Series 65 Prep Class
College & Adult
Series 65 Prep Class is designed to prepare students for the Series 65 (Uniform Investment Adviser Law) Exam by equipping them with skills and test-taking strategies that lead to passing scores. The course will prepare the students by helping them understand the exam structure, tested concepts, scoring methodology, time management and test-taking tips and strategies that can be applied to each area of the exam. The expert instructor will make the ultimate decision as to how in-depth the topics need to be covered based on the needs of the class.
Included with Learning Membership
Unlimited access to hundreds of live classes, tutoring, and more.
8 sessions
1x per week
1 hour each
session duration
Why Students Love This Program
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Expert Instructors with Years of Experience Hal Boyd brings decades of Series 65 experience, blending clear instruction with real-world advice tailored for adult learners.
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Flexible, Personalized, and Pressure-Free Attend live or on-demand. Rewatch sessions as often as you like. Learn at your pace, without the cram-session stress.
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Interactive and Supportive Learning Ask questions live, get real answers, and learn from others who are also returning to study after years away.
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Designed for Career Changers and Professionals This course speaks directly to adults entering the financial advisory space—from insurance, sales, and beyond.
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Clear Memory Tools That Stick From brain-based analogies to test-day strategies, you’ll get easy-to-remember cues to simplify complex topics.
Included with Your Learning Membership
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Live course instruction in a virtual classroom where you’ll meet with your instructor and fellow students
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Interactive, collaborative lessons tailored to Series 65 topics and test strategies
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Designed for real engagement and active participation
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Expert instructors who specialize in immersive, student-friendly learning
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Unlimited on-demand replays to review lessons anytime
Series 65 Prep Class
Small Group Class
- Typically 6-9 students per class.
- Engaging, interactive lessons
- Built for drop-in or ongoing attendance
- Unlimited access to this class and more free with Learning Membership
About Small Group Classes
Personalized Instruction
Small classes allow the instructor to give individualized attention to each student.
Customized Curriculum and Learning
Class content and pacing is tailored to the interests and needs of the students.
Collaborative Experiences
Student-to-student collaboration fosters deeper learning and engagement.