Series 66 Study Plan: 10-Week Schedule
Week-by-week preparation for the Series 66 exam
Use this flexible 10-week plan to cover the major Series 66 content areas, practice retrieval, and reserve time for targeted remediation. Adjust the pace to your experience and official testing date.
Weeks 1–2: Economic factors and business information
Review the corresponding content outline, take concise notes, complete practice questions, and maintain an error log. Revisit missed concepts before moving forward.
Weeks 3–4: Investment vehicles
Review the corresponding content outline, take concise notes, complete practice questions, and maintain an error log. Revisit missed concepts before moving forward.
Weeks 5–6: Client recommendations and strategies
Review the corresponding content outline, take concise notes, complete practice questions, and maintain an error log. Revisit missed concepts before moving forward.
Weeks 7–8: Laws, regulations, and unethical business practices and Combined securities-agent and investment-adviser representative concepts
Review the corresponding content outline, take concise notes, complete practice questions, and maintain an error log. Revisit missed concepts before moving forward.
Weeks 9–10: Comprehensive review and timed practice
Review the corresponding content outline, take concise notes, complete practice questions, and maintain an error log. Revisit missed concepts before moving forward.
Tips
- Use the current official exam content outline as your master checklist
- Schedule short, consistent study blocks
- Practice application and clinical judgment, not memorization alone
- Complete at least one timed mixed-domain practice session
- Confirm current exam policies with the certifying organization
Frequently Asked Questions
Who administers the Series 66 certification?
The Series 66 credential is administered by North American Securities Administrators Association (NASAA). Candidates should always confirm current eligibility, fees, testing windows, and policies with the certifying organization.
Who is this study guide for?
This guide is written for candidates preparing for the combined NASAA Series 66 examination and its associated registration pathway.
How should I use the practice questions?
Use them diagnostically: identify weak domains, review the underlying concept, and revisit missed questions until you can explain why each answer choice is correct or incorrect.