full

full
Published on:

23rd Sep 2026

[Series 66] 1, Your Study Plan After Series 7

This podcast is made by Ran Chen, who holds an EA license, Insurance and Securities licenses (Series 6, 63, 65), and the CFP® designation. He is passionate about opening access to high-quality exam preparation resources and helping learners prepare more effectively for professional certification exams. In this episode you will learn: * How the official NASAA Series 66 exam outline breaks down across four weighted content areas. * Why relying on Series 7 investment product knowledge alone can lead to exam failure. * How to apply the rule of proportional weighting to structure your total study hours effectively. * How to avoid the trap of spending equal study time on low-weighted exam sections. * Practical methods to prioritize regulatory definitions and Uniform Securities Act model rules. For independent study materials, practice tests, and video lessons, visit https://open-exam-prep.com/practice/series66 and subscribe to https://www.youtube.com/@Open-exam-prep . Sources checked: September 14, 2026 * NASAA Series 66 Exam Content Outline: https://www.nasaa.org/wp-content/uploads/2023/02/Series-66-Outline-June-2023.pdf * FINRA Series 66 Examination Details: https://www.finra.org/registration-exams-ce/qualification-exams/series66

Support Open Exam Prep

A huge thank you to our supporters, it means a lot that you support our podcast.

If you like the podcast and want to support it, too, you can leave us a tip using the button below. We really appreciate it and it only takes a moment!
Support Open Exam Prep
A
We haven’t had any Tips yet :( Maybe you could be the first!
Show artwork for Open Exam Prep

About the Podcast

Open Exam Prep
Share my exam preparing learnings
Open Exam Prep: Mastering Financial Exams

The path to becoming a certified financial professional is known for its difficulty, and finding high-quality, accessible study material shouldn't be the hardest part.

Created by Ran Chen—an AI application enthusiast, Financial Advisor, and holder of the EA (Tax), Life Insurance, Series 6/63/65, and CFP® designations—this podcast was born from personal experience. Having navigated these challenging exams himself, Ran realized the need for better resources and created Open Exam Prep as a free solution for aspiring professionals.

Each episode breaks down complex major exam topics into clear, digestible lessons, covering everything from tax planning and estate strategies to retirement solutions and investment principles. Whether you’re studying during your commute, workout, or downtime, we are here to guide you—one question, one topic, one victory at a time.

Visit for more content: https://open-exam-prep.com/
Support This Show

About your host

Profile picture for Ran Chen

Ran Chen