Series 66 Formula Cheat Sheet

Digital Series 66 formula reference. No printed book will be shipped. Keep selected formulas, worked examples and number tables together in a compact 7-page PDF: a cover, five content pages and a disclaimer page.

Inside the PDF

• Time value of money and return calculations.
• Risk measures, company ratios, bond/fund formulas, option breakevens and margin.
• Law-threshold and tax/retirement reference tables.
• 37 authored formulas and measures, with worked examples, plus quick-reference tables and diagrams.

Check overlap before buying. This reference is derived from the full BusyExamPrep Series 66 guide. It is an optional compact reference format, not new exam coverage or a required add-on. The full guide and its practice-question set are not included. If you already own that guide, compare its internal reference sections before purchasing.

Independent study aid

This is an independent study aid created to supplement, not replace, official exam materials and your firm's training. BusyExamPrep is not affiliated with or endorsed by the North American Securities Administrators Association (NASAA), FINRA, the SEC or any state securities regulator. The Series 66 exam is owned by NASAA; NASAA and FINRA are marks of their respective owners. State securities laws vary, so always check your state securities regulator and the current exam materials.

Digital delivery

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Personal use only. Making copies for other individuals, sharing files or download links, distributing or reselling these materials is not allowed.

Last updated: October 2026.

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All sales are final. No refunds, returns, exchanges or cancellations on digital downloads or printed books.

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