Pass Perfect (passperfect.com) has a 3.5 out of 5 rating on OK.one, based on 102 user reviews collected here. It is listed under Public & Local Services and its reputation is mixed. Opinions are polarized: 58% rate it 4 stars or higher while 25% give 1 star; The business has replied to 54% of negative reviews; 6 of them were added in the last 12 months. Last updated 2026-08-12.
What people say
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Aliah · 1 review · Experienced 2026-07-20 ·
★★★★★
I absolutely despise Pass Perfect
I absolutely despise Pass Perfect. The material and questions are combined with contradictions and numerous typos, leading to confusion and discouragement. They inquire too much SERIES 7 material for the SIE.
If I could completely avoid it I WOULD AT ALL COSTS, unfortunately for me my firm is forcing me to use it. Whoever thought it was a good idea to create such a notoriously terrible, difficult, prep platform needs serious, serious help. My god I hate this so bad. Goodluck to those out there having to use it.
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Micah Link · 1 review · Experienced 2025-06-09 ·
★★★★★
Questions aren't anything like real exam
Exams aren't even close to what passperfect teaches. Idk how people pass with just using passperfect tbh
Go with Kaplan.
Pass Perfect audio on the videos is not clear, the questions are always designed for critical thinking and is overwhelming with 2000 questions so you can not hone in on one specific thing you are struggling with.
Poor website, poor service, poor choice
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customer · 2 reviews · Experienced 2025-12-28 ·
★★★★★
awful
Honestly awful
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Josiah · 4 reviews · Experienced 2025-10-14 ·
★★★★★
Believe the Negative Reviews—AVOID
I've studied for the SAT, ACT, LSAT, NCLEX, and now the Series 65. I've used Kaplan, Princeton, and many others for test prep. The Pass Perfect Series 65 material is by far the worst test prep material I've used. It is bone dry, poorly organized, and rife with errors.
But that's not the worst of the experience. I asked for a refund from PassPerfect, and was denied. Fine. They have a refund guarantee if you fail the Series 65. "It's that simple," they say. I failed the Series 65. Denied again. Denied six times.
There are many, many good Series 65, 66, 7, etc. test prep firms out there. PassPerfect/Cerifi is not one of them.
Pass Perfect study materials were atrocious for the series 27. Study questions do not align with actual exam questions. I did great on the Pass Perfect practice questions but during the actual exam I thought I may have shown up for the wrong test - that’s how out of line the Pass Perfect materials were with the actual exam. I purchased the STC study materials and passed after failing following my Pass Perfect experience. Do not waste your time with the Pass Perfect materials.
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MC · 54 reviews · Experienced 2025-06-13 ·
★★★★★
Never again.
Another study provider was used last year for my FINRA CE/Continuing Education, but I qualified for a small discount, and I signed up with Pass Perfect for the required 12 hours of CE for Series 65.
It was an atrocious experience. The website seems really dry to me. A 70% passing score is required to proceed; no problem with that. Every topic included had the same amount of study material, but some topics had a 10-question exam and others had a 15-question exam. It is completely nonsensical. Ten paragraphs were included in some of the questions... "If you had a dream about..." if anything, it was a nightmare.
It was similar to getting a root canal at the dentist. My colleague, who used a different study provider, completed his CE around three times faster than I did.
Yes, FINRA wants us to be informed about laws and regulations, but Pass Perfect goes above and beyond by making the CE more challenging than the actual FINRA Series 65 exam and by making it harder than other study providers.
Pete is extremely helpful and available. His cheat sheet is useful and makes the large amount of content easy to understand. He knows the ins and outs of the material and never doesn't have an answer for you. He is a great resource and definitely plan on using him again for future exams.
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Elisabeth Olson · 2 reviews · Experienced 2025-06-10 ·
★★★★★
Their information is horrendous!
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Taline · 1 review · Experienced 2025-05-08 ·
★★★★★
Series4
So I have been studying for the series 4. Used stc and passperfect together. Stc does have a physical book and videos for learning . Passperfect exams are a lot wordier so with the combination of both I was able to pass this exam
Pass Perfect is an ok prep program. The content is in most places complete and well structured. The big issue with Pass Perfect is the question bank, the quizzes, chapter tests, and exams. A large portion (~20%) of the questions are trick, or "gotcha" questions, used to introduce new content (I suspect so they don't have to frequently update the content), and in rare cases contradict the material. Q-banks should be used to test your knowledge of the material and get an understanding of where your strengths and weaknesses are. You cannot get that with PP's q-bank. I have taken 3 exams, and passed them all first try. The first, however was extremely frustrating and just unpleasant only using PP. I found when I used PP's material, and Kaplan's q-bank, it made all the difference with knowing exactly where I stood with the material and overall confidence going into the exam.
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Asim S Elic · 1 review · Experienced 2025-03-19 ·
★★★★★
Series 7
Peter,
I just wanted to take a moment to express my gratitude. I attended your cram course for the Series 7, and I finally passed! It took some time, but your voice stayed with me throughout: "Remember, one side—the other is just the opposite. Save the brain space." Your approach truly resonated with me, and I took detailed notes on all the key points you emphasized.
No matter which vendor we used for study materials, your cram course made all the difference. Your insights and teaching style stuck with me, and I wouldn’t have passed without them.
The real exam was much harder than the finals I took. I also felt like I had to use my calculator a lot more than expected.
For anyone preparing for this exam, my advice is simple: skim the book, but don’t waste too much time reading every word. The key is to test, test, test—learning how questions are asked and how to answer them is what really makes the difference. I used Pass Perfect and I took 10 finals, 2 additional randomized quizzes, and at least 5–10 extra chapter quizzes per topic, and that practice was invaluable.
I owe this success to you, Peter! You’re a rock star, and I couldn’t have done it without your help.
AJ- Wells Fargo
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Ted · 3 reviews · Experienced 2025-02-27 ·
★★★★★
Miserable user experience - go elsewhere.
Courses are fine, tests are fine. Shoddy website.
But there are several major issues:
1. When you select the course, you don't know how many credits, whether it is an ethics or product course.
2. There is no dashboard showing how many total CE credits of ethics and products you have.
3. The website says test results are sent to FINRA daily. However, it is clear from FINRA's website that they are not receiving results from PassPerfect daily. When I emailed PassPerfect support about it, they acknowledged that they do NOT send results to FINRA daily. In other words, they acknowledged that they are lying on the website.
This is very basic, simple stuff that PassPerfect is doing very very poorly.
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Otis Hudson · 1 review · Experienced 2025-01-03 ·
★★★★★
Pete helped me study for the Series 10
Pete helped me study for the Series 10 Exam. He helped me break down the study material in a way that I could understand it. He made it easy for me to master the hard concepts on the exam. Half way through the exam I knew I was going to pass because I understood every question that was asked at that point. He really made a lot of the material very understandable and has great analogies to help you remember key concepts. If you follow his process and study the material, you will feel confident during the exam!
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NCRE · 1 review · Experienced 2025-01-05 ·
★★★★★
The material is great however for the…
The material is great however for the money I pay I would have appreciated ability to download handbook for reference purposes in future. The exam is quite frustrating and a fiasco the questions are unreasonably difficult and complex. For example a particular calculation required that I would have memorize present value and future value tables also I would have had to know the 2022 social security taxable limit on income etc they purpose was for continuing education not to get a science of doctorate degree in life insurance. What a waste of money and time.
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Donna Smothermon · 1 review · Experienced 2024-11-11 ·
★★★★★
Peter is the greatest tutor/instructor…
Peter is the greatest tutor/instructor out there. If you haven’t used Peter to help you pass your FINRA exam he is a must.
I engaged his help after failing my Series 10 twice. Aced it the final time with Peter’s help. Peter makes the material interesting with antidotes from real life situations and diddy’s to help remember complex concepts.
Donna Smothermon
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Upset in Cordova · 2 reviews · Experienced 2024-12-01 ·
★★★★★
Good Riddance GearUp!
After having attebded GearUp live conferences many years since 2004, I am extremely disappointed in what is happening to what use to be a reliable GearUp team. My opinion, Thomson Reuters should not have ever gotten Cerifi involved in the GearUp or any other live conferences because of the poor Gen X customer "no service." I have encountered combative behavior, uninformed incompetent Cerifi Reps, and just plain old disorganized approach. They take a lot of days off and this alone comes across as not being proactive in terms of customer service. They can never seem to answer a question without putting me on hold. Good Luck TR! Guess I will be keeping my $1,400+ in my pocket going forward. Isn't worth the trouble anymore since the pandemic. I would rather do self study since is clear they don't care anymore and don't seem to need my hard earned money.
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JB · 1 review · Experienced 2024-11-14 ·
★★★★★
Series 9&10 utilizing Pass Perfect and Bull and Bear Training
I studied for the Series 9&10 utilizing Kaplan and did not fair well in passing the S10. At the advisement of my broker/dealer, I switched to Pass Perfect and coaching calls with Peter Gibowicz from Bull and Bear Training. I was able to pass my Series 9 on the first try and the Series 10 on my first try after utilizing these two resources.
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KC Allen · 1 review · Experienced 2024-09-09 ·
★★★★★
Make sure you have other study materials!
There are way too many gaps in information, and there is no cohesion in materials. Series 7 had a packet of 9 pages with "corrections" that was received with the book. Those are the errors that were caught. The tests on the site are even worse with misinformation.