How to study for Series 66

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Sep 8, 2008 11:37 am

Hey everyone,

I have scoured the internet looking for (serious) Series 66 material and haven’t been able to find any. My exam is in about 4 weeks. I am planning on taking the 1-day Kaplan prep course. I took the Series 7 prep course and it helped me do well on that test. Any ideas where I can get a good Series 66 study book?


Sep 8, 2008 12:17 pm

Here’s the thing: I didn’t use any Kaplan material except what was provided in the class. I had a Dummies book and Pass the 7. I’ve heard from many people Kaplan makes the information even drier, not to mention all the extra info added in. Even the Kaplan instructor recommended against using the Kaplan book.

The thing that helped me break into the passing range was probably the CD. My instructor gave me the CD in the class. I am almost tempted, almost to just get the CD.

Aren’t there any other Series 66 books out there besides Kaplan? What did you use to study for it? I might just have to get the Kaplan package I guess.

Mar 22, 2009 11:49 pm

check these series 66 notes made by a fellow finanical advisor on ebay.  if you type “personal series 66 notes,” the item may still show up.   

Mar 27, 2009 5:32 pm

Hey guys, first post, and I have some questions about the 66. I passed the 7, studied half heartedly for the 66, and failed it. Took it again but this time studied my ass off. I took the Keir course with their books (as their online material is NOT compatible with Mac, something they didn’t share with me, nor make anyone aware of before buying), scored between an 83% and 90% on 11 of their practice exams, and STILL got the EXACT same score as I got the first time.

I did their kick-off call, did their supplementary exam of 40 questions (which I got 1 wrong answer), and knew going into the exam I was as best prepared as possible. In addition, I FELT like I passed the exam. I went through the whole thing twice and still failed. I just don’t get it…

I will be taking it again as soon as the 30 days is up. I just am at a loss for why I failed, as is the instructor who I talked to almost on a daily basis. He said he’s never seen a person drop 23 points on the 66 before. Usually 7-10, but not 23…

Mar 27, 2009 10:13 pm

check othis studyut  material:   don't beat yourself up over this exam though.  i'm sure you'll pass next time. 
Mar 28, 2009 3:23 am

Take practice exams from a source other than the other one that you used to study the material.

Apr 29, 2009 8:34 am

In my experience, STC is the best material for any of the series exams. 

Apr 29, 2009 3:19 pm

66 isn’t too hard, I recently switched firms and had to take it, i had my 63 and was grandfathered in but had to take the 66 for the new firm…I didnt study the books at all, just took a few practice tests, that was good enought to get a passing score.

May 5, 2009 10:13 am

Passed the 66…whew. Harder than I thought it’d be. Started at the hiring firm this past Thursday. Now the hard part begins.

I acquired a copy of the STC material and it wasn’t nearly as in-depth as the Pass Perfect material. I also listened to an audio-book, found an online cheat sheet for quick reference/flash cards, and passed the Pass Perfect online study guide scoring between an 85-100% on tests (I did score a 100% on one test).

May 7, 2009 10:51 pm

79 on the test. Those I spoke with on the test said that it is normal for people to drop 6-10 points on the actual test.