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If you're ready to invest in a formal Series 65 prep course, Varsity Tutors can place you in a private Series 65 class to help you reach for your professional ambitions. Series 65 (known as the Uniform Investment Adviser Law Examination) is a high-stakes exam required for investment professionals to earn a license to act as an Investment Adviser Representative in most states. Some of the broad topics covered include fiduciary duties, portfolio management, retirement planning, ethics, and legal regulations associated with the financial industry. If your test prep could use a boost, consider taking a Series 65 course today!

Many Series 65 prep courses begin by reviewing the structure of the exam. The chart provided below reveals the most important points about the test:

Series 65 Exam Format

Question Format # Questions Time Allowed Passing Score
Multiple-Choice 130 180 Minutes 72.3%

A three-hour exam can feel pretty grueling, so you might want to take a few practice exams during a Series 65 prep class to help build up your mental stamina. Taking practice tests may also help you understand exactly what the test is asking you, as FINRA (Financial Industry Regulatory Authority) exams are known to write questions to intentionally mislead financial professionals.

Taking practice exams can also be a good way to identify your academic strengths as well as any areas of opportunity where you could improve. The list below includes some of the topics you may want to review in a Series 65 class:

Series 65 Topics (Non-Comprehensive)

  • Business cycles
  • Monetary and fiscal policies
  • Income statements and balance sheets
  • Time value of money concepts
  • Valuation ratios
  • Systematic risks
  • Liquidation priorities
  • Insured and demand deposits
  • Asset-backed securities and corporate bonds
  • Fixed income securities and their characteristics
  • Nonqualified employee stock options
  • Shareholder rights
  • Technical analysis
  • Mutual funds
  • Sole proprietorships

If that seems like an intimidating list, know that private Series 65 prep classes can help you break it down into more digestible chunks. All of our Series 65 courses involve one-on-one test preparation with a private tutor, allowing you to study exactly what you need to. For instance, if you're confident with fixed income securities but have a harder time with non-qualified employee stock options, your sessions can concentrate on the stock options to help improve your study efficiency.

Likewise, working in a one-on-one environment ensures that any questions you have are addressed in a timely fashion. Many students also find it easier to ask for help in a private Series 65 course than a crowded classroom full of students.

Perhaps most importantly, Series 65 courses may be adapted to your unique needs. For example, visual learners may want to work with flashcards to remember all of the laws and regulations covered on the Series 65 exam, while an auditory learner might prefer to listen to a recording detailing the same information. Similarly, your instructor can take the time to really get to know you, potentially incorporating your outside interests into your study sessions to make them more engaging.

Varsity Tutors also works hard to make Series 65 classes as accessible as possible. All instruction takes place on our innovative Live Learning Platform, providing all of the benefits of face-to-face instruction without the logistical drawbacks of trying to meet up in person. We also try to match every student we work with to an expert instructor who can accommodate their scheduling needs for added flexibility.

If you would like to learn more about our Series 65 classes or are ready to enroll today, give us a call! Educational Directors are standing by to help you with any questions you may have.

Contact us today to connect with a top Series 65 instructor