Classes

Increase your confidence. Improve your exam readiness.

Get the essential knowledge and preparation you need to pass in our live-online classes. Our expert instructors guide you through all the important exam topics — ensuring you walk into your exam with confidence.

Explore our schedule of upcoming classes for securities and insurance licensing exam prep.

Note: Classes are purchased as part of a study package. Once you select a package, you’ll be able to choose class dates during checkout.
If you’ve already purchased a package and would like to add a class, please contact us.

SIE

The Securities Industry Essentials or SIE exam is an introductory FINRA licensing exam that you can take without being employed or sponsored by a brokerage firm.

Classes held 12:00–4:00 pm ET.

Sign Up for a Class
FromTo
1/9/2023 1/11/2023
1/23/2023 1/25/2023
2/1/2023 2/3/2023
2/6/2023 2/8/2023
2/15/2023 2/17/2023
3/6/2023 3/8/2023
3/20/2023 3/22/2023
3/29/2023 3/31/2023
4/12/2023 4/14/2023
5/3/2023 5/5/2023
5/17/2023 5/19/2023
5/23/2023 5/25/2023
5/31/2023 6/2/2023
6/5/2023 6/7/2023
6/14/2023 6/16/2023
6/20/2023 6/22/2023
7/10/2023 7/12/2023
7/24/2023 7/26/2023
8/2/2023 8/4/2023
8/16/2023 8/18/2023
8/30/2023 9/1/2023
9/18/2023 9/20/2023
9/27/2023 9/29/2023
10/4/2023 10/6/2023
10/23/2023 10/25/2023
11/6/2023 11/8/2023
11/13/2023 11/15/2023
11/20/2023 11/22/2023
12/4/2023 12/6/2023
12/18/2023 12/20/2023
01/08/2024 01/10/2024
01/31/2024 02/02/2024
02/12/2024 02/14/2024
02/28/2024 03/01/2024
03/13/2024 03/15/2024
03/25/2024 03/27/2024
04/08/2024 04/10/2024
04/22/2024 04/24/2024
05/06/2024 05/08/2024
05/22/2024 05/24/2024
06/12/2024 06/14/2024
06/26/2024 06/28/2024
07/10/2024 07/12/2024
07/29/2024 07/31/2024
08/12/2024 08/14/2024
08/26/2024 08/28/2024
09/11/2024 09/13/2024
09/30/2024 10/02/2024
10/16/2024 10/18/2024
10/30/2024 11/01/2024
11/13/2024 11/15/2024
11/25/2024 11/27/2024
12/11/2024 12/13/2024
12/18/2024 12/20/2024

Series 6

The Investment Company and Variable Contracts Products Representative Exam, also referred to as the Series 6 Top off, is required for anyone working in the US Securities industry as a broker soliciting and handling investment company and variable contract products.

Classes held 12:00–4:00 pm ET.

Sign Up for a Class
FromTo
1/3/2023 1/4/2023
1/17/2023 1/18/2023
2/6/2023 2/7/2023
2/8/2023 2/9/2023
3/2/2023 3/3/2023
3/16/2023 3/17/2023
3/30/2023 3/31/2023
4/13/2023 4/14/2023
4/26/2023 4/27/2023
5/10/2023 5/11/2023
6/1/2023 6/2/2023
6/15/2023 6/16/2023
6/29/2023 6/30/2023
7/17/2023 7/18/2023
8/3/2023 8/4/2023
8/17/2023 8/18/2023
8/30/2023 8/31/2023
9/14/2023 9/15/2023
9/28/2023 9/29/2023
10/12/2023 10/13/2023
11/2/2023 11/3/2023
11/16/2023 11/17/2023
12/4/2023 12/5/2023
12/14/2023 12/15/2023
01/02/2024 01/03/2024
01/16/2024 01/17/2024
02/05/2024 02/06/2024
02/15/2024 02/16/2024
02/26/2024 02/27/2024
03/11/2024 03/12/2024
03/25/2024 03/26/2024
04/08/2024 04/09/2024
04/22/2024 04/23/2024
05/06/2024 05/07/2024
05/20/2024 05/21/2024
06/03/2024 06/04/2024
06/25/2024 06/26/2024
07/11/2024 07/12/2024
07/23/2024 07/24/2024
08/06/2024 08/07/2024
08/26/2024 08/27/2024
09/09/2024 09/10/2024
09/23/2024 09/24/2024
10/07/2024 10/08/2024
10/28/2024 10/29/2024
11/12/2024 11/13/2024
11/26/2024 11/27/2024
12/10/2024 12/11/2024
12/26/2024 12/27/2024
01/09/2025 01/10/2025
01/23/2025 01/24/2024

Series 7

The General Securities Registered Representative Qualification examination, or Series 7 Top Off, is required for anyone that is working in the securities industry as a broker soliciting and handling customer accounts.

Classes held 12:00–4:00 pm ET.

Sign Up for a Class
FromTo
02/06/2024 02/08/2024
02/20/2024 02/22/2024
03/05/2024 03/07/2024
03/18/2024 03/20/2024
04/01/2024 04/03/2024
04/15/2024 04/17/2024
04/29/2024 05/01/2024
02/06/2024 02/08/2024
02/20/2024 02/22/2024
03/05/2024 03/07/2024
03/18/2024 03/20/2024
04/01/2024 04/03/2024
04/15/2024 04/17/2024
04/29/2024 05/01/2024
05/13/2024 05/15/2024
06/05/2024 06/07/2024
06/12/2024 06/14/2024
06/24/2024 06/26/2024
07/01/2024 07/03/2024
07/17/2024 07/19/2024
08/05/2024 08/07/2024
08/19/2024 08/21/2024
09/03/2024 09/05/2024
09/17/2024 09/19/2024
09/23/2024 09/25/2024
10/07/2024 10/09/2024
10/22/2024 10/24/2024
11/06/2024 11/08/2024
11/19/2024 11/21/2024
12/04/2024 12/06/2024
12/18/2024 12/20/2024

Series 9

The General Securities Sales Supervisor Exam is commonly referred to as the Branch Manager Options exam. Passing this FINRA exam qualifies an individual to be a principal, supervising general securities sales of options at a broker dealer.

Classes held 12:00–4:00 pm ET.

Sign Up for a Class
FromTo
1/3/2023 1/4/2023
1/17/2023 1/18/2023
2/6/2023 2/7/2023
2/21/2023 2/22/2023
3/6/2023 3/7/2023
3/20/2023 3/21/2023
4/3/2023 4/4/2023
4/17/2023 4/18/2023
5/1/2023 5/2/2023
5/15/2023 5/16/2023
6/5/2023 6/6/2023
6/20/2023 6/21/2023
7/5/2023 7/6/2023
7/17/2023 7/18/2023
8/7/2023 8/8/2023
8/21/2023 8/22/2023
9/5/2023 9/6/2023
9/18/2023 9/19/2023
10/2/2023 10/3/2023
10/16/2023 10/17/2023
11/6/2023 11/7/2023
11/20/2023 11/21/2023
12/4/2023 12/5/2023
12/18/2023 12/19/2023
01/03/2024 01/04/2024
01/16/2024 01/17/2024
02/05/2024 02/06/2024
02/20/2024 02/21/2024
03/04/2024 03/05/2024
03/18/2024 03/19/2024
04/02/2024 04/03/2024
04/18/2024 04/19/2024
05/06/2024 05/07/2024
05/20/2024 05/21/2024
06/03/2024 06/04/2024
06/17/2024 06/18/2024
07/01/2024 07/02/2024
07/15/2024 07/16/2024
08/05/2024 08/06/2024
08/19/2024 08/20/2024
09/03/2024 09/04/2024
09/16/2024 09/17/2024
09/30/2024 10/01/2024
10/15/2024 10/16/2024
10/28/2024 10/29/2024
11/12/2024 11/13/2024
12/02/2024 12/03/2024
12/16/2024 12/17/2024

Series 10

The General Securities Sales Supervisor Exam is also referred to as the Branch Manager regulations test. It qualifies an individual to be a principal, supervising sales of general securities and municipal securities at a broker dealer.

Classes held 12:00–4:00 pm ET.

Sign Up for a Class
FromTo
1/9/2023 1/12/2023
1/23/2023 1/26/2023
2/13/2023 2/16/2023
2/27/2023 3/2/2023
3/13/2023 3/16/2023
3/27/2023 3/30/2023
4/10/2023 4/13/2023
4/24/2023 4/27/2023
5/8/2023 5/11/2023
5/22/2023 5/25/2023
6/12/2023 6/15/2023
6/26/2023 6/29/2023
7/10/2023 7/13/2023
7/24/2023 7/27/2023
8/14/2023 8/17/2023
8/28/2023 8/31/2023
9/11/2023 9/14/2023
9/25/2023 9/28/2023
10/10/2023 10/13/2023
10/23/2023 10/26/2023
11/13/2023 11/16/2023
11/27/2023 11/30/2023
12/11/2023 12/14/2023
12/26/2023 12/29/2023
01/08/2024 01/11/2024
01/22/2024 01/25/2024
02/12/2024 02/15/2024
02/26/2024 02/29/2024
03/11/2024 03/14/2024
03/25/2024 03/28/2024
04/08/2024 04/11/2024
04/22/2024 04/25/2024
05/13/2024 05/16/2024
05/28/2024 05/31/2024
06/10/2024 06/13/2024
06/24/2024 06/27/2024
07/08/2024 07/11/2024
07/22/2024 07/25/2024
08/12/2024 08/15/2024
08/26/2024 08/29/2024
09/09/2024 09/12/2024
09/23/2024 09/26/2024
10/07/2024 10/10/2024
10/21/2024 10/24/2024
11/04/2024 11/07/2024
11/18/2024 11/21/2024
12/09/2024 12/12/2024

Series 24

The General Securities Principal Exam, or Series 24, is a FINRA exam that qualifies you to become a principal at a financial services firm. This role involves supervising the activities of a general securities broker-dealer.

Classes held 12:00–4:00 pm ET.

Sign Up for a Class
FromTo
2/13/2023 2/16/2023
3/13/2023 3/16/2023
4/10/2023 4/13/2023
5/8/2023 5/11/2023
6/12/2023 6/15/2023
7/10/2023 7/13/2023
8/14/2023 8/17/2023
9/11/2023 9/14/2023
10/10/2023 10/13/2023
11/13/2023 11/16/2023
12/11/2023 12/14/2023
01/08/2024 01/11/2024
02/12/2024 02/15/2024
03/18/2024 03/21/2024
04/08/2024 04/11/2024
05/13/2024 05/16/2024
06/10/2024 06/13/2024
07/15/2024 07/18/2024
08/12/2024 08/15/2024
09/16/2024 09/19/2024
10/15/2024 10/18/2024
11/18/2024 11/21/2024
12/09/2024 12/12/2024

Series 63

The Uniform Securities Agent State Law Exam is administered by FINRA on behalf of the North American Securities Administrators Association (NASAA). This license is required for anyone that is planning to work as an agent of a broker dealer in a State.

Classes held 12:00–4:00 pm ET.

Sign Up for a Class
Dates
1/13/2023
1/27/2023
2/16/2023
2/22/2023
3/6/2023
3/15/2023
3/28/2023
4/11/2023
4/25/2023
5/8/2023
5/17/2023
5/22/2023
6/13/2023
6/28/2023
7/13/2023
7/27/2023
8/9/2023
8/16/2023
8/29/2023
9/12/2023
9/26/2023
10/11/2023
10/25/2023
11/15/2023
11/21/2023
11/30/2023
12/14/2023
12/28/2023
01/18/2024
01/31/2024
02/15/2024
02/21/2024
02/27/2024
03/13/2024
03/26/2024
04/09/2024
04/23/2024
05/06/2024
05/20/2024
06/04/2024
06/20/2024
07/11/2024
07/25/2024
08/07/2024
08/21/2024
09/10/2024
09/24/2024
10/08/2024
10/23/2024
11/13/2024
11/26/2024
12/12/2024
12/27/2024
01/10/2025
01/27/2025
02/07/2025

Series 65

The Uniform Investment Advisor Law Exam is administered by FINRA on behalf of the North American Securities Administrators Association (NASAA). This license is required for any person planning to work as an investment advisor representative for a registered investment advisor.

Classes held 12:00–4:00 pm ET.

Sign Up for a Class
FromTo
1/9/2023 1/11/2023
1/23/2023 1/25/2023
2/6/2023 2/8/2023
2/15/2023 2/17/2023
3/8/2023 3/10/2023
4/4/2023 4/6/2023
4/11/2023 4/13/2023
4/17/2023 4/19/2023
5/1/2023 5/3/2023
5/15/2023 5/17/2023
5/30/2023 6/1/2023
6/12/2023 6/14/2023
7/5/2023 7/7/2023
7/19/2023 7/21/2023
8/2/2023 8/4/2023
8/16/2023 8/18/2023
9/6/2023 9/8/2023
9/19/2023 9/21/2023
10/2/2023 10/4/2023
10/17/2023 10/19/2023
10/31/2023 11/2/2023
11/15/2023 11/17/2023
12/6/2023 12/8/2023
12/20/2023 12/22/2023
01/08/2024 01/10/2024
01/22/2024 01/24/2024
02/07/2024 02/09/2024
02/21/2024 02/23/2024
03/13/2024 03/15/2024
04/03/2024 04/05/2024
04/15/2024 04/17/2024
04/29/2024 05/01/2024
05/13/2024 05/15/2024
05/28/2024 05/30/2024
06/10/2024 06/12/2024
06/26/2024 06/28/2024
07/10/2024 07/12/2024
07/31/2024 08/02/2024
08/14/2024 08/16/2024
08/28/2024 08/30/2024
09/11/2024 09/13/2024
09/30/2024 10/02/2024
10/16/2024 10/18/2024
10/30/2024 11/01/2024
11/13/2024 11/15/2024
12/04/2024 12/06/2024
12/18/2024 12/20/2024
01/06/2025 01/08/2025
01/20/2025 01/22/2025
02/03/2025 02/05/2025
02/12/2025 02/14/2025
02/26/2025 02/28/2025

Series 66

The Uniform Combined State Law Exam is a test that gives a person a license equivalent to having passed both the Series 63 and the Series 65. It is administered by the FINRA on behalf of the North American Securities Administrators Association (NASAA).

Classes held 12:00–4:00 pm ET.

Sign Up for a Class
FromTo
1/4/2023 1/6/2023
1/18/2023 1/20/2023
2/1/2023 2/3/2023
2/15/2023 2/17/2023
3/1/2023 3/3/2023
3/15/2023 3/17/2023
3/29/2023 3/31/2023
4/10/2023 4/12/2023
4/26/2023 4/28/2023
5/9/2023 5/11/2023
5/17/2023 5/19/2023
5/23/2023 5/25/2023
6/7/2023 6/9/2023
6/21/2023 6/23/2023
7/5/2023 7/7/2023
7/26/2023 7/28/2023
8/9/2023 8/11/2023
8/14/2023 8/16/2023
8/29/2023 8/31/2023
9/12/2023 9/14/2023
9/27/2023 9/29/2023
10/10/2023 10/12/2023
11/8/2023 11/10/2023
11/15/2023 11/17/2023
11/27/2023 11/29/2023
12/6/2023 12/8/2023
01/02/2024 01/04/2024
01/16/2024 01/18/2024
01/29/2024 01/31/2024
02/28/2024 03/01/2024
03/06/2024 03/08/2024
03/13/2024 03/15/2024
03/27/2024 03/29/2024
04/10/2024 04/12/2024
04/24/2024 04/26/2024
05/08/2024 05/10/2024
05/22/2024 05/24/2024
06/05/2024 06/07/2024
06/26/2024 06/28/2024
07/15/2024 07/17/2024
07/24/2024 07/26/2024
08/07/2024 08/09/2024
08/28/2024 08/30/2024
09/11/2024 09/13/2024
09/25/2024 09/27/2024
10/09/2024 10/11/2024
10/30/2024 11/01/2024
11/13/2024 11/15/2024
12/02/2024 12/04/2024
12/11/2024 12/13/2024
12/18/2024 12/20/2024
01/14/2025 01/16/2025
01/27/2025 01/29/2025

Health

A valid health insurance license is required for you to sell health insurance products in your respective state. As a health insurance agent, you’re authorized to sell policies that cover medical expenses, loss of income due to a disability, and long-term care needs.

Note: Click on “Sign Up” to select your state and choose the Pass Promise package.

Classes held 9:30 am–5:00 pm ET.

Sign Up for a Class
Dates
2/16/2024
3/22/2024
4/19/2024
5/17/2024
6/21/2024
7/19/2024
8/23/2024

Life

Holding a valid life insurance license qualifies you to sell life insurance, helping people increase or protect their financial assets in the event of the policyholder’s death. All life insurance agents must obtain a valid license in their respective state.

Note: Click on “Sign Up” to select your state and choose the Pass Promise package.

Classes held 9:30 am–5:00 pm ET.

Sign Up for a Class
Dates
2/15/2024
3/21/2024
4/18/2024
5/16/2024
6/20/2024
7/18/2024
8/22/2024

Life and Health

Earning a life and health insurance license is required to sell life and/or health insurance in your respective state. People often choose to get both life and health licenses since it allows them to sell both lines to the same client.

Note: Click on “Sign Up” to select your state and choose the Pass Promise package.

Classes held 9:30 am–5:00 pm ET.

Sign Up for a Class
FromTo
2/15/20242/16/2024
3/21/2024 3/22/2024
4/18/20244/19/2024
5/16/20245/17/2024
6/20/20246/21/2024
7/18/20247/19/2024
8/22/20248/23/2024

Property and Casualty

A valid property & casualty insurance license qualifies you to sell insurance that covers people’s property, such as their home, business, auto, or boat. All property & casualty insurance agents must obtain a valid license in their respective state.

Note: Click on “Sign Up” to select your state and choose the Pass Promise package.

Classes held 9:30 am–5:00 pm ET.

Sign Up for a Class
FromTo
3/1/20243/2/2024
4/5/2024 4/6/2024
5/3/2024 5/4/2024
6/7/2024 6/8/2024
7/12/2024 7/13/2024
8/2/20248/3/2024