60-Day Study Plan for the Series 66 Exam
- April 1, 2025
- Posted by: 'FINRA Exam Mastery'
- Category: Finance
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🟦 60-Day Study Plan for the Series 66 Exam
Crush the Series 66 with structure, strategy, and confidence.
The Series 66 exam combines state law (Series 63) and investment adviser law (Series 65) into one challenging 100-question exam. With 60 days to study, you have enough time to master the material without burning out—if you stay consistent.
Here’s a structured 8-week (60-day) plan to help you stay on track and pass on your first try:
📅 WEEK 1–2: Foundations + Key Concepts
| Focus | Topics |
|---|---|
| 📘 Week 1 | Economic factors, business info, types of securities (stocks, bonds, mutual funds, alternatives) |
| 📘 Week 2 | Risk types, investment returns, client profiles, investment strategies |
✅ Tasks:
- Study 60–90 minutes per day
- Take 10–15 quiz questions after each topic
- Begin building a cheat sheet or flashcards
- Aim to finish 20–25% of total material by end of Week 2
📅 WEEK 3–4: Suitability + Regulations
| Focus | Topics |
|---|---|
| 📗 Week 3 | Portfolio management, asset allocation, tax implications, ethics |
| 📗 Week 4 | Federal laws (SEC Act of 1933/1934, Investment Advisers Act, etc.), fiduciary responsibility, registration procedures |
✅ Tasks:
- Daily quizzes (15–30 questions)
- Write out examples of suitable vs. unsuitable recommendations
- Start first timed quiz blocks (20 questions)
📅 WEEK 5–6: State Law + Practice Exams
| Focus | Topics |
|---|---|
| 📙 Week 5 | State securities acts, blue sky laws, registration of persons/firms/securities |
| 📙 Week 6 | Practice exams, review of weak areas, final memorization and timing drills |
✅ Tasks:
- Take 1 full-length exam per week
- Log and review every missed question
- Hit 75%+ on full exams by end of Week 6
📈 Weekly Time Commitment
| Week | Study Hours | Key Goal |
|---|---|---|
| Week 1 | 7–10 hrs | Foundation of investment knowledge |
| Week 2 | 7–10 hrs | Complete core investment concepts |
| Week 3 | 10–12 hrs | Master portfolio management & risk |
| Week 4 | 10–12 hrs | Understand legal and ethical rules |
| Week 5 | 12–14 hrs | Focus on state laws and registration |
| Week 6 | 12–14 hrs | Final reviews + full test simulations |
🛠 Tools You’ll Need
- ✅ Series 66 prep course (videos + readings)
- ✅ Question bank with explanations
- ✅ Flashcards (digital or handwritten)
- ✅ Progress log or study calendar
- ✅ 2–3 full-length practice exams
🎯 Exam-Day Readiness Checklist (Final Week)
- Hit 75–80%+ on full-length exams
- Be confident in:
- Suitability scenarios
- State vs. federal law differences
- Ethical obligations and fiduciary duty
- Know time management (100 Qs = ~90 seconds per question)
🚀 Ready to Pass?
Follow this plan using expert-designed tools at
👉 finra-exam-mastery.com
Includes video lessons, quizzes, flashcards, and lifetime access—everything you need to pass the Series 66 with confidence.
60 days. One license. Let’s go.