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Exam comparison

Series 65 vs Series 66

Both cover investment-adviser state law — but the Series 7 is the deciding factor. Here's how to choose.

Series 65Series 66
PurposeQualifies you as an Investment Adviser RepresentativeCombined agent + adviser state law (with Series 7)
Series 7 required?NoYes — it's a corequisite
Sponsor / SIE needed?No sponsor, no SIERequires the Series 7 (which needs sponsorship + SIE)
Questions130 scored100 scored
Time3 hours2 hours 30 minutes
Passing score72%73%

How to choose

Going the independent RIA route? The Series 65 needs no sponsor and no Series 7 — many future advisers take it on their own. Already working toward the Series 7 at a firm? The Series 66 knocks out both agent and adviser state law in a single, shorter exam. Still mapping the bigger picture? See the full license guide.

Prep for either — or both.

Finance Exam Pro covers the Series 65, Series 66, and every other securities and insurance license, with guided lessons, original questions, and mock exams. Start free.

Finance Exam Pro is not affiliated with FINRA, NASAA, or any exam sponsor. Practice questions are original and are not actual exam questions. Exam specs can change — confirm current details with NASAA.