Series 63
Interviews - Vicki
Location:
Profession: Financial Consultant, Assistant to two CFPs
Took test: 2001
Score: Not sure, but she passed!
College major: Marketing, currently working on a master's degree in financial planning
Holds Series 6 and 63 and
Study Method
Vicki used study guides and met twice a week for three to four hours in a classroom setting. Vicki studied for about two months prior to the exam. She was scared going into the test, as several competent people from her firm had previously failed on their first attempt!
Exam Question Recall
While Vicki could not remember any specific questions on the exam, she did recall that it was very tough. She had the most difficult time with the legal specifics. In addition, she felt that the exam covered much of the
Vicki felt that the materials she used were very accurate, although nothing in the materials was on the test word for word.
If She Could Turn Back Time...
She would have taken more quizzes and listened to audio tapes!
Final Words of Advice
Study the test topics and go through the quizzes in the book. Do not read the book from front to back, just study highlights, and then do the practice quizzes at the end of the sections. She was doing well on the practice quizzes, 80%, as she recalls.
She also says, "Most people don't study enough because they think it's easy."
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