Kaplan vs Pass Perfect
Side-by-side comparison for securities licensing candidates: features, pricing, and CHART scores from the published rubric.
At a glance
| Feature | Kaplan | Pass Perfect |
|---|---|---|
| CHART score | 3.0/ 4 | 2.8/ 4 |
| Price range | $59 to $319 per exam (Basic through Premium Live Online) | $102 to $396 per exam (Pass Plus through Pass Promise) |
| Exams covered | SIE, Series 7, Series 63, Series 65, Series 66 | SIE, Series 7, Series 63, Series 65, Series 66 |
| Practice questions | SecuritiesPro QBank (official per-exam counts not published; Series 65 users report 4,000+ questions) | Not published per exam (candidates reference 16 practice finals for the Series 7) |
| Pass guarantee | None for securities: PassProtection gives Live Online enrollees a class retake; Kaplan's money-back program covers insurance licensing only | Pass Promise tier only: pass 3 practice finals at 75 percent or higher, sit the real exam within 5 days, and a fail earns a full refund or free access until you pass |
| Mobile app | No native securities app; responsive web | No app; responsive web confirmed (checked July 16, 2026) |
| Free trial | SIE free trial (Unit 1 content and a 137-question QBank sample) | None. Public per-exam sample questions (with concept-level explanations) are the only free look inside |
| Full review | Kaplan review → | Pass Perfect review → |
Exam-by-exam breakdown
How Kaplan and Pass Perfect stack up for each exam, from our research dossiers and the published CHART scores.
Pass Perfect includes live review and instructor support at a price near Kaplan's bare-bones Basic. Kaplan's bank and platform are stronger; Pass Perfect's base package is more complete. Budget buyers who still want humans in the loop lean Pass Perfect.
Series 7
All Series 7 prep courses →Kaplan's entry tier undercuts Pass Perfect on the 7, and its QBank explanations are the best we evaluated. Pass Perfect fires back with famously hard practice finals, live review at every tier, and a guarantee Kaplan simply doesn't offer on the securities side.
Series 63
All Series 63 prep courses →Both are cheap here. Kaplan is cheaper still at entry; Pass Perfect bundles more support per dollar. Pure self-studiers can flip a coin; support-seekers take Pass Perfect.
Series 65
All Series 65 prep courses →Pass Perfect's live review plus a real guarantee is a strong package for self-funded advisors, and Kaplan's 65 realism is the debated one. Kaplan still wins on bank depth and structured study plans.
Series 66
All Series 66 prep courses →Similar to the 65 with tighter pricing. Pass Perfect's harder mocks and guarantee suit retakers; Kaplan suits candidates pairing the 66 with its Series 7 program.
About the author
Brennan KolarSenior Financial Analyst · Founder & Lead Researcher
Brennan Kolar is a Senior Financial Analyst and the founder of the Atlas Index family of research sites, including Atlas CPA Index and Atlas Securities Index. He built the CHART methodology to make exam-prep comparisons transparent: every score traces to a published rubric, and every factual claim carries a source.
Full bio & editorial standards →