Studying for the Series 66 can be overwhelming, especially when every prep provider claims to be the best. With your exam and career on the line, choosing the right course matters just as much as the hours you put in.
In this guide, I’ll unveil the top Series 66 prep courses that actually deliver—whether you need live instruction, innovative tech tools, or something you can squeeze in between meetings.
After testing these courses firsthand and evaluating everything from content depth to user experience, I’ll break down which options are best for different learning styles, schedules, and budgets—so you can find your perfect fit without the guesswork.
Top 5 Series 66 Prep Courses
- Best Overall: Securities Institute of America
- Best for Live Learning: Securities Training Corporation
- Best Value: Achievable
- Best for Beginners: Kaplan
- Best Supplemental Material: ExamFX
Series 66 Review Course Comparison
| Provider |  |  |  |  |  |
|---|---|---|---|---|---|
| Price | $199 | $337 | $199 | $299 | $325 |
| Discounts | No Discounts | Save 15% | Save 10% | No Discounts | Save 20% |
| Access | 6 Months | 6 Months | 12 Months | 5 Months | 6 Months |
| Guarantees | GreenLight Guarantee™ | STC Pass Guarantee |  | | |
| Live Classes | |  | | | |
| Refund Policy | No Refund After Access | No Refund After Access | No Refund | Within 30 Days if Unaccessed | Within 48 Hours, |
| Support | Phone, Email, and Chat | Phone, Email | Text, Phone, Email | Call, Chat, Email | Phone, Form Submission |
| Best For | Budget-Conscious, Self-Paced Learners | Live Learners Needing Structure | On-the-Go, Modern Learners | Beginners Who Want Depth | Visual Learners Who Need Variety |
| Learn More | Learn More | Learn More | Learn More | Learn More | Learn More |
1. Securities Institute of America: Best Overall
Not only is the Securities Institute of America (SIA) one of the only prep courses on the list to offer a money-back pass guarantee, but they’re the only provider to offer an AI study assistant, all at a low price matched only with Achievable. Further, SIA reports a 90% pass rate across 25+ years and over 400,000 exams taken.
SIA is an excellent fit for most students, particularly if you’re on a tight budget but still want a comprehensive Series 66 prep course. Further, if you have a hectic schedule with a lot of commuting, you’ll appreciate mobile accessibility to SIA’s study materials. My favorite part of the course was TotalGenius. Many courses offer “extensive support,” but you end up with a half-baked response after waiting for 48 hours. H
Having a ChatGPT-style app specifically coded to answer securities questions made my study sessions so much easier, because if I was up at 2 AM trying to get answers, I was able to. The answers were in-depth and helpful; after researching the responses personally for verification, they were always accurate.
Their complete self-study solution with practice tests and 8+ hours of video lectures is organized nicely in an easy-to-use dashboard and interface that is also mobile-friendly.
“I passed on the first try! I supplemented with some additional material as well, but I felt prepared and it turned out well.”
taxsmartycpa
Key Features
- 📚 Course Format: On-demand
- 🤖 TotalGenius! AI Study Partner for on-page tutoring
- 🛠️ 15 Ways to Customize Exams for targeted study sessions across unlimited attempts
- 🔍 Number of Practice Questions: 3,000+
- 🎥 Video Lectures: 8+ hours of video lessons over 9 videos
- 📱 Cross-Device Accessibility for on-the-go studying
- 📅 GreenLight Guarantee™ offers a full refund if you meet the conditions and fail the exam
Securities Institute of America Discount Codes
No Discounts on the Securities Institute of America Series 66 course, which includes AI tutoring, unlimited custom exams, and a pass guarantee.
Pros
- One of the only money-back pass guarantees for the Series 66
- Helpful AI study assistant for round-the-clock Q&A
- Tied with Achievable for the most affordable prep course
- 15 unique ways to customize exams for more control over your practice
- Thousands of exam-quality practice questions
Cons
- No live classes, so limited instructor interaction
- Strict “no refund once accessed” policy
Bottom Line: Why Choose Securities Institute of America?
Securities Institute of America pulls from the best of their competitors: a robot study buddy, unlimited custom quizzes and practice exams, a money-back pass guarantee, and video lessons that actually make sense. Though they don’t offer live classes, students who value effective, self-paced learning can find a lot to love from SIA at a price that won’t break the bank.
Securities Institute of America
2. Securities Training Corporation: Best for Live Learners
STC’s homepage reports a 95% first-time pass rate, and they’ve trained over 1.5 million professionals across 50 years in the industry. Some of their most impressive features include a money-back pass guarantee, live virtual online classes, and even live weekly Q&A sessions with your instructors.
If you want live instruction and support, I had a really positive experience with the format. The teachers were patient and engaging, and it was clear that they cared about student success. They made a lot of great analogies and metaphors, which helped make these intangible, tricky key topics come alive and easier to grasp. Plus, I liked having various days and times where I could attend live classes, making it more flexible to study the materials within my hectic schedule. If you learn best with real-time instructor interaction, STC is an excellent choice.
Flipping through STC’s Series 66 PDF ebook was a breeze and full of helpful information that is broken down easily, including pretest practice questions at the end of chapters.
“My firm uses STC and we are 3 for 3 for first time passes in my team.”
yuiop300
Key Features
- 📚 Course Format: Live/Hybrid
- ✍️ Practice Exams include 11 final exams, 8 progress exams, and 2 Green Light exams
- 💻 16 Hours of Live Online Classes with instructor Q&A
- 🎥 Video Lectures: 6+ hours of on-demand videos
- 📞 Instructor Hotline for personalized 1:1 support by calling or emailing
- 📅 STC Pass Guarantee offers a 100% money-back refund if you don’t pass
Securities Training Corporation Discount Codes
Save 15% on STC’s Series 66 prep course, including live classes, weekly Q&As, and a full refund pass guarantee.
Check out my full Securities Training Corporation review for more details.
Pros
- One of the only money-back pass guarantees for Series 66, alongside SIA
- Instructor hotline is a helpful resource for personalized answers to your questions
- Engaging live classes that make it easy to remember important information
- Weekly instructor Q&A sessions for even more support
- Strong practice exams with similarity to the real thing
Cons
- Most expensive Series 66 prep course on the list
- Strict “no refund once accessed” policy
Bottom Line: Why Choose Securities Training Corporation?
Whether you want live classes, weekly Q&A sessions, or a pass guarantee to study without the added financial stress, STC could be a fit for your needs. They’re pricier than the competition, but it’s for good reason: the level of support they offer is unmatched by any other Series 66 prep provider. If online learning is a struggle for you, STC is the closest virtual match to the real thing.
Securities Training Corporation
3. Achievable: Best Value
Achievable is known for being affordable, straightforward, and driven by learning science. They report a 95% success rate, over 50 million practice questions answered by students, and over 2 million hours of their materials studied. Achievable’s low price, simple and streamlined materials, and tech-driven approach make them a popular choice for modern learners on a budget looking to expedite their learning process.
In my experience reviewing the materials, Achievable does an outstanding job of breaking down big chunks into little ones, making it easier to stay focused. I appreciated that Achievable tells you how long it will take to read each section before you even start, so you’ll know whether your lunch break is long enough to fit in a quick lesson. Further, the text is written in a way that actual exam takers can read and relate to. Of all the courses on this list, Achievable’s textbook reads the least like a textbook—in the best possible way. Ultimately, students who want a quicker, more approachable, more affordable way to study the Series 66 exam content should give Achievable some serious thought.
The 26+ Series 66 practice exams with unlimited takes will give you plenty of questions and answers to prepare you for your exam.
“I used Achievable for SIE and Series 7 and passed both exams first try. I like the platform and feel like their content is very easy to digest/get through.”
Low_Commercial1831
Key Features
- 📚 Course Format: On-demand
- ✍️ 26+ Practice Exams and 1,200+ quizzes structured around particular chapters
- 🔍 Number of Practice Questions: 2,100+
- 🎥 Video Lectures: 47+ bonus videos embedded in the digital textbooks
- 📱 Support via Text alongside email and phone options
Achievable Discount Codes
Save 10% on Achievable’s Series 66 course, a budget-friendly, mobile-ready option with clever learning design and quick lessons.
Pros
- One of the most affordable options on the list, matched with SIA
- Quick lessons with mobile optimization, great for modern learners with busy schedules
- Easy-to-read textbooks broken up by video lessons make focusing easier
- Text support for students who are done “peopling” for the day
Cons
- May not have the depth some students would prefer
- Around 1,000 fewer practice questions than competitors like SIA
Bottom Line: Why Choose Achievable?
If a quick and easy approach to Series 66 study appeals to you, Achievable is a great option, particularly for students on a budget. Built with modern learners in mind, I loved the mobile accessibility and option to get support via text (because that meeting that could’ve been an email could’ve been a text, period). It may not have enough depth or comprehensive materials for every student, but many students will find a lot to love in Achievable.
Achievable
4. Kaplan: Best for Beginners
If you’re new to the securities world, Kaplan is a great place to start, thanks to their packages loaded with study materials and support. Notably, Kaplan features over 21 hours of video content, accessible live with instructor input or on-demand to fit your schedule. This is way more than any other provider by at least 5 hours. However, if you prefer to spend less time and want a more straightforward approach, this high hour count could be more of a con than a pro.
Don’t get me wrong, comprehensive is phenomenal for a lot of students, but I tend to catch on to things pretty quickly, and there were times when Kaplan felt like overkill. Nevertheless, I appreciated both the live class options (in a wide variety of times/dates/lengths) and Kaplan’s InstructorLink™. In particular, InstructorLink™ responses were helpful and pretty fast; nearly all responses were within a 24-hour timeframe.
Kaplan also has some of the best Series 66 practice questions out there, with a high level of similarity to the real thing when I compared them side-by-side. If you’re ready to dig deep and hit the books until everything clicks, Kaplan might be a good fit.
“Used Kaplan and passed 66 on my first try back in January. I studied for about 7 weeks while working.”
Dazzling_Category718
Key Features
- 📚 Course Format: Live/Hybrid
- 💻 21 Hours of Live Online Classes with instructor Q&A
- 🎥 Video Lectures: ~21 hours of video lessons
- ✍️ Practice Exams include one practice exam, one midterm exam, and one mastery exam
- 🔍 Number of Practice Questions: Thousands in the SecuritiesPro™ QBank
- 📞 InstructorLink™ lets students message to get personalized 1:1 support from instructors
Pros
- Extensive support options, including direct personalized Q&A with instructors
- Most live and on-demand video content of any provider
- Great bonuses like a customizable study plan, performance tracking, and exam tips
- Kaplan’s practice questions are known for being true to the real thing
Cons
- No pass guarantee, though lower-priced courses like SIA have one
- Lower focus on mobile accessibility and modern tech than Achievable
- Full-length mock exams are minimal compared to SIA, STC, and Achievable
Bottom Line: Why Choose Kaplan?
With around 21 hours of either live virtual classes or on-demand video lessons, thousands of exam-quality practice questions, and heaps of personalized support, Kaplan is a superb choice for securities-industry-newbies or students who learn best with high levels of structure, comprehensiveness, and a helping hand. Even though they don’t have a pass guarantee and may feel a little outdated compared to their competitors, Kaplan has much to offer the right student.
Kaplan
5. ExamFX: Best Supplemental Materials
If you’re looking for a lot of additional study resources or a wide variety of practice exams beyond just mocks, ExamFX may be worth a look. With over 6 hours of live online classes or 15 hours of video lectures, they’re a good option for audiovisual learners as well. Finally, ExamFX’s support system isn’t too shabby, with bespoke instruction available through calling and messaging with responses promised within 24 hours of reaching out.
Overall, I found most of ExamFX’s materials pretty good, even if I don’t think they differentiated themselves from the pack very well. However, I did really appreciate how many practice exam types there were, so if I was ever bored of practicing with one kind, I could switch it up for different stages of the learning process. Plus, with so many different resource types, it’s tough to find ExamFX repetitive or tedious. If you struggle to stay focused and get bored easily, ExamFX might be the right choice.
There are plenty of live webinars for securities courses throughout the month that you can attend.
“Almost 3 years ago to the day, I passed my Life/Health/Annuity exam and then went on to pass my Series 6/SIE, Series 7, and now Series 66. I used Exam FX for everything but switched to Kaplan for the 66. Both produced first time passing results and I would recommend either.”
bigbbryan
Key Features
- 📚 Course Format: Live/Hybrid
- 💻 6 Hours of Live Online Classes with instructor Q&A
- 🎥 Video Lectures: 15 hours of video lectures
- ✍️ Practice Exams include four standard final exams, checkpoint exams, benchmark final, etc.
- 🛠️ Customize Exam Generator with unlimited attempts
- 📞 Instructor Support through messaging and calling
ExamFX Discount Codes
Save 20% on ExamFX’s Series 66 prep, packed with exam tools, video content, instructor support, and a custom exam generator.
Save Up to 20% on ExamFX Securities Review Courses
Pros
- Helpful bonus tools like flashcards, cheat sheets, glossary/acronyms, and performance reports
- Instructor support with a 24-hour or less response window
- A wide variety of unique exam types to practice with, plus a custom exam generator
Cons
- No pass guarantee, unlike SIA and STC
- No real unique selling point or angle, which may feel less appealing to prospective students
Bottom Line: Why Choose ExamFX?
ExamFX may not have one unique angle that sets them apart, but they’re a solid prep course with a lot of variety. This makes them a great fit for students who get bored easily or struggle to focus on the same thing for long periods of time, allowing you to stay productive while switching things up and getting that bonus dopamine. Further, they don’t have the most comprehensive support, but there is a decent amount with a fast response time.
ExamFX
How the Series 66 Courses Were Ranked
I ranked each Series 66 prep course based on a mix of firsthand experience and key features that matter most to students:
- 📚 Course Content Quality: I looked for depth, clarity, and relevance. SIA stood out here with well-structured material and an AI assistant that actually explained challenging concepts clearly.
- 🎯 Effectiveness: Courses with pass guarantees and strong track records, like STC and SIA, ranked higher for reliability.
- 💻 User Experience: Achievable had one of the cleanest, most intuitive platforms—perfect for focused study sessions on the go.
- 📊 Practice Exams: SIA’s customizable quizzes and STC’s exam variety gave students the most control over their practice.
- 🎥 Instructor Engagement: STC offered the most engaging live classes, with instructors who used real-world analogies that made abstract topics click.
- 💰 Value for Money: Achievable and SIA both offered robust tools at the lowest price points.
- 🔄 Flexibility: Kaplan gave the most schedule-friendly options with both live and on-demand formats, ideal for students who need structure and variety.
These rankings reflect what using each course was actually like, not just what the sales page promised.
Which Series 66 Prep Course Is for You?
✅ Pick SIA if…You want a self-paced course with smart tools like AI tutoring, customizable exams, and a money-back guarantee—all at one of the lowest price points.
✅ Choose STC if…You prefer live classes, real-time Q&A sessions, and direct instructor support to keep you accountable and confident as you prep.
✅ Go with Achievable if…You’re a modern, on-the-go learner who values clarity, short lessons, and mobile-friendly materials at an affordable price.
✅ Try Kaplan if…You’re new to securities and want a structured, deep-dive course with extensive video content and responsive instructor support.
✅ Opt for ExamFX if…You get bored easily and want a wide range of tools, quizzes, and video formats to switch things up and stay engaged.
| Provider | | | | | |
|---|---|---|---|---|---|
| Price | $199 | $337 | $199 | $299 | $325 |
| Discounts | No Discounts | Save 15% | Save 10% | No Discounts | Save 20% |
| Access | 6 Months | 6 Months | 12 Months | 5 Months | 6 Months |
| Guarantees | GreenLight Guarantee™ | STC Pass Guarantee | | | |
| Live Classes | | | | | |
| Refund Policy | No Refund After Access | No Refund After Access | No Refund | Within 30 Days if Unaccessed | Within 48 Hours, |
| Support | Phone, Email, and Chat | Phone, Email | Text, Phone, Email | Call, Chat, Email | Phone, Form Submission |
| Best For | Budget-Conscious, Self-Paced Learners | Live Learners Needing Structure | On-the-Go, Modern Learners | Beginners Who Want Depth | Visual Learners Who Need Variety |
| Learn More | Learn More | Learn More | Learn More | Learn More | Learn More |
Final Thoughts
Choosing the right Series 66 prep course really comes down to how you learn best and what kind of support you need along the way. If you’re looking for a well-rounded, budget-friendly option with tons of flexibility and smart tools, Securities Institute of America is a great place to start, especially with its AI tutor and pass guarantee. Need real-time interaction and more structure? Securities Training Corporation offers the most robust live instruction and instructor support on the list.
For learners who want a no-fuss, mobile-friendly experience with clear, digestible content, Achievable is a strong pick, particularly if you’re on a budget and like to move quickly. And if you’re just starting out or want deep, structured learning with lots of instructor access, Kaplan could be your match.
Ultimately, your best choice is the one that fits your study style. This list was built from firsthand review and detailed testing to help you confidently make that call.
FAQs
Use a trusted prep course to build fundamental knowledge, take practice exams regularly, and focus on understanding key concepts over memorization.
Most students undertake Series 66 exam prep for 75–100 hours over 3–6 weeks prior to their exam date, depending on their background and schedule.
There’s no lifetime limit to the number of attempts, but you must wait 30 days after each of the first two failed attempts, and 180 days after the third and subsequent failures.
Salaries for professionals who hold the Series 66—such as financial advisors and investment adviser representatives—often range from $60,000 to $100,000+, depending on role, experience, and location.
Exam details like this are essential for success. Candidates must answer at least 73 out of 100 scored questions correctly to pass (73%) on test day.
Yes, sponsorship isn’t required for the Series 66, but you need both the Series 66 and Series 7 licenses to become fully registered.
