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Get private Tutoring for the Series 65 Exam, the Series 7 Exam, the Series 6 Exam, the Series 66 Exam and the Series 63 Exam




News!
08/23  With the help of a Series 65 Tutor, Shawn passed the Series 65 Exam
07/23 - Series 65 Tutoring helped Kristin Pass the Series 65 exam
06/23 - With the help of a Series 65 Tutor, Steve passed the Series 65 Exam
05/23 - Series 65 Tutoring helped Heather Pass the Series 65 exam
04/23 - With the help of a Series 65 Tutor, Eleanor passed the Series 65 Exam
03/23-  With the help of a Series 65 Tutor, Chris passed the Series 65 Exam
01/23 - Series 65 Tutoring helped Ryan Pass the Series 65 exam
11/22 - With the Help of a Series 65 Tutor, Brad and Ben passed the Series 65 Exam
10/22 - With the help of a Series 65 Tutor, Sean passed the Series 65 Exam
09/22 - Series 65 Tutoring helped Wilfredo pass the Series 65 Exam
06/22 - With the help of a Series 65 Tutor, Barry passed the Series 65 Exam
04/22 - With the help of a Series 65 Tutor, Paola passed the Series 65 Exam
03/22 - Series 65 Tutoring helped Anna pass the Series 65 Exam
12/21 - Series 65 Tutoring helped Haley pass the Series 65 Exam
09/21 - With the help of a Series 65 Tutor, Scott and Kimberly passed the Series 65 Exam
07/21 - With the help of a Series 65 Tutor, Brittany Luis, Anjed, and Michael passed the Series 65 Exam
04/21 - Series 65 Tutoring helped Erica pass the Series 65 Exam
03/21 - Series 65 Tutoring helped Mark pass the Series 65 Exam
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11/20 - With the help of a Series 65 Tutor, Austin, Seti, Jason and Rich passed the Series 65 Exam
10/20 - Series 65 Tutoring helped Gary pass the Series 65 Exam
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08/19 - With the help of a Series 66 Tutor, David passed the Series 65 Exam
07/19 - Series 65 Tutoring helped Joe and Ryan pass the Series 65 Exam
02/18 - With the help of a Series 65 Tutor, Mark and David passed the Series 65 Exam
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11/17 - With the help of a series 65 tutor, Travis, Shawn and Judd passed the Series 65 Exam
04/17 - With the help of a Series 65 Tutor, Michael, Tom, Ryan passed the Series 65 Exam
02/16 - Series 65 Tutoring helped Joe and Jeff pass the Series 65 Exam
11/16 - With the help of a Series 65 Tutor, Randy passed the Series 65 Exam
06/16 - Series 65 Tutoring helped Elizabeth and Darlene pass the Series 65 exam
04/16 - With the help of a Series 65 Tutor, Ryan, Jeremy and Melissa passed the Series 65 Exam
03/16 - With the help of a Series 65 Tutor, Marty and James passed the Series 65 Exam
06/15 - With the help of a Series 65 Tutor, Bryn, Nathan and Neil passed the Series 65 Exam
08/14 - Series 65 Tutoring help DeMo, Bob and Leslie pass the Series 65 Exam.
02/12 - Series 65 Exam Tutor partners with a leading exam prep provider to supply Series 65 questions
12/11 - Series 65 Exam Tutor begins working with students via Tutorhero.net and Wyzant.com.


Series 65 Exam Tutor is hiring Series 65 Tutors
  Series 65 Tutor positions are available in the following locations:


Series 65 Exam Tutor offers private Series 65 Tutoring as well as tutoring for the series 7 exam, the series 6 exam, the series 66 exam and the series 63 exam. As a tutor for FINRA and NASAA licensing exams, we know how important it is for students to pass their exams on the first try. Our Series 65 Tutors serve as a coach as well as a tutor. Some series 65 exam test takers work full time and do not allocate enough hours to the process. A Series 65 Tutor can help motivate students to study.

As a Series 65 Tutor, we emphasize comprehension rather than memorization. To pass the series 65 exam, you need to understand the material. A Series 65 Tutor can help you with the concepts.  70% of the the series 65 exam covers investments while 30% is focused on regulations. Passing the series 65 exam is a requirement for person to operate as an investment adviser representative. There is substantial overlap between the series 65 exam and the series 66 exam.  To pass the series 65 exam, test takers now need a 70% as of 6/12/2023 while a 73% is required to pass the series 66 exam. A Series 65 Tutor can help you try to pass the test by explaining the key concepts and working with students on complex problems. 

Below is a breakdown of the topics for the Series 65 Exam:

1. Economic Factors and Business Information                  (15%)    
​2. Investment Vehicle Characteristics                                  (25%)
3. ​Client Investment Recommendations/Strategies             (30%)
4. ​Laws, Regulations, and Guidelines, including                 (30%)
    Prohibition on Unethical Business Practices                 

For a detailed breakdown of the topics on the series 65 exam, please visit the link below: (Effective 6/12/2023)



The primary Series 65 Tutor, Michael Weiss, CFA, has twenty five years of investment experience with the majority of this time spent working as a portfolio manager or as an investment analyst. In addition, Michael has an undergraduate degree as well as an MBA in finance and is a CFA charterholder. Michael passed the series 65 exam, the series 6 exam, the series 7 exam and the series 63 exam with scores as high as as 94%.  

Series 65 Exam Tutor offers online and in-person tutoring as well as Series 65 Classes.

To get a discount on Kaplan Series 65 Prep materials, you use the following link:

https://portal.kaplanfinancial.com/partner/examtutor/portal/create-account?redirect=

To get a discount on Achievable materials for the 65 Exam and other FINRAQ/NASAA exams, you can use the following link:

https://achievable.me/#a_aid=Series7examtutor&p=s7et_10af_15

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

The Series 65 exam was revised with a new outline that went into effect on June 12th, 2023. The most important change was to lower the passing to 70% from 72%.  There were some changes to the content as I have outlined below in a summary of the more notable changes:

Economic Factors:

Nothing materially changed.  NASAA added sector risk, which Series 65 Exam Tutor has always had in its materials.  They also added geopolitical risk, which they previously called political risk as well as financial risk which is the same thing as credit risk. Series 65 Exam Tutor has updated its materials for these minor changes.

Investment Vehicles:

NASAA added floating rate preferred, equity public offerings including SPACs, non-traded REITS (removed physical real estate).  In pooled investment vehicles, they added "style" and change in investment policy.   In derivatives, they removed forwards.  Most notably, they added digital assets.  Series 65 Exam Tutor has updated its materials for these changes.


Investment Recommendations & Strategies

Under client profile, NASAA added environmental, social and governance (ESG) as well as religious criteria.   In techniques, they added inverse strategies, which is already in investment vehicles.  Under taxes, they added IRMAA as well as MLPs.  Under wealth transfer, they added portability.  Under retirement plans, they added Solo 401Ks, Under ERISA, they added QDIA.  Under Estate planning, they added community property as well as donor advised funds.  In trading securities, they added payment for order flow, introducing and clearing broker dealers as well as adding spreads to the cost of trading. Series 65 Exam Tutor has updated its materials for these changes.


Regulations

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.

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Discounted Cash Flows - Get Series 65 Tutoring help

 by Michael Weiss, CFA on 07/18/21

The 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.  


This process can be applied to capital budgeting projects (think CFO buying another plane due to pick up in air travel).  It can also be applied to figuring out the present of a bond or a stock.  With a stock, you can use a dividend discount model to estimate the present value of a stock. It helps to have experience in these applications to be able to explain them to others.  Michael Weiss, the owner of Series 65 Exam Tutor, has been teaching these concepts for almost 10 years.  He also learned these concepts in school where he majored in finance in both his undergraduate and graduate degrees.  In addition, he has also worked with present value concepts, as part of the CFA program.   If you need some help with any of these topics, you might to consider hiring a Series 65 Tutor

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A Series 65 Tutor Can Help You With Balance Sheets and Income Statements

 by Michael Weiss, CFA on 03/15/20

The 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. 

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Why You Should Take the Series 65 Exam

 by Michael Weiss, CFA on 07/14/19

As 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.

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Series 65 Tutors

 by Michael Weiss, CFA on 08/08/17

07/14/2019

Issues to consider when searching for a Series 65 Tutor:

 1.  Has the person taken the Series 65 Exam?  You should not work with anyone who has not taken the Series 65 Exam.

 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 

 3. Check into the background of the Series 65 Tutor, both professionally and academically.  If you can not verify their experience, you should be skeptical. Also, look for Series 65 Tutors who have completed the CFP program or who are CFA charterholders

 3. Google them and investigate (if they give you enough information to look them up).  The investment business has its share of people with less than admirable backgrounds 

 4. Avoid any Series 65 Tutor who implies you are guaranteed to pass an exam. This sounds very tempting but you should be very skeptical about anyone who uses language like this.  Not everyone will pass an exam

5. Also, avoid any Series 65 Tutor who says he or she knows exactly what will be on the exam.  


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