Series 65 Prep Class
The Series 65 Prep Class is built for aspiring investment adviser representatives who are ready to earn their license and move their financial career forward.
Starts Tue, Nov 24
1:00 AM UTC · 1h
8 sessions
Dalcio
Outcomes, not lecture notes.
Decode the structure of the Series 65 exam, including how it's organized, how it's scored, and what that means for your test-day approach
Apply targeted time management techniques to pace yourself effectively across the full exam without running out of clock
Use strategic elimination and question-analysis methods to navigate complex regulatory and investment law questions with greater accuracy
Identify and distinguish the key legal concepts, fiduciary standards, and investment adviser regulations tested on the Series 65
Recognize question patterns and common traps across each content domain so you can avoid costly mistakes under pressure
Build a personalized test-taking game plan that accounts for your strengths and closes your knowledge gaps before exam day
Interpret scoring methodology to understand how to prioritize effort and maximize your total score
Meet Dalcio.
Dalcio
"Dalcio is a licensed financial advisor and dedicated educator with a Bachelor's degree from Nova Southeastern University. He specializes in tutoring aspiring financial and insurance professionals as they prepare for their licensing exams, including the Series 65, Series 6, and SIE. Known for his patience, engaging teaching style, and genuine investment in each student's success, Dalcio focuses on helping students build both confidence and a solid understanding of complex topics. His goal is to guide every student toward achieving their licensing objectives and establishing a strong foundation for a successful career in financial services."
The Series 65 Prep Class is built for aspiring investment adviser representatives who are ready to earn their license and move their financial career forward. This course breaks down the Uniform Investment Adviser Law Exam from the inside out — covering the content areas, question structures, and scoring mechanics you need to understand before you sit down to test. More than a content review, it's a strategy course: every session arms you with time management techniques and test-taking frameworks you can apply across every section of the exam. An expert instructor guides the depth and pacing based on where the class actually needs to go, so you're never wasting time on what you already know. Walk in prepared. Walk out licensed.
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Session 1: Economic Factors & Investment Characteristics
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Session 2: Fixed Income Securities
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Session 3: Equity Securities & Alternative Investments
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Session 4: Investment Companies, Insurance & Retirement Plans
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Session 5: Portfolio Management & Client Recommendations
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Session 6: Client Accounts & Retirement Planning
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Session 7: Laws, Regulations & Ethical Practices
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Session 8: Comprehensive Review & Practice Questions
Live Q&A
Cameras / mics optional
Recordings
Available within 1 hour, kept 90 days
Materials
No special materials required
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