Series 65 vs Series 66: Which One Do You Need?
Both the Series 65 and Series 66 qualify you as an investment adviser representative, but they fit different situations. The Series 66 is paired with the Series 7; the Series 65 stands alone. Choosing the wrong one means re-testing.
| Series 65 | Series 66 | |
|---|---|---|
| Exam body | NASAA | NASAA |
| Questions | 130 | 100 |
| Time limit | 180 min | 150 min |
| Passing score | 72% | 73% |
| Topics covered | 4 | 4 |
| AskBoudin price | $11.99/mo | $11.99/mo |
Which should you take?
Take the Series 66 if you already hold (or are taking) the Series 7 — it is shorter and assumes that product knowledge. Take the Series 65 if you are not a registered rep, because it stands on its own.
Series 65 prep
Required for investment adviser representatives. No firm sponsorship needed. Gateway to fee-based advisory.
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Combines Series 63 + 65 into one exam. Paired with Series 7 for full broker-adviser dual registration.
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