Series 65 Tutor
The Updated Series 65 Exam - Series 65 Exam Tutor's Materials Have Also Been Updated
by Michael Weiss, CFA on 09/16/23
Under investment advisers, NASAA added registration maintenance requirements (e.g., update uniform forms, continuing education requirements, disclosure of reportable events). Under Issuers, they added finders. Under ethical practices, they added recommendation/advice to client standard of care. Series 65 Exam Tutor has updated its materials for these changes.
Discounted Cash Flows - Get Series 65 Tutoring help
by Michael Weiss, CFA on 07/18/21The series 65 exam is very diversified but present value is a concept that is important for many topics. A series 65 tutor can help you understand the nuances of present value applications. The process of getting present value is called discounting the cash flows.
A Series 65 Tutor Can Help You With Balance Sheets and Income Statements
by Michael Weiss, CFA on 03/15/20The majority of people who work with a Series 65 Tutor want help with options. However, options represent a small part of the exam. Not many people request help with financial statements, which are at least as important as options. Sometimes, Series 65 test takers say that are comfortable with financial statements but when you ask them a question about a formula, the response almost always suggest that the person needs help. There are only a few formulas that one needs to know from the balance sheet. As a Series 65 Tutor, I often encourage people to memorize the balance sheet formulas. For the income statements, knowing the concepts should be enough to answer questions.
Why You Should Take the Series 65 Exam
by Michael Weiss, CFA on 07/14/19As a Series 65 Tutor, I work with people from a variety of backgrounds. The common goal for all of my series 65 tutoring students is to pass the Series 65 Exam in order to get paid fees for investment advice. Many of my series 65 tutoring students work in the insurance industry and are leaving a lot of money on the table by not taking and passing the Series 65 Exam. Some of them want to work with a Series 65 Tutor as a way to hold them accountable. Series 65 Tutors can help motivate students to study! If you want to work with a Series 65 Tutor who can help get you on the right track, send us a note.
Series 65 Tutors
by Michael Weiss, CFA on 08/08/17
07/14/2019
Issues to consider when searching for a Series 65 Tutor:
2. If the tutor has taken the series 65 exam, what was he or her score? Some tutors will not tell you what they scored on the Series 65 exam or other exams
5. Also, avoid any Series 65 Tutor who says he or she knows exactly what will be on the exam.