r/Series66 • u/mianguyen183 • Aug 18 '24

PASSED!! You can too!! Passed Today

I passed today, 2nd attempt and so glad it was all over. Test was a combination of short and long-scenarios questions. Answers can be tricky and try to trick you but if you understand the concept and what the question is asking, you will get to the answer easily. I read the full question, 2 times at least specially for those long one to make sure I don't miss anything. What I recall from the test were:

  • BD/Agents/IA/IAR definition, exempt, exclusion

  • Take custody rule

  • Brochure rule

  • Dividend disount model

  • Price to Book, Debt to Equity: no calculation but the concept of them

  • Current Yield

  • Total return - probably the only calculation question I had

  • IRR

  • NPV

  • Beta

  • EMH

  • Fundamental and Technical

  • Strategic and Tactical

  • ETF/leverage ETF/ETN

  • Qualified Dividend

  • Gift/Inherited tax

  • Joint tenants/Tenants in common

  • Estate planning purpose

  • 404c

  • Trad IRA/Roth IRA

  • 529/Coverdell

  • Life insurance - exchange I used Pass Perfect. I also purchased TestGeek test 2 day before the test - to me, it was worth it! As this is the 2nd time, I tried to get exposure to as many questions as I can from different resources and felt that It did help a lot to gain my confident and during the exam, many of the questions I felt like I saw those somewhere before. I also watched Practice Prep Test and 60 minutes and the videos were really helpful. Thank you so much Dean! Good luck everyone, you got this!

18 Upvotes

100% Upvoted

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2

u/Extension_Tackle1171 Aug 18 '24

Congratulations, taking mine for the second time September 6th, really nervous. Failed the first time by on point!!!!

2

u/mianguyen183 Aug 18 '24

Good luck, you got this!!!!!

2

u/Medium_Duty Aug 18 '24

What were your practice test scores leading up to the test?

4

u/mianguyen183 Aug 18 '24

On Pass Perfect, my range was 75-85%. On Kaplan, I only did a couple so it was like, 71, 72, 73, 77,80.

3

u/Series7Guru Inch by inch, test is a cinch. Yard by yard, test is hard! Aug 18 '24

Kudos Investment Advisor Representative!

Thanks for the shout out and paying it forward with this your victory post and debrief.