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Series 6 - Investment Companies / Variable Annuities

The Series 6 examination is required for individuals who wish to sell only investment company shares and variable annuities. This type of registration is accepted only by FINRA "investment companies / variable annuities" member firms.

Please click on a product icon below to learn more:

Series 6 Printed Materials

Add To Cart

$90

The Printed Materials covers the following subjects:

  • Investment Securities
  • Securities Markets & Analysis
  • Investment Companies
  • Taxation
  • Variable Products
  • Retirement Plans
  • Customer Accounts
  • Regulations

A separate book of 8 simulated Final Exams with complete explanations gives the user practical experience with the exam format.

(over 800 pages, with over 800 simulated examination questions with detailed explanations)

Please click on a product bundle icon below to learn more:

Books / SMART

2 in 1 Bundle

$145

Books / DATABANK

2 in 1 Bundle

$90

Books / Class

2 in 1 Bundle

$300

Books / SMART / Class

3 in 1 Bundle

$325

Books / DATABANK / Class

3 in 1 Bundle

$300

SMART 6 Web and Printed Materials 2 in 1 Bundle

Add To Cart

Save $60 ($205 Value)... $145

This bundle is for the person who:

  • Prefers hard copy reading
  • Has no financial background
  • Wishes to learn in the proper order at his or her own pace

This bundle includes:

  • Series 6 Printed Materials
  • SMART 6 Interactive Web Training

Series 6 DATABANK Practice Exams and Printed Materials 2 in 1 Bundle

Add To Cart

Save $75 ($165 Value)... $90

This bundle is for the person who:

  • Prefers hard copy reading
  • Has some financial background
  • Wishes to study specific areas

This bundle includes:

  • Series 6 Printed Materials
  • Series 6 DATABANK Practice Exams

Please note: This discount bundle does not include the printed 'Final Exams' book, as these questions and explanations are instead provided in the bundled DATABANK Practice Exam software.

Series 6 Live Virtual Classroom Review and Printed Materials 2 in 1 Bundle

Add To Cart

Save $40 ($340 Value)... $300

This bundle is for the person who:

  • Prefers hard copy reading
  • Wishes to attend a live virtual class for final review with a seasoned instructor

This bundle includes:

  • Series 6 Printed Materials
  • Series 6 Live Virtual Classroom Review

Series 6 Printed Materials, SMART 6 Web, and Virtual Classroom Review 3 in 1 Bundle

Add To Cart

Save $130 ($455 Value)... $325

This bundle is for the person who:

  • Prefers hard copy reading
  • Has no financial background
  • Wishes to learn in the proper order at his or her own pace
  • Wishes to attend a live virtual class for final review with a seasoned instructor

This bundle includes:

  • Series 6 Printed Materials
  • SMART 6 Interactive Web Training
  • Series 6 Live Virtual Classroom Review

Series 6 Printed Materials, DATABANK Practice Exams, and Virtual Classroom Review 3 in 1 Bundle

Add To Cart

Save $115 ($415 Value)... $300

This bundle is for the person who:

  • Prefers hard copy reading
  • Has some financial background
  • Wishes to study specific areas
  • Wishes to attend a live virtual class for final review with a seasoned instructor

This bundle includes:

  • Series 6 Printed Materials
  • Series 6 DATABANK Practice Exams
  • Series 6 Live Virtual Classroom Review

Please note: This discount bundle does not include the printed 'Final Exams' book, as these questions and explanations are instead provided in the bundled DATABANK Practice Exam software.

SMART 6 Interactive Web Training

Add To Cart

Try a Free Demo $115

SMART 6 Interactive Web Training:

  • Eliminates need for bulky textbooks
  • Makes the most efficient use of the candidates' time, since the content delivery is dependent on user performance
  • Tailors the training experience to each user's strengths and weaknesses
  • Delivers consistent effective training at the lowest per-user cost

The program is divided into the same "Chapters" as our Series 6 text, and includes an online textbook that leads the user sequentially through every topic, testing the user on each major point.

The program dynamically modifies each student's learning sequence, based on the student's strengths and weaknesses. If a user is having difficulty with a major concept, he or she is presented with the information to be learned in a variety of reinforcing methods until mastery is achieved. Therefore, users who are not having problems move rapidly through the program; those that are having difficulty will move more slowly, but they will meet the minimum competency level needed to pass the examination upon successful completion of SMART 6. We developed this learning approach by combining the most successful teaching techniques culled from 20 years of preparing students for the securities exams.

The learning material covers more than 900 concepts, arranged within the 8 major areas tested on the Series 6 exam. Each concept includes:

  • Practice questions with detailed explanations that not only explain which answer is correct, but also explain why the other answers are wrong for the more complex concepts
  • A Quick 6 summary - an easy-to-read condensation of the most important points tested

Other key features are:

  • Mastery exams
    • Drawn from a pool of approximately 4000 questions
    • Quizzes that test each of the 8 major areas
    • Midterms, covering Investment Securities, Securities Markets and Analysis, Investment Companies, and Taxation
    • Finals, covering material from all 8 major areas
    • Tests are weighted in the same manner as the material in the actual exam
  • Detailed feedback on areas needing additional study
  • Full text search capabilities through the Glossary and Quick 6
  • 6 Secrets - tips for passing the exam

The content for SMART Interactive Web Training is constantly updated. Changes are added to the material as they become available.

Please click on a product bundle icon below to learn more:

Books / SMART

2 in 1 Bundle

$145

SMART / Class

2 in 1 Bundle

$310

Books / SMART / Class

3 in 1 Bundle

$325

SMART 6 Web and Printed Materials 2 in 1 Bundle

Add To Cart

Save $60 ($205 Value)... $145

This bundle is for the person who:

  • Prefers hard copy reading
  • Has no financial background
  • Wishes to learn in the proper order at his or her own pace

This bundle includes:

  • Series 6 Printed Materials
  • SMART 6 Interactive Web Training

SMART 6 Web and Virtual Classroom Review 2 in 1 Bundle

Add To Cart

Save $55 ($365 Value)... $310

This bundle is for the person who:

  • Has no financial background
  • Wishes to learn in the proper order at his or her own pace
  • Wishes to attend a live virtual class for final review with a seasoned instructor

This bundle includes:

  • SMART 6 Interactive Web Training
  • Series 6 Live Virtual Classroom Review

Series 6 Printed Materials, SMART 6 Web, and Virtual Classroom Review 3 in 1 Bundle

Add To Cart

Save $130 ($455 Value)... $325

This bundle is for the person who:

  • Prefers hard copy reading
  • Has no financial background
  • Wishes to learn in the proper order at his or her own pace
  • Wishes to attend a live virtual class for final review with a seasoned instructor

This bundle includes:

  • Series 6 Printed Materials
  • SMART 6 Interactive Web Training
  • Series 6 Live Virtual Classroom Review

Group Administration

With real-time reporting, the SMART Administrator module shows how each candidate is progressing through the program. Administrators can identify early in the training schedule:

  • Outperforming students
  • Underperforming students
  • Students rushing through the program
  • Students taking too long in the program

SMART Interactive Web Training requires internet access and will work on most computers, tablets, and smart phones, including Apple devices.

Supported browsers on Windows or Mac OS:

  • Internet Explorer (Version 6 or Better) or
  • Google Chrome or
  • Safari or
  • Firefox (Version 3.6 or Better)
Under the terms of our End User Licensing Agreement ("EULA") each SMART Interactive Web Training product can be used only by one person for up to 1 year or until they pass the exam, whichever comes first.

Series 6 DATABANK Practice Exams

Add To Cart

$75

Designed to complement the Printed Materials, the Series 6 DATABANK Practice Exams software is a convenient and effective method of testing a student's overall comprehension of the material. Using DATABANK Practice Exams software prepares the candidate for the actual test by presenting practice questions of similar complexity to that of the real exam.

The program consists of tests drawn from a pool of over 4,000 questions covering the 8 major topics found on the actual exam. DATABANK Practice Exams tests feature:

Web Based (Recommended)Internet Download or CD-ROM

  • Always Up To Date
  • Unlimited Quizzes for each of the 8 major topics covered on the Series 6 exam.
  • 30 Finals, covering material from all 8 major topics
  • 600+ Hyperlinked Glossary terms

  • 40 Quizzes - 5 for each of the 8 major topics covered on the Series 6 exam.
  • 5 Midterms, covering Investment Securities, Securities Markets and Analysis, Investment Companies, and Taxation
  • 5 Finals, covering material from all 8 major topics
  • 600+ Hyperlinked Glossary terms

Each question has a detailed explanation that not only explains which answer is correct, but also explains why the other answers are wrong for the more complex concepts.

No two tests in DATABANK Practice Exams are the same — the depth of the question pool (approximately 4,000 questions) ensures that each question the student sees is unique. All of the tests are weighted in the same manner as the material in the actual exam.

Anyone using Printed Materials, or attending Live Virtual Classroom Training, will improve their scores with DATABANK Practice Exams.

Please click on a product bundle icon below to learn more:

Books / DATABANK

2 in 1 Bundle

$90

Books / DATABANK / Class

3 in 1 Bundle

$300

Series 6 DATABANK Practice Exams and Printed Materials 2 in 1 Bundle

Add To Cart

Save $75 ($165 Value)... $90

This bundle is for the person who:

  • Prefers hard copy reading
  • Has some financial background
  • Wishes to study specific areas

This bundle includes:

  • Series 6 Printed Materials
  • Series 6 DATABANK Practice Exams

Please note: This discount bundle does not include the printed 'Final Exams' book, as these questions and explanations are instead provided in the bundled DATABANK Practice Exam software.

Series 6 Printed Materials, DATABANK Practice Exams, and Virtual Classroom Review 3 in 1 Bundle

Add To Cart

Save $115 ($415 Value)... $300

This bundle is for the person who:

  • Prefers hard copy reading
  • Has some financial background
  • Wishes to study specific areas
  • Wishes to attend a live virtual class for final review with a seasoned instructor

This bundle includes:

  • Series 6 Printed Materials
  • Series 6 DATABANK Practice Exams
  • Series 6 Live Virtual Classroom Review

Please note: This discount bundle does not include the printed 'Final Exams' book, as these questions and explanations are instead provided in the bundled DATABANK Practice Exam software.

Web BasedInternet Download or CD-ROM

Requires internet access and will work on most computers, tablets, and smart phones, including Apple devices.

Supported browsers on Windows or Mac OS:

  • Internet Explorer (Version 6 or Better) or
  • Google Chrome or
  • Safari or
  • Firefox (Version 3.6 or Better)

Delivery via download requires internet access to complete the installation. Once installed, the software can be used without internet access.

The software is a single-user application, but may be installed on up to three separate computers.

System Requirements:

  • Windows Vista, 7 or 8

Note: Not Mac or Linux Compatible

Under the terms of our End User Licensing Agreement ("EULA") each DATABANK Practice Exams product can be used only by one person.

Series 6 Live Virtual Classroom Review

Add To Cart

$250

PassPerfect Live Virtual Classes are designed for final review before an individual takes his or her licensing exam. These are web-delivered live interactive classes taught by seasoned instructors who know these exams. The classes are exam-focused, emphasizing the content that is most heavily tested and the content that is most difficult.

The key to any live class is the instructor. Our instructors have, on average, been doing this for 20 years. This means that they really know these exams inside and out and they also know how to teach the content so that it comes alive in class. Our instructors really care about their students, and stay available after each class session to work with students who need extra help, and to answer additional questions on a one-on-one basis.

A great class experience can make all the difference in being properly prepared for these difficult exams.

Please note: Students should enroll in a virtual class after they have substantially completed their studies using PassPerfect materials. To receive the full benefit from virtual review, class should be scheduled close to the actual test date.

Available Classes

Class TitleClass DatesContact
Series #6Mar 23 - Mar 25 2015, 12:00PM - 4:30PM ESTInfo
Series #6Apr 27 - Apr 29 2015, 12:00PM - 4:30PM ESTInfo

Please click on a product bundle icon below to learn more:

Books / Class

2 in 1 Bundle

$300

SMART / Class

2 in 1 Bundle

$310

Books / SMART / Class

3 in 1 Bundle

$325

Books / DATABANK / Class

3 in 1 Bundle

$300

Series 6 Live Virtual Classroom Review and Printed Materials 2 in 1 Bundle

Add To Cart

Save $40 ($340 Value)... $300

This bundle is for the person who:

  • Prefers hard copy reading
  • Wishes to attend a live virtual class for final review with a seasoned instructor

This bundle includes:

  • Series 6 Printed Materials
  • Series 6 Live Virtual Classroom Review

SMART 6 Web and Virtual Classroom Review 2 in 1 Bundle

Add To Cart

Save $55 ($365 Value)... $310

This bundle is for the person who:

  • Has no financial background
  • Wishes to learn in the proper order at his or her own pace
  • Wishes to attend a live virtual class for final review with a seasoned instructor

This bundle includes:

  • SMART 6 Interactive Web Training
  • Series 6 Live Virtual Classroom Review

Series 6 Printed Materials, SMART 6 Web, and Virtual Classroom Review 3 in 1 Bundle

Add To Cart

Save $130 ($455 Value)... $325

This bundle is for the person who:

  • Prefers hard copy reading
  • Has no financial background
  • Wishes to learn in the proper order at his or her own pace
  • Wishes to attend a live virtual class for final review with a seasoned instructor

This bundle includes:

  • Series 6 Printed Materials
  • SMART 6 Interactive Web Training
  • Series 6 Live Virtual Classroom Review

Series 6 Printed Materials, DATABANK Practice Exams, and Virtual Classroom Review 3 in 1 Bundle

Add To Cart

Save $115 ($415 Value)... $300

This bundle is for the person who:

  • Prefers hard copy reading
  • Has some financial background
  • Wishes to study specific areas
  • Wishes to attend a live virtual class for final review with a seasoned instructor

This bundle includes:

  • Series 6 Printed Materials
  • Series 6 DATABANK Practice Exams
  • Series 6 Live Virtual Classroom Review

Please note: This discount bundle does not include the printed 'Final Exams' book, as these questions and explanations are instead provided in the bundled DATABANK Practice Exam software.