🧾 Series 66 and State-Registered Investment Advisers📘 How the Series 66 Applies to State-Level Registration Requirements If you plan to operate as an investment adviser representative (IAR) under a state-registered investment adviser (RIA), the Series 66 exam is often a key part of the licensing process. This guide breaks down exactly how the Series 66 […]

🔄 Series 66 – Should You Switch Study Providers? Not all study providers are created equal. If you’re feeling stuck, overwhelmed, or underprepared for the Series 66 exam, it might be time to reevaluate your prep strategy — and possibly switch to a new provider. Making the switch can save time, boost confidence, and increase […]

🧾 Series 66 – When and How You Get Your Score Understanding Your Exam Results and What Comes Next After weeks of studying and hours of testing, the moment you complete the Series 66 exam, one question matters most: When and how do I get my score? This guide breaks down exactly what to expect […]

🗂️ Series 66 Account Types Cheat Sheet The Series 66 exam tests your understanding of various account types, client relationships, and how securities professionals must tailor their recommendations. Knowing the differences between each account type — and when each is appropriate — is essential for exam success. Use this cheat sheet as a quick reference […]

⏳ Series 66 – How Long Should You Wait to Retake? Not everyone passes the Series 66 on their first attempt—and that’s okay. What matters is how you prepare for the retake. Understanding the official waiting periods, what caused the initial setback, and how to reset your study strategy is critical for your next success. […]

💥 Series 66 – Recovering from a Failed Exam Failing the Series 66 exam can feel like a major setback. After weeks or even months of preparation, missing the passing mark can be frustrating and disheartening. But here’s the truth: failing is not the end — it’s an opportunity to regroup, refocus, and pass on […]

🧾 Series 65 vs. CFP – Which Is Better for Advisors?📘 Choosing the Right Credential for Your Financial Advisory Career If you’re pursuing a career as a financial advisor, you’ve likely considered the Series 65 and the Certified Financial Planner (CFP) designation. Both allow you to provide investment advice, but they serve different purposes, require […]

🔍 Series 65 vs Series 66: What’s the Difference? If you’re pursuing a career in financial advising or wealth management, understanding the difference between the Series 65 and Series 66 licenses is critical. While both exams are created by NASAA (North American Securities Administrators Association) and qualify individuals to provide investment advice, each one serves […]

🧾 Series 65 vs Series 66: Which Exam Is Right for You?📘 Choosing the Best Path for Your Investment Advisory Career If you’re planning a career in financial advising or investment management, you’re likely deciding between the Series 65 and the Series 66. While both are designed to qualify individuals to provide investment advice, there […]

🧾 Series 65 vs Series 7: Which Exam Covers More?📘 Comparing the Breadth, Focus, and Purpose of Two Key FINRA/NASAA Exams If you’re preparing for a career in financial services, you’ve probably asked:“Should I take the Series 65 or the Series 7?”Or: “Which exam covers more content?” Let’s break down the Series 65 and Series […]