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How to Build a Study Calendar for Series 66
- April 1, 2025
- Posted by: 'FINRA Exam Mastery'
- Category: Finance
🟦 How to Build a Study Calendar for Series 66
Turn overwhelm into a focused, daily plan that gets results.
The Series 66 exam covers both state law and investment advisory concepts, making it one of the more theory-heavy licensing exams. A smart, well-paced study calendar helps you absorb the material steadily and avoid burnout.
Here’s a step-by-step guide to building a high-impact 4- to 8-week Series 66 study calendar:
📆 Step 1: Choose Your Timeframe
| Timeline | Study Time Per Week | Ideal For |
|---|---|---|
| 4 weeks | 12–15 hours/week | Full-time students or professionals in transition |
| 6 weeks | 8–10 hours/week | Most working professionals |
| 8 weeks | 5–8 hours/week | Busy schedules, long prep runway |
📚 Step 2: Break Down the Content by Topic Area
The Series 66 exam includes 100 scored questions, focusing on:
- Economic Factors and Business Info (~5%)
- Investment Vehicle Characteristics (~15%)
- Client Investment Recommendations (~30%)
- Laws, Regulations, and Guidelines (~50%)
📌 Prioritize the last two areas, as they make up 80% of the exam.
📋 Step 3: Weekly Structure Example (6-Week Plan)
| Week | Focus Areas | Milestones |
|---|---|---|
| Week 1 | Economic Fundamentals + Investment Types | Flashcards + 10-question quiz/day |
| Week 2 | Risk, Returns, & Portfolio Theory | 1 practice set of 20 Qs |
| Week 3 | Client Profile, Recommendations, Taxation | Hit 75%+ on all quizzes |
| Week 4 | Federal Securities Acts + Ethical Practices | 1 full-topic review day |
| Week 5 | State Law (Blue Sky), Registration, UCC | 75-question mixed practice test |
| Week 6 | Final Review + Full-Length Exams | 2 full-length timed exams, review all mistakes |
🧠 Step 4: Daily Study Sessions
- 🕒 1–2 hours/day, ideally in two 30–45 minute blocks
- Mix:
✅ Reading/studying lessons
✅ Active recall (flashcards or self-quizzing)
✅ Topic quizzes or drills
✅ Quick summary notes
📌 Pro tip: Use Sundays to review the week’s mistakes and update your progress log.
✅ Step 5: Track Progress
Use a simple study log with these fields:
- Date
- Time studied
- Topic covered
- Score/understanding (1–5)
- Notes to review later
🛠 Tools You Can Use
- 🗂 Google Sheets or Excel (pre-built template)
- 📱 Apps: Notion, Evernote, Anki for spaced repetition
- 🖨 Printable wall calendar with color codes
🎯 Final Tips
- Start every week with a clear milestone: “This week, I’ll complete 3 chapters and hit 80%+ on quizzes.”
- Block time into your calendar like appointments—no multitasking.
- Don’t just read—quiz, explain, and recall.
🚀 Ready to Build and Execute?
Get a full Series 66 prep calendar, videos, quizzes, and expert materials—all with lifetime access—at
👉 finra-exam-mastery.com
Study with structure. Pass with confidence.