To pass the Series 63 exam, you’ll have to get a 72% score, which translates to 43 of the 60 questions answered correctly. With longer exams, you have a little more wiggle room, but the shorter nature of the Series 63 can be unforgiving.
But don’t let me scare you off just yet.
The secret to passing is simple: choosing the best Series 63 exam prep course for you, your budget, and your learning style.
I spent hours researching and comparing the most popular Series 63 prep courses—digging into their study materials, user reviews, and success rates—to find the top options worth considering.
In this guide, I’ll cover pricing, access, guarantees, study materials, and more to help you make the best investment in your future as a securities professional.
5 Best Series 63 Exam Review Courses
- Best Overall Course: Securities Institute of America
- Best Pass Rate: Securities Training Corporation
- Best Budget-Friendly Course: Achievable
- Best Live Classes: Kaplan
- Best Structured Study Plan: ExamFX
Series 63 Course Comparison
| Provider |  |  |  |  |  |
|---|---|---|---|---|---|
| Price | $109-$149 | $97-$200 | $79 | $59-$159 | $90-$115 |
| Discounts | No Discounts | Save 15% | Save 10% | No Discounts | Save 20% |
| Access | 6 Months | 6 Months | 12 Months | 5 Months | 6 Months |
| Guarantees | Money-Back | Money-Back |  | | |
| Support | Phone, Email, Chat | Phone, Email | Phone, Text, Email | Phone, Email, Chat | Phone, Chat |
| Learn More | Start Now | Start Now | Start Now | Start Now | Start Now |
1. Securities Institute of America: Best Overall
Over the course of nearly 30 years in the industry, the Securities Institute of America (SIA) has helped over 400,000 students pass their securities licensing exams. Those same students have answered over 10 million test questions. Plus, even as one of the most affordable prep providers, SIA still offers a 100% money-back guarantee (via the GreenLight Guarantee™) on every package.
The Securities Institute of America has everything you need to pass at an affordable price with zero risk.
Personally, I really like the fact that you can customize their practice exams in several different ways. Instead of taking a one-size-fits-all test, you can create exams that mimic the real thing while focusing on areas where you need the most improvement.
For example, if you already know state registration requirements inside and out, there’s no need to waste time reviewing them. Instead, you can focus on ethics, fraud prevention, or securities administrator authority—whatever trips you up the most.
I also love that they include an AI question-and-answer instructor. It’s like having a personal tutor always ready to help, day or night. This really sets SIA apart from other great courses, like Securities Training Corporation, who don’t have this feature.
“I got a year access to (SIA’s) textbook and eBook, video training classes, test bank, and practice exams. The videos were engaging and clear, as were the written materials. So it was easy to learn and memorize everything. I also really liked their quizzes. I passed both exams on my first try.”
u/luihgi
SIA Series 63 Course Features
- TotalGenius! AI Q&A Instructor
- 215 Page Textbook (Digital and/or Physical)
- 4 Video Hours Across 5 Videos and 5 Corresponding Section Tests
- Up to 15 Ways to Customize Exams
- Unlimited Practice Exams and Full-Length Simulated Exams
- Exam Plan Personal Study Calendar
- Cheat Sheets for Final Review Reference
- Test Tips Video
Securities Institute of America Coupon Code
Looking to save on your Series 63 prep course? No Discounts on the Securities Institute of America’s industry-leading exam prep. Don’t miss this chance to access top-rated study materials, practice exams, and expert guidance at the best possible price.
Pros
- Don’t Pass, Don’t Pay: Even if you choose the cheapest package SIA offers, you’ll get a 100% refund if you follow the instructions and still fail the Series 63 exam.
- Bonus Boldly: Tools like the customizable personal study calendar, score-boosting test tips video, and crunch time cheat sheets are the cherries on top of already stellar prep packages.
- Practice Like a Genius: SIA’s TotalGenius! AI technology is great for getting your questions answered when you’re stuck on a tricky topic during your late-night study session.
- Exam Excellence: With unlimited practice tests, unlimited simulated mock exams, and 15 unique customization options, you’ll never run out of material to hone your test-taking skills with.
- A Record You Can Trust: Companies don’t stay in business by mistake. SIA’s 30-year history and 90% pass rate prove the effectiveness of their materials.
Cons
- Too Prepared: Some students have complained that the materials were too thorough and in-depth for what they needed, leading to study time that didn’t improve their exam scores.
Check out my full Securities Institute of America review for a more in-depth analysis.
Bottom Line
When the worst thing about a company is that you’re too prepared on exam day, chances are, you’ve struck test prep gold. The Securities Institute of America’s extensive study materials, exam-quality practice questions, endless practice exam options, and money-back pass guarantee make for an exam review course you won’t want to miss.
Securities Institute of America
2. Securities Training Corporation: Best Pass Rate
Securities Training Corporation’s statistics speak for themselves. STC successfully trained over 1.5 million securities professionals in the last 50 years. They also boast a 95% first-time pass rate, an instructor panel with a combined 300 years of industry experience, and serve the top 35 banks and 3,500 additional corporate clients across the globe.
Plus, STC is one of the few providers offering live online class options for the Series 63 study, which I personally love because having a set schedule and real-time instruction keeps me accountable. It’s easy to procrastinate with self-paced courses, but with a live class, I stay on track and actually get the studying done.
Although STC lacks an AI helper like SIA’s TotalGenius!, they make up for it with their Study Help Hotline. If you’re stuck on a tough Series 63 concept, you can call or email an expert for quick answers, keeping your study session on track. Perfect for those who prefer real instructor support over AI!
“I used STC for SIE, 7 and 63. Passed them all on the first try. STC green lights and final exams are a lot like the real exam.”
u/No_ID13
STC Series 63 Course Features
- 4-5 Hours of In Person, Live Online, or On-Demand Video Instruction
- Online and Printed Study Manuals
- Customizable Digital Flashcards
- 7 Final Exams, 6 Progress Exams, 2 Green Light Exams, and Chapter Quizzes
- Crunch Time Facts for Need-to-Know Key Concepts
- Instructor Hotline for Help When You Need It
Securities Training Corporation Promo Code
Save 15% on your Series 63 prep from Securities Training Corporation. Get expert study materials, practice exams, and top-tier instruction at a lower price. Claim your discount now and start preparing to pass for less!
Pros
- In-Person and Live Online Classes: If you learn best when you can ask questions and interact with your instructor, STC’s live options are a fantastic fit.
- Practice Makes Perfect: Though STC doesn’t offer unlimited practice tests, you can access an impressive 15 faux exams and chapter quizzes to work through.
- Study Help Hotline: Stuck on a complex concept? Reach an expert through email or phone to get your questions answered, and get your study session back on track.
- Fast Facts: STC’s Crunch Time Facts are their solution to cheat sheets. Get a quick handle on key concepts for the exam during your final review.
- STC’s Pass Promise: There are some serious prerequisites, but if you follow them and fail your exam, you’ll be eligible for a money-back refund on your purchase.
Cons
- No Universal Pass Guarantee: Though I appreciate STC’s pass guarantee, it’s only available for the Premium and Premium Plus packages.
- Avoid if You’re Phone-Phobic: If you believe that every phone call could be a text, you may not enjoy STC’s customer service, which is heavy on phone calls.
Want more details? Get more info from my Securities Training Corporation review.
Bottom Line
If you live for in-person learning and live online classes, STC is the perfect choice. Plus, with a 95% first-time pass rate, an instructor hotline, and a money-back pass guarantee for the Premium and Premium Plus Series 63 packages, you can study with confidence. Securities Training Corporation is an outstanding choice for most students seeking securities licenses.
Securities Training Corporation
3. Achievable: Best Budget-Friendly Course
If you’re over the “traditional way of doing things,” Achievable could be the Series 63 prep course you’ve been looking for. Their focus on tech and modernization has led to scores ~15% higher than average, and with 50 million questions answered and 2 million hours studied, Achievable’s content has been proven time and time again.
Plus, Achievable’s unmatched value is undeniable. A $79 price tag includes six full-length practice tests, 12 bonus videos, 300+ chapter quizzes, and a full year of access. Who says you get what you pay for? With Achievable, you get so much more.
I do want to note that while you pay a lot less, you also get fewer resources compared to SIA and STC. Achievable doesn’t offer a printed textbook, live instruction, or an AI tutor like SIA’s TotalGenius!. Plus, while six full-length exams are included, that’s fewer than what STC provides.
If you prefer a structured program with instructor access, a physical textbook, or more extensive practice exams, you might find SIA or STC a better fit. But if affordability, adaptive learning, and a tech-forward approach are your priorities, Achievable still offers exceptional value for its price.
“I passed Series 63 today from the first attempt. It is my second course with Achievable and both of them I passed from the first attempt. Great course.”
u/Junior_Bear_9335
Achievable Series 63 Course Features
- Online Textbook
- Six Full-Length Simulated Exams
- 300+ Chapter Quizzes Driven by Adaptive Learning Technology
- 12 Bite-Sized Bonus Videos on Key Concepts
- Progress Monitoring and Performance Reports
Achievable Series 63 Promo Code
Want to save on your Achievable Series 63 prep course? Save 10% and start studying smarter with Achievable’s adaptive learning platform and extensive question bank. Claim your savings today and take the next step toward crushing the Series 63 exam!
Pros
- Affordable for Every Wallet: At just $79, Achievable’s Series 63 exam review course is a budget-friendly option, but the quality of their materials is anything but cheap.
- Study Less, Learn More: Achievable’s adaptive learning technology ensures students spend time only on the high-leverage areas that will affect their exam scores.
- Terrific Practice Tests: With six full-length mock exams and over 300 chapter quizzes available, students can study to their hearts’ content.
- Vibrant Videos: Achievable’s videos are known to be engaging, humorous, and fun to watch. Never fall asleep during an awful, droning lecture again!
Cons
- Just the Basics: If you want additional bonuses and study materials beyond the must-haves, Achievable isn’t the right prep course for you.
- No Live Support or Instructor Access: Unlike SIA’s Study Help Hotline or STC’s live online classes, Achievable is entirely self-paced with no option to ask an instructor questions in real-time. If you prefer guided learning or need extra clarification on tricky Series 63 concepts, you might feel a bit on your own.
Bottom Line
Achievable is a budget-friendly, tech-driven option with adaptive learning, engaging videos, and plenty of practice questions. However, it lacks live support, a printed textbook, and AI assistance. If you need structured guidance, SIA or STC may be better, but for affordable, efficient self-study, Achievable is a strong choice.
Achievable
4. Kaplan: Best Live Classes
With over 80 years in the education space, Kaplan is one of the industry’s most trustworthy and reliable prep providers. They serve students across disciplines, from law to medicine to—you guessed it—securities. And, they’re one of the rare providers to offer live online classes for your Series 63 preparation.
Kaplan’s Series 63 course is perfect if you like structure and guidance instead of just being handed a textbook and told, “Good luck.” The class notes are a huge help—they fill in the gaps from the lessons, so you’re not scrambling to write everything down while trying to keep up. Plus, the weekly study plan takes the guesswork out of what to focus on each week, which is great if you tend to overthink your study schedule (guilty).
I also love the unit intro and wrap-up videos because they make everything feel more manageable. Instead of diving into a chapter with no clue what’s coming, the intro videos set things up, and the wrap-ups reinforce what actually mattered. It’s the kind of course that makes you feel guided but not micromanaged, which, in my opinion, is the perfect balance.
But what about practice questions?
Many students say their SecuritiesPro™ QBank questions feel close to the real exam—sometimes even a little harder. That’s great because if you can handle Kaplan’s practice tests, you’ll walk into exam day feeling overprepared, not overwhelmed.
However, while the QBank is solid, it doesn’t quite match the sheer customization and AI-driven insights you get with SIA’s TotalGenius!, which adapts in real-time to your strengths and weaknesses. Kaplan’s structured approach is reliable, but if you want smarter, tech-driven learning, SIA might be the better fit.
“Kaplan does a nice job preparing you. I actually felt like many of the test questions were similar to Kaplan, if not a little easier.”
u/Gella123
Kaplan Series 63 Course Features
- 5+ Hours of Live Online or On-Demand Video Lessons
- SecuritiesPro™ QBank with Customizable, Unlimited Practice Exams
- Checkpoint Exams, One Practice Exam, and One Mastery Exam
- Performance Tracking and Progress Monitoring
- Class Notes to Complement Instructor’s Lessons
- Study Plan with Weekly Tasks
- Unit Intro and Wrap-Up Videos
- Online, Printed, and/or PDF License Exam Manual
- InstructorLink™ Q&A Support
Pros
- Most Video Hours: At 5.5 video hours, Kaplan offers up to 1 hour and 30 minutes more video content than you’ll find with another provider on the list.
- Live Learning: At the time of writing, STC and Kaplan are the only two providers on the list that offer live online classes, which is a big bonus point for Kaplan.
- Exam-Quality Questions: Students tend to agree that Kaplan’s SecuritiesPro™ QBank offers questions comparable to those on the exam, if not a bit tougher.
- The Kaplan Reputation: Kaplan hasn’t been in business for 80 years by offering a garbage product. They’re among the most reliable prep providers out there.
Cons
- Shortest Access Length: Kaplan’s course length is on the lower end at just 5 months of access. However, students can extend access to 10 months for just $49.
- No Pass Guarantee: Fail your Series 63 exam? Unfortunately, you’re out of luck, as Kaplan doesn’t offer a refund on your materials or extended access.
Bottom Line
Kaplan’s live classes and structured study plan make it a great choice for those who need guidance. While the shorter access period and no pass guarantee are drawbacks, its strong reputation, quality QBank, and expert instruction make it worth considering.
Kaplan
5. ExamFX: Best Structured Study Plan
ExamFX has shown a quiet strength in the exam prep industry, but when they acquired Training Consultants in 2021, the duo evolved into a bold presence beyond what either of them could command on their own.
However, they still tend to blend into the background sometimes due to lacking a unique selling proposition: the feature or angle that brings them to the front of the pack. But they’re still a solid choice for many students and deserve some love for their study materials.
“I used ExamFX and a lots of YouTube and podcasts and passed. […] The ability to generate test questions on specific chapters and subjects is really good. I feel that helped me a lot. But, you can only use this feature once you’ve watched all the videos in the course.”
u/fresh_ny
ExamFX Series 63 Course Features
- Digital and Physical Textbooks (5 Chapters, 87 Pages)
- 4 Hours of On-Demand Video Lectures
- 4 Standard Final Exams and Unlimited Random Practice Exams
- Section and Chapter Exams
- Personalized Study Calendar
- Digital Flashcards and Glossary
ExamFX Series 63 Promo Code
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Save Up to 20% on ExamFX Securities Review Courses
Pros
- Structured Study Plan: ExamFX’s guided approach helps students stay on track with a clear roadmap to success.
- Variety of Study Tools: ExamFX includes video lessons, flashcards, and quizzes to appeal to a wide variety of learning styles.
- Short and Sweet: Sometimes, an overwhelming, flashy course with all the bells and whistles can be distracting. ExamFX keeps it simple and straightforward.
Cons
- No Standout Features: ExamFX covers all the basics but doesn’t offer unique tools like AI-driven learning or live instruction. However, they’re still a well-rounded option.
Check out my comparison of ExamFX vs Kaplan if you’re between these two.
Bottom Line
Compared to Kaplan and STC, which offer live instruction and interactive Q&A support, ExamFX takes a more independent, step-by-step approach. It’s structured but lacks the high-touch guidance of a live class or AI-driven tools like SIA’s TotalGenius!. However, if you prefer a clear, self-paced study plan without extra distractions, ExamFX’s straightforward, no-frills format might be exactly what you need.
ExamFX
Final Verdict: Which Series 63 Prep Course is for You?
Securities Institute of America is a great, well-rounded option that goes above and beyond with a 100% money-back guarantee, fun and functional bonuses, unlimited practice exams, up to 15 exam customization options, and even an AI instructor primed to answer all of your burning questions.
However, you may prefer STC’s in-person class option, Achievable’s emphasis on adaptive learning technology, Kaplan’s unbeatable reputation, or ExamFX’s simple, straightforward approach.
Whatever you decide, there really isn’t a wrong choice here. I know you’ve got this, and I wish you the best of luck in your securities career! Now, it’s time to get nose-deep in a textbook and prep for that passing score.
FAQs
It’s challenging but easier than other Financial Industry Regulatory Authority exams like Series 6 or 7. With focused study and mastery of the exam format, many candidates pass on the first try.
The best way to prepare is to buy a Series 63 review course, take practice exams, and study state securities regulations and ethical practices.
Most candidates need 20 to 40 hours of study time, depending on their background in securities laws and familiarity with exam topics.
Yes! Achievable offers a user-friendly platform, adaptive learning technology, and a solid question bank to help candidates pass efficiently and exit the testing room with pride.
Some of the best options include the Securities Institute of America, Securities Training Corporation, and Achievable, all of which are known for their high-quality prep materials.
