FINRA Series 63Best courses
The Series 63 exam, formally called the Uniform Securities Agent State Law Examination, is a crucial requirement for individuals seeking to sell securities within their respective states. This state-issued licensing test, administered by the North American Securities Administrators Association (NASAA) through the Financial Industry Regulatory Authority (FINRA), assesses each candidate's understanding of regulatory and transactional practices. Mastery of the Series 63's content areas, including industry best practices and investor responsibility, ensures that future securities agents meet legal duties to both clients and the broader financial services industry.
While the Series 63 exam features a shorter format (60 questions over 75 minutes) and a more focused scope than other FINRA exams, test-takers should not underestimate its complexity. A Series 63 prep course can provide valuable structure to your study routine, regardless of whether you thrive as an independent self-studier or prefer a guided, instructor-led approach.
To streamline your search for effective Series 63 exam prep, we've compared top vendors delivering Series 63 courses. The following list includes trusted providers such as Achievable, Knopman Marks, Kaplan, Securities Institute of America (SIA), and ExamFX. Our detailed breakdown highlights each provider's offerings by drawing on their own marketing language, as well as insights from genuine candidate feedback. Explore their course materials to find the best Series 63 exam prep option suited to your learning preferences.
Some user reviews have been slightly edited for length and clarity.
Summary: Best Series 63 prep courses (2025)
Best overall: Achievable Series 63
- Achievable Series 63 includes everything you need in a single course: a dynamic online textbook, accurate practice exams and questions, an effective AI tutor, and much more, all for a flat rate.
- Powered by memory science, Achievable's adaptive platform provides you with real-time progress insights and quiz adjustments, allowing you to hone in on the topics you need the most review on.
- Tech-forward study tools and accessible course materials
- Extensive library of instructional video content
- Adaptive platform helps you study smarter
- Interactive study planner, AI tutor, and progress analytics built into the platform
- Industry-leading pass guarantee
- No live instruction
- No physical textbook
- Unlimited access for 1 year
- User-friendly, online textbook
- 300+ targeted review questions
- 6+ realistic, full-length Series 63 practice exams
- 12+ engaging video lessons
- Adaptive platform with an AI tutor
- Built-in interactive study planner
- Supportive online learning community
Achievable has quickly become a top choice among financial professionals for FINRA licensing preparation. The Achievable Series 63 prep course combines expertly written, up-to-date content with an adaptive, AI-powered learning platform that tracks your progress as you move through the material. Leveraging memory science and proven spaced repetition methods, Achievable Series 63 gives candidates the ability to master exam topics efficiently and retain their knowledge for a longer period.
Achievable sets itself apart from other options because of its focus on clarity and accessibility: every component of their Series 63 study materials is written in plain English. Complex subjects like investment professional definitions and standards, registration requirements, regulatory enforcement, and ethical practices in securities are broken down into layman's terms using real-world scenarios for easy understanding. The platform also includes a comprehensive suite of videos and podcast episodes, virtual tutoring resources, and other Series 63 study aids, delivering a well-rounded Series 63 exam preparation experience.
To keep learners on track, Achievable Series 63 contains structured review checkpoints and detailed explanations throughout the course. The program features thousands of realistic practice questions and six full-length Series 63 practice exams that closely mimic the real test. These questions are crafted to reinforce key Series 63 concepts, while full mock exams build your confidence and test-day readiness. To further personalize your prep, Achievable's interactive study planner generates a custom schedule based on your Series 63 test date, mapping out exactly what you need to do each day to pass.
Another key advantage of Achievable Series 63 is affordability. The complete course, including all online tools and study resources, costs just $79, making it one of the best-value Series 63 prep solutions available. Plus, with the best pass guarantee in the industry, your investment is fully protected.
Achievable aims to be the definitive one-stop shop for Series 63 exam preparation, offering an uncomplicated and straightforward experience with no add-ons, bundles, or tiered pricing. The primary limitation of Achievable Series 63, when compared to other competitors, is the absence of live or in-person instruction. That being said, the Achievable learning method is designed for self-motivated candidates who benefit from independent, self-paced study and continuous review. According to their website, over 95% of candidates have successfully passed the Series 63 using Achievable's comprehensive resources, highlighting the depth and effectiveness of the program.
“Achievable's materials are more than sufficient for the 63. The overlap with the SIE streamlined my preparation, and the manageable question bank made it easier to focus on key concepts.”
“I failed the SIE twice… the 3rd time I used Achievable. I felt so confident taking the exam… Next is the 63 and I'll be using Achievable.”
Bottom line: Achievable Series 63 leads the competition with its approachable content, high-quality review materials, intuitive study tools, and great affordability, making it a top choice for passing the Series 63 exam.
Best for traditional learners: Knopman Marks Series 63
- The Knopman Series 63 program offers a high-support learning experience that includes both print and digital textbooks, instructor-led video lessons, online flashcards, and a flexible question bank.
- Knopman, a long-standing leader in financial licensing exam preparation, is widely recognized for its expert-led live classes, available both online and in person at the company's New York site.
- Robust Series 63 curriculum crafted and taught by industry experts
- Exceptional student support, especially for Platinum and Diamond tiers
- Customizable practice questions
- Pre-exam guidance and at least one private faculty strategy available for all packages
- Lack of budget-friendly options
- No pass guarantee means refund options are limited
- Knopman Series 63 textbook described as overly lengthy and cumbersome
- 1-year course access
- Physical and digital textbooks
- Customizable Series 63 practice question bank
- Preset benchmark exams
- Faculty-led video lectures
- Dedicated client experience team with faculty support
- Automated performance monitoring
Knopman Marks Financial Training is a New York-based provider with over 30 years of experience in training financial professionals for qualification exams. The Knopman Series 63 program is well-known for delivering robust Series 63 prep, featuring both physical and digital textbooks, a vast bank of customizable Series 63 practice questions, preset benchmark exams, and comprehensive digital flashcards. The Knopman Series 63 course provides direct access to experienced instructors through video lectures, data-driven performance tracking, and proactive faculty support, including onboarding calls, frequent Q&A sessions, and progress monitoring.
The Knopman Series 63 test prep is purpose-built for future advisors who prefer an organized and highly guided Series 63 study experience. Higher-tier packages ("Platinum" or "Diamond") in the Knopman lineup unlock unlimited live review sessions, blended classroom options, one-on-one strategy calls, and extended access to the supplemental "Video Vault" content library. Structured learners seeking an academic and methodical approach to FINRA Series 63 preparation may find Knopman's course to be a good fit.
Pricing for Knopman Series 63 starts at $200 for a comprehensive self-study package but reaches up to $825 for their most advanced Diamond tier, making it the priciest Series 63 course among leading competitors. The Knopman Series 63 study materials are lauded for their depth and level of detail, though certain candidates have mentioned that the coursework can feel more demanding and content-rich compared to what's actually tested on the FINRA Series 63 exam.
“I was using Knopman Marks [for Series 63 prep]… I had to read the actual book 3 or 4 times before I finally picked up on all the little differences in registration… on my second try, I passed.”
“I wouldn't bother with the textbook. I studied the key concepts and took a ton of exams and breezed through the real exam in about an hour.”
Bottom line: The Knopman Series 63 course is the most expensive on our list, but its investment may be worthwhile for those seeking an intensive, structured course led by skilled faculty. Some students have noted that their materials are less approachable than other options, with occasional inconsistencies found in course content.
Most recognizable brand: Kaplan Financial Education Series 63
- Kaplan's licensing courses stand out for their wide array of reliable study tools, particularly their SecuritiesPro™ question bank, which many test-takers swear by as a supplement to Series 63 preparation.
- Four course tiers are available for purchase: Basic (geared toward self-studiers), Essential (adds videos and more exams), Premium OnDemand (includes recorded video lectures), and Premium Live (features live, virtual classes).
- High-impact QBank to drill down concepts and generate custom exams
- Regularly posted content updates and exam tips
- Performance Tracker and customizable Study Plan included in all packages
- Basic tier includes only one full-length, simulated Practice Exam
- Limited access window
- No pass guarantee
- Reviewers found Kaplan Series 63 content to be too intricate, making it difficult to fully absorb the material
- 5-month access window
- Print and digital License Exam Manual
- Unlimited access to the Kaplan Series 63 SecuritiesPro™ QBank
- Full-length Series 63 practice exam
- Built-in performance tracking and a structured study plan
- Options for video lessons and instructor-led interactive classes
Kaplan's Series 63 packages deliver a comprehensive and flexible study solution for anyone preparing for the Series 63 licensing exam. The Kaplan Series 63 program features a detailed License Exam Manual (LEM) with in-depth coverage of core topics, realistic practice exams, and performance tracking through their SecuritiesPro™ QBank. Each Kaplan Series 63 package provides interactive quizzes, targeted exam tips, and guided study planning tools designed to match the official exam outline. Higher-tiered Kaplan Series 63 options include live or on-demand video lectures, instructor support via InstructorLink, class notes, and additional practice exams to enhance your study experience. Kaplan's materials are updated frequently to reflect recent regulatory changes and to closely mirror the structure and format of the NASAA Series 63 exam.
Overall, Kaplan remains a trusted brand and adaptable option for candidates seeking thorough coverage and customizable learning tools. Success with the Kaplan Series 63 largely depends on developing consistent study routines and choosing the course components that best align with your preferences. While Kaplan's QBank is highly regarded for FINRA exam review, some learners report that the Series 63 practice questions are not as representative as those found in Kaplan's other securities licensing courses.
“I knew the Kaplan material front to back, and easily answered Kaplan questions, totally felt like I knew the material well enough to teach it, then when I took the exam, I just didn't feel like they were that similar and genuinely felt like questions were new.”
“I did not use the mastery exam, but I did use the practice exam and a bunch of simulated exams… My experience was [that] even Kaplan's simulated questions were not as difficult as the real exam questions.”
Bottom line: The Kaplan Series 63 package lineup offers a range of resources and study modes, tailored to meet different learning needs and budgets. Although the basic package includes fewer features, many candidates find value in Kaplan's prep solutions and tools. However, some have noted issues with their Series 63 question bank and practice exams.
Most customizable: Securities Institute of America Series 63
- SIA offers Series 63 study materials both individually and in bundled packages, giving candidates the flexibility to purchase only the resources they need, exactly when they need them.
- The distinctive "GreenLight Guarantee" promises test-takers a full refund if they pass a GreenLight exam at the end of their program but do not pass the actual Series 63.
- Exam prep software comes complete with a well-rounded question bank and simulated practice exams
- Complete Self Study Solution bundle combines exam software, textbook, video training classes, text bank, unlimited practice exams, personal study calendar, and cheat sheets, all in one package
- Textbook available in both eBook and print formats
- Pass guarantee based on practice exam performance
- TotalGenius! AI instructor not included with exam software
- No live instruction, only on-demand video lectures
- Reviewers felt materials did not fully align with official content outline
- 180-day access period for all online resources
- Online and printed Series 63 study manuals
- Chapter quizzes for targeted reinforcement
- Final simulated Series 63 exams
- Series 63 video lesson add-ons available
- Student support via chat, email, and phone
- Pass guarantee for added confidence
The Securities Institute of America (SIA) Series 63 course materials and bundles are designed to help candidates build a personalized, self-paced study plan. SIA's product suite offers a detailed 215-page textbook, approximately four hours of expert-led video instruction, and an extensive online test bank featuring over 800 practice questions. Test-takers using SIA can access full-length simulated exams, a user-friendly progress dashboard, and the company's distinctive "Greenlight Guarantee," which promises a refund if you pass their review exam but fail the actual Series 63 (terms apply). The "TotalGenius" AI assistant from SIA, available through certain packages, guides learners through the Series 63 prep process efficiently.
SIA's products allow maximum flexibility for Series 63 test preparation. Learners can purchase standalone Series 63 exam prep software, a mobile eBook, or upgrade to packages with video lectures and self-study bundles. SIA's software and textbook package is priced at $109, with the "Complete Self Study Solution" available for $149.00. While the Securities Institute of America is recognized for its variety and cost-effective Series 63 offerings, some users have reported concerns about material quality, noting occasional spelling and factual errors across course components.
“I used Securities Institute of America (SIA) [for the Series 63] and found it helpful, especially for tightening up core concepts.”
“[SIA] has videos, sends you an actual book, and has plenty of practice Q's. More often than I'd like, there were spelling and grammar mistakes throughout the content, but the content itself seems to be exhaustive, and I feel ready.”
Bottom line: With SIA, students can choose from a selection of modular or bundled Series 63 study materials to create a custom learning experience that matches their needs. Despite the value and flexibility provided by SIA, reviewers have noticed distracting errors in their materials.
Most flexible: ExamFX Series 63
- ExamFX Series 63 offers a wide selection of study tools, including video lectures, SpotCheck quizzes, customizable exams, and performance tracking across multiple package tiers.
- Learners appreciate the adaptable and interactive tools, though the course is pricier with a shorter access period than competitors, with exam language and materials sometimes described as overly technical.
- Ability to study on your own schedule with a variety of study tools
- Hard-copy textbook, practice question sets, benchmark, and final exams included in all tiers
- All packages include access to the Report Center, personalized study plans, a best practices guide, and "Critical Facts" resources
- Higher-tier packages provide direct instructor support online, flashcards, and video lectures
- Live instruction and webinars (highest tier) help optimize study time
- Limited access period, especially for Textbook-based option
- Online instructor support available only for Online/Live Online packages
- SpotCheck Quizzes, checkpoint and custom exams, and eBook not available in standard package
- ExamFX's course wording can be overly elaborate
- Some reviews cite issues in prep software and content organization
- No pass guarantee
- 90 - 180 day access period
- Hard-copy textbook or downloadable eBook
- SpotCheck quizzes (available for higher-tier packages)
- Standard and benchmark final practice exams
- Personalized study plan
- Instructor support by phone (and online for advanced packages)
ExamFX, a test prep platform primarily known for its insurance licensing courses, offers online Series 63 exam-preparation programs built on flexibility. Their courses feature video-based instruction, interactive flashcards, a glossary with key terms and acronyms, and an extensive question bank. The final practice exams are structured to replicate the official Series 63 exam format, providing authentic test-taking conditions. ExamFX offers a range of Series 63 study packages that come with different options, including instructor support and customized study plans.
All ExamFX Series 63 exam prep packages include access to the "Report Center," which provides detailed analytics to monitor learning progress and pinpoint areas that need improvement. Higher-tier Series 63 course options feature live instruction, on-demand video lectures, additional practice exams, and flashcards for rapid review, ideal for different learning preferences and budgets. Live-focused webinars are designed to make your Series 63 exam preparation more efficient, promising to reduce study time by up to 13 hours.
The custom exam generator, available in premium packages, allows candidates to target specific Series 63 concepts and reinforce mastery through regular practice. However, some users have noted that ExamFX Series 63 practice questions are more complex and wordy than those found on the real Series 63 exam, which may leave some candidates feeling less prepared for the actual test.
“I did pass, and [ExamFX] was very instrumental in me doing so… The 63 exam is VERY wordy. I would have liked the questions in my practice exams to be [more] similar to those on the actual exam, so I could prepare more accurately.”
“ExamFX prepared me the most for the S63, the wording on the real deal test was not EXACTLY the same but it was pretty close.”
“The questions that have multiple answers are 100% listed in bullet point format on the actual exam. ExamFX are listed as paragraphs, making it frustrating and time consuming to read.”
Bottom line: The ExamFX Series 63 license course offers a flexible and adaptable online study solution, allowing learners to progress at their own pace with a suite of customizable tools. Reviewers have observed that practice question wording does not always match the actual exam.
Why Achievable is the top choice for Series 63 prep
Achievable Series 63's interactive study platform serves as both a knowledgeable instructor and a supportive tutor, expertly guiding you step-by-step through all Series 63 course material while pinpointing your areas for improvement. The Achievable Series 63 method is designed to make exam preparation more engaging and far less stressful compared to other options. By providing a comprehensive course structure and reputable, accurate study aids, Achievable Series 63 ensures a well-rounded learning experience at a competitive price.
Wrapping up
To earn your Series 63 license and advance your financial services career, selecting effective Series 63 exam prep is critical to master exam topics, including the regulation of broker-dealers and agents, fiduciary duty and ethical obligations, securities offerings, and communications rules. Numerous providers promise a wide variety of study material, review tools, and personalized support to increase your likelihood of passing the Series 63 license exam. When selecting a prep course, it's important to compare the content quality, program features, pricing options, and the effectiveness of each course in helping candidates grasp complex concepts.
Overall, the Achievable Series 63 program stands out as the most efficient and impactful Series 63 exam prep available today. Achievable's comprehensive course delivers expertly designed Series 63 study material you can access anytime, complemented by easy-to-use tools that tailor your study plan for a smooth, effective preparation process. Achievable's adaptive platform not only saves valuable study hours but also provides a superior learning experience to significantly boost your chances of passing the Series 63 exam on your first attempt and quickly obtaining your Series 63 license.
Get started now by exploring the first chapter on investor and advisor legal definitions to see Achievable's clear, concise instruction firsthand, or practice with free Series 63 practice questions that accurately reflect the structure and difficulty of the real Series 63 exam.
