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Series 26 Tutoring

A private tutor may be exactly what you need to help you pass the Series 26 exam. A skilled Series 26 tutor can make a large impact on your mastery of the series 26 material in a relatively short period of time. Private tutoring is most effective when preparing for the Series 26 exam under the following scenarios:

  1. You have prepared for the Series 26 exam by reading the textbook fully, taken a large number of Series 26 practice exams and are having trouble mastering the information or are facing challenges applying the knowledge required by the Series 26 exam. Or,

  2. In addition to the Series 26 exam prep detailed above you have taken the Series 26 exam and did not pass the test and you are scheduled to retake the Series 26 exam in the next few weeks. Or,

  3. You’re a industry veteran who is now being required to become registered and have a very limited amount of time to prepare for the 26 exam.

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Why Use A Series 26 Tutor?

It Makes a Difference

Working one on one with a Series 26 tutor just prior to taking your Series 26 exam can make all the difference in the world. A Series 26 tutor will make sure you are focused, have mastered the Series 26 material and are confident in the application of the knowledge during your Series 26 exam. For Series 26 candidates who are getting ready to take the Series 26 exam for the first time or who have taken the Series 26 exam and missed passing the exam by 1 – 12 points, 4 – 8 hours of tutoring are usually enough to ensure you pass the Series 26 exam.

Series 26 Tutoring Case Study Number 1

A recent Series 26 candidate who was being promoted at a large financial services firm that specialized in mutual funds and annuities had been preparing for the Series 26 exam for two months. This Series 26 candidate was not scoring well at all on the practice tests, and was not ready to pass the actual Series 26 exam. Most Series 26 candidates come from the production side of the business. As a result, many Series 26 candidates have difficulty with some of the supervision and recordkeeping questions on the Series 26 exam.


One of our Series 26 tutors who has managed mutual fund reps reviewed the candidate’s exam results and noticed many of the Roman numeral and except style questions were being answered incorrectly. He was also missing questions on the practice exams covering business processes and supervision. Our Series 26 tutor spent a total of four hours virtually tutoring this Series 26 candidate focusing on these key areas and explaining the subtle distinctions in each of the problem areas. A focus was also put on his approach to taking the Series 26 exam. The Series 26 tutor showed him how to approach and answer each of the different types of questions on the exam. After four hours the Series 26 candidate had a mastered the material and easily passed the Series 26 the following week.

Series 26 Tutoring Case Study Number 2

This Series 26 candidate had been running an independent office of an insurance company that offered variable annuities and mutual funds to clients. This series 26 candidate found herself caught up in what she called a “big push” by her firm to get everyone Series 26 licensed. This Series 26 candidate had built a considerable book of business and was running a very successful office and had a challenge trying to focus on the Series 26 exam. Her Series 26 exam prep consisted of reading “most” of the book and taking practice questions over and over. She did not pass on the first attempt and scored a 63% on the Series 26 exam. Her firm had drawn a line in the sand as to a date when all agents of certain level must be Series 26 licensed. That date was now quickly approaching for this Series 26 candidate and she had to retest immediately.


One of our Series 26 tutors who has experience as compliance officer and as a mutual fund wholesaler spoke to the Series 26 candidate and began to construct a game plan for her to pass the Series 26 exam. After speaking with the candidate and evaluating her test scores from the exam center, this Series 26 candidate was assigned chapter readings and advised that there was no short cut to reading the Series 26 book. She was given a study calendar and required to finish reading the book completely prior to meeting with our Series 26 tutor. As part of her comprehensive training plan phone calls were scheduled to review her progress and to provide the candidate with the opportunity to ask comprehensive questions. Once her reading and her study calendar were completed two four hour review sessions were then scheduled at the candidate’s location. These sessions were intensive reviews and designed to ensure that she passed the Series 26 exam. The candidate took her exam several days later and passed the Series 26 exam with a score of 81%, two weeks before her required date.

Series 26 Tutoring Case Study Number 3

A large producer had put off obtaining his Series 26 license for almost 2 years and was participating in the revenue generated by the office he ran in the form of overrides. His firm had asked him to get his Series 26 license for the last 2 years but he just could not find the time or the motivation to prepare for the series 26 exam. In an effort to motivate him to get his Series 26 license the firm advised the candidate that if he did not pass the Series 26 exam in short order that he would no longer be able to receive overrides on the office. The overrides were a significant part of his income and the prospect of losing his overrides finally motivated him to take his Series 26 exam. This Series 26 candidate had to start from step one and pass the Series 26 exam.


Our most senior instructor spoke to this now very motivated Series 26 candidate and advised him of what he was required to do to prepare to pass the Series 26 exam. The Series 26 tutor put together a study calendar for the candidate to read the Series 26 textbook watch the Series 26 video, and to take tests using the online Series 26 exam software. Our Series 26 tutor worked closely with him during the first two weeks, speaking on the phone answering questions, reviewing his exam results and emailing back and forth. Our Series 26 tutor met with the candidate from 9AM-5PM once the candidate completed his study calendar. The Series 26 tutor conducted an intensive Series 26 exam review. The Series 26 tutor made sure that he had mastered the Series 26 concepts and was applying the knowledge effectively. The candidate passed the Series 26 exam and kept his overrides.   Series 26 tutoring needs to be a customized training solution based on the needs of the individual candidate to be effective. Each Series 26 candidate has their own areas of strength and of weakness. By identifying the weak areas, improving comprehension, and guiding the candidate though the exam process, a Series 26 tutor can help ensure you pass the Series 26 exam.

Need A Tutor For The Series 26 Exam ?

Unlock Series 26 success with a private tutor! If you’ve thoroughly studied the textbook and taken multiple practice exams but still face challenges mastering or applying the material, a skilled Series 26 tutor can make a rapid impact.