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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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05/21 - With the help of a Series 65 Tutor, Christian passed the Series 65 Exam
03/21 - Series 65 Tutoring helped Mark pass the Series 65 Exam
02/21 - With the help of a Series 65 Tutor, Louis and Desiree passed the Series 65 Exam
12/20 - Series 65 Tutoring helped Waeed pass the Series 65 Exam
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
09/20 - With the help of a Series 65 Tutor, Garrett passed the Series 65 Exam
08/20 - With the help of a Series 65 Tutor, Joe and Michael passed the Series 65 Exam
06/20 - Series 65 Tutoring helped Melissa and Mitchal pass the Series 65 Exam
05/20 - With the help of a Series 65 Tutor, Parker passed the Series 65 Exam
10/19 - Series 65 Tutoring helped Felix pass the Series 65 Exam
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
06/19 - With the help of a Series 65 Tutor, John passed the Series 65 Exam
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
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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
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
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
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
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
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.
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.


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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 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.

Series 65 Tutor

Improve Your Score with a Series 65 Tutor

by Michael Weiss, CFA on 02/07/14

The Series 65 exam is a difficult exam that qualifies an individual to be an investment adviser representative.  It can be challenging for someone without investment experience or an academic background in finance to be successful on this test. It is not unusual for someone to seek our help after failing the series 65 exam multiple times.  In order to be successful on the exam, you need to have an advanced understanding of investments and portfolio management.  This is where a Series 65 Tutor with academic as well as hands on experience can help you.  The owner of this company worked as an investment analyst and managed portfolios for companies like Merrill Lynch Investment Managers and Wachovia Bank (Now Wells Fargo)

Series 65 versus Series 66. Which one should I take?

by Michael Weiss, CFA on 08/30/13

Many students are unsure as to which exam to sit for; the Series 65 or Series 66. Conventional wisdom suggests that the level of difficulty is the same for the Series 65 and Series 66.  While it is true that the questions might be of comparable difficulty, the passing scores are not the same.  You need a 75% to pass the Series 66 while you need a 72% to pass the Series 65.  Three points does not seem like a lot but that margin could be the difference between passing and failing the Series 66. It is not unusual to score in the the low to mid 70's on the Series 66.  These are challenging exams and as a result, very few people, score in the 90s on these exams! You might also want to consider your strengths and weaknesses in terms of the content.  On the Series 66, there is greater emphasis on the laws and regulations compared to the Series 65.  The Series 65 has a greater emphasis on investment topics.  Lastly, you should consider getting a Series 66 or Series 65 Tutor. 

How to Pass the Series 65 Exam

by Michael Weiss, CFA on 10/07/12

The difficulty level for the Series 65 Exam is comparable to that of the Series 7 Exam but some students find the 65 especially challenging.  Do the people taking the Series 65 Exam have less experience than those taking the Series 7 Exam?  Actually, the opposite is probably true. Then, what is the deal here? There are a few factors that work against the Series 65 test takers but most importantly, they don't have as much motivation to pass the test compared to people taking the Series 7 Exam.  For many people taking the Series 7 Exam, they need to pass( sometimes on the first try) to stay employed.  Series 65 test takers don't usually have this issue.  Students taking the Series 65 Exam need to find the motivation to study and should approach the test as if their job is on the line.  This is where a Series 65 Tutor can very helpful.  Not only will the tutor help you understand difficult concepts but at the same time, a Series 65 Tutor can help motivate student to study.  

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