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Series 66 Tutoring

  A private tutor may be exactly what you need to help you pass the Series 66 exam. A skilled Series 66 tutor can make a large impact on your mastery of the Series 66 material in a relatively short period of time. Private tutoring is most effective when preparing for the Series 66 exam under the following scenarios: You have prepared for the Series 66 exam by reading the textbook fully, taken a large number of Series 66 practice exams and are having trouble mastering the information, or are facing challenges applying the knowledge required by the Series 66 exam, or, In addition to the Series 66 exam preparation detailed above you have taken the Series 66 exam and did not pass the test and you are scheduled to retake the Series 66 exam in the next few weeks, or, You’re an industry veteran who is now being required to become registered and have a very limited amount of time to prepare for the Series 66 exam.

It Makes a Difference

Working one on one with a Series 66 tutor just prior to taking your Series 66 exam can make all the difference in the world. A Series 66 tutor will make sure you are focused, have mastered the Series 66 material, and are confident in the application of the knowledge during your Series 66 exam. For Series 66 candidates who are getting ready to take the Series 66 exam for the first time or who have taken the Series 66 exam and missed passing the exam by 1 – 12 points, 4 – 8 hours of tutoring are usually enough to ensure you pass the Series 66 exam.

Series 66 Tutoring Case Study Number 1

A recent Series 66 candidate who studied for over 40 hours reading the Series 66 textbook and taking practice exams was having issues passing her practice tests and was not fully prepared to pass the Series 66 exam. This Series 66 candidate was scoring well on the more straight forward questions, but could not quite master the questions on laws and regulations on the Series 66 exam She was scheduled to take the Series 66 exam in two weeks and needed some assistance mastering some of the more challenging concepts on the Series 66 exam.

Solution

One of our Series 66 tutors evaluated her last three simulated Series 66 exams and determined that she was missing the same types of questions over and over on her practice exams. The questions covering registration of broker dealers, investment advisers and agents were the most challenging for her. Our Series 66 tutor scheduled three one hour virtual tutoring sessions. The tutor explained in detail the various registration requirements for both firms and agents as well as when firms and agents are exempt from registration The tutor made understanding this concepts much clearer for this Series 66 candidate On her next set of simulated Series 66 exams her score had increased significantly and she passed her Series 66 exam with a score of 82%.

Series 66 Tutoring Case Study Number 2

A recent Series 66 candidate who was fresh out of an MBA program was starting his career in financial services at large national firm. This 66 candidate had done quite well on the series 7 exam and was now learning the business and studying to take his Series 66 exam. He was given only a short period of time to pass the Series 66 exam and to become fully registered. Having aced the series 7 and having an MBA he was confident that he could learn the material in the required time and pass the Series 66 exam in short order. The Series 66 exam was more challenging for him as a large percentage of the test is based on laws and regulations and was not covered in his MBA program. He scored 70% on his first attempt and he need to retest immediately.

Solution

One of our Series 66 tutors spoke with him on the phone and evaluated his exam results. This Series 66 candidate knew modern portfolio theory and other concepts cold but had little understanding as to registration requirements for securities, agents and firms. The Series 66 candidate had to retest within 30 days. Our Series 66 tutor put together a comprehensive study plan designed to ensure that he passed his Series 66 exam. Our Series 66 tutor met with the Series 66 candidate Thursday and Friday from 2PM to 4PM and on Saturday from 12PM – 4PM. The candidate took his exam that following Monday and passed the Series 66 exam with a score of 83%.

Series 66 Tutoring Case Study Number 3

A veteran portfolio manager was recruited to join a new firm in another state. He had been living and working in a state and in a position that did not require him to get any additional licensing after he passed the series 7 exam. He had passed the series 7 exam in the early 1660s. This Series 66 candidate was moving to another state, changing firms and was now being required to take the Series 66 exam, having not taken an exam in more than 20 years. Having an extremely limited amount of time, this Series 66 candidate needed someone to guide him through the entire Series 66 exam prep process. The Series 66 candidate was extremely familiar with the securities industry but saw the Series 66 exam as a complete distraction to the job at hand.

Solution

Our Series 66 tutor met with him three days a week from 8AM – 10 AM for two weeks and covered all the material in a complete Series 66 review course. The Series 66 tutor assigned Series 66 practice tests for the candidate to take each evening and then reviewed the results with the Series 66 candidate each morning before reviewing new material. The Series 66 tutor made sure he stayed focus on the material during the Series 66 exam prep process and that he had mastered all of the Series 66 material. The candidate took the Series 66 exam 16 days after the first Series 66 tutoring session and easily passed his Series 66 exam. Series 66 tutoring needs to be a customized training solution based on the needs of the individual candidate to be effective. Each Series 66 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 66 tutor can help ensure that you pass the Series 66 exam.