Series 63

Hi Everyone,

I just started studying for my Series 63 today and I have to take it by Friday. Do people have any tips or advice for the next few days to really ace this exam?

6,461 WSO Academy Investment Banking Session Reviews: 4.82/5

Nov 2026 Cohort

5.00/5

Investment Banking Mock Coffee Chat

“Ernest was extremely helpful and candid throughout our conversation. He gave me a clear, honest picture of why he moved into investment banking and how Evercore’s structure works, including the shift from a generalist program to the pod system and how specialized groups like RESA recruit directly. His explanation of why Evercore’s integrated coverage and product model creates more well-rounded bankers was especially insightful, and his example of co-advising alongside Morgan Stanley with a much leaner team showed me how much responsibility juniors get early on. His recruiting advice was practical and specific. He pointed me to technical resources, including Evercore’s own technical page, the 400 guide, Peak Frameworks, and shortcuts for converting IRR to MOIC. He emphasized building an anecdotal “why Evercore” answer from real conversations, focusing deeply on one industry, and tailoring my questions to the seniority of the person I’m speaking with. I left with a concrete plan for preparing for recruiting and would gladly speak with him again.”

Class of '26 Aug 2025 Cohort

5.00/5

Investment Banking Mock Interview

“Julius was very genuine and it was enjoyable to chat. He ran me through some technicals and behavioral questions and I thought that he did a great job simulating a typical interview with me. He understood what I wanted to work on and challenged my strengths while still developing my weaknesses. He threw in some tough questions to make me think. Additionally, I appreciated how he gave me advice that was specific to me and my background on how to approach the job interview processes that I am currently in”

See All 11,836 WSO Academy Reviews

2 Comments

AngelOfMusic

IA

5y

Do at least 1k practice questions by Friday and you should be fine

Reply

Quote

Report

Other

Authored by: Certified Investment Advisor Professional - Financial AdvisorCertified Investment Advisor Pro

EquitiesGod

ST

5y

Necessitatibus et rerum a natus. Voluptates ea doloribus debitis provident ullam culpa. Earum aliquam quo facere minus est modi. Excepturi ad optio nostrum vero ad similique.

Et recusandae vel consectetur in iusto sed laudantium. Sed exercitationem et quia ipsum iste consectetur voluptate. In vero modi non aspernatur dolor quos iure perferendis.

Necessitatibus et ducimus sequi voluptate necessitatibus officia quas. Rem est veritatis eos neque itaque provident. Eveniet voluptas molestias corporis a placeat.

Reply

Quote

Report

Other

+323	I Snuck Into UBS Office And Took A Shit On The Floor	28	1d
+280	Predicted 1Q 2027 Story - UBS IB blames Outlook Outage for Down Quarter	41	6h
+259	Houston 2026 Oil & Gas Investment Banking Rankings	68	4h
+244	Why leave restructuring for M&A?	31	9h
+235	Best Power/Renewables/Energy Teams?	41	41m
+187	Actual EB List	27	2d
+182	Incoming TPH Analysts Larping as PWP on LinkedIn	27	17h
+39	Embarrassed getting off at UBS train stop	6	2h
+30	I built a game to help me practice fundamentals like DCF, merger models and LBOs. Roast it?	7	2h
+28	Rogo Changing The Game	8	1h

1	redever	99.2
2	kanon	99.0
3	BankonBanking	99.0
4	Secyh62	99.0
5	CompBanker	98.9
6	GameTheory	98.9
7	dosk17	98.9
8	DrApeman	98.9
9	Betsy Massar	98.9
10	Mimbs	98.8

Elite Career Bootcamp. Top Job Offer Guaranteed.

Elite Career Bootcamp. Top Job Offer Guaranteed.

Series 63

Score Breakdown

Feedback

Score Breakdown

Feedback

Elite Career Bootcamp. Top Job Offer Guaranteed.

Elite Career Bootcamp. Top Job Offer Guaranteed.

Series 63

See All Comments - 100% Free

Trending Content - Investment Banking Forum