The Series 65 exam also known as the Uniform Investment Adviser Law Examination, covers laws, regulations, ethics and other topics like retirement planning and the fiduciary duty.

The Series 65 is the Investment Advisory License, and is required for people looking to work in the Investment Advisory Business.

It is a very difficult exam, and it is worth understanding you will need to study harder for this than likely most other exams you’ve ever had to take.

We break Series 65 into a 4-week program, then we have a skip week. The first 3 weeks are the content. The 4th week is reviewing everything. The class then repeats, and students are more than welcome to join multiple sessions, for the length of their membership period.

This is the Live membership, and you will have access to all webinars during your membership period. The links will always be emailed out the day of the class, and will usually be emailed out the evening before, but the links are always on the site.

As part of the Live Membership, you will also have access to all video replays of previously recorded classes, the most recent notebook of the slides we use in class, along with all additional posts, and animations, for success on the Series 65.

You always have The Guys!

With all of our classes, from the live interactive streaming webinars to our video options, all our members can e-mail, text, or call us (Jeff & Brian) with any questions!

Membership is for 12 weeks.