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 have launched out new product for the Series 65, the Series 65 University! (not accredited). Included is the full breakdown of our popular lecture, into 38 separate videos, each matched with all posts, animations, and additional resources to make comprehension easier!
Also, like an actual university, there will be Office Hours. These are 2 hour times, spread throughout the week, though always on Monday at 10a, where students can come and work with Brian LIVE! Ask questions, go through questions, review specific topics, anything the students who show up want. If only 1 students shows up, it basically becomes 1 on 1 tutoring! All included!!
You can see more of the description at Series 65 University, but when you sign up here, you will automatically be enrolled there. The sites are linked, you do not have to sign up for both, and joining here will also provide you with the replays of the previously recorded live lectures!
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.
Series 65 Video Replays
This is the Video Replay membership, and you will have access to all of the previously recorded classes, the most recent notebook of the slides we use in class,, as well as all additional posts, and animations, for success on the Series 65.
This is our Live class, and includes all links to the live classes during your membership period. Links will always be emailed out the day of class, 1 hour before class, and usually the evening before as well, but the links are always available on the website.