Series 65 Classes : Series 65 Tutor
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A Coast to Coast Series 65 Tutor and Tutor for other Licensing Exams
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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!
06/18 - With the help of a Series 65 Tutor, Rodney passed the Series 65 Exam
05-18 - Series 65 Tutoring helped Greg and James pass the Series 65 Exam
02/18 - With the help of a Series 65 Tutor, Mark and David passed the Series 65 Exam
01/18 - With the help of a Series 65 Tutor, Dan passed the Series 65 Exam
12/17 - Series 65 Tutoring helped Andy and Kyle pass the Series 65 Exam
11/17 - With the help of a series 65 tutor, Travis, Shawn and Judd passed the Series 65 Exam
09/17 - With the help of a Series 65 Tutor, Andrew and April passed the Series 65 Exam
05/17 - Series 65 Tutoring helped Angela pass the Series 65 Exam
04/17 - With the help of a Series 65 Tutor, Michael, Tom, Ryan passed the Series 65 Exam
03/17 - With the help of a Series65 Tutor, Amy passed the Series 65 Exam
02/16 - Series 65 Tutoring helped Joe and Jeff pass the Series 65 Exam
12/16 - With the help of a Series 65 Tutor, Gretchen passsed the Series 65 Exam
11/16 - With the help of a Series 65 Tutor, Randy passed the Series 65 Exam
10/16 - Series 65 Tutoring helped Joe pass the Series 65 Exam
08/16 - With the help of a Series 65 Tutor, Victoria passed the Series 65 Exam
07/16 - With the help of a Series 65 Tutor, Bob passed the Series 65 Exam
06/16 - Series 65 Tutoring helped Elizabeth and Darlene pass the Series 65 exam
05/16 - With the help of a Series 65 Tutor, Steve passed 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
01/16 - Series 65 Tutoring helped Craig pass the Series 65 Exam.
06/15 - With the help of a Series 65 Tutor, Bryn, Nathan and Neil passed the Series 65 Exam
05/15 - Series 63 tutoring helped Jason pass the Series 63 Exam
11/14 - With the help of a Series 65 Tutor, Don passed the Series 65 Exam.
08/14 - Series 65 Tutoring help DeMo, Bob and Leslie pass the Series 65 Exam.
04/14 - With the help of a Series 65 Tutor, James and Andrew passed the Series 65 Exam.
03/14 - Series 65 Tutoring helped Zack and Mike pass the Series 66 Exam.
01/14 - With the help of a Series 65 Tutor, Alec passed the Series 65 Exam.
12/13 - Series 65 Tutoring helped Nelia pass the Series 65 Exam
09/12 - Series 7 Exam Tutor helped Neil, Sarah, Jim, Angela and Alexander pass the Series 7 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
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Welcome to Series 65 Exam Tutor!  

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 need a 72% 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 7/1/2016)      

http://nasaa.cdn.s3.amazonaws.com/wp-content/uploads/2016/02/Series-65-Test-Specs.pdf


The primary instructor, Michael Weiss, CFA, has twenty 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.

Series 65 Classes

by Michael Weiss, CFA on 06/13/15

Passing the Series 65 Exam can be challenging for some people.  Most people we work with who take the 65 exam have very little investment experience.  Many of these test takers have insurance experience but not much exposure to investments. Compounding the challenge is people who take the Series 65 Exam are often not required to take any other investment exam such as the Series 7 Exam.  It is not unusual for us to start working with people after they have been unsuccessful on multiple exams.


Series 65 Exam Tutor provides one on one tutoring for the Series 65 Exam. We can also provide Series 65 Classes upon request. A Series 65 Class can be a cost effective way for firms to get extra help for multiple people taking the Series 65 Exam. 

The owner and primary instructor, Michael Weiss, has nearly 25 years of investment experience along with two degrees in finance and is a CFA charterholder.  

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