Kaplan review
3.0/ 4The establishment pick, with the question bank other providers' students end up buying anyway
Our verdict
Written from our research dossier and the published CHART scores. Evidence basis: Evaluated inside the platform via a trial account (July 2026): QBank, performance tracker, study calendar, and support channels observed directly.
CHART breakdown
Scores follow the published methodology: five dimensions, four sub-scores each, 1–4 scale.
| Dimension | Average score |
|---|---|
| CContent Format | 3.5 / 4 |
| HHelp & Support | 2.3 / 4 |
| AAdaptivity & Technology | 2.5 / 4 |
| RReadiness Profile | 3.0 / 4 |
| TTotal Value | 3.8 / 4 |
Quick facts
| Exams covered | SIE, Series 7, Series 63, Series 65, Series 66 |
|---|---|
| Price range | $59 to $319 per exam (Basic through Premium Live Online) |
| Access duration | 5 months per course; a $49 extension adds 5 more |
| Pass guarantee | None for securities: PassProtection gives Live Online enrollees a class retake; Kaplan's money-back program covers insurance licensing only |
| Mobile app | No native securities app; responsive web |
| Free trial | SIE free trial (Unit 1 content and a 137-question QBank sample) |
Packages & pricing
| Package | Price | Access | Includes |
|---|---|---|---|
| SIE | $99 - $229 | 5 months |
|
| Series 7 | $139 - $309 | 5 months |
|
| Series 63 | $59 - $159 | 5 months |
|
| Series 65 | $159 - $319 | 5 months |
|
| Series 66 | $149 - $299 | 5 months |
|
Strengths & considerations
Strengths
- SecuritiesPro QBank is the reference question bank in this market: custom quizzes by topic, every answer option explained, and cross-references back to the exact textbook section
- Real tier choice per exam, from a $59 to $139 budget Basic up to Premium packages with live online instruction from well-regarded instructors
- Structured, calendar-driven study plans with granular performance tracking, and the deepest corporate/firm presence in the market
Considerations
- Course access lasts 5 months (a $49 extension adds 5 more); most competitors give you a year
- No money-back guarantee for securities students: the PassProtection benefit is a class retake for Live Online enrollees, and Kaplan's refund program applies to insurance licensing only
- The manual is thorough but dense, the platform feels enterprise-y, and there's no adaptive engine or native mobile app. On the 65/66, candidates debate whether Kaplan's practice questions match the real exam's style
Frequently asked questions
No money-back guarantee. Live Online enrollees get PassProtection, which is a free class retake if you fail (limited to your access period). Kaplan's money-back program, the Kaplan Commitment, applies to insurance licensing packages only (verified on Kaplan's own pages, July 16, 2026).
The broadest catalog we track: all five exams we review (SIE, Series 7, 63, 65, 66) plus Series 3, 4, 6, 9, 10, 24, 26, 79, 99, IAR continuing education, and combination packages like SIE plus Series 7 (verified July 16, 2026).
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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 →