The Updated Series 65 Exam - Series 65 Exam Tutor's Materials Have Also Been Updated : Series 65 Tutor
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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
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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

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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