Series 6 - Investment Co. / Variable Annuity Representative

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 an available product below to learn more:

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 Web, and Virtual Classroom Review 3 in 1 Bundle

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 Live Virtual Classroom Review and Printed Materials 2 in 1 Bundle

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:

  • SMART 6 Web and Printed Materials 2 in 1 Bundle

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)

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 Web, and Virtual Classroom Review 3 in 1 Bundle

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 Web and Virtual Classroom Review 2 in 1 Bundle
Free Demo Sample Questions Available Classes

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:

  • SMART 6 Web and Printed Materials 2 in 1 Bundle

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 4,000 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. Try a Free Demo

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 Web, and Virtual Classroom Review 3 in 1 Bundle

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 Web and Virtual Classroom Review 2 in 1 Bundle
Free Demo Sample Questions Available Classes

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 Live Virtual Classroom Review and Printed Materials 2 in 1 Bundle

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 their recently purchased Pass Perfect materials. To receive the full benefit from virtual review, class should be scheduled close to the actual test date.

Available Classes

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)

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 4,000 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. Try a Free Demo

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 their recently purchased Pass Perfect materials. To receive the full benefit from virtual review, class should be scheduled close to the actual test date.

View Available Classes
About Pass Perfect

Pass Perfect is a leading developer of targeted, effective training programs for Series 7 and other FINRA and NASAA securities licensing exams.

Our level of experience and expertise is unmatched. Over the last 30 years we have successfully trained over 1,000,000 individuals for these exams.

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(800) 349-3396

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