86/87 is a regulatory requirment for research analysts within sell side institutions… the CFA lvl2 exam qualifies as an exemption… just curious if anyone actually took the series 86 exam… and how does it compare.
I got the series 65 waived because I had the CFA charter. Here’s the waiver I used. Regarding the Series 86 it says “An Analyst’s employer must contact FINRA directly to seek an exemption from the Series 86 section”
Yes I got the series 86 waived because I had passed level 2 You still need a company sponsor to start the process, so you can’t just pass lvl 2 and get the 86 instantly. I believe the catch is that you have to have passed lvl 2 within 2 yrs or they make you take the 86 The series exams are a joke compared to any of the CFA exams
I did not pass CFA level 2 but am sponsored to take the 86/87, any advice on books to read which supplement the STC materials? or do you know of anyone who has the materials?