📅 60-Day Study Plan for Working Professionals – FINRA Exams

Balancing a full-time job while preparing for exams like the Series 6, 7, 63, 65, or 66 can be overwhelming. That’s why a 60-day study plan tailored for working professionals is essential. This plan gives you structure, minimizes burnout, and ensures consistent progress even with limited time.

Here’s a practical, achievable 60-day study plan that works — whether you’re prepping for one exam or combining licenses like Series 7 + 66.

🔑 Plan Highlights

• 📆 Duration: 8 weeks (60 days)
• ⏰ Time Commitment: 1.5–2 hours/day on weekdays; 3–4 hours on weekends
• 🧠 Focus: Active recall, scenario-based questions, and cumulative review

🗓️ Weekly Breakdown

Weeks 1–2: Foundation & Familiarization

• 🎯 Focus on: Core concepts, terminology, and exam structure
• 📖 Read study guide chapters 1–5 (e.g., client accounts, investment products)
• 📺 Watch 15–20 mins of video lectures per weekday
• 🧪 10–15 practice questions per day
• 📋 Weekend: Take your first topic-specific quiz

Weeks 3–4: Deeper Concepts + Regulation

• 🎯 Focus on: Suitability, ethics, laws, and registration rules
• 📖 Read chapters 6–10 (e.g., securities regulations, fiduciary duty, account supervision)
• 💬 Join an online forum or study group
• 📝 Begin flashcard reviews (terms & rules)
• 📊 Weekend: Take half-length practice exam, review answers deeply

Weeks 5–6: Practice + Review

• 🎯 Focus on: Application of knowledge to scenarios
• 🧠 Daily review of weak topics (via score breakdowns)
• 🧪 20–25 mixed practice questions per day
• 🔁 Re-watch short videos on difficult concepts
• 📅 Weekend: Take a full-length timed exam and analyze score report

Week 7: Reinforce & Simulate

• 🧪 Alternate between full practice tests and topic drills
• 📘 Review FINRA rules, forms (U4/U5), and filing requirements
• 🧠 Daily flashcards and formula sheets
• ✅ Mark questions you consistently get wrong for focused review

Week 8: Final Review & Exam Week

• 📋 Take 2 full-length timed exams on non-consecutive days
• 📝 Skim entire textbook or outline for final reinforcement
• 🧘 Relax the day before the exam – light review only
• 🎯 Exam Day: Arrive early, stay calm, and trust your preparation

📥 Extra Tools to Stay on Track

✅ Pro Tip

Combine your daily study blocks with spaced repetition and weekly performance reviews. The key is consistency, not perfection.

👉 Get structured FINRA exam prep tools and full 60-day plans at FINRA Exam Mastery