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The Series 66 Exam All in all, the Series 66 test is not a hard exam. It is usually passed by using a home study course that includes text books and a CD Rom test program. Since the exam is mostly rules based questions, most students find that reading the books once and then practicing the sample test questions is the best way to prepare. Series 7 License - Professional Guarantee While there are many professionals who provide investment advice in one form or another, there are certain credentials and licenses financial professionals should possess before you entrust them with your savings. How To Prepare For The Enrolled Agent Exam . Learn about the Enrolled Agent program, how to sign up for the test, how to study for the test, and find top-notch IRS and tax resources. Studying for the exam requires hard work, patience, and planning. Let's get started with some pointers to make your task easier. SAT Test Taking Tips For Teens Outlines a few basic preparation and test-taking tips to help high school students taking the SAT test do their best. Series 63, Series 65 Or Series 66? When a person is preparig to enter the world of investment professionals, he or she must take - and pass - qualification examinations. Often before the individual is prepared to fully function in his or her profession, there are multiple examinations that must be successfully negotiated.