Series 66 - Combined Securities Agent / Investment Adviser Rep

The Series 66 examination licenses an individual in the State to sell both securities and investment advisory products. Only individuals who have completed or will complete the Series 7 exam may take the Series 66 exam.

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 66 Printed Materials, SMART 66 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 66 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 66 Web and Printed Materials 2 in 1 Bundle

The Printed Materials program consists of a 1 volume text, covering the following subjects:

  • Uniform Securities Act
  • Federal Securities Acts
  • Portfolio Analysis and Management

A separate book of 10 simulated Final Exams with complete explanations gives the user practical experience with the exam format.

(over 600 pages, with over 1100 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 66 Printed Materials, SMART 66 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 66 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 66 Web and Printed Materials 2 in 1 Bundle

SMART 66 Interactive Web Training:

  • Eliminates need for 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 66 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 66®. We developed this learning approach by combining the most successful teaching techniques culled from 30 years of preparing students for the securities exams.

The learning material covers over 500 concepts, arranged within the 5 major areas tested on the Series 66 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 66 summary - an easy-to-read condensation of the most important points tested

This exam requires the candidate to understand a myriad of legal concepts concerning State and Federal registration and licensing requirements, a broad range of unethical business practices, investment securities, portfolio management, strategy and analysis items and retirement plan concepts not emphasized on the Series 7 exam. The test “style” is very different than Series 7, emphasizing application of knowledge, not memorization. To expose the candidate to the extraordinary depth of possible questions on this exam, tests are drawn from a pool of over 4000 distinct questions.

Other key features are:

  • The Listen feature
    • The "Listen" button explains the information to the user, covering the material in a manner that enhances learning by giving context, background, and test application
  • Mastery exams
    • Quizzes that test each of the 5 major areas
    • Regulations Mastery Exams, covering Uniform Securities Act and Federal Securities Acts
    • Analysis Mastery Exams, covering Investment Vehicles, Portfolio / Fixed Income Basics and Financial Profile / Retirement & Educational Savings Plans
    • 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 66
  • About the Test - 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 66 Printed Materials, SMART 66 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 66 Live Virtual Classroom Review and Printed Materials 2 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 66 Web and Virtual Classroom Review 2 in 1 Bundle
Free Demo Sample Questions Available Classes

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.

Available Classes

The Printed Materials program consists of a 1 volume text, covering the following subjects:

  • Uniform Securities Act
  • Federal Securities Acts
  • Portfolio Analysis and Management

A separate book of 10 simulated Final Exams with complete explanations gives the user practical experience with the exam format.

(over 600 pages, with over 1100 simulated examination questions with detailed explanations)

SMART 66 Interactive Web Training:

  • Eliminates need for 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 66 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 66®. We developed this learning approach by combining the most successful teaching techniques culled from 30 years of preparing students for the securities exams.

The learning material covers over 500 concepts, arranged within the 5 major areas tested on the Series 66 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 66 summary - an easy-to-read condensation of the most important points tested

This exam requires the candidate to understand a myriad of legal concepts concerning State and Federal registration and licensing requirements, a broad range of unethical business practices, investment securities, portfolio management, strategy and analysis items and retirement plan concepts not emphasized on the Series 7 exam. The test “style” is very different than Series 7, emphasizing application of knowledge, not memorization. To expose the candidate to the extraordinary depth of possible questions on this exam, tests are drawn from a pool of over 4000 distinct questions.

Other key features are:

  • The Listen feature
    • The "Listen" button explains the information to the user, covering the material in a manner that enhances learning by giving context, background, and test application
  • Mastery exams
    • Quizzes that test each of the 5 major areas
    • Regulations Mastery Exams, covering Uniform Securities Act and Federal Securities Acts
    • Analysis Mastery Exams, covering Investment Vehicles, Portfolio / Fixed Income Basics and Financial Profile / Retirement & Educational Savings Plans
    • 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 66
  • About the Test - 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.

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.

Need Help?

If you have questions or comments about a product, please call us at:

(800) 349-3396

To place an order by phone or to contact Tech Support, call us at:

(800) 777-7462