Financial Advisor Career Starter Bundle: SIE, Series 7, 63, 65 and 66 Exam Study Guides, First-Year Guide and Workbook

Securities exam study guides plus a first-year guide and workbook for new financial advisors, in one download.

What you get

• Concept First: SIE Exam Study Guide (PUB-012, printable PDF)
• Concept First: Series 7 Exam Study Guide (PUB-013, printable PDF)
• Concept First: Series 63 Exam Study Guide (PUB-014, printable PDF)
• Concept First: Series 65 Exam Study Guide (PUB-015, printable PDF)
• Concept First: Series 66 Exam Study Guide (PUB-016, printable PDF)
• New Financial Advisor Guide (PUB-007, printable PDF)
• New Financial Advisor Workbook (PUB-009, printable PDF + .xlsx spreadsheet)
• Set-only bonus: Financial Advisor Career Reading Guide: a guide to ten widely available books by other authors (books not included): why each one matters, when to read it, a reading order and a 12-month career roadmap. It comes only with this set.

Each book is also sold on its own. This set includes only the books listed on this page when you buy it; books released after your purchase aren't included.

The reading guide refers to books by other authors; we're not affiliated with them and earn nothing from those books. No affiliate links.

General education, not legal, tax, insurance or investment advice. Not affiliated with or endorsed by FINRA, NASAA, any state insurance department or testing vendor. Exam outlines and rules change and vary; check current official sources. No pass, income or result is promised.

Software: .xlsx spreadsheet, no macros; formulas tested in LibreOffice Calc. Other spreadsheet apps haven't been tested with this file yet.

License: for your own use.

Refunds: All sales are final. This set is an instant digital download, so we don't offer refunds once your order is placed. If any file in the set is broken, missing or not as described, email ryanviabusiness@gmail.com with your order number and we'll send you a working replacement file; if we can't provide a working file that matches this description, we'll refund your order. If you bought the same set twice by mistake, email us within 14 days of the second order and we'll refund the duplicate order. Nothing in this policy limits any rights you have under law that can't be waived.

Seller: Ryan Via, doing business as The Collective's Digital Archive.