Review Time
Go with Kaplan.
Pass Perfect audio on the videos is not clear, the questions are always designed for critical thinking and is overwhelming with 2000 questions so you can not hone in on one specific thing you are struggling with.
Poor website, poor service, poor choice
I've studied for the SAT, ACT, LSAT, NCLEX, and now the Series 65. I've used Kaplan, Princeton, and many others for test prep. The Pass Perfect Series 65 material is by far the worst test prep material I've used. It is bone dry, poorly organized, and rife with errors.But that's not the worst of the experience. I asked for a refund from PassPerfect, and was denied. Fine. They have a refund guarantee if you fail the Series 65. "It's that simple," they say. I failed the Series 65. Denied again. Denied six times.There are many, many good Series 65, 66, 7, etc. test prep firms out there. PassPerfect/Cerifi is not one of them.
Pass Perfect study materials were atrocious for the series 27. Study questions do not align with actual exam questions. I did great on the Pass Perfect practice questions but during the actual exam I thought I may have shown up for the wrong test - that’s how out of line the Pass Perfect materials were with the actual exam. I purchased the STC study materials and passed after failing following my Pass Perfect experience. Do not waste your time with the Pass Perfect materials.
Another study provider was used last year for my FINRA CE/Continuing Education, but I qualified for a small discount, and I signed up with Pass Perfect for the required 12 hours of CE for Series 65.It was an atrocious experience. The website seems really dry to me. A 70% passing score is required to proceed; no problem with that. Every topic included had the same amount of study material, but some topics had a 10-question exam and others had a 15-question exam. It is completely nonsensical. Ten paragraphs were included in some of the questions... "If you had a dream about..." if anything, it was a nightmare.It was similar to getting a root canal at the dentist. My colleague, who used a different study provider, completed his CE around three times faster than I did. Yes, FINRA wants us to be informed about laws and regulations, but Pass Perfect goes above and beyond by making the CE more challenging than the actual FINRA Series 65 exam and by making it harder than other study providers.
Pete is extremely helpful and available. His cheat sheet is useful and makes the large amount of content easy to understand. He knows the ins and outs of the material and never doesn't have an answer for you. He is a great resource and definitely plan on using him again for future exams.
Pass Perfect is an ok prep program. The content is in most places complete and well structured. The big issue with Pass Perfect is the question bank, the quizzes, chapter tests, and exams. A large portion (~20%) of the questions are trick, or "gotcha" questions, used to introduce new content (I suspect so they don't have to frequently update the content), and in rare cases contradict the material. Q-banks should be used to test your knowledge of the material and get an understanding of where your strengths and weaknesses are. You cannot get that with PP's q-bank. I have taken 3 exams, and passed them all first try. The first, however was extremely frustrating and just unpleasant only using PP. I found when I used PP's material, and Kaplan's q-bank, it made all the difference with knowing exactly where I stood with the material and overall confidence going into the exam.
Peter,I just wanted to take a moment to express my gratitude. I attended your cram course for the Series 7, and I finally passed! It took some time, but your voice stayed with me throughout: "Remember, one side—the other is just the opposite. Save the brain space." Your approach truly resonated with me, and I took detailed notes on all the key points you emphasized.No matter which vendor we used for study materials, your cram course made all the difference. Your insights and teaching style stuck with me, and I wouldn’t have passed without them.The real exam was much harder than the finals I took. I also felt like I had to use my calculator a lot more than expected.For anyone preparing for this exam, my advice is simple: skim the book, but don’t waste too much time reading every word. The key is to test, test, test—learning how questions are asked and how to answer them is what really makes the difference. I used Pass Perfect and I took 10 finals, 2 additional randomized quizzes, and at least 5–10 extra chapter quizzes per topic, and that practice was invaluable.I owe this success to you, Peter! You’re a rock star, and I couldn’t have done it without your help.AJ- Wells Fargo
Courses are fine, tests are fine. Shoddy website.But there are several major issues:1. When you select the course, you don't know how many credits, whether it is an ethics or product course. 2. There is no dashboard showing how many total CE credits of ethics and products you have. 3. The website says test results are sent to FINRA daily. However, it is clear from FINRA's website that they are not receiving results from PassPerfect daily. When I emailed PassPerfect support about it, they acknowledged that they do NOT send results to FINRA daily. In other words, they acknowledged that they are lying on the website.This is very basic, simple stuff that PassPerfect is doing very very poorly.
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Founded in 1967 as Wall Street Training and incorporated as Pass Perfect in 1989, no other securities exam preparation is backed by the experience and resources of Pass Perfect. With nearly 50 years of experience, Pass Perfect provides the most current FINRA licensing exam training including easily digestible content with proven study methods and ever-evolving prep tools for the modern securities exam student. We have successfully prepared over 1 million securities professionals and are the only company of its kind to offer a 100% money-back Pass Promise.See more
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