I have your series 66 program - how different is the series 65 w/achievable? I’m up for renewal and if the differences are minor I’ll stick with 66.
Hi @Lisa_Yani,
The Series 65 and Series 66 exams share a lot of content, but there are important differences that can impact your prep. The 66 leans more on integrating federal and state securities laws with broker-dealer responsibilities. It also includes more suitability scenarios, so it doesn’t spend much time on foundational concepts outside that scope.
The 65, on the other hand, is broader and more in-depth - it adds full sections on economics and market theory, deeper coverage of investment products, and quantitative methods like time value of money and risk/return calculations. These areas aren’t tested on the 66 but are significant on the 65, making it a longer, more comprehensive exam.
If you already have the 66 program, you’ve got a strong starting point, but you’d be missing:
- Economics & market theory
- In-depth investment product coverage
- Quantitative methods and calculations
Given the weight of these topics on the 65, having the dedicated Series 65 program would ensure you are fully covered and confident on test day.
Please let us know if you have additional questions; we would happily assist you!
Thank you,
Mataia