FINRA Top-Off Combo Packages
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Series 7 Top Off Class
FINRA Series 7 Top-Off - General Securities Representative Examination
The exam measures the degree to which each candidate possesses the knowledge needed to perform the critical functions of a general securities representative, including sales of corporate securities, municipal securities, investment company securities, variable annuities, direct participation programs, options and government securities.
The FINRA Series 7 examination is required in order for a securities representative to sell corporate securities, municipal securities, investment company securities, variable annuities, direct participation programs, options and government securities.
Class is from 8:00 am - 5:00 pm daily
Series 7 Top Off Exam Details:
Duration: 3 Hours, 45 Minutes
125 Scored Questions
Exam Cost: $245
Passing Score: 72%
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Series 65 Class
NASAA Series 65 - Uniform Investment Adviser Law Exam
The FINRA Series 65 exam covers laws, regulations, ethics and topics such as retirement planning, portfolio management strategies and fiduciary responsibilities. It is one of the exams required by many states in order to charge a fee for investment advice and services. It is meant to qualify the candidate to become an investment adviser representative.
This course is approved for 24 hours of Continuing Education, including Ethics, for those with an active Life, Accident & Health and/or Property & Casualty license as of the first day of class. An additional fee would apply.
Exam Details
Duration: 180 Minutes 130 Questions Cost: $165 Passing Score: 72% **Use below checkout to process your order.**Note: For those without a Paypal account, Please click "continue to Paypal" to enter credit card details.
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The Securities Industry Essentials (SIE) Class
Securities Industry Essentials (SIE) Exam
The Securities Industry Essentials (SIE or Essentials) Exam, available beginning October 1, 2018, is a new FINRA exam for prospective securities industry professionals. This introductory-level exam assesses a candidate’s knowledge of basic securities industry information including concepts fundamental to working in the industry, such as types of products and their risks; the structure of the securities industry markets, regulatory agencies and their functions; and prohibited practices.
Key Features of the Essentials Exam
- The Essentials exam is open to anyone aged 18 or older, including students and prospective candidates interested in demonstrating basic industry knowledge to potential employers.
- Association with a firm is not required, and individuals are permitted to take the exam before or after associating with a firm.
SIE Exam Details:
- Duration: 105 Minutes
- 75 Scored Questions
- Cost: $60
- Passing Score: 70%
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Series 6 Top-Off Class
FINRA Series 6 Top-Off - Investment Company and Variable Contracts Products Representative Examination
The exam measures the degree to which each candidate possesses the knowledge needed to perform the critical functions of an investment company and variable contract products representative, including sales of mutual funds and variable annuities.
The FINRA Series 6 Top-Off securities license is required for Registered Reps to sell Mutual Funds, Variable Life Insurance and Variable Annuities. Classes fill quickly – please enroll early.
This course is approved for 24 hours of Continuing Education, including Ethics, for those with an active Life, Accident & Health and/or Property & Casualty license as of the first day of class. An additional fee would apply.
Series 6 Top Off Exam Details:
- Duration: 90 Minutes
- 50 Scored Questions
- Exam Cost: $40
- Passing Score: 70%
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Property & Casualty Class
The Property & Casualty Examination allows representatives to sell insurance to clients that need and want to protect their homes, cars, boats, businesses and other personal property.
Pre-Licensing Options:
40 Hour Live Instruction Class - Our gold standard, results driven package! The 40 Hour Live Instruction Class is our most student comprehensive learning experience. Continuing Education (24 CE) is available to those who are already licensed with the State of Ohio for Life, Accident & Health and who complete all 40 hours of the Property & Casualty class. An additional fee is required for this service. (Not available for the Weekend Cram class.)State Exam Details:
- Duration: 150 Minutes
- 150 Questions, with 5 additional Experimental
- Exam Cost: $49.50
- Passing Score: 70%
Our passing rate is 84% vs. state of 47%
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Life Accident & Health 40 hour Class
Pre-Licencing Options:
40 Hour Live Instruction Class - Our gold standard, results driven package! The 40 Hour Live Instruction Class is our most comprehensive pre-licensing option to thoroughly prepare students to sell life, accident and health insurance the state of Ohio. Morton-Barber Learning Center offers several different training options to complete this course and to get certified in Ohio. Continuing Education (CE) is also available for this course. 24 hours of continuing education is available to those who are already licensed with the State of Ohio for Property and Casualty and who complete all 40 hours of the Life & Health class. An additional fee is required for this service. (Not available for the Weekend Cram class.)State Exam Details:
- Duration: 150 Minutes
- 150 Questions, with 5 additional Experimental
- State Exam Cost: $42.00
- Passing Score: 70%
Our first time pass rate is 97% vs. state average of 49%
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Series 26 Class
FINRA Series 26 - Investment Company and Variable Contracts Products Principal Examination
The exam measures the degree to which each candidate possesses the knowledge needed to perform the critical functions of an investment company and variable products principal, including the rules and statutory provisions applicable to the supervisory management of companies registered under the Investment Company Act of 1940.
Passing the Series 26 Examination allows a candidate to be an investment company and variable products principal/supervisor. The Morton Barber Learning Center has an outstanding 83% student first time pass rate for this challenging exam. Please click the details button below to select the various options that fit you best.
Series 26 Exam Details:
- Duration: 2 Hours, 45 Minutes
- 110 Scored Questions
- Cost: $100
- Passing Score: 70%
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Series 66 Class
NASAA Series 66 - Uniform Combined State Law Exam
The Series 66 is a combination of the Series 65 (Investment Advisor Exam) and the Series 63 (Uniform State Law Agent Exam). This exam focuses on the skills and knowledge needed by an Investment Advisor (IA) to provide investment advice to clients.
The Series 66 tests your ability to understand the concept of the time value of money, as well as the different measures of potential rates of return.
Series 66 Exam Details:
- Co-requisite: Successful Completion of the Series 7 Examination
- Duration: 2 Hours, 30 Minutes
- 100 Scored Questions
- Exam Cost: $177
- Passing Score: 73%
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Property & Casualty Weekend Cram Class
This fast tracked 2.5 day/20 hour course requires students to review the course textbook for 20 hours before taking the class. You must pay the full class fee to receive the book in advance. Either pick up the book in our office, or pay an additional shipping and handling for home/office delivery.
Students must pass the proctored screening exams at the end of the class to receive their certificates.
Class will be held on Friday evening from 5pm-9pm, and Saturday and Sunday from 8am to 5pm.
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