Skip to main content

Supporting our reps in their professional development as financial services professionals is something ESI is deeply committed to.

We offer reimbursement for exam preparation courses associated with the Series 6, 7, 63, 65 and 66 exams.

Here’s how it works:

  • ESI will reimburse for exam preparation courses up to a maximum of $250 per exam
  • To request reimbursement, complete this form
  • Applicable only if the exam is passed
  • No restrictions on exam prep courses/companies, but don’t forget that we also offer special discounts with:
    • Kaplan: Kaplan – offers a 10% discount.
      • Call 877-731-5061 to get discount and use company code NL Group

Ready to sit for an exam? Use this Experienced Rep Checklist.

As of 07/1/2024, ESI is no longer providing vouchers for exam prep courses and the Exam Prep Reimbursement Form must be used.

Please contact the ESI Business Development Team with questions.

 

TC7362849(1124)1