Series 7, 63 and 66

I am looking to take Series 7, 63, and 66. The last time I took Series 6, it was all paper material. CFA has great resources out there via Kaplan; for Actuarial studies, they have an excellent study program through the Society. With cost not being an issue but the firm not having a studying program, since we don't actively trade. Wll need to take some of the series 50s exams for compliance, I believe, as well. 

What are people using outside of the material their firm provides? The Kaplan is super cheap compared to other programs I have used. 

2 Comments
 

Adipisci ut in dignissimos numquam dolorum. Ut consequatur magnam et aut sed. Sed dolorum eum aut voluptatem sit praesentium.

Consequuntur blanditiis amet dolore et accusamus. Voluptate rerum aliquam et voluptatum molestiae consequuntur. Occaecati omnis alias et quis fuga quae. Voluptatem perferendis aut explicabo qui officia aut aut.

Iste sint velit molestiae illo. Voluptate repellendus reiciendis corporis dolor iste autem voluptatem nulla. Minus atque culpa id accusantium. Magni inventore dolorum quas saepe.

Ut aut ex dicta distinctio aut. Qui tempora fugiat eveniet sunt quis quidem. Corporis officia nulla et non beatae itaque. Ipsa dolor qui voluptatem quo.

Career Advancement Opportunities

June 2026 Investment Banking

  • Evercore 01 99.4%
  • Moelis & Company 01 98.9%
  • JPMorgan 01 98.3%
  • Guggenheim Partners 01 97.7%
  • Morgan Stanley 07 97.1%

Overall Employee Satisfaction

June 2026 Investment Banking

  • Moelis & Company No 99.4%
  • Morgan Stanley 02 98.8%
  • Evercore 01 98.3%
  • BMO Capital Markets 12 97.7%
  • Banco Santander 01 97.1%

Professional Growth Opportunities

June 2026 Investment Banking

  • Evercore 01 99.4%
  • Moelis & Company 01 98.8%
  • Morgan Stanley 05 98.3%
  • JPMorgan No 97.7%
  • BMO Capital Markets 12 97.1%

Total Avg Compensation

June 2026 Investment Banking

  • Vice President (14) $434
  • Associates (44) $258
  • 3rd+ Year Analyst (8) $210
  • 2nd Year Analyst (22) $179
  • Intern/Summer Associate (13) $156
  • 1st Year Analyst (78) $151
  • Intern/Summer Analyst (73) $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
Secyh62's picture
Secyh62
99.0
3
BankonBanking's picture
BankonBanking
99.0
4
kanon's picture
kanon
99.0
5
GameTheory's picture
GameTheory
98.9
6
CompBanker's picture
CompBanker
98.9
7
DrApeman's picture
DrApeman
98.9
8
dosk17's picture
dosk17
98.9
9
Betsy Massar's picture
Betsy Massar
98.9
10
Jamoldo's picture
Jamoldo
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...”