CertLaunchNationalSecurities Exam PrepOften SIE plus Series 6 and Series 63, depending on products, firm, and registration requirements

Best Insurance Agent Securities Exam Prep Providers Compared

Compare providers, package prices, access periods, discount paths, and exam fit before you buy.

Compare securities exam prep for insurance agents adding variable products or securities authority, including SIE, Series 6, and Series 63.

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Providers listed
6
Discount paths
2
Partner pricing
30%save $27.00
Last Updated: June 18, 2026
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Compare packages, pricing, and partner discount steps · 6 RESULTS
2 discount paths
#Provider & fitFormat · AccessList priceDiscount codeAfter codeGo to provider
2
Achievable
Best budget-first self-paced platform
Adaptive self-paced
12 months access
1 package
$79.00
Starting at
No discount code available
$79.00
no discount
Go to Achievable
3
Kaplan Financial Education
Best full-service securities prep and QBank depth
Self-paced, OnDemand, live online
5 months access
3 packages
$99.00
List price
Auto-applies at checkout
$79.20
save $19.8020%
Open Kaplan partner pricing
4
Securities Institute of America
Best low-cost traditional package option
Self-paced, textbook, video options
Varies access
1 package
$85.00
Starting at
No discount code available
$85.00
no discount
Go to SIA
5
Training Consultants
Best straightforward lecture-and-practice format
Self-paced and class options
Varies access
1 package
$100.00
Starting at
No discount code available
$100.00
no discount
Go to Training Consultants
6
STC
Best long-standing securities training brand
Self-paced, virtual class, live options
6 months access
1 package
$129.00
Starting at
No discount code available
$129.00
no discount
Go to STC
2 discount paths·Updated June 18, 2026
Prices & discount paths refreshed regularly — review final terms at provider checkout
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We focus on exam coverage, package depth, access length, QBank or practice-exam tools, instruction format, and support fit.

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Use the provider button after deciding whether you need SIE, Series 6, Series 7, Series 63, Series 65, Series 66, or a bundled path.

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Next step after choosing a securities provider

Need the full National securities licensing steps?

Use the official regulator and exam resources for sponsorship timing, Form U4/CRD/IARD registration, state fees, disclosures, and exam-validity rules.

Compare all securities exam prep providers

Insurance agent securities exam prep path

Insurance agents who want to add variable products or securities authority often compare SIE, Series 6, and a state-law exam such as Series 63.

Because insurance licensing and securities registration are separate tracks, candidates should match the securities prep package to the products, firm, and registration path they will actually use.

How securities exam prep provider comparison works

Securities exam prep is a national provider market. The key decision is not a state-approved school list; it is which exam sequence, study format, support level, and partner-pricing path fits the candidate.

SIE is commonly the starting point for new candidates. Series 6 and Series 7 are FINRA top-off exams and generally require firm association. Series 63, Series 65, and Series 66 are NASAA uniform exams tied to broker-dealer agent or investment adviser representative paths.

Choose the right securities exam prep package

Match difficulty to support level

Budget self-paced prep can be enough for SIE or Series 63 if the candidate studies consistently. Series 7, Series 65, and Series 66 often justify deeper QBank access, video instruction, live class support, or a premium provider.

Review sponsorship timing before paying

SIE does not require firm sponsorship. Series 6 and Series 7 generally require a member-firm or SRO association. NASAA Series 63, 65, and 66 are uniform state-law/adviser exams, but registration requirements still depend on the role and regulator path.

Frequently asked questions

Yes, ExamFX has securities prep options and a CertLaunch manager-email workflow. Compare it against Kaplan, STC, Training Consultants, SIA, and Achievable for the exam path.
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