Pass Perfect vs Securities Institute of America
Side-by-side comparison for securities licensing candidates: features, pricing, and CHART scores from the published rubric.
At a glance
| Feature | Pass Perfect | Securities Institute of America |
|---|---|---|
| CHART score | 2.8/ 4 | 2.7/ 4 |
| Price range | $102 to $396 per exam (Pass Plus through Pass Promise) | $109 to $289 per exam (a-la-carte formats through complete courses) |
| Exams covered | SIE, Series 7, Series 63, Series 65, Series 66 | SIE, Series 7, Series 63, Series 65, Series 66 |
| Practice questions | Not published per exam (candidates reference 16 practice finals for the Series 7) | Published per exam (unique among the six): 5,200 for the Series 7; 4,000+ Series 65; 3,000+ Series 66; 1,200 Series 63; 1,100 SIE |
| Pass guarantee | 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 | GreenLight guarantee on qualifying packages: pass their GreenLight exam within 5 days of your actual exam, and a fail earns a refund (100 percent on software-only, less $25 shipping with textbooks) |
| Mobile app | No app; responsive web confirmed (checked July 16, 2026) | No app; mobile eBooks offered, and the site works well in mobile browsers (checked July 16, 2026) |
| Free trial | None. Public per-exam sample questions (with concept-level explanations) are the only free look inside | No platform demo. The site advertises free sample questions, but the free practice exams failed to load when we tested them (July 16, 2026) |
| Full review | Pass Perfect review → | Securities Institute of America review → |
Exam-by-exam breakdown
How Pass Perfect and Securities Institute of America stack up for each exam, from our research dossiers and the published CHART scores.
Pass Perfect is both cheaper on the SIE and more supported, with live review and instructor access in the base tier. SIA's edge is the simpler guarantee conditions and buy-only-what-you-need formats. Most SIE candidates comparing these two should start with Pass Perfect.
Series 7
All Series 7 prep courses →SIA's video-and-exams format is the cheaper entry on the 7, with a stated 5,200-question bank. Pass Perfect includes live review, and its finals run famously hard. Both offer guarantees: SIA's has the simplest conditions, Pass Perfect's the most generous fail-case, a refund or free access until you pass.
Series 63
All Series 63 prep courses →Near-identical entry prices. Pass Perfect adds humans; SIA adds the textbook and the easier guarantee. Drill-and-ask studiers lean Pass Perfect; read-and-drill studiers lean SIA.
Series 65
All Series 65 prep courses →SIA is the cheapest 65 in the market with the biggest stated bank; Pass Perfect counters with the live review and instructor support that self-funded advisors may actually need over a long prep season.
Series 66
All Series 66 prep courses →SIA again undercuts on entry. Pass Perfect's live layer and generous guarantee fail-case make it the pick for candidates who want backup; SIA is for pure self-study volume.
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 →