in Musculoskeletal Sonography Certification
- IFMA - International Facility Management Association
- +347 subjects
Aaron: Plano Series 66 test prep instructor
...majority of my life being a student of the financial realm; and to this day, constantly work to perfect my craft. I believe a lot of work done by financial professionals is noble, they have the ability to help others retire comfortably, protect themselves and loved ones against unfortunate circumstances, help others as well as many other goals they have. I believe there is a right way to do business and I strive to help...
Education & Certification
- University of Nebraska at Omaha - Bachelor of Science, Finance
- Kansas State University - Master of Science, Financial Planning
Subject Expertise
- Series 66
- CFP
- Series 65
- Series 4
- +7 subjects
Isaac: Plano Series 66 test prep instructor
...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 years on the following topics - retirement, tax, insurance, estate, and investment planning. I am patient and understand that people have different ways of understanding things. I can adapt my language to help you understand and have had ample experience over the years helping all types...
Education & Certification
- Missouri State University-West Plains - Bachelor of Science, Finance
Subject Expertise
- Series 66
- Series 65
- Series 7
- Series 6
- +9 subjects
Audrey: Plano Series 66 test prep instructor
...Accounting, Business topics, Excel, Word, PowerPoint and QuickBooks Tutor for undergraduate and graduate students, business owners, real estate agents, and nonprofit staff. Qualifications: MBA degree (Major: Accounting and Finance) from the University of Southern California's (USC) Marshall School of Business. CPA (inactive) and CFA (inactive) certifications. Experience: Successful tutoring of undergraduate and graduate students. At USC I was a Teaching Assistant for two Professors, and tutored undergraduate students in Statistics and Management Science. The students...
Education & Certification
- University of Ghana - Bachelor of Science, Accounting
- University of Southern California - Masters in Business Administration, Accounting and Finance
Subject Expertise
- Series 66
- CFA
- CPA
- Insurance License
- +26 subjects
Eric: Plano Series 66 test prep instructor
My passion is helping to educate my clients in the areas they need assistance with. As a financial advisor and investment advisor representative, this is what I do on a daily basis, and I look forward to helping you accomplish your goals.
Education & Certification
- Appalachian State University - Bachelor of Science, Psychology
- University of Hartford - Master of Science, Industrial and Organizational Psychology
Subject Expertise
- Series 66
- Series 53
- Series 7 - General Securities Representative Exam (Stockbroker)
- Series 10
- +16 subjects
Roman: Plano Series 66 test prep instructor
...a B.S. in Mechanical Engineering from Virginia Commonwealth University, in my hometown of Richmond, Virginia, I moved and began my career in finance in Charlotte, NC. During my time in the industry, I've taken many exams, including, the CFP, Series 7, Series 66 Series 63, SIE, Life Ins, Health Ins, and LTC Ins - And I've passed all of them on the first attempt. I've actually passed the Series 7 twice! I'm passionate about personal...
Education & Certification
- Virginia Commonwealth University - Bachelor of Science, Mechanical Engineering
Subject Expertise
- Series 66
- SIE
- Series 63
- FINRA - Financial Industry Regulatory Authority
- +60 subjects
Gary: Plano Series 66 test prep 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 47 - Japanese Module of the General Securities Exam
- Series 99
- Series 28
- +72 subjects
Alex: Plano Series 66 test prep 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 86
- Series 7 - General Securities Representative Exam (Stockbroker)
- Series 63
- +12 subjects
John: Plano Series 66 test prep instructor
I am a graduate from Chicago State University. I received my Bachelor of Science in Education & Psychology. My graduate work has been at the College for Financial Planning. I have worked in financial services for over 28 years....
Education & Certification
- Chicago State University - Bachelor of Science, Applied Psychology
Subject Expertise
- Series 66
- Series 24
- Series 7 - General Securities Representative Exam (Stockbroker)
- Series 26
- +9 subjects
Raman: Plano Series 66 test prep instructor
...Financial Planner with over a decade of experience in the financial planning industry. I have completed my Bachelors in Finance and have successfully passed the FINRA Series 7, Series 66, State Life & Health Insurance License, and the CFP Exam. Being a Financial Planner is no different than being an educator or a coach. My passion is to teach my clients on how build a robust financial plan, however my passion goes beyond that. At...
Education & Certification
- University of Houston-Downtown - Bachelor in Business Administration, Finance
- Rice University - Certificate, Financial Planning
Subject Expertise
- Series 66
- Exam IFM - Investment and Financial Markets
- Series 7
- Insurance License
- +25 subjects
Sean: Plano Series 66 test prep instructor
...received my undergraduate degree from Arizona State University and have been working as a Financial Advisor since 2019 obtaining multiple industry awards as well as managing my own book of business. I believe my firsthand experience gives me a particular insight that helps me be a great tutor on these subject matters. Outside of my professional life I enjoy golfing as much as possible in my free time. You can also catch me watching Football...
Education & Certification
- Arizona State University - Bachelor of Science, Business Administration and Management
Subject Expertise
- Series 66
- Series 7
- Series 6
- SIE
- +2 subjects
Jorge: Plano Series 66 test prep instructor
...from Long Island University, earning my Bachelor of Arts Degree, I had the opportunity to enter the world of Finance and have enjoyed a rewarding career of over 20 years. Along the way, I have earned my Certificate in Financial Planning from Bryant University. Preparing for a certification exam can be a daunting and stressful experience. I strive to help my students isolate their strengths and weaknesses, then help them construct a plan to approach...
Education & Certification
- Long Island University-C W Post Campus - Bachelor in Arts, English
Subject Expertise
- Series 66
- Series 31
- Series 63
- Insurance License
- +38 subjects
James: Plano Series 66 test prep 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
- Series 7
- Series 6
- Series 63
- +24 subjects
Joseph: Plano Series 66 test prep instructor
...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 Insurance regulatory examinations. I am a firm proponent of continuing education throughout one's lifetime and in sharing knowledge with others as much as possible. I am a Certified Financial Educator (CFEd), and hold the Corporate Trainer Certified, and Remote Workforce Management...
Education & Certification
- University of Phoenix - Associate in Science, Business, General
Subject Expertise
- Series 66
- SIE
- Insurance License
- Series 4
- +30 subjects
Kristin: Plano Series 66 test prep 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
- SIE
- Series 63
- Series 7
- +1 subjects