Series 66 or 65?

I already have the Series 7 and 63, but now I am required to take the Series 66 for a new job I will be starting. I can either take the Series 65 (and combine it with the 63) to satisfy this requirement, or I can take the 66. Any opinions on which one I should take? For some reason the 66 is shorter, even though it contains more information than the 65.

4 Comments
 

If you already have the 63 then you don't need to take the 66, simply the 65. Like you mention the 66 encompasses both the 63 and 65. Feel free to do the 66 if you want but it has a 75% pass rate vs the 65 which has a 72% hurdle. I'd just do the 65.

Nice guys may not finish last but they sure don't finish first. Loyalty is not rewarded, it's taken advantage of. 
 

I recently passed the 65. I can't speak for the 66 but I didn't think the 65 was that hard. If you know basic bachelor level financial stuff, then you've already got half the test. The other half is memorizing a bunch of different acts, Securities Act of 33, Advisors Act of 34, Inv Company act of 40. I did all the practice questions on Investopedia and passed.

 

Voluptas ut totam explicabo nihil rerum omnis. Totam ut omnis occaecati consequatur odio repellat. Eaque aut voluptas est neque sunt. Aut omnis modi aut et perspiciatis.

Career Advancement Opportunities

October 2026 Investment Banking

  • Evercore 01 99.5%
  • Moelis & Company 01 99.0%
  • JPMorgan 01 98.4%
  • Guggenheim Partners 02 97.9%
  • Morgan Stanley 06 97.4%

Overall Employee Satisfaction

October 2026 Investment Banking

  • Moelis & Company No 99.5%
  • Morgan Stanley 02 99.0%
  • Evercore 01 98.4%
  • Banco Santander 02 97.9%
  • BMO Capital Markets 13 97.4%

Professional Growth Opportunities

October 2026 Investment Banking

  • Evercore 01 99.5%
  • Moelis & Company 01 99.0%
  • Morgan Stanley 05 98.4%
  • Goldman Sachs 01 97.9%
  • JPMorgan No 97.4%

Total Avg Compensation

October 2026 Investment Banking

  • Vice President (16) $429
  • Associates (57) $264
  • 3rd+ Year Analyst (8) $210
  • 2nd Year Analyst (28) $184
  • Intern/Summer Associate (16) $161
  • 1st Year Analyst (84) $151
  • Intern/Summer Analyst (76) $101
notes
16 IB Interviews Notes

“... there’s no excuse to not take advantage of the resources out there available to you. Best value for your $ are the...”

Leaderboard

1
redever's picture
redever
99.2
2
BankonBanking's picture
BankonBanking
99.0
3
kanon's picture
kanon
99.0
4
Secyh62's picture
Secyh62
99.0
5
Betsy Massar's picture
Betsy Massar
98.9
6
CompBanker's picture
CompBanker
98.9
7
dosk17's picture
dosk17
98.9
8
GameTheory's picture
GameTheory
98.9
9
DrApeman's picture
DrApeman
98.9
10
Linda Abraham's picture
Linda Abraham
98.8
success
From 10 rejections to 1 dream investment banking internship

“... I believe it was the single biggest reason why I ended up with an offer...”