r/Series66

SIE transition into Series 66

I recently passed my SIE and expected or going to take the 66 in December 2026 or January 2027. I used Achievable for the SIE and was wondering if Achievable is still good with the Series 66 or are there other programs that teach the 66 concepts better?

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u/Crazyfrost294 — 4 days ago
▲ 4 r/Series66+2 crossposts

Series 66 HELP

Hi everybody,

I’m taking the Series 66 exam in 5 days and I am extremely anxious. I’ve been using the Kaplan QBank and hammering out simulated exams nonstop for the past three weeks.

My scores started in the low 60s, but my most recent exam was a 78%.

Even with that score, I’m really nervous about a few specific areas:

Section III (Investment Vehicles): Fixed Income & Equity (Bond yields YTM/YTC, duration, option strategies)

Section II (Client Recommendations & Taxation): Capital gains, estate/gift tax basis, IRAs vs. Roth IRAs, 529s, and valuation metrics (CAPM, Alpha/Beta, Sharpe Ratio, DCF)

For anyone who has passed: how hard did the actual exam feel compared to Kaplan? What should I focus my strategy on over these last 5 days?

Any advice or suggestions would be greatly appreciated! Thank you! 🙏

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u/Select-Okra-3394 — 8 days ago

Anyone else feel like the test was nothing like Kaplan?

I passed the exam on my first try today. I read the Kaplan LEM, did all the practice quizzes and 2 practice exams which I got 80% on. I watched series7Guru 5 part podcast on the 66 and both of his 60&90 minute videos multiple times. ***however*** I would estimate that about 40 questions on the actual exam felt like material I didn’t even study. I thought I failed for sure when I hit submit. Anyone else feel the same way?

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u/zrakitz — 9 days ago
▲ 5 r/Series66+2 crossposts

Series 66 Prep

Can anyone help me on some advice for the Series 66? I recently just passed the SIE yesterday and want to start the Series 66 but I don’t know where to start. I hear a lot about Kaplan, STC and achievable but which one would be the best to study for. Btw for the SIE I used a free program called Certfuel and honestly did me very well. If there’s any advice on which course to buy please let me know.

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u/Familiar_Advance_346 — 8 days ago