Series 6 & 63 Self-Study Training
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SERIES 6 & 63 SELF-STUDY COURSE
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Our self-study Series 6 & 63 course comes with a textbook and access to online practice exam questions.
Please place your order online, or fax in the order and credit card forms below.
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In order to obtain the Series 6 license, candidates must pass the Investment Company/Variable Contracts Products Limited Representative (Series 6) exam. The Series 6 exam is administered by the Financial Industry Regulatory Authority (FINRA) (formerly the National Association of Securities Dealers (NASD)), and covers topics on mutual funds, variable annuities, securities and tax regulations, retirement plans and insurance products. A passing grade is achieved by correctly answering at least 70 of 100 questions correctly, within two hours and 15 minutes. Successful completion of the FINRA Series 6 exam entitles the representative to solicit and sell mutual funds, variable annuities and variable life insurance contracts. Our course will cover: Stocks, Debt Securities, Investment Banking, Securities Markets, Taxes, Mutual Funds, Self Regulatory Organizations (SRO's), Securities Analysis, Retirement Plans, Variable Annuities and Variable Life Insurance.
The Series 63 license is required for most individuals who solicit orders for any type of security in a particular state. Our Series 63 course covers all of the topics that are needed to pass the Series 63 exam in the State of Washington.
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WANT TO ATTEND A LIVE-LECTURE CLASS?
Our Series 6 & 63 class is a three-day, lecture class held from 9am-5pm and costs $275. The class is taught by a professional securities representative. When you arrive to class, you will receive an in-class notebook, a study textbook and access to online practice exam questions.
We strongly encourage you to register for class ahead of time, by calling our office at 425-771-4870 or by faxing in the order form below, and have the study material mailed to you before you start the class so that you can familiarize yourself with the material.
About The Instructor:
Alan Gammel, M.B.A., Certified Financial Planner
Alan has worked in the financial services industry since 1976. He completed his M.B.A. in Finance at Seattle University in 1987 and completed the coursework for the C.F.P. designation in 1994. Alan has been advising clients about mutual funds, life insurance, and long term care insurance, as well as teaching financial advisors and insurance producers. He works as a fee-only financial planner and teaches Series 6 & 63 classes as well as Series 7.
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Lecture Class Info & Dates
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Lecture Class Registration Form
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 ORDER SELF-STUDY COURSE BELOW
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ENTER COURSE DETAILS BELOW --->
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