📆 60-Day Series Exam Study Plan with Weekly Mock Exams

If you’re preparing for the SIE, Series 6, Series 7, 63, 65, or 66, a 60-day plan gives you just the right amount of time to build deep understanding, practice under test conditions, and improve performance week over week. This structured schedule includes weekly mock exams to reinforce retention and track your readiness from start to finish.

📊 Plan Structure

🗓️ Weekly Breakdown

✅ Week 1: Orientation & Core Concepts

• Study Time: 1.5–2 hours/day (5–6 days/week)
• Focus: Markets, investment products, key regulations
• Activities:
  • Read 3–4 chapters
  • Watch 3 video lessons
  • Flashcards (15 terms/day)
  • ❗ Mock Exam #1: Baseline Diagnostic (untimed, 50 questions)

✅ Week 2: Customer Accounts & Regulatory Rules

• Focus: Account types, suitability, communications
• Activities:
  • Read next 3–4 chapters
  • Practice 10–15 questions per topic
  • ❗ Mock Exam #2: Timed Mini-Exam (60–75 questions)

✅ Week 3: Suitability + Ethics Scenarios

• Focus: Client profiling, fiduciary duty, conflicts
• Activities:
  • Target low-scoring areas from Weeks 1–2
  • Daily 25-question quizzes
  • ❗ Mock Exam #3: Half-Length, Timed (65–75 questions)

✅ Week 4: Portfolio Theory + Risk Management

• Focus: CAPM, time value of money, portfolio construction
• Activities:
  • Study key formulas and case-based questions
  • Use flashcards for definitions and calculations
  • ❗ Mock Exam #4: Half-Length, Timed (75 questions)

✅ Week 5: Comprehensive Review

• Focus: All areas, with daily rotating topics
• Activities:
  • Review notes and key summary sheets
  • Correct and understand missed questions from past mocks
  • ❗ Mock Exam #5: Full-Length Timed (simulate test day)

✅ Week 6: Final Tune-Up

• Focus: Confidence, stamina, final adjustments
• Activities:
  • Flashcard drills
  • Study high-yield review guides
  • ❗ Mock Exam #6: Full-Length Final Simulation

🧠 Key Tips for Success

• Log your scores weekly and track progress
• Review every incorrect answer—don’t just retake tests blindly
• Simulate the real exam for full mocks (quiet room, no breaks)
• Take one rest/recovery day per week to avoid burnout

✅ Ready to Study with Structure?

Access full-length Series exam simulations, video lessons, daily drills, and digital flashcards—all mapped to this 60-day study plan—at:

finra-exam-mastery.com