Series 26 Exam Details

The FINRA® Series 26, Investment Company and Variable Contracts Products Principal Exam is required of individuals, who as principal will supervise individuals soliciting the purchase or sale of redeemable securities (mutual funds) registered under the Investment Company Act of 1940, variable contracts (variable annuities) and insurance premium funding programs (variable life) issued by insurance companies.

 

Series 6 or Series 7

110 multiple-choice questions

2 hours, 45 minutes

Outline of Topics Covered

  • Hiring and Qualification
  • Training of Representatives
  • Supervision
  • Sales Practices
  • Business Processing and Recordkeeping Rules

 

Best Practices Guide

Kaplan has prepared a Best Practices Guide to help you pass the first time! This guide includes recommended study hours, how to use your study materials effectively, and test-taking tips. Access the guide and other free materials here.

 

Additional Details

For more exam details, including fees and passing score, please visit FINRA.

 

Attention Colorado Students

Kaplan Financial Education is approved and regulated by the Colorado Department of Higher Education, Private Occupational School Board (DPOS). View the Colorado College Bulletin.

Career Corner

Click here to access news, industry updates, and career information.

Read More

Begin Preparing for the Series 26 Exam

Premium Package

Live and Online Options

Our most comprehensive study package, the Premium Package, has everything you need to effectively prepare for your qualification exam, including guidance from an experienced instructor.

Essential Package

Self-Study Option

The Essential Self-Study Package gives you the flexibility of studying on your schedule. Planning your exam preparation is made simple with our customizable Study Plan that schedules daily tasks based on your study time frame and exam date.

Basic Package

Self-Study Option

The Basic Self-Study Package provides a strong foundation for the self-directed individual who has a proven record of success when studying without the guidance of an instructor. Plan your exam preparation with a customizable Study Plan based on your schedule and exam date.