Series 65 Tutor
Series 65 Exam Tutor 
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




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04/17 - With the help of a Series 65 Tutor, Michael, Tom, Ryan and Angela 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.
11/15 - With the help of a Series 65 Tutor, Matt and Eric passed 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.
05/14 - With the Help of a Series 65 Tutor, Walter passed 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.
02/14 - Series 65 tutoring helped Jason pass the Series 65 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
08/13 - With the help of a Series 65 Tutor, Emily and Fernando passed the Series 65 Exam
08/13 - With the help of a Series 65 Tutor, Paul and Michael passed 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 begins working with students via TutorSelect.com
02/12 - Series 65 Exam Tutor partners with a leading exam prep provider to supply educational content for the series 65 exam
12/11 - Series 65 Exam Tutor begins working with students via Tutorhero.net and Wyzant.com.


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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 find it challenging to allocate the hours necessary to pass the exam. A Series 65 Tutor can help motivate students to study.

As a Series 65 Tutor, Series 65 Exam Tutor emphasizes comprehension rather than memorization. In order to pass the series 65 exam, you need to understand the material. There is substantial overlap between the series 65 exam and the series 7 exam. The series 65 exam also covers the Uniform Securities Act and related content, which is not covered on the series 7 exam. Unless waived, passing the series 65 exam is a requirement for an investment professional to operate as an investment adviser representative. There is even more overlap between the series 65 exam and the series 66 exam.  It is important to note that in order to pass the series 65 exam, you need 72% while one needs 75% to pass the series 66 exam. A Series 65 Tutor can help you pass the test by recommending the best materials, 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       20 Questions (15%) 
​2. Investment Vehicle Characteristics                       32 Questions (25%)
3. ​Client Investment Recommendations/Strategies   39 Questions (30%)
4. ​Laws, Regulations, and Guidelines, including      39 Questions (30%)
Prohibition on Unethical Business Practices                 

For a more 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 either a portfolio manager or as an investment analyst. In addition, Michael has an undergraduate degree in finance as well as an MBA in finance and is a CFA charterholder. Michael has 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 also offers online and in-person tutoring for finance courses.

Series 65 Tutor

Those Formulas Look Difficult!

by Michael Weiss, CFA on 07/18/12

There are some very complicated formulas that are covered on the Series 65 and Series 66 Exams.  Without a background in finance, it might be difficult to calculate the net present value (NPV) or the internal rate of return (IRR) of a project. Then there is the capital asset pricing model  (Er = rf + b(rm-rf) and a few other challenging ones such as modified duration. Well, the good news is that the probability of having to calculate something like NPV is very low.  I can teach you how to do it but we would likely be wasting our time.  The calculator you get to use is very limited.  You cannot even raise a number to a power!  Much more importantly, you need to know how to identify stuff. In other words, you need to know the hows, the whens and the whys of these formulas. 

Series 65 Training - Private Adviser Exemption Changes

by Michael Weiss, CFA on 07/04/12

Series 65 Exam Students should make sure they are familiar the changes to the Private Adviser Exemption, especially at the Federal level. There is also a state level model rule that address the issues.  Here is some background and a summary of some of the changes at the Federal level

Advisers to private funds largely avoided registering with the SEC because of an exemption that applies to advisers with fewer than 15 clients – Each Fund counted as a client.  This broad exemption was eliminated.

Exemptions were added but they are more targeted and are listed below:

  • Advisers to venture capital funds.
  • Advisers to private funds with less than $150 million in assets under management in the U.S.
  • foreign advisers without a place of business in the US and fewer than 15 clients and  private fund investors and less than $25 million in assets under management from US clients and private fund investors