,Best Series 63 Exam Prep Courses of 2021

Best Series 63 Exam Prep Courses

Securities Institute of America gives examination prep with a ninety% skip price

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The high-quality examination prep guides offer a high pass fee, student assist, and bypass ensures. We reviewed a whole lot of Series 63 examination prep courses to decide the quality options to be had.

Best Series sixty three Exam Prep Courses of 2021

Best Overall : Securities Institute of America

Why We Chose It

Securities Institute of America is the nice standard Series sixty three exam prep course due to its excessive pass charge, affordable prices, and pupil support.

Pros & Cons
  • Pass guarantee

  • 90% exam skip rate

  • Phone and live chat assist

  • No live classes

  • Videos are dry and unengaging

  • No pass guarantee for standalone eBook and textbook programs


For over 25 years, Securities Institute of America has provided securities schooling. In 2013, it started out partnering with John Wiley & Sons (NYSE JW-A), a leader within the monetary training industry. Its Series sixty three exam prep course boasts a 90% bypass price.

Securities Institute of America Packages
Exam Prep Software Mobile eBook or Textbook Textbook & Exam Prep Software Online Video Class Complete Study Solution
Pass guarantee Mobile eBook get admission to Pass assure Pass guarantee Pass assure
Over 800 questions Textbook with 201 questions Textbook 24/7 get admission to for 6 months Textbook
    Practice exam software  Fully interactive films Test financial institution
    Free delivery Add exam prep software for $25.ninety nine Online video elegance
    6-month get right of entry to to textual content financial institution   Ebook
        Free transport
        6-month get entry to to films and textual content financial institution
$fifty five.99 $59.95 $86.99 $99.00 $149.00

You also can buy one-on-one tutoring, but Securities Institute does now not listing fees on its web page. Most applications provide a bypass guarantee, which means that you’ll get your cash again in case you don’t skip your Series sixty three exam within 5 days of passing the Securities Institute’s Greenlight examination. 

You can also access your route for up to 6 months earlier than you’ll want to pay for the whole direction once more. When you purchase your course, you obtain instantaneous get right of entry to to your software program. There aren't any live lessons—it’s both self-have a look at or on-call for. However, you can get in contact with the guide team through cellphone or chat for assist.

Best Value : Kaplan Financial Education

Why We Chose It

Kaplan Financial Education makes use of a no-frills approach to coaching, offering simply what you need to bypass your Series sixty three examination at an inexpensive fee.

Pros & Cons
  • Performance Tracker assesses what you want to work on

  • SecuritiesPro QBank checks you material knowledge

  • Practice exam replicates a real examination enjoy

  • Does now not reveal bypass fee

  • No bypass assure


For over 50 years, Kaplan Financial Education has provided student training inside the economic offerings enterprise. While it doesn’t divulge its bypass rate or provide a bypass assure like different vendors, it’s a pacesetter in securities examination prep with brilliant scholar reviews.

Kaplan Financial Education Features
Basic Essential Premium
Exam guidelines and content material updates All Basic package deal capabilities All Essential package functions
Practice exam Video library Class notes
SecuritiesPro QBank   Checkpoint exams
Performance tracker   Mastery examination
Study calendar   InstructorLink
License Exam Manual    
$fifty nine.00 $ninety nine.00 $129.00

All of Kaplan’s offerings are self-observe which you may access on-line for 5 months. You can also make bigger your access for every other 5 months for a further $49. Each choice additionally affords you with both published and on line fabric. The License Exam Manual (LEM) is the bulk of your preparation and teaches you the standards whilst the relaxation of the equipment help make stronger what you’ve found out. 

While Kaplan does no longer offer flashcards with its courses, many students make their very own the usage of the key phrases mentioned in the LEM. The route additionally includes a performance tracker that measures your progress and gives you regions you need additional paintings on.

Best Self-Paced Course : ExamFX

Why We Chose It

ExamFX affords the great self-paced Series sixty three direction because of its simulated exams, trainer aid, and skip guarantees with every one among its packages.

Pros & Cons
  • Pass Guarantee

  • Instructor support available

  • Multiple quizzes and simulated assessments

  • ninety-day route get entry to

  • Physical substances to be had for additional buy


Since 1996, ExamFX has educated over 7.five million candidates in a variety of securities and insurance checks. Its standard securities bypass fee is 87%, and in case you don’t skip your exam inside 3 days of scoring 80% or better on its Guarantee Exam, you’ll obtain a complete refund of your direction value.

ExamFX Packages
Self-Study Video Study Live Online
ninety-day path access All Self-Study Package capabilities All Video Package capabilities
Interactive gaining knowledge of portal OnDemand video lectures Live on line education
Online examination simulations Online flashcards  
Readiness examination    
Guarantee exam    
Instructor help    
$sixty nine.ninety five $109.eighty five $153.eighty

Course add-ons encompass revealed flashcards for $34.ninety five, a study guide for $29.95, and a tip sheet for $11.ninety five. No count which package deal you purchase, you've got ninety days get right of entry to, even though some previous applicants the usage of ExamFX said they exceeded their securities exam just weeks after purchase. 

If you purchase the Live Online Package, the stay magnificence is held every different Wednesday (from 10 a.m. to 5 p.m. CT) relying on availability. Students also can touch their teacher for help six days a week. Instructors can also see students’ exam consequences and could realize which areas require additional guide.

Best for Student Experience : Securities Training Corporation

Why We Chose It

Securities Training Corporation (STC) offers Series sixty three exam prep publications applicable for all sorts of newbies, whether or not the scholar needs a physical e-book to focus on, video reasons, each day instructor support, or a targeted study plan.

Pros & Cons
  • Offers a skip guarantee

  • 24/7 technical guide

  • Provides online and published substances

  • Pass assure no longer to be had for its primary plan

  • Its iOS and iPad app doesn’t have the first-class design and is as a substitute primary

  • Progress tests no longer supplied in its Standard package


Founded over 50 years in the past, STC offers exam prep courses in over 24 securities examinations. Two of its 3 Series 63 programs have a pass guarantee, but you might not need it. Across all of its securities and insurance checks, the business enterprise boasts a 95% first-time pass rate.

Securities Training Corporation Packages
Standard Premier Premier Plus
Instructor hotline All Standard package capabilities All Premier package functions
Crunch time facts Progress assessments Live virtual or in-man or woman class
24/7 tech support Green Light checks Recorded stay digital magnificence
Free path updates On-demand lectures  
6 months of enrollment Flashcards  
Online have a look at guide STC bypass guarantee  
Printed study manual    
Final tests    
$76.50 $112.50 $157.50

After shopping a bundle, you've got access to the direction for six months. If there is a direction replace during your six months of get right of entry to, you get unfastened direction updates during that duration. STC estimates you need approximately 25 hours of examine time to bypass your Series 63 exam. 

A bypass assure exists for the Premier and Premier Plus applications. If you entire all final assessments and Green Light exams with at least 75% and fail your Series sixty three examination, you can get money back of your cash minus taxes and delivery. 

Its high-quality function is its student guide as each package deal offers you get admission to to an teacher hotline where you may get unlimited assist with questions or difficulties while studying for your examination.

Best Variety of Study Resources : Pass Perfect

Why We Chose It

Pass Perfect offers the satisfactory sort of study sources the usage of its Smart sixty three application. Every resource and tool adjusts based on what regions you want help on. Once you’ve mastered each idea, it lets you know when you’re ready to ace the Series sixty three examination.

Pros & Cons
  • Pass guarantee

  • Limited examination get admission to

  • Performance-based content transport

  • Doesn’t submit its pass price

  • Pass guarantee simplest to be had in a single bundle

  • More luxurious than most alternatives


Launched in 1967, Pass Perfect is an early pioneer in the securities enterprise. It joined CeriFi in 2018 and gives one of the most complete Series sixty three examination prep guides to be had with its on-line and printed substances, films, audio, and a question bank so considerable you’re not likely to ever repeat a question.

Pass Perfect Packages
Pass Plus Pass Plus Pro Pass Promise
Online examine guide All Pass Plus functions All Pass Plus Pro features
Interactive dashboard Print or eBook study manual Pass guarantee
Dynamic have a look at calendar Digital flashcards Live virtual evaluation
Audio tutorials Instructor email and speak to assist  
Glossary On-call for digital overview  
Chapter intro videos    
In-analyzing concept questions    
Chapter, unit mastery, and final complete assessments    
$ninety nine.00 $139.00 $179.00

Pass Perfect offers a complete refund or the choice to get admission to the course until you bypass your Series 63 exam if you don’t bypass it the primary time. While the organisation doesn’t put up an real skip rate, it does say that in case you whole the whole program and pass its three practice Final Exams with seventy five% or better, you have got a ninety seven%+ chance of passing your Series sixty three examination. 

The questions about the practice exams are harder than those at the actual securities examination, so college students can sense more prepared when facing the real take a look at. PassPerfect says that you may realistically spend all day Friday and through the weekend reading and skip your examination on Monday. Pass Perfect’s performance-based totally content material shipping generation also assesses your development and signals you whilst you’re talented sufficient to pass the Series 63 examination.

Final Verdict

Obtaining your Series sixty three designation will will let you offer ethical services and aid on your clients, keep away from conflicts of hobby, and might even assist get your foot in the door in the securities industry. Many roles inside securities corporations additionally require a Series 63 designation. 

We advise the Securities Institute of America because of its affordable prices, scholar guide, and excessive exam bypass charges. Your getting to know fashion, budget, and time you need to commit to studying need to component into which exam prep route you choose.

Compare the Best Series sixty three Exam Prep Courses

Course Course Format Individual Tutoring? Course Access Cost
Securities Institute of America
Best Overall
Self-take a look at and on-demand Yes 6 months $55.ninety nine–$149
Best Self-Paced Course 
Self-look at, live, and on-demand  No 90 days  $69.ninety five–$153.80 
Securities Training Corporation
Best for Student Experience 
Self-observe, live, and on-call for  No  6 months  $76.50–$157.50 
Pass Perfect
Best Variety of Study Resources 
Self-look at, live, and on-demand  No  7 months (or till you bypass)  $ninety nine to $179 
Kaplan Financial Education
Best Value 
Self-study, live, and on-demand  No  five months  $59 to $129 

Frequently Asked Questions

What Is the Series 63 Exam? 

The Series sixty three examination is administered by the Financial Industry Regulatory Authority (FINRA) to broker-supplier representatives and covers the law of funding advisors, broker-dealers, securities, issuers, and funding advisor representatives. It additionally covers treatments and administrative provisions, ethical practices and responsibilities, and communique with clients and possibilities. 

How Much Do Series sixty three Exam Prep Courses Cost?

Series sixty three exam prep path expenses range wildly, but regularly begin round $60 and move up to $160. There are courses outdoor of those charges—better charges normally involve tutoring or more hands-on help, and lower prices regularly simply encompass an eBook or textbook. Aside from your look at substances, the fee of the examination itself is $147 paid directly to FINRA.

Are Series sixty three Prep Exam Prep Courses Worth It? 

Many recall the Series sixty three designation a stepping stone within the monetary securities enterprise. Because you don’t should be backed through a securities firm to take a seat for the examination, many pay for the course themselves and skip the exam earlier than making use of to paintings for a organization. 

Having your Series 63 designation can't handiest boom your job possibilities, but it could also permit you to begin at better pay. For example, in case you paintings for a name center at a brokerage corporation, you may begin work as a senior name center rep because you came in already certified, at the same time as the rest of your colleagues are reading for their checks. 

How Many Hours Should You Study for a Series sixty three Exam? 

Some guides say that you could observe over numerous months spending some hours every weekend. Others select to cram for the examination and spend all day Friday and via the weekend reading to take the examination on Monday. 

You must realistically anticipate to spend around 25 hours studying, relying on your flair, capacity to understand standards, and whether you’ve encountered the material on your professional or educational life. Most humans go through the bottom cloth after which spend extensive time reading vulnerable areas the use of flashcards and practice tests. 

How Hard Is It To Pass the Series 63 Exam?

While the Series sixty three exam is not smooth, it's miles considered one of the more access-level securities assessments to be had. However, many find that it isn’t necessarily the cloth itself that makes it hard, however the manner the questions are worded on the examination. 

Those who’ve taken the examination say it’s far less complicated than the Series 6 or 7 checks, but it nonetheless have to no longer be underestimated. The Series 63 exam covers topics many locate dry and complete of legalese. 


We evaluated 23 extraordinary Series sixty three exam prep guides and narrowed them right down to the exceptional alternatives primarily based on value, direction flexibility, pass costs, and enterprise reputation. Customer carrier reviews and great of schooling additionally weighed heavily in our scores. 

Each of our selections also offers self-look at options, affordable fee factors, and a wonderful reputation for helping students bypass their Series sixty three on their first attempt.