Best Series 63 Exam Prep Courses

Knopman Marks, founded in 1991 and located in New York City, is one of the premier training institutions for professionals seeking to pass the Series 63 exam. And due to the extensive course materials it offers students, we found it to be the most comprehensive training package.

Knopman Marks offers two course packages for students to consider. The most budget-friendly is the Exam Prep course, which costs $200. The All Access Pass, its most comprehensive package, costs $425. While both packages provide access up to a year, they have their differences.

The Exam Prep option is more of a standard course curriculum. Students are provided with a textbook, flashcards, video lectures, instructor support (on a limited basis), and exams. The All Access Pass has everything the standard package has, plus unlimited review sessions and blended classes with expert instructors. Furthermore, professionals seeking to take other exams, such as the SIE or Series 7, can bundle them with All Access Pass to save money.

Before enrolling, it's crucial to understand what the educational platform lacks. The biggest concern is that the company does not offer a money-back guarantee to students who fail their exams. This is more problematic because the platform does not provide a trial or course sample to help students judge for themselves if the course is right for them. Another drawback is that the platform's dedicated app is only for iOS users. However, Android users can access the course content through a mobile browser to learn on the go.

Study.com, an online training platform for educational and professional examinations, was founded in 2002 and is located in Mountain View, California. Due to the company's economical fee structure of $59.99 per month and array if features, such as allowing access to the Series 63 and a variety of other courses, we found it to be the best value.

The company does a phenomenal job promoting transparency, and it displays what it offers to prospective students. For example, users who sign up with Study.com can access the Series 63 exam prep course and get up to 44 lessons, 220 practice questions, nine practice tests, and three videos to help them prepare for the real Series 63 exam. In addition, Study.com also provides its syllabus and a practice exam so users can judge for themselves if it meets their standards

Those who are still on the fence can try the training platform risk-free for 30 days Users who do not think the service is right for them can get their money back within the 30-day trial. Some of those reasons you may decide not to stick with Study.com are that Study.com does not offer access to an instructor, and add-ons are not available for purchase to enhance the course experience.

While Study.com is our choice for best value, the $59.99 is charged monthly. It is most beneficial for those motivated to get through the course material efficiently and quickly or those who intend to access other exam preparation courses. Prospective students who are not sufficiently motivated to complete the course as soon as possible risk losing the platform's potential value.

Kaplan was founded in 1938 and is headquartered in Fort Lauderdale, Florida. While Kaplan offers basic and medium-tiered course packages, our research found that it has the best premium course offerings for those seeking to take the Series 63 exam.

Users can choose between two cost-effective course packages: the On-demand course package, which costs $129, and the Live Online course package, which costs $159. Both courses offer the same curriculum, such as the exam manual, practice tests, study plan, and proprietary tools. One is the SecuritiesPro QBank, a helpful resource that allows users to practice exam-like questions on various topics. The other tool is the InstructorLink, where users can message an instructor for extra help.

Most, if not all, training courses have some sort of tracking technology. Kaplan’s performance tracker is a sophisticated tool that can help users showcase how well they understand the course material and what they need to improve on. However, while Kaplan offers premium service, there are some drawbacks that users should consider before enrolling in the exam prep course.

Kaplan does not offer a trial or free course material before enrollment, which could present an issue for some prospective enrollees. Also, it does not offer a pass guarantee. If a user takes the time to study the material and fails the real exam, there’s no policy for getting your money back. Further, Kaplan’s premium courses are only available for up to five months. Users needing more time can extend the course for another five months for a fee of $49. Moreover, the live courses are only available on specific days, which is reasonable to expect. Just remember, if you decide to choose the Live Online package, be sure you are available on the days live courses are offered.

Achievable is headquartered in San Francisco, California, and since 2016, it has helped prepare future securities test-takers keen on passing the Series 63 exam. Due to Achievable’s unique approach to providing peer and staff assistance, we found it to be the best platform for community support.

Those who embrace peer mentoring and decide to enroll in the Series 63 prep course will find that it only offers one package to choose from. For $79, it is a cost-effective course equipped with a textbook, over 300 chapter quizzes, 12 on-demand videos, and practice exams. Students have access to the course for up to one year to prepare for the Series 63 exam. In addition, Achievable offers a pass-guarantee refund to those who pass Achievable's practice exams but fail the real exam.

Achievable has some drawbacks. The biggest is that the platform does not have live instructor support or course add-ons that can be combined with the package it offers. Those needing extra assistance can find a tutor who fits their budget. However, pricing varies and typically is charged hourly, so it can get costly. Achievable also does not have a dedicated app available in Google Play or the App Store, but the platform can be accessed via mobile browser, making it mobile-friendly.

Pass Perfect, founded in 1988, is headquartered in Greenwich, Connecticut. The platform has helped many students prepare for securities exams. In addition, we found that it offers the best money-back guarantee for students who fail the real exam.

Those who enroll have three options to choose from in deciding which package best suits their needs. For instance, the Pass Plus, its most budget-friendly option, costs up to $99, but this option does not come with a live review feature or instructor support. The Pass Plus Pro, which is Pass Perfect’s mid-tier package, costs $139 and does not allow access to Pass Perfect’s live review feature. The Pass Promise is Pass Perfect's most comprehensive package; it costs $199 and provides access to all available features.

We found that all packages provide an excellent selection of course tools, including AI tools such as Smart Search, which helps students find exactly what they are looking for within the curriculum. Pass Perfect also provides Smart Lookup capabilities to help students learn complex topics they may struggle with. In addition, Pass Perfect also has an AI Assistant designed to answer course-specific questions for the Series 63.

Pass Perfect has much to offer; however, it lacks a free trial and has other notable drawbacks. For instance, the platform is not entirely mobile-friendly. It does not have a dedicated app, and Pass Perfect staff recommends accessing the course material on a desktop. While some course material may work on mobile, its video content and other features may not work. Pass Perfect is also light on various aspects of customer service, which can only be contacted via phone or through a contact form.

The Securities Institute of America was founded in 1996 and is headquartered in New York City. Due to its various methods of contacting customer service, it is an excellent option for those who need customer service often. Customers can contact a service representative via phone, email, live chat, or contact form, whether for course content or technology-support questions.

Students considering the Securities Institute of America find that the company offers three packages from which they can choose. Its most comprehensive package is its Self-Study Solution, which costs $149 and is best for those who need all the course features that the platform has to offer. Its Complete Video package is its mid-tier option, which costs $124.99. This option is best for visual learners, as it comes with an on-demand video curriculum; please note, this package will not come with a textbook. The Textbook & Exam Prep Software is the platform's most economical package, which costs $109 and comes with a textbook and the software's training tools but no video content access. 

All exam prep packages give access up to 180 days and include the Greenlight benefit, the educational platforms' pass guarantee policy. If Series 63 course takers fail the real exam within five days of passing the Greenlight exam, they are eligible for a refund. Those who still need more reassurance before enrolling can utilize the course’s practice exams for free to get a feel for the program's user experience. Just be prepared to enter your information to gain access.

There are some downsides to consider before enrolling, the biggest being that the platform does not provide access to an instructor, nor does it offer any add-on course material to enhance the educational experience. However, the Securities Institute of America is still worth considering since it offers a lot within its packages at cost-effective prices.

ExamFX, one of the premier e-learning providers, was founded in 1996 and is headquartered in Leawood, Kansas. Due to the accessible communication methods it offers, we found it to be best for customers who want to contact a service representative. Customers can contact the company through phone, live chat, email, and a contact form.

People considering enrolling with ExamFX find that it offers three packages from which future students can choose. For example, the Live Online Study Package, which is the platform's most all-inclusive package, costs up to $165 for up to 180 days of course access. The Online Course Package, which is ExamFX’s mid-tier course offering, costs $115; however, while there is no access to live instruction, this package allows 180 days of course access. The Textbook Package is the company's most economical package, which costs $90. However, this course only provides up to 90 days of course access.

While all the prep exam courses are competitive, with cost-effective options, it is important for a prospective student to weigh their pros and cons before signing up and paying a fee. While one package may be cheaper, potential customers should know what they need to decide whether a particular package is the right fit. It's also important to note that ExamFX does not have a pass guarantee for the Series 63 exam prep course. If a test taker fails, they will not be eligible to get their money back. Additionally, ExamFX has a strict refund policy. Further, the prep course does not provide a free trial or a demonstration sample (a demo), which is a drawback for those who are unsure about enrolling in the course.